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Getting Started with Automations
Getting Started with Automations

Everything you need to know about outbound automation.

Updated over a week ago

Automation is a powerful feature that simplifies your workflow by automating repetitive tasks. It begins when a contact takes a specific action, such as joining a list, being added to a segment, making a purchase, or abandoning their cart.

For instance, the welcome series automation kicks off when someone subscribes to your WhatsApp number. This automation is designed with best practices in mind to optimize conversations and engagement. You only need to configure the mandatory steps, and we'll handle the rest.

Automation components

1. Trigger

When a contact performs a specific action that activates the automation, it's called a Trigger, such as making a purchase or abandoning a cart.

2. Send template message

The action or message within automation. It includes:

  • Delay

    The delay is when contacts wait before getting the following action in your automation. Depending on your goal, it can be immediate or after a specific time.

  • Template message

    The action to perform when the delay ends can be a prepared template message.

Contact status inside the automation

1. Started (Active)

Contacts who meet the trigger conditions become active and start the automation. Active contacts haven't exited, converted, or completed the automation yet.

2. Converted

When a customer makes a purchase during the automation and the conversion can be attributed to it, they are classified as a converted contact. Converted contacts are considered completed automation since they have achieved the primary goal set for the automation sequence.

3. Exited

During the automation, it's possible for customers to exit the sequence for various reasons. A customer is considered to have exited the automation for the following reasons:

  1. Opting Out: If a contact chooses to opt out of receiving business messages during the automation, they will be considered as having exited the automation.

  2. New Cart Abandonment: If a contact abandons their cart again and triggers a new cart abandonment automation, they will exit the current automation they were previously engaged in.

4. Completed

A customer is considered to have completed the automation when they reach the last step of the sequence or successfully converted as intended.

Now you are ready to set up your Cart Abandonment Automation 🎉🛒 !

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