The multi-level workflow

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.

 

Start

 

Each automation starts with one of four triggers.

 

	Newsletter subscription 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.
	Calendar The following events of the workflow take place daily, on a certain day of the week (repeatedly), in a certain calendar week, monthly or according to a list of definable days. A calendar event is followed directly by the action "Load recipient list”, otherwise no recipient will receive a mail from your automation workflow.
	TAG-triggered start This automation starts for each recipient who is assigned a specific tag. It doesn’t matter whether the tag is added to the recipient by a click, an integration or manually.

The first email after the "Subscription" and "Purchase of a product" triggers can be sent at the earliest 5 minutes after registration / purchase.

 

Further triggers

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

 

Actions

	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.
	Edit data Writes a freely definable value into a field of all recipients that are active at this point in this automation
	Send an email Sends a particular email to all recipients that get to this point of the automation.
	Delete recipients All recipients who get to this point of the automation are deleted from a certain list or all lists.

 

Flow control

	IF function A filter function checks if certain criteria apply to a recipient. The filter values are checked using the recipient's fields. Example: The system checks whether the recipient has the value "f" in the [Gender] field. Every recipient who meets the criteria continues the automation at "true", every recipient who does not meet the criteria continues the automation at "false".
	Delay Pauses a certain number of hours or days before the workflow is continued.
	Split Divides list of recipients into two randomly selected lists of recipients.
	Copy Copies a list of recipients. All recipients run through both automation lines.
	Link workflows Links one workflow to another workflow that has an “anchor for workflows”.
	Anchor points This is the target point to connect two automation workflows. Requires a connection via "Link workflows".

 

Edit

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.

1. Statistics: Shows how often this step of the automation has been triggered recently.
2. Edit: Edit the properties of the element.
3. 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.