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: 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.

Note: 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 ...

• 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: ...

• 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 > ...

• 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 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: ...