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Adding Website Automation Rule to Workflow, allows you to customize the content displayed on the website to the client. By adding an action Run the Website Automation rule, you can decide which action should be taken during a workflow campaign.
Contents:
- Adding Website Automation Rule to Workflow
- Exemplary Rule
1. ADDING WEBSITE AUTOMATION RULE TO WORKFLOW
To add Website Automation RuleWebsite, go to Automation Processes → Workflow
IMPORTANT: Before you begin the process of adding Website Automation Rule, as a rule, create a WAR according to its intended purpose (e.g. displaying LiveChat after contact’s visit to the given website).
Detailed information on how to create Website Automation rules and a description of individual elements, you will find here.
After creating the appropriate Website Automation rule, you can start adding it to Workflow.
IMPORTANT: It is not necessary to create a new Website Automation rule each time before adding it to Workflow. If you have previously created Website Automation rules – you can use one of those from the list.
An image below shows the view of an exemplary Website Automation rule on the list. The rule marked this way is ready to be used in Workflow in the action Run Website Automation rule.
To add a Website Automation rule to Workflow, you need to start the process of creating an automated campaign. Details on creating automated campaigns in Workflow and a description of individual components you will find here.
After adding the selected event, the occurrence of which will condition the launch of the selected Website Automation rule, add the action: Run the Website Automation rule.
[1] Event – the occurrence of the selected event will determine the start of the action
[2] Action: run the Website Automation rule – to add this action to the rule, drag the tile from the tab Actions, located in the menu Elements on the right side of the screen.
[A] Settings – after selecting the settings icon, a field enabling the selection of a specific, previously created rule will appear on the screen.
[1] Rule – allows you to select a given rule from a list of previously created Web Automation rules
IMPORTANT: The list only contains rules that have been marked as The automation process. In addition, they are only available for Website Automation rules.
[2] Save changes – after choosing this option, the selected rule will be added to the Workflow action.
After completing the Workflow creation process, select the feature save.
2. EXEMPLARY RULE
An image below presents the exemplary Workflow containing the action Run Website Automation.
[1] Contact was tagged with – in this case, the event conditioning the launch of the Website Automation rule is the assignment of the selected tag to the contact. Practically, it means that the Website Automation rule will be run appropriately for the contact to whom the tag: interested, will be assigned.
[2] Run the Website Automation rule – after the occurrence of a given event – in this case, adding a specific tag to the contact, the Website Automation rule selected from the list will be run – in this case, the rule that displays the pop-up after entering the given URL by the contact.
