Workflow Automation
Add a custom tag to your customer via AiTrillion Automated Workflow
Introduction Let's say your customer has placed an order containing 5 items. Two of these items are super expensive and need extra care. You want to send them and email about the special items and also want to add a tag to their customer profile on ...
Setup Newsletter Follow-Up Email Workflow
Introduction Use a newsletter followup email workflow to send an automatic discount code or such offer to people subscribed for the newsletter. Here are the steps to setup Newsletter follow-up email in Workflow automation Step 1: Go to WorkFlow ...
Setup Advance Welcome Series Workflow
Introduction Use an advanced combination of emails only or emails, pushes and sms to welcome new customers to your store. Use this series as a base and build upon it to your liking. Here are the steps to setup Advance welcome series workflow Step 1: ...
Setup a Loyalty Point Reminder in Workflow Automation
Introduction Now remind your customers to redeem their loyalty points with ease by using AiTrillion Loyalty Workflow Automation Here are the steps to setup a loyalty point reminder in Workflow automation: Step 1: Go to Workflow automation > Workflow ...
Check Web Push Report Sent From Workflow
Feature Overview Now check the detailed graphical web push report sent from workflow with impression and sales revenue. Here are the steps to Check Web Push Report Sent From Workflow -: Step 1: Go to Workflow Automation > Workflows Step 2: Click on ...
Setup Product Cross Sell Workflow
Introduction Use this pre created workflow to cross sell your prouducts with minimal manual intervention! Follow below steps to setup product cross sell workflow: Step 1: Go to WorkFlow Automation>Templates Step 2. Go to Winback tab and Click on the ...
Use new design editor in workflow automation
Introduction In this article, we'll walk you through the key functionalities of the new design editor and how it can streamline your automation processes. Here are the steps to use New design editor in Workflow automation: Step 1: Go to Workflow ...
Can I use AiTrillion to send an email to people whose order contains a certain type of product?
Introduction Let's say your customer has placed an order containing 5 items. You want to send an email to them with some details about items 2 and 3. Follow the below steps to send an email to people whose order contains a certain type of product: ...
Using a Date Property Trigger with AiTrillion
Introduction AiTrillion has recently included a Date Property Trigger in its workflow systems. You can now send automatic emails and design workflows for any of the 4 options that this offers. AiTrillion now has a date property trigger as a part of ...
Send an automatic email when someone visits a certain product
Introduction AiTrillion can be used to automatically email your customer if they have visited a certain product on your store. Here are the steps to send an automatic email when someone visits to certain product: Step 1: Go to Workflow Automation > ...
How to send an automatic email based on a certain date like Birthday or anniversary
Introduction With AiTrillion you can now send an automatic emails with our date property trigger that will help you send an automatic email on a certain date. Options include birthdate, Customer created date, first order date and last order date. ...
Workflow Automation Basics
Introduction Workflow Automation is a multichannel series of one or more actions, designed at automating many manual and mundane tasks, thus saving time on things that are repetitive in nature. Watch a quick 3-minutes video to learn about workflow ...
Setup Welcome Email in Workflow Automation
Introduction Send a welcome email to let your new customers know that they matter. Here are the steps to setup a Welcome email in Workflow automation Step 1: Go to WorkFlow Automation>Templates Step 2. Click on the Use Now button beneath the Simple ...
Setup an Abandoned cart & checkout series in Workflow Automation
Introduction Save potential losses and increase income from abandoned carts, using our predesigned abandoned cart series automation. Here are the steps to setup Abandoned cart & checkout series in workflow automation: Step 1. Go to Email Marketing > ...
Setup Order thank you in Workflow Automation
Introduction Workflow Automation helps you add a personal touch to all your communications by eliminating manual processes. Here are some simple steps to automatically send a follow-up after a customer has purchased a product: Step 1: Go to Email ...
Create A Workflow Automation Manually
Introduction Automate your email, push and sms marketing with 10 customized triggers, multiple delays and action points, with AiTrillion MultiChannel Workflow Automation. Watch a quick 6 - Minutes video to create Workflow automation manually ...
Remind Customers To Enter Their Date Of Birth
Introduction Use this automation to quickly remind your customers to enter their date of birth. Here's a quick 4-minute video to remind customers to enter their birth date Step 1: Go to the Customers, and click on Add filter. Step 2: In the filter ...
Setup a Customer Winback Workflow automation
Introduction Use this pre-created AiTrillion workflow automation to win back customers and engage with them on a frequent basis. Here are the steps to setup the customer winback workflow: Step 1: Go to WorkFlow Automation>Templates Step 2: Click on ...
Setup a Replenishment Reminder Workflow
Introduction Remind your customers to place a repeat order for the same product by using this pre-created workflow automation Here are the steps to setup a replenishment reminder: Step 1: Go to Email Marketing > WorkFlow Automation>Templates Step 2: ...
Change Contact Throttling Settings
Introduction Contact throttling allows you to set limitations on how many times the same customer can be a part of the AiTrillion multichannel automation that you have created. Watch a quick 4-minute video on Contact throttling settings Workflow ...
How to setup Customer Reactivation in Workflow Automation?
Introduction Win back your old customers with reactivation email automation. Here are the steps for setting up customer reactivation: Step 1: Go to Email Marketing > WorkFlow Automation> Templates Step 2: Click on the Use Now button beneath the ...
Setup a Browse Abandoned Workflow
Introduction Use this pre-created automation to remind your customers of the products they were looking at on your site before they dropped off. Here are the steps to setup Browse Abandon workflow: Step 1: Go to WorkFlow Automation>Templates Step 2: ...
Send Web Push Notifications Using Workflow
Introduction Send Push messages from the AiTrillion Workflow Automation Tool Note: To learn how to create workflow automation manually or to use a pre-created template check out this basic's article: The Basics of Multichannel Workflow Automation ...
Send an automatic email when someone visits the store
Introduction Enhance your customer engagement and boost conversions with our automated email feature. When a potential customer visits your site, seize the opportunity to connect instantly by sending a tailored email Here are the steps to send an ...
Send an automatic email on order fulfillment
Introduction In today's fast-paced e-commerce world, timely communication is key to maintaining customer satisfaction and loyalty. One of the most crucial touchpoints in the customer journey is order fulfillment. Ensuring that your customers are ...
Use the email marketing template in the Workflow
Introduction In order to effectively manage your email marketing campaigns, it is essential to utilize templates that streamline your workflow and ensure consistency in your messaging. Here are the steps to use the email marketing template in the ...