Automation 360 elements (blocks)

You can drag all the automation elements into the working field with a quick left click. Thus you can register an automated series for every possible event and automate the process of sending emails once and for all.

When creating an automation, the following elements are available:

  • Email
  • Web push
  • SMS
  • Filter
  • Condition
  • Action
  • Goal

Let’s learn more about each element.

Email

An automation series mostly consists of emails. Drag the “Email” element from the left menu to the working field and configure sending emails in the right part of the screen.  

Specify when to send the email, the subject and select a template. In settings, there is the option to attach a file. After filling in all the attributes, click “Apply.” Follow these steps to add all the emails needed in the series.

Web push notification

In the automation flow, you can include not only email but also web push notifications and SMS as well.

Using web push is a good idea in case your email was not read by the customer. Push notifications work well in different browsers, and the user can subscribe to it using a desktop or smartphone. Web push notifications will only be sent if the contact, for whom the automated series was launched, subscribed to web push notifications.

SMS

To include SMS in your automation, you should know for sure if the mailing list contains phone numbers. In the right part of the screen, you need to configure the time for sending the SMS, specify the sender and enter the text of the message. When ready, click “Apply.”

Filter

This element filters out contacts according to chosen conditions and gives the opportunity to create a personalized and relevant automated series.

With the help of filter, you can, for example, create an automated series only for men or women. The filter can assign conditions for sending based on the place of residence, so the automated series will be sent separately to contacts who live in Moscow, St. Petersburg and so on.

Create options to filter by that are relevant to your business in the right part of the screen. To save established parameters, click the “Apply” button.

Condition

Based on what actions the subscriber performs — has he opened the email or not, has he followed the link or not — a “Condition” block determines the next step in the automation flow. You can click to link the Condition to an Event. When linking the condition to the event, you can specify the amount of time to wait for the transition. 

In the case the user’s condition, such as “Registration,” “Order,” “Payment” and others, were met, these events then become a filter for further actions. Automation will be sent on established conditions, for example, if the order or payment was made and so on.

In options, you can establish the time you need for the system to wait for a subscriber to complete actions. 

Let’s see how “Condition” works using the example of an automation that begins after adding a new subscriber to an online store’s mailing list. 

The series starts with a welcome email. Then, an action filter triggers: if the subscriber has read the sent email or not.

  • Filter condition — the email was opened.

An email with special offers is sent to the subscriber if the email was opened. 

  • Filter condition — the email was not opened.

In this case, an SMS notification saying “Read the email as soon as possible and get a 10% discount on your first purchase!” will be sent to the subscriber.

Action

The “Action” element allows performing the following configurations regarding recipients:

  • To move subscribers. The action moves subscribers’ addresses to another mailing list. 
  • To copy subscribers. The action copies subscribers from the mailing list that is being used to another mailing list. When copying, addresses are left on the original mailing list that is being used as well.
  • To delete subscribers.
  • To change the variable for the contact. 
  • To send email to your own email address.

Here’s an example of how “Action” is used:

If the subscriber does not open your emails, apply the action “Move subscriber to another mailing list” by which the reactivation email campaign will be managed. Even if after receiving the reactivating emails the subscriber stays inactive, apply the action “To delete subscriber.”

Goal

In automation, you can specify goals, the accomplishment of which you want to track.

Let’s look at an example of how this works. The sender creates an automated series, the goal of which is to sell a Spanish tour. If the goal is reached, the purchaser receives a thank-you email for the purchase.

As soon as the goal is reached, you can stop the series and not send further emails in this automation flow. To do this, click the checkbox “Stop series for subscriber if goal is triggered.”

Save changes by clicking “Apply.” 

 

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