Automated workflows allow you to create a series of actions based on customer behavior or other triggers.
- Navigate to Workflows:
- In the Marketing Automation menu, click on Workflows.
- Create a New Workflow:
- Click Create New Workflow.
- Choose the Trigger that will start the workflow (e.g., when a user subscribes to your newsletter, when a form is submitted, when a user makes a purchase).
- Add Actions to the workflow (e.g., send an email, assign a task, add to a list).
- Building the Workflow:
- Trigger: Choose a trigger from a variety of options like:
- User Actions: Form submissions, email opens, website visits, etc.
- Time-Based: Set a specific time to start the workflow.
- Conditions: Add conditional rules that determine whether actions should be taken based on user behavior or attributes (e.g., only send an email if the user hasn’t opened the last one).
- Actions: Add one or more actions that will be executed once the trigger and conditions are met (e.g., send a thank-you email, update a lead status).
- Trigger: Choose a trigger from a variety of options like:
- Testing and Launching the Workflow:
- Test the workflow by simulating the trigger.
- Once everything looks good, Activate the workflow.
