Tips, Tricks and Examples

Tips, Tricks and Examples

These tips, tricks and example exclusively refer to the multi-level workflow.


Several starting points

The automation is not limited to a single starting point. Determine as many starting points as you like and also mix them. You can use the same automation for logins in different groups or use the calendar function to run the automation several times a day.



Automatically send the last newsletter to a new recipient

A very simple, yet very effective automation. This automation automatically sends the last newsletter to a newly subscribed recipient. If you regularly send newsletters on Mondays and a recipient registers on Tuesday, they should not miss your offers!

Create a new automation workflow and select "Newsletter Subscription" as a starting point. Then directly add an email. Select [Last message from default] as follows:



Writing to recipients who have been added via import

You can solve this with segments, an extra field, and a filter option.

To do this, first create an intergroup field with the title "HasReceivedAutomation" (or any other name) in [Lists] in the list under [Settings] - [Fields]. Now click on [Segmente] in the list and add a new segment. Filter by "subscribed on" - "X days ago (onetime)" - 1. The automation will always start sending the first email one day after you have added it.

Now create your automation and work with the calendar function (orange). Add several calendars as a starting point which start daily and then each one hour later (for example). Now you have several starting points and connect them with the element (one, not several) "Load recipient list". There you select the list and the segment you just created. Following this, add a blue filter.

This filter checks whether the field "HasReceivedAutomation" can be answered with a Yes. The "false" side continues, the "true" side remains empty, so no one gets the email a second time. Now add your first email (green envelope) and edit the data (gree pencil) and write "Yes" in the field "HasReceivedAutomation".


Chain and anchor - more space for complex workflows

Automations in the multi-level workflow often become very complex and require a lot of space. To improve clarity, it is also possible to divide the workflow. Chain and anchor link to workflows

kette.png anker.png

To do this, create a new automation workflow and define the anchor as the starting point. You can now refer to this anchor from any other automation using the chain. The automation now continues from the anchor.