To create a workflow you must first need to choose which type of workflow you want to create, between Pre-configured and Custom workflows.
Pre-configured workflows are workflow templates built on email marketing best practices. Start from this templates and customize them based on your needs.
- Thanks for joining!: welcome new subscribers and highlight key things they need to know about you and the messages they are going to receive.
- Welcome / onboarding: use an automatic email series to help new subscriber discover your product or servicesseries: create a set of welcome emails that follow the first notification (welcome email) sent to new subscribers.
- Birthday series: send best wishes to your subscribers on special occasions
- Event reminders: send reminders when a certain date is approaching (e.g. subscription expiration)
- congratulate your customers on a recurring event (e.g. a birthday).
- Event reminders: send multiple reminders to your customers before an upcoming event.
- Abandoned cart: send reminders when shoppers abandon their cart.
- Onboarding: use an automatic email series to help new subscriber discover your product or service.
By using a custom workflows, you can choose one of the available start conditions or use an existing profile or activity filter as a start event.
- Event: based on a subscriber field that contains a date.
- Subscription date: based on the subscription date of a recipient.
- Field condition: based on a condition applied to a recipient field. You can also use a profile filter as a start event.
- Group condition: based on a recipient joining or leaving a group.
- Recipient activity: based on the recipients' interaction with your email marketing program. You can also use an activity filter as a start event.
After having selected the type of workflow you want to create, you need to decide Workflow settings.