Automation Workflow Settings
Allow users to customize triggers, conditions, and actions for their automated marketing processes.
Last updated
Allow users to customize triggers, conditions, and actions for their automated marketing processes.
Last updated
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.
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.
The customer should wait for a specific amount of time to receive emails.
Days - Option to send emails on Specific Days
Hours - Option to send emails in Specific hour
Minutes - Option to send emails in Specific Minutes
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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.
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Choose the Automation Workflow > Edit > Choos the Email Block > Go to Email Block > Edit Email content
Edit Email content
Select Retainful Dynamic Coupon > Configure > Use the coupon code from the Coupon Step > Save the template after making changes.
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.
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These provide various options for determining whether a customer should remain in the automation workflow or exit it, based on different categories.
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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.
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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.
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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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