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The single-track Automation workflow

1) The single-track workflow

The single-track automation workflow is for simple and automated workflows. After a [Subscription], [Purchase of an item] or at predefined dates in the [Calendar] the workflow is triggered. One or several emails are sent. A new feature is the [TAG based] start.

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Subscription

The workflow is triggered, when a recipient subscribes to a certain list - via a specific form or any form for this list.

Click on [edit] (1) to determine the list and the form.

Click on[edit time] (2) to determine when you want the first email to be sent. Choose between hours and days.

Click on [Select existing email] or [Create new email] (3) to determine the email you want to send.

If you want to send further emails one after the other click on[Add email] (4) to add another email.


Calendar

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Click on [edit] to determine the time for the automation to start. Let the automation start daily, in a certain calendar week, monthly, on a certain day of the week or predefined dates.

Click on the gearwheel icon to select the list you want to send the mailing to.

Click on [Select existing email] or [Create new email] to determine the email you want to send.

If you want to send further emails one after the other click on[Add email] to add another email.

 

Purchase of an item

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Click on[edit] to determine the list and purchases when the emails should be sent.

The Automation can respond to all purchases or to purchases where the product name contains terms that you define.

Click on [Select existing email] or [Create new email] to determine the email you want to send.

If you want to send further emails one after the other click on[Add email] to add another email.

TAG based Start

The TAG based start always triggers when your particular TAG is automatically or manually added to the recipient.

Just click on [edit] as shown in the screenshot to determine the tag that triggers the workflow.

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Activate the Automation

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Click on [inactive] (6) to activate the automation and confirm the security check.


Switch mode

Every Automation can be switched to the multi-level workflow. Please note that this cannot be undone. Click on „Multi-level Workflow“ to switch.

 

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