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, and context filters
- Created the appropriate list of contacts you want the campaign to be sent to. This list can be either ‘static’ meaning you update contacts manually, or ‘dynamic’ meaning that new contacts who match the list criteria are added automatically.
Once you've done all of the above, it’s time to design your workflow.
Your workflow begins with just a starting block. The workflow has a built-in delay of 30 mins before you start an action. This means that the time, list, or action trigger you set in your campaign has just occurred and 30 minutes after your workflow actions commence.
Click ‘start’ and you will see the options for the first step in your workflow. These options are:
- Unlinked actions: this is just used to help you construct your workflow and reconnect unlinked blocks.
- Time Delay: add a time delay to avoid sending too many messages at once. Delay the sending of your message by minutes, hours, or days to give your customers time to consider your most recent message before receiving another one.
- Actions: the actions you can send are either an email, facebook message, or SMS. After clicking on ‘action’, on the right side of the screen, you should select the previously created template of the message you want to send.
- Condition: there are numerous conditions you can input into your workflow. You can create conditions around the ‘contact’, such as their name, country, language, or average purchase amount. You can also create conditions around the specific cart, such as the total ATI, the currency, the item’s ID, or the availability of the item. Finally, you can create conditions around the properties of the order. These are similar to the cart properties but also include things like payment method, order status, and whether the order has been given free shipping or a discount code.
- Trigger: the triggers are only relevant once an action has already been performed. The trigger will then allow you to differentiate between customers who have opened your last message, clicked your last message, or unsubscribed from your last message.
Once you have input your first action into the workflow, you will get a different set of options:
- Success: means the action (email, facebook message or SMS) was successfully sent and delivered to the customer. If the action was successful this may be where you would want to input a delay to give the customer time to consider the message.
- Failure: means the action wasn’t sent. This could be because the email or phone number on your contact list is out of date or wrong. If the action failed to send you would want to try another channel of communication right away.
- Continue: means that regardless of whether the previous action was successful or not you want to continue your workflow in a certain way.