Automation 360 Elements (blocks)
With the help of flow automation, you can create custom scenarios and send out a series of emails to each customer branch triggered by any possible event and based on customer data. All of your flow elements can be dragged to the working field by left-clicking on them.
In this article, we will talk about the elements you can add to your automation flow.
The first element is "Start," and it starts the flow. You can select and monitor the following events:
- adding a subscriber to your mailing list;
- special date;
- contact webhook;
- changing the variable value;
- creating a deal or changing the deal stage;
- work progress with students;
- event in your system.
Check whether you want the series stop to be triggered by an event, and select this event. You can also count the series stop as a conversion.
Using the "Email" element, you can send an email to the user, for example, about product purchase or about new products in stock.
Drag the "Email" element into the editor field. Specify the start message’s sending time, email subject and preheader, and select your template. Additionally, you can attach files and disable the unsubscribe link for transactional emails.
Learn more: How to Create an Automation Triggered by an Event and How to Send a Message Triggered by a CRM Event.
With the "Push" element, you can send browser notifications to subscribers with sales promotion, breaking news alerts, or online events notifications.
We recommend using push notifications in cases where the user did not read the sent email and delivering the information using another communication channel.
Drag the "Push" element, and select the recipients of your message. Specify the notification sending time. Enter the notification title, text, and link. Specify the push lifetime. Additionally, you can replace the standard push notification image.
Using the "SMS" element, you can add the SMS message to your automation. Use this block to send messages about customers’ order delivery or the delivery time change.
Drag the "SMS" element into the editor field, and specify the start message’s sending time. Enter the SMS sender's name and SMS text. You can personalize the message text and insert more variables.
The contact must have a phone number for you to send a message. Contacts with only an email address will not receive the message.
Using the "Messenger" block, you can send messages to the subscribers of the selected chatbot or start a specific flow for them. These messages can be used to send a bonus to an order or a gift for a special date.
The recipients must be subscribed to the chatbot from which you will send them a message and also have an email address or phone number in the "Audience" of your chatbot.
Drag the "Messenger" element into the editor field, and specify the start message’s sending time. Select the chatbot, and choose an action: send a message or start a flow..
With the "Viber" element, you can send service messages to users.
Drag the "Viber" element into the editor field, and specify the start message’s sending time. Select your sender and message template. Add your variables from the list, and set the message lifetime.
Using the "Filter" element, you can filter your contacts by matching the specified conditions and create personalized and relevant automations.
For example, you can create an automation exclusively for men or women. Set the filter to send messages to contacts living in a certain place of residence, then your automation will be received by the contacts living in the city of London, Los Angeles, New York, etc.
Drag the "Filter" element, select the time, variable, and filter condition. Specify the value of the variable.
On the right, you can create a new variable. To do this, click "Add," enter a new name, and select the variable type.
Using the "Condition" element, you can build an automation flow based on the subscriber’s actions: opening or not opening an email, clicking on the link in the email or not clicking. With the "Clicks" condition, you can specify the link you need to monitor.
If user events, such as "Registration," "Purchase," or others, were transmitted, the automation will be sent according to the conditions set: whether an order was placed or not, whether payment was made or not, etc.
Drag the "Condition" element, and set the time during which the system will wait for the subscriber’s action.
Using the "Action" element, you can perform the following actions:
- move subscribers (move subscribers’ email addresses to another mailing list);
- copy subscribers (copy subscribers from one mailing list to another);
- delete subscribers (remove a subscriber from the mailing list);
- change variable for contact (replace the value of the selected variable);
- send an email to your address (send an email to the selected recipient email address);
- split your contacts randomly (split the contacts into new branches according to the proportions set);
- send a webhook (send a webhook about the event in your system);
- create contacts and deals in your CRM (create a new contact or deal in your CRM);
- register for another course (adds a student to the course);
- invite to another course (sends a student invitation to enroll the course);
- assign a tag (adds a tag in EDU and CRM);
- delete from a course (deletes students and their progress);
- block in a course (blocks students in the platform).
Drag the "Action" element into the editor field, and select the action.
With the help of the "Goal" element in your automation, you can indicate the goals achieved. Add the "Goal" element after the tracked event.
For example, you need to create an automation, the purpose of which is to sell a tour to Spain. If you receive the "Purchase" event and the contact falls into the "Goal" element and the "Yes" branch, the goal will be achieved, and a thank-you email will be sent to the subscriber.
Learn more: How to Set Up a Conversion Count.
After reaching the goal, you can stop the series and no longer send messages in this flow. To do this, check the box "Stop series for subscriber if goal is triggered."
Last Updated: 18.01.2023
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