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
Wait
The customer should wait for a specific amount of time to receive emails.
The Wait Block has three options: HOURS MINUTES DAYS
Day - Option to send emails on 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.
Configuring Coupon Codes in the Email Template
To configure coupon codes in an email template, start by adding a coupon block element within the automation workflow.
This setup ensures that customers will automatically receive dynamic, personalized coupon codes through the workflow.
By doing this, each customer can receive a unique coupon code, enhancing the personalized experience and encouraging engagement.
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 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.
Variant ID's: Unique identifiers for each variable in the Product in the order.
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.
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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