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.

 

 

AiTrillion offers some pre-built workflows in its templates section (AiTrillion -> Email Marketing -> WorkFlow Automation-> Templates) that can be used 'Out of the Box' for: 

• Abandoned Carts (Single & Multiple Email Automation)
• Simple Welcome eMails (Single & Multiple Email Automation)
• Advanced Welcome Series (Multiple Email Automation)
• Cross Sells & Up-Sells
• Purchase Followups and Replenishment Reminders
• Loyalty Point Reminders
• Regaining Lost Customers
• Newsletters and more...

Note:  While all the above automation templates are Email based, they can be modified to include Web Push and SMS as well. 

AiTrillion also offers you to create a highly customized automation of your own using three main elements. A trigger, some filter and actions, all of which can be dragged and dropped into the flow creation area. 

Let's take a deeper look at these.

TRIGGERS:   AiTrillion multi-channel automation triggers, are user-based actions that initiate a workflow. Here are 10 triggers explained briefly. 

1. Contact is added:  Starts a workflow when a contact has created a Shopify account or has subscribed to a newsletter, has been imported via CSV or has been added to the system manually. 
2. Update the list:  Starts a workflow when a contact is added or removed from a particular list of contacts.  
3. Cart is abandoned:  Starts a workflow when the shopping cart has been abandoned. 
   Note: For  Cart is Abandoned  trigger, you can only send generalized push notifications from the workflow automation.
4. Order placed:  Starts a workflow when a new order has been placed. 
5. Order fulfillment:  Starts a workflow when an order is marked as fulfilled.
6. Contact first seen:  Starts a workflow when a contact appears first in the store
7. Store visit:  Starts a workflow when a contact is last seen in the store
8. Available Loyalty Points:  Starts a workflow when a customer reaches a threshold of loyalty points
9. Email is delivered:  Starts a workflow when a specified email is delivered to the customer
10. Segment changed:  Starts a workflow when contact is added or removed from a specified customer segment
11. Loyalty Point Earned:  This trigger initiates and automatic email based on loyalty points earned for one or more than one loyalty activities. 

FILTERS:   AiTrillion multi-channel automation filters allow you to fine-tune your automation campaign to the T.  Here are 4 filters explained briefly. 

1. Customer list:  Filter a workflow by checking the contact is a member of a specified list.
2. Customer segment:  Filter a workflow by checking the contact is a member of a specified list.
3. Email activity:  Filter a workflow by checking if a customer has opened a certain message in a specific time frame or not. 
4. Cart status:  Filter a workflow on the basis of a complete or an abandoned cart. 

ACTIONS :  AiTrillion multi-channel automation actions allow you to initiate one or more actions on the basis of the Triggers and Filters selected. These include: 

1. Delay:  This action allows you to set a delay between two actions, two filters, a filter and an action, or a trigger and a filter.
2. Update list:  This action adds or removes a contact from a certain list. 
3. Send email:  This action allows you to send an email message of your choice. 
4. Send push:  This action allows you to send a push message of your choice. 
5. Send SMS:  This action allows you to send a SMS message of your choice. If this is not an option for your AiTrillion, let us know on support@aitrillion.com

THROTTLING OPTIONS:  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. 

Settings for throttling options include: 

•  Select this option when you don’t want to limit the number of times the same contact can be a part of this automation. 

2. Do not allow any additional contacts into the workflow. All contacts currently progressing through the workflow will continue to completion.

• Select this option to prevent this automation from being sent to new customers. All customers who are a part of this automation will continue to go through it, after which this automation will cease.

3. Limit the number of times a contact may simultaneously be on the workflow to a number of time(s).  ('a number of' times is a clickable option)

• Select this option if you want to limit the number of times the same customer will be a part of this automation and receive its messaging. 

4. Limit the number of times a contact may enter the workflow to a number of time(s) every a number of time frame(s).  ('a number of' in both places and 'time frame(s)' are clickable options)

• Select this option if you want to limit the number of times, in a certain time frame during which, the same customer will be a part of this automation and receive its messaging. e.g. Send Mr. X this email + push once in every three months.