When creating a marketing automation workflow, you will build a series of steps that include entry points, actions and conditions. In the article, we'll detail each action to help you create the best workflows!
The following workflow is a workflow to send a coupon to your contact after their first purchase. You'll find:
- The entry point: Website purchase
- A condition: If/Else condition "Is it their first purchase?"
- 2 Actions: Send a coupon if YES and Add to Loyal customer list if NO
What are the Actions?
After choosing one or several entry points, you can select a series of actions and conditions in your workflow. Just click the + icon below the entry point to add either an action or a condition.
We'll detail the available actions below:
- Send an email, SMS or notification
- Add the contact to a list or remove from a list
- Actions on the contacts
- Actions on the workflow
- Advanced actions
Send an email, SMS, WhatsApp message or notification
The main actions of your workflows will be to send an email, WhatsApp messages, or SMS to your contacts. It can be a birthday email, welcome email, a discount for their next purchase, etc.
You can also send internal emails using the action Notifications, for example if you want to receive a notification every time a contact confirms their presence to an invitation you sent by email.
Add the contact to a list or remove from a list
|Add contact to a list||Remove contact from a list|
Another action is to add or remove a contact to/from a list. You can find your contact lists in Contact > Lists.
For example, you can add the people who asked to download a white paper to a specific list, and then send the white paper to them. Or you can add your unsubscribed contacts to a specific list.
Actions on the contacts
|Update contact attribute||Blocklist a contact||Perform a CRM action|
You can Update contact attributes. For example, you can OPT_IN to Yes when a contact clicks on the double opt-in link from your email. You can also create a LEAD SCORE by adding or removing points according to your contacts' actions and thus see who are your most engaged contacts.
You can Blocklist a contact in your workflow.
You can also Perform a CRM action to create a deal, create a task, or assign a user to the contact.
Actions on the workflow
|Start another workflow||Go to another step|
These actions allow you to start another workflow according to a specific condition. For example, you may want your contacts to directly move to another workflow after they've received a welcome email through your Welcome Message workflow.
You can also decide to skip to a specific step in a workflow.
|Call a webhook||Record a conversion|
- Call a Webhook: This allows you to retrieve data from your database in real time.
- Record a conversion: you can consult our dedicated article Setup conversions to measure your email marketing ROI.
⏩ What's next?
🤔 Have a question?
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