The multi-level workflow allows you to create complex and individual automation workflows with lots of possible setting options.
Simply drag and drop the elements from the right menu bar into the left drawing board structure of the automation. Connect the elements at the points and determine the sequence of the automation.
Any icon that has not been set correctly - or that is missing a connection - has a red frame around the description as well as a red pencil icon:
As soon as the element is set correctly, the frame turns white and the red pen disappears.
Each automation starts with one of those triggers.
The workflow is triggered after a recipient has subscribed with a particular form (or all forms) for a certain recipient list.
Each automation is only triggered at least 15 minutes after a subscription.
|Purchase of a product
The workflow is triggered for a recipient who is in a certain list and has purchased a certain product or any product.
A calendar event is followed directly by the action "Load recipient list”, otherwise no recipient will receive a mail from your automation workflow.
The event is triggered if your customer has left your shop without completing the checkout process. Currently this function is available in our Shopify Plugin and can be programmed or used via Rest API.
The first email after the "Subscription" and "Purchase of a product" triggers can be sent at the earliest 30 seconds after registration / purchase.
|Recipient activity in an email
Checks whether a recipient has carried out an action in a particular email. Actions can be
a. Opening an email
b. Clicking a particular link
c. Clicking any link
|Load recipient list
Loads a specific recipient list or segment from a list. Only the recipients in the segment or list will receive the following automation emails.
Writes a freely definable value into a field of all recipients that are active at this point in this automation
Send an email
All recipients who get to this point of the automation are deleted from a certain list or all lists.
Example: The system checks whether the recipient has the value "f" in the [Gender] field.
Pauses a certain number of hours or days before the workflow is continued.
Divides list of recipients into two randomly selected lists of recipients.
Copies a list of recipients. All recipients run through both automation lines.
Links one workflow to another workflow that has an “anchor for workflows”.
This is the target point to connect two automation workflows. Requires a connection via "Link workflows".
To edit a trigger, an action or flow control, move the mouse pointer over the corresponding icon. Above it appears a small menu with three buttons.
- Statistics: Shows how often this step of the automation has been triggered recently.
- Edit: Edit the properties of the element.
- Delete: Delete this element
Create/ select an email
If you have added an email icon to your automation workflow, this does not yet contain an email. The red frame and the red pen indicate this. Click [Edit] to select an email or create a new email.
The orange frame and check mark indicate that this email has been selected.
To select an existing email, simply click on it and click [Save].
To edit an existing email, click[Edit] below the email
To create a new email, click [Create New Email] at the bottom left.
Select a template. Only templates you used last are displayed here at first. To see more templates, click[Categories]. For the best view on all devices we recommend a template from the category "Responsive".
Click on continue and select the name of the newsletter, the sender name and the return address. Now click on[Create] to create the new email.