Automated Workflow Setup

This document provides a comprehensive walkthrough of setting up an automated email workflow. The process involves sending initial emails, using templates, setting up conditions, and ensuring a seamless onboarding experience for new users. Follow these steps to create a personalized and dynamic workflow that enhances user engagement.

Step 1

Begin by sending an email. After sending the email, you will be prompted to choose a template or browse through the templates you have created.

Step 2

For demonstration purposes, use a default template. This action will direct you to the email builder. Adjust the email's name to "Welcome Email Number One," save the changes, and then return to the workflow automation.

Step 3

Next, set a waiting period of three days. In this welcome email, include a link for the user to click and create their first campaign. Once the campaign is created, a tag is added to their account.

Step 4

Proceed by setting another waiting period, this time for two days, and create a yes/no split. This split will check for a specific condition, specifically whether a tag named "Project Created" is present. Save your changes.

Step 5

If the project is successfully created, the user will be added to a drip series, which serves as the regular customer onboarding. Save these settings. The drip series is a linear email sequence to guide the user through onboarding.

Step 6

With the welcome email prompting project creation, once the project is created, the user is transitioned into the onboarding flow. This could trigger personalized actions based on the "Project Created" tag. If the project is not created and no tag is added, another email will be sent.

Step 7

This step requires navigating to a new section in the workflow...

Step 8

Utilize a simple template for the second email in the series, prompting project creation. Save "Welcome Email Two," and return to workflow automation. Add another wait period as necessary.

Step 9

Set a waiting period of two more days, followed by another yes/no split. If the condition is still "no," add a one-day waiting period, save changes, and check if the tag exists.

Step 10

Select the "Project Created" tag, save your changes, and if the tag exists, add the user to the drip series, concluding this phase. If not, send the final email in the series, "Welcome Email Number Three," prompting project creation.

Step 11

Review the overview of this onboarding workflow automation. It provides a tailored experience based on the user's journey. Initially, it triggers when a contact subscribes, sending them "Welcome Email Number One," which encourages campaign creation.

Step 12

Wait two days, then check if the "Project Created" tag is added to the account. If it is, the user is added to the New Customer Onboarding Drip Series, concluding their workflow. Otherwise, send the first email, wait a day, and check for the tag again.

Step 13

If the tag is present, proceed with the New Customer Onboarding Drip Series. If absent, send another welcome email. The process can continue to nest further as needed.

Step 14

There is no limit to the number of "if no" conditions that can be added. This workflow exemplifies how to create a unique and dynamic customer journey.