Workflow Automation Basics: Streamline Your Business Processes with AiTrillion

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.

AiTrillion offers some pre-built workflows in its templates section ( 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...

NotesNote: 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.

Noteđź“ť: In the Segment Changed workflow, you can create more than 5 segment-based workflows, but only 5 can be active simultaneously.

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:

1. Allow contacts to enter the workflow an unlimited number of times, even if the contact is already on the workflow.

  • 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.


Notes
Note: If you don't set the throttling option, the workflow will be automatically disabled.

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