You can drag all the automation elements into the working field with a quick left click. Thus you can register an automated series for every possible event and automate the process of sending emails once and for all.
Let’s learn more about each element.
The first element in the flow is "Start". You can choose what triggers the flow: adding a subscriber to a book, a special date, triggering a contact's webhook, changing the value of a variable, receiving an event from your system, creating a deal or changing a deal stage. Learn more how to work with deals.
An automation series mostly consists of emails. Drag the “Email” element from the left menu to the working field and configure sending emails in the right part of the screen.
Specify when to send the email, the subject, and select a template. In settings, there is the option to attach a file. After filling in all the attributes, click “Apply.” Follow these steps to add all the emails needed in the series.
Web Push Notifications
In the automation flow, you can include not only an email but also web push notifications.
Drag the "Push" element, select the time of sending, the content of your message and the site with your subscribers collected in SendPulse.
Using a web push is a good idea in case the customer did not read your email. Push notifications work well in different browsers, and the user can subscribe to them using a desktop or smartphone. Web push notifications are only sent if the contact, for whom the automated series was launched, subscribed to web push notifications.
To include SMS in your automation, you should know for sure if the mailing list contains phone numbers. Drag the "SMS" element and in the right part of the screen, you need to configure the time for sending the SMS, specify the sender, and enter the text of the message. When ready, click “Apply.”
You can send messages to your subscriber via a chatbot or start a specific flow for them.
The recipient must be subscribed to one of the chatbots used in your flow and have an email or phone number in your Audience list.
Drag the "Messenger" element into your flow, specify the send time, chatbot, and action: send a message or launch a flow.
This element filters out contacts according to chosen conditions and allows creating a personalized and relevant automated series.
With the help of the filter element, you can, for example, create an automated series only for men or women. The filter can assign conditions for sending based on the place of residence, so the automated series will be sent separately to contacts who live in Moscow, St. Petersburg, and so on.
Drag the "Filter" element, select the trigger time and filter conditions.
To save settings, click the “Apply” button.
Based on the actions a subscriber performs — for example, opened an email or not, has he followed a link or not — a “Condition” block determines the next step in the automation flow. You can click to link the Condition to an Event. When connecting the condition to an event, you can specify the amount of time to wait for the transition.
In the case condition, like “Registration,” “Order,” “Payment,” and others, was met by a user, these events become a filter for further actions. Automation will be sent based on established conditions, for example, if the order or payment was made and so on.
Drag the "Condition" element and set the required time during which the system will wait for an action from the subscriber.
Let’s see how “Condition” works using an example of automation that begins after adding a new subscriber to an online store’s mailing list.
The series starts with a welcome email. Then, an action filter triggers: if the subscriber has read the email or not.
Filter condition — the email was opened.
An email with exclusive offers is sent to the subscriber if the email was opened.
Filter condition — the email was not opened.
In this case, an SMS notification saying, “Read the email as soon as possible and get a 10% discount on your first purchase!” will be sent to the subscriber.
The “Action” element allows you to perform the following configurations regarding recipients and mailing list:
- To move subscribers. The action moves subscribers’ addresses to another mailing list.
- To copy subscribers. The action copies subscribers from the mailing list that is being used to another mailing list. When copying, addresses also remain on the original mailing list as well.
- To delete subscribers.
- To change the variable for the contact.
- To send an email to your email address.
- Create contacts and deals in CRM.
Here’s an example of how “Action” is used:
If the subscriber does not open your emails, apply the action “Move subscriber to another mailing list.” This will let you manage a reactivation campaign. Even if, after receiving the reactivating emails, the subscriber stays inactive, apply the action “To delete subscriber.”
In automation, you can specify goals, the accomplishment of which you want to track.
Let’s look at an example of how this works. The sender creates an automated series, the goal of which is to sell a Spanish tour. If the goal is reached, the purchaser receives a thank-you email for the purchase.
As soon as the goal is reached, you can stop the series and not send further emails in this automation flow. To do this, click the checkbox “Stop series for a subscriber if the goal is triggered.”
Save changes by clicking “Apply.”
Last Updated: 09.06.2021