Workflow Automation
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      Workflow Automation Basics

      Workflow Automation is a series of actions such as sending emails or a web push that are triggered by a contact’s behavior.

      Some pre-built workflows templates are available that can be set up in just one click and used for the following-

      • Send out a series of emails as customers sign up.
      • Entice a website visitor to make a purchase after they’ve abandoned a shopping cart.
      • Send different product promotion messages on order completion.
      • Send push to your subscribers.
      • Move contacts from one list to another.

      Elements to build an automation workflow are

      Triggers – User-based actions that start your workflow

       
      Contact is Added
      Starts a workflow when a contact is added to your account
      You can use this node to trigger different message series on customer sign-up or subscribing for the newsletter, imported by CSV or created by Ai Chat.
      List Update
      Starts a workflow when contact is added to or removed from a specified list
      If a contact subscribes to receive information about a contest, you can use this node to trigger a specific message series for that contest.
      Cart is Abandoned
      Starts a workflow when a shopping cart is abandoned
      If a customer abandons their shopping cart, you can use this node to start a cart recovery by sending the abandoned cart reminder emails and push
      Order Placed
      Starts a workflow when an order is placed by the customer
      If a customer places an order, you can use this node to send them a thank you message on order completion
      Order is Fulfilled
      Starts a workflow when an order is fulfilled
      You can use this node to trigger different product promotion messages on order fulfillment
      Contact us First Seen
      Starts a workflow when a contact appears first in the store
      You can use this node to trigger different message series when a contact appears first in the store
      Contact Last Seen
      Starts a workflow when a contact is last seen in the store
      You can use this node to send messages to customers for their recently viewed products
      Loyalty Point Reached
      Starts a workflow when customers earn points by performing activities in the store
      If a customer has loyalty points, you can use this trigger to remind them about their loyalty points and encourage them to redeem their points
      Email is Delivered
      Starts a workflow when a specified email is delivered to the customer
      You can use this node in a customer reactivation campaign and send the subsequent email automatically when the first email is delivered manually.
      Segment Membership Changed
      Starts a workflow when contact is added or removed from the specified segment
      You can use this node to send messages to a specified customer segment and start re-engaging with them.

      Shopify Marketing Automation Platform

      Filters – Filters allow the altering of customers based on a specific condition

      List Membership
      Filters a workflow by checking the contact is a member of the specified list.
      If the contact is a part of loyalty-engaged customers, you can use this node to filter contacts that have become loyalty engaged and not send them subsequent emails in the series.
      Segment Membership
      Filters a workflow by checking the contact is a member of the specified segment.
      If the contact is a part of loyalty-engaged customers, you can use this node to filter contacts that have become loyalty engaged and not send them subsequent emails in the series.
      Email Activity
      Filters a workflow by checking whether they opened a message in a specified duration or not.
      You can use this node to filter contacts based on whether they opened a message in a specified duration or not before sending a new message
      Cart Status
      Filters a workflow in different paths based on contact shopping cart status
      Before sending a cart recovery message, you can use this node to see if the original cart is still abandoned.

       

      Actions – The active components, that perform an action such as sending an email, a push notification, adding a delay or changing list membership.

      Delay
      Delays a contact to move from one node to the next node in the workflow for a specific time period.
      You can use this node to wait for some specified time before sending any different product promotion messages on order completion
      Update List
      Adds or removes a contact from a list.
      You can use this node to add contacts to a mailing list as they sign up and remove them after sending the welcome email series.
      Send Email
      Sends an email to the customer when they reach this node in a workflow.
      Use this node to send an email to your customers based on the above filters and triggers. For example, send different message series on customer sign-up or when an order is placed.
      Send Push
      Sends a push to the customer when they reach this node in a workflow.
      Use this node to send a push to your customers based on the above filters and triggers.
       

       

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