Automation Workflow Settings
Allow users to customize triggers, conditions, and actions for their automated marketing processes.
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:
Entry Rules: Set the criteria for customers' entry into the workflow.
Trigger Rules: Set entry conditions based on the trigger attributes. Example: Order attributes.
Customer Rules: Set entry conditions based on the customer properties.
Entry Rules
Triggers that determine when a customer can enter the workflow
What is an Entry Rule?
The Entry Rule lets you restrict customers from entering the automation workflows if they have entered into the workflows in the last X days.
This will help you to prevent customers from entering the same workflow simultaneously within a short period.
For example 1- if you set this rule, the customer won’t enter the automation more than once. If the limit is one day, the customer won’t get any emails from this automation for 24 hours using the same automation. For example 2 - Let’s say we have an abandoned cart recovery workflow with 3 emails set to be sent at different time intervals (after 1 hour, after 1 day, after 2 days)
John visits your store and abandons a cart
We will enter the abandoned cart recovery workflow and start receiving emails
John revisits the store the next day and abandons another cart
He will re-enter the workflow while his first cart is still in the workflow
Now, John will get multiple emails within a few days as he entered the workflow twice simultaneously. It will lead to confusion and he might feel annoyed for receiving emails back-to-back.
If the Entry Rule was set up for the workflow, he would’ve not reentered the workflow after abandoning the second cart.
Use case
Sometimes, a customer may abandon multiple carts simultaneously. In such scenarios, if you set up an Entry Rule for your abandoned cart recovery workflow, it will prevent the customer from entering the workflow more than once.
Set up process
1. Login to your Retainful dashboard -> Automation
2. Edit workflow or Create a workflow
3. Click on ‘Trigger’ to find the trigger settings on the right side.
4. Click on Entry Rule -> Add Rules
5. Select ‘Skip if the customer entered the workflow’ -> In the last
6. Enter the days and click on ‘Add’
7. After adding the Entry Rule, click on the ‘Save Rule’ button to add the Entry Rule to the workflow.
Trigger Rules
An event that starts an automation flow, based on customer events and cart activity
The Trigger enables users to verify whether customer contacts that meet the trigger event criteria will enter automation.
This tool ensures your automation is correctly configured by demonstrating whether the trigger and audience filters are operating as expected.
Types of Trigger Conditions
Order total
Language
Currency
User roles
Category Name
Category IDs
Product name
Geolocation
Placed order
Order total
Triggers emails based on the total amount of a customer's order.
Language
Sends emails in the customer's preferred language
Currency
Sends emails in the user's preferred currency into the automation
User Roles
Administrators or staff members of the store, allowing them to test and manage automated workflows.
Category Name
Sends specific emails based on the product category the customer interacted with.
Category IDs
Sends specific emails based on the product category IDs the customer interacted with.
Product names
Triggers emails for certain product names a customer views or buys.
Product IDs
Triggers emails for certain product IDs a customer views or buys.
Buyer Accept marketing
Sends emails only if the customer has agreed to receive marketing emails.
Geolocation
Uses the customer's location to send an email.
Placed order
Triggers a follow-up email once a customer completes a purchase.
Customer Rules
These are conditions set in automation that define how and when specific actions should take place based on customer details or actions, like Email, Name, Country, and Sign-up.
Email
Triggers only for customers with specific email addresses or domains.
Name
Targets customers with certain names.
Country
Sends emails based on the customer’s location.
Signed up
Starts the automation for customers who signed up on a particular date or within a time range.
Block / Steps
Add a Step to your Workflow
Inserting additional Blocks or Steps into your automation workflow, such as sending an email, applying filters, or setting delays to customize how the automation operates
Time delay
Wait
The customer should wait for a specific amount of time to receive emails.
Options for Wait Block
Day - Option to send emails in Specific Days
Hours - Option to send emails in Specific hour
Minutes - Option to send emails in Specific Minutes
Setting a delay until a specific time of day
The automation will wait until that chosen time to send the next email
Example: If you set it for 3 PM, the email will be sent at that exact time, regardless of when the trigger happened. This ensures emails are delivered at the best time for the customer.
Setting a delay until the chosen days of the week
the automation will wait until specific days to send the next email.
Example: if you select only Mondays and Thursdays, the email will be sent only on those days, regardless of when the trigger occurred. This helps target customers on days when they are more likely to engage.
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.
Note: A unique coupon code will be generated using the above settings when a customer enters this step of the workflow. Please configure the above values carefully.
These settings help you control how and when customers can use the coupons.
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.
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.
Types of Split conditions
Trigger Events
Contact Property
Trigger Events
These provide various options for determining whether a customer should remain in the automation workflow or exit it, based on different categories.
Order total: The complete cost of a customer's order, including items and applicable fees.
Language: The preferred language of the customer for communication.
Currency: The type of currency used for the transaction.
User Notes: Additional comments or instructions provided by the customer.
Category Name: The name of the product category purchased.
Category IDs: Unique identifiers for the product categories.
Product names: The names of the products included in the order.
Product IDs: Unique identifiers for each product in the order.
Buyer Accept marketing: Indicates whether the customer has opted to receive marketing communications.
Geolocation: The geographic location of the customer, based on their device or IP address.
Placed order: Confirmation that an order has been completed by the customer.
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.
Email: The customer's email address is used for communication.
Name: The customer's full name.
Country: The country where the customer is located.
Signed Up: The date or time when the customer registered or subscribed.
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.
For example: if you have a list of customers who are interested in sports products, you can add customers who have purchased or shown interest in those products. This way, when you have a new sports product launch, you can send targeted messages only to that group. By using lists, you ensure that customers receive relevant information that matters to them, making your communication more effective.
This segmentation helps ensure that the right messages reach the right people. It allows for targeted communication about different campaigns, such as product launches, promotions, or events.
By using lists, you can customize your outreach efforts and improve engagement by sending content that is relevant to each group’s interests and 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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