Ready to automate a part of your Marketing?

It is a 3 steps process:
Select your trigger
Select the action you want to perform
Select the content you want to send

The Video



The Step-By-Step

👉 Go to Marketing: Automation



👉Select ‘Manage Workflows’


On your screen will appear a bord with your automation workflows. For create a new one, you need to click on the button ‘Create automation workflow’:



1. Select your trigger

To select when you want to activate your marketing automation you should click on this button:



Then, you will have three different options to filters to apply:

➡️ when a customer collects a certain number of stamps (or points)
➡️ when a customer is inactive for certain amount of days
➡️ when a customer joins your program



⭐ Case 1: Target customers after a certain number of points/stamps

Example: You can automatically trigger a message to all of your customers once they reached 50 points/ or has already 5 stamps to ask for a review.
To set up this function, click on the button:



And then just put the number of stamps or points collected:



🎯 Case 2: Retarget a sleeping customer

🔥💡Example: You want to send a special offer to someone who did not visit your establishment for 30 days



And then just add the number of days from where they weren’t active:

!


🤝 Case 3 : Welcome new user

🔥💡Example: You want to send a special offer to someone who did not visit your establishment for 30 days



2. Select the action you want to perform

Once you set up the filters of audience in marketing automation, you will have your filters appearing in green like this :


Then you need to click on the 'Plus' button:



This will allow you to send notification to your selected audience :



3. Select the content you want to send

When you click, you will have the option to select the message:



You need to save your message :



A window with confirmation request will appear. You should click on 'yes' and confirm it:



Here you can see your marketing automatisation :


To run it, you should click on this button:



In order to start the automation, you should validate it from here :



You will receive confirmation:



And VOILA !!! Your Marketing Automation is ready! 🎉🎉🎉
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