A workflow is an automated process that replaces the manual work of your employees.
Through our customizable workflows, companies are able to put themselves in the customer's shoes and design a campaign structure around the optimal customer journey. Segment your audience to send relevant and personalized messaging to the right people, in the right way, at the right time. Our workflows allow you to react to a customer's action or inaction accordingly and structure your campaign in a way that will effectively target your customers while still giving them the time they need to make decisions over their purchases.
How do you create a workflow in Carts Guru?
Before you jump right in, it’s important to have the following sorted out first:
- You created the message templates that you want to send within your campaign
- Configured your campaign with the necessary goal, trigger, context filters, and list.
Once you've done all of the above, it’s time to design your workflow. Check the instructions on this article to edit your first workflow.