Set Up Advanced Welcome Series Workflow | Automate Onboarding with AiTrillion

Setup Advance Welcome Series Workflow

Introduction

Use an advanced combination of emails only or emails, push, 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: Go to WorkFlow Automation > Templates >> Click on Welcome email



Step 2: Click on the Use Now button beneath the Welcome email (advance) box.



Step 3. A popup will appear asking for confirmation. Confirm and proceed.


Step 4. Once done, the workflow flowchart shall be presented to you for your perusal. Make your settings, choose your throttling options, click save and turn on your workflow.


NotesNote: You can edit the default messages by clicking on the message name. By clicking on the email action box you can choose other email options as well.

    • Related Articles

    • 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 > ...
    • Next steps after you install AiTrillion

      Introduction Congratulations on installing AiTrillion! ? Now, let’s set up the essentials to maximize its features and enhance your Shopify store’s marketing, automation, and customer engagement. Follow this step-by-step guide to get started: ...
    • Workflow Automation Basics

      Watch a quick video to learn about workflow automation 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. ...
    • Setup Welcome Web Push Notifications in Automation

      Introduction: Welcome web push is an automatic push notification that appears to the subscribers when they first time approved the push access on the store. Sellers generally show discounts/offers or the best-selling collections on the welcome push ...