Workflow Automation Basics

Workflow Automation Basics

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.

Watch a quick 3-minutes video to learn about workflow automation:

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.

    • Related Articles

    • Send SMS notifications using Workflow Automation

      Introduction Send SMS messages automatically as a part of the AiTrillion Workflow Automation ?Note: To learn how to create workflow automation manually or to use a pre-created template check out this basic's article: The Basics of Omnichannel ...

    • Create A Workflow Automation Manually

      Introduction Automate your email, push and sms marketing with 10 customized triggers, multiple delays and action points, with AiTrillion MultiChannel Workflow Automation. Watch a quick 6 - Minutes video to create Workflow automation manually ...

    • Setup Order thank you in Workflow Automation

      Introduction Workflow Automation helps you add a personal touch to all your communications by eliminating manual processes. Here are some simple steps to automatically send a follow-up after a customer has purchased a product: Step 1: Go to Email ...

    • Use new design editor in workflow automation

      Introduction In this article, we'll walk you through the key functionalities of the new design editor and how it can streamline your automation processes. Here are the steps to use New design editor in Workflow automation: Step 1: Go to Workflow ...

    • Setup a Customer Winback Workflow automation

      Introduction Use this pre-created AiTrillion workflow automation to win back customers and engage with them on a frequent basis. Here are the steps to setup the customer winback workflow: Step 1: Go to WorkFlow Automation>Templates Step 2: Click on ...