Thanks to workflow you can create multilevel automation processes. It will let you organize and automate marketing and sales processes in your firm, even more efficiently than before.
WORKFLOW
Explore how the workflow mechanism works.
Workflow: creating automated campaign
Workflow Analytics
Analytics of emails and sms messages in Workflow
WORKFLOW LIBRARY
Use ready-made workflow templates
Workflow | Workflow Library – start your adventure with marketing automation using practical knowledge of the best specialists.
Workflow | Workflow Generator – get the best Workflow templates to achieve your marketing goals.
WORKFLOW EVENTS
Events define a contact activity but also initiate a workflow process. It is possible to enter more than one event in different parts of one structure. After meeting set assumptions contact moves to the next workflow stage. See how each of event works in workflow:
Workflow| Event: Contact has been added to the system
Workflow| Event: Contact clicked on a link in the email
Workflow| Event: Contact clicked on banner
Workflow| Event: Contact opened email
Workflow| Event: Contact has been added to the stage in funnel
Workflow| Event: Contact has been readded to the system
Workflow| Event: Contact RFM segment change
Workflow| Event: Contact visited url
Workflow| Event: Contact was tagged with
Workflow| Event: New contact detail
Workflow| Event: External event has been modified
Workflow| Event: Modified contact detail
Workflow| Event: Contact scoring exceeded
Workflow| Event: Contact scoring reached
Workflow| Event: Added note to contact
Workflow| Event: Contact has a new main owner/co-owner
Workflow| Event: Contact has been opted in
Workflow| Event: Contact has been opted out
Workflow| Event: New external event occured
Workflow | Event: Contact has opted out from SMS subscription
WORKFLOW CONDITIONS
We add conditions to a workflow when we want a contact to meet set assumptions, which will activate other elements. In order to check if contact meets the assumptions, the entire contact card is being checked. Conditions can be negated and “If not” other options can be set for them. How can we set particular condition you will find below:
Workflow| Condition: contact is on the stage in the funnel
Workflow| Condition: Contact opened email
Workflow| Condition: contact clicked on a link in the email
Workflow| Condition: contact was tagged with
Workflow| Condition: Contact has a detail
Workflow| Condition: New external event occurred
Workflow| Condition: Contact has main owner in users group
Workflow| Condition: Contact has a main owner/ co-owner
Workflow| Condition: Contact is in RFM segment
Workflow| Condition: Contact has been opt out
Workflow| Condition: Contact scoring reached
Workflow| Condition: Contact scoring exceeded
Workflow| Condition: Contact has note
Workflow | Condition: Mobile contact is in the Dynamic Segment (SALESmanago Mobile)
Workflow | Condition: Tag scoring is greater than or equal to
Workflow | Condition: Prediction of churn occurrence
Workflow | Condition: The contact received a given amount of emails
Workflow | Condition: Prediction of purchase occurrence
Workflow | Condition: Contact is subscribed to the newsletter
Workflow | Condition: Contact has a phone number
WORKFLOW ACTIONS
Actions are being activated after contact goes positively through every previous element. It is possible to set various actions in any order and alternative action for “if no” condition. Every available action is described down here: