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:
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Abandoned Carts (Single & Multiple Email Automation)
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Simple Welcome eMails (Single & Multiple Email Automation)
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Advanced Welcome Series (Multiple Email Automation)
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Cross Sells & Up-Sells
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Purchase Followups and Replenishment Reminders
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Loyalty Point Reminders
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Regaining Lost Customers
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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.
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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.
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Update the list:
Starts a workflow when a contact is added or removed from a particular list of contacts.
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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.
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Order placed:
Starts a workflow when a new order has been placed.
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Order fulfillment:
Starts a workflow when an order is marked as fulfilled.
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Contact first seen:
Starts a workflow when a contact appears first in the store
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Store visit:
Starts a workflow when a contact is last seen in the store
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Available Loyalty Points:
Starts a workflow when a customer reaches a threshold of loyalty points
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Email is delivered:
Starts a workflow when a specified email is delivered to the customer
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Segment changed:
Starts a workflow when contact is added or removed from a specified customer segment
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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.
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Customer list:
Filter a workflow by checking the contact is a member of a specified list.
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Customer segment:
Filter a workflow by checking the contact is a member of a specified list.
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Email activity:
Filter a workflow by checking if a customer has opened a certain message in a specific time frame or not.
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Cart status:
Filter a workflow on the basis of a complete or an abandoned cart.
ACTIONS
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AiTrillion multi-channel automation actions allow you to initiate one or more actions on the basis of the Triggers and Filters selected. These include:
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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.
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Update list:
This action adds or removes a contact from a certain list.
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Send email:
This action allows you to send an email message of your choice.
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Send push:
This action allows you to send a push message of your choice.
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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:
1. Allow contacts to enter the workflow an unlimited number of times, even if the contact is already on the workflow.
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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.
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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)
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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)
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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.