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.
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.
To create a workflow from scratch:
Navigate to Workflows
Select "Create from Scratch"
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.
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
The "Action" node is used to configure and send emails based on user progress within the workflow.
The "Logic" node determines if the user has performed a specific action such as:
Checkout Started
Order Placed
Order Fulfilled
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.
The "Exit" node is used to remove users from the workflow once they reach the defined endpoint.
To simplify automation, predefined workflows are available for quick setup:
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.
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.
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.
Trigger: After a purchase is made.
Action: Sends a follow-up email requesting a product review and suggesting other relevant products.
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.
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.