How do I create an automated workflow?

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Before creating an automation workflow it’s a good idea to have all the elements you would like use in the workflow already created. This means any lists, emails, forms or landing pages.

 Automation workflows consists of several elements: 

Triggers: A trigger is the event that starts the workflow. Triggers include:

  • Contact joins a list
  • Contact unsubscribes from a list
  • Contact opens an email
  • Contact clicks a link in an email
  • Date and Time

Actions: Actions enable you to automate tasks in the workflow. Actions include:

  • Send an Email
  • Add to a List
  • Remove from a List

Conditions: Conditions enable you to create new paths based on contacts’ actions or attributes. A condition has “yes” or “no” paths. Conditions include:

  • Contact Opens an Email
  • Contact Clicks a Link in an Email
  • Contact Unsubscribed from a List
  • Contact has Attribute
  • If you choose Contact joins a List

Delay: A delay enables you to add “wait” time before an Action or Condition occurs. You can set a delay for any number of minutes, hours or days. 

To create an automated workflow:

  1. In the main menu, click the Automation link
  2. Click the Create Automation button
  3. Add the Automation name and description
  4. Click Add Start Trigger and select the Trigger to start your workflow
    • If you choose Contact joins a list, select the list you want to use
    • If you choose Contact unsubscribes from a list, select the list you want to use
    • If you choose Contact opens an email, select the email you want to use
    • If you choose Contact clicks a link in an email, select the email you want to use
    • If you choose Date and Time, enter the date and time to trigger the automation
  5. Once you’ve selected your trigger click the + Button to add an Action, Condition, or Delay.
  6. If you choose an Action:
    • If you choose Send an Email, select an email to duplicate and send. You can change the subject line to suit your needs.
    • If you choose Add to a List, select the list the contact will be added to
    • If you choose Remove from a List, select the list the contact will be removed from
  7. If you select a Condition:
    • If you choose Contact Opens an Email, select the email to use
    • If you choose Contact Clicks a Link in an Email, select the email to use
    • If you choose Contact Unsubscribed from a List, select the list to use
    • If you choose Contact has Attribute, select the attributes the contact must match
    • If you choose Contact joins a List, select the list to use
  8. If you choose a Delay:
    • Set the time for the delay (minutes, hours, days)
  9. Continue to add Actions, Conditions and/or Delays to your workflow
  10. When finished creating your workflow click:
    • Save and Close, if you are not ready to activate your automation
    • Activate, if you are ready to activate your automation
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