Overview

Workflows are an advanced automation feature designed to help businesses streamline customer engagement through predefined paths based on user actions. Similar to Journeys or drip campaigns, workflows enable users to enter based on specific criteria and progress through various stages depending on conditions set within the system.

Purpose of Workflows

Workflows empower businesses to automate and optimize their user interactions efficiently. With workflows, users can:

• Automate email campaigns based on user behaviors.

• Engage users with timely messages tailored to their actions.

• Reduce manual effort in managing customer communications.

• Increase conversions and improve customer retention with structured engagement strategies.

Creating a Workflow

To create a workflow from scratch:

1. Navigate to Workflows

2. Select "Create from Scratch"
   
   
   

Entry Criteria and Rules

Every workflow requires an entry criterion, which defines when a user should be added to the workflow. The rules are based on:

• Shopify Events:

  • Checkout Started

  • Order Placed

  • Order Fulfilled
    
    

  
  

• Form Submissions:

  • Users entering via form submissions are collected from an assigned audience.

  • Note: Users manually added to an assigned audience will not enter the workflow; only those submitting forms will be considered.

  

Workflow Components

Timing Node

The "Timing" node controls when and how frequently users receive emails within a workflow.

• The minimum time delay that can be added: 1 hour

• The maximum time delay: 30 days

  
  

Action Node

The "Action" node is used to configure and send emails based on user progress within the workflow.

Add a Tag (New)

Adds a specified tag to users as they pass through the workflow.

Benefits:

• Organizes and labels users dynamically

• Enables advanced personalization and segmentation

• Improves context-aware workflow logic

Add to Audience (New)

Automatically adds users entering the workflow to a selected audience.

Benefits:

• Builds audiences dynamically from workflows

• Enables highly targeted campaigns

• Reduces manual audience management
  
  
  
  
  
  

  Remove from Audience (New)

  Automatically removes users from a selected audience when they reach a specific step in the workflow.

  Capabilities:

  • Remove users based on workflow progression, logic conditions, or conversions

  • Maintain accurate and up-to-date audience membership

  • Support full audience lifecycle management directly within workflows

  Why This Matters:

  • Prevents over-targeting: Ensures users aren’t repeatedly included in campaigns after they’ve converted or moved past a stage

  • Keeps audiences clean: Eliminates manual cleanup by automating audience maintenance

  • Improves campaign performance: More accurate audiences lead to better targeting and higher engagement
    
    
    

  
  
  

Logic Node

The "Logic" node determines if the user has performed a specific action such as:

• Checkout Started (Only for Shopify accounts with shopify Integration)

• Order Placed (Only for Shopify accounts with shopify Integration)

• Order Fulfilled (Only for Shopify accounts with shopify Integration)

  This node branches the workflow based on "Yes" or "No" conditions.

  
  
  

Note: Conditional splits cannot be used when the entry node is "Form Submissions." This functionality only works for workflows initiated by Shopify events.

Tag-Based Split (New)

Users can be split based on whether they have a specific tag.

• YES path: User has the tag

• NO path: User does not have the tag
  

Exit Node

The "Exit" node is used to remove users from the workflow once they reach the defined endpoint.

Predefined Workflows

To simplify automation, predefined workflows are available for quick setup:

1. Welcome Series

• Trigger: When a customer joins the "Welcome" audience.

• Action: Sends an automated email notification.

• Additional: If the "Welcome" audience does not exist, the system automatically creates it.
  
  

2. Thank You for Purchase (Required : Shopify Integration)

• Trigger: When a customer places an order in a Shopify store.

• Action: Sends a "Thank You for Your Purchase" email after 1 hour.

• Limitation: This automation is currently available only for Shopify stores.
  
  

3. Abandoned Cart (Required : Shopify Integration)

• Trigger: When a customer starts the checkout process.

• Action: Waits 4 hours for order completion; if the order is not placed, an "Abandoned Cart" email is sent.

• Limitation: Currently available only for Shopify stores.
  
  

4. Product Review Request (Required : Shopify Integration)

• Trigger: After a purchase is made.

• Action: Sends a follow-up email requesting a product review and suggesting other relevant products.
  
  

5. Win Back Flow

• Trigger: When a customer has been inactive for a prolonged period.

• Action: Sends a re-engagement email encouraging them to return and explore new offerings.
  
  

Conclusion

Workflows provide a structured way to automate customer interactions, ensuring timely and relevant engagement. Whether setting up a simple welcome email or managing complex e-commerce automation, workflows simplify operations while enhancing customer experience. With predefined templates and flexible customization, businesses can seamlessly integrate workflows into their marketing strategies to drive conversions and customer loyalty.