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.
Trigger Filters
Trigger filters help you narrow down automation triggers. For example, if automation starts when someone places an order, you can use a filter to include only certain people in that automation. To target a specific group, use filters based on their segment or conditions, such as visiting a particular product or cart value. See Triggers & Filters
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 will start the automation. Active contacts haven't exited, converted, or completed the automation yet. They might be anywhere within it, waiting for the next message.
2. Converted
When a customer makes a purchase while being active in the automation and the conversion linked to this automation, 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, customers can exit the sequence for various reasons. A customer is considered to have exited the automation for the following reasons:
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.
New Cart Abandonment: If a contact abandons their cart while active in any automation, it will trigger a new cart abandonment automation, and they will exit their current automation. See Automations priority
Creating an order that doesn't belong to this automation: If a contact creates an order while active in an automation but isn't linked to that automation, the contact will exit the automation flow and be marked as exited. See Attribution
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.