Retainful Knowledge Base
  • Retainful Knowledge Base
  • Installation
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    • Setting up a Sending Domain
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    • Order Follow Up Emails
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    • Automation Workflow Settings
      • Entry Rules
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  • EMAIL SETTINGS
    • Email Drag and Drop Editor
    • Save as Template
    • Adding a store logo on your email template
    • Adding a Coupon Block to Your Email Template
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    • Creating a Campaign
  • AUDIENCE
    • Getting started with List & Segments
    • Creating a List
    • Creating a Segment
  • Signup Forms
    • Add to Cart Popup
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    • Welcome Popup
    • Embed Form
    • Enabling Signup Forms In Retainful Settings
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    • What is a Contact
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  • SETTINGS
    • Retainful Settings
      • General
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      • UTM Parameters
    • Retainful - WooCommerce Plugin Settings
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    • Migrate To Improved Integrations
  • HOW TO's
    • How to Insert Retainful's Shortcodes
    • How to Resolve Cart Recovery Emails Sent After Order Placement
    • How to Create Dynamic Coupon Codes in Emails
    • How to check conversions
    • How to ensure GDPR compliance - Marketing Consent
    • What Are Opt-In Settings and How Can You Configure Them?
    • How to Manage Multiple Stores with Retainful
    • How Can You Improve Email Deliverability
    • Best Practices for Higher Deliverability & Engagement
    • Sending Domain
      • GoDaddy
      • Hostinger
    • Google & Yahoo Sender Requirements
    • How Customer's Email Address is captured?
    • How Retainful Tracks Conversions with Coupon Codes?
    • How to delete a Bounce-back email or a failed email address?
    • How Was My Store Account Deleted?
    • How to insert coupon codes in automation emails?
    • How Can You Use Google Fonts in Retainful Email Templates?
  • Developers
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On this page
  • Triggers
  • Types of Conditions in Trigger:
  • Block / Steps
  • Time delay
  • Wait
  • Options for Wait Block
  • Coupon Generation
  • If else conditions
  • Trigger Events
  • Contact Property
  • Add to list
  • Remove from list

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  1. Automations

Automation Workflow Settings

Allow users to customize triggers, conditions, and actions for their automated marketing processes.

PreviousProduct Specific Follow Up EmailsNextEntry Rules

Last updated 4 months ago

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Triggers

Triggers in email automation are events or actions that prompt an automated email to a customer. They work by responding to specific behaviors,

Such as:

  • Cart abandonment: If a customer leaves items in their cart, a reminder email is sent automatically.

  • Time-based criteria: a follow-up email could be triggered on waiting Block

  • Order or product purchase: An email is triggered to confirm a customer’s order or recommend related products after a purchase.

  • Currency and language preferences: Emails are sent in the customer’s chosen currency and language, ensuring a personalized experience.

Types of Conditions in Trigger:

  • : Set the criteria for customers' entry into the workflow.

  • : Set entry conditions based on the trigger attributes. Example: Order attributes.

  • : Set entry conditions based on the customer properties.

Block / Steps

Block / Steps

Time delay

Wait

The customer should wait for a specific amount of time to receive emails.

Options for Wait Block

Days - Option to send emails on Specific Days

Hours - Option to send emails in Specific hour

Minutes - Option to send emails in Specific Minutes

Coupon Generation

Allow you to create and manage discount codes for your customers. Here’s what you can typically set:

  • Discount amount: Choose how much discount the coupon offers (e.g., percentage off or a fixed amount).

  • Free Shipping: Option to offer free shipping.

  • Set Validity: The coupon is valid for 3 days.

  • Apply if the Order Value is at Least: The coupon applies when the minimum order value is at least specified.

  • Exclude Sale Items: Option to exclude sale items from the coupon use.

  1. Choose the Automation Workflow > Edit > Choos the Email Block > Go to Email Block > Edit Email content

  2. Edit Email content

  3. Select Retainful Dynamic Coupon > Configure > Use the coupon code from the Coupon Step > Save the template after making changes.

If else conditions

If/Else is a condition in automation is a simple decision-making tool. It checks if a condition is true or false and then takes action based on the result.

Trigger Events

These provide various options for determining whether a customer should remain in the automation workflow or exit it, based on different categories.

Contact Property

These allow you to set conditions based on specific details about the contact, such as their preferences or profile information, to decide whether they should continue in or exit the automation workflow.

Add to list

This feature in automation helps you organize your contacts into specific groups or lists. You can use this to sort customers based on their interests or behaviors.

Remove from list

This feature allows you to take a contact out of a specific group or list. By removing contacts, you can manage your audience more effectively and ensure that they no longer receive communications that may not be relevant to them.

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Trigger Rules
Customer Rules
Entry Rules