Introduction

Automation Studio is a module that enables companies to automate their marketing activities, streamline their workflows, and improve their overall marketing effectiveness.

Top 3 functionalities:

1. Make trigger-based automation flows triggered by specific events or actions, such as a user filling out a form on a website, downloading an e-book, or making a purchase. These triggers can then automatically start a pre-defined series of actions, such as sending an email or adding the user to a specific marketing campaign.
2. Nurture leads and customers by building relationships with them and moving them through the sales funnel. Marketing automation allows users to create automated workflows that send targeted content and messaging based on customers'/leads' interests, behaviours, and interactions with a company's website and marketing materials.
3. Send personalised campaigns that are more relevant to each segment, increasing the effectiveness of their marketing efforts. By automating these campaigns, marketers can save time and ensure that each segment receives the right message at the right time.

Overview

Goals

Goals represent business targets you would like to achieve. By choosing a goal of the flow, we can propose a subset of best-fit action options for you.

Actions

Actions represent scenarios you would like to implement within a specific flow. They can be observed as specific marketing activities through which you realize your nurturing strategy.

Check the example below.

Templates

Express your creativity and customize the content your customers will view once they open your email. Be unique and show them you understand and care about them. With our template designer - you will be able to play around with several customization options, through which you can tailor your content and amaze your customers.

Insights

Unleash customer journey with insights and harness the potential of trigger-based automation flows to optimize business outcomes. Insights are used for monitoring key metrics like the flow entry count, completion rate, and the ongoing participation, enabling measurement of the impact and value created by an automated process.

Flows

Flows represent the customer journey you design. You can control how and when each of your customers will be targeted, to maximize their experience and your performance metrics. Make yourself the owner of this process and boost conversion rates through appropriate timing, communication and offer towards your customers. You can select a predefined template or design your own custom flow through a set of available flow building blocks.

Entry block – the entry block is used for query-based scenarios, when you filter out a specific group of profiles you would like to target based on some condition. This block serves for defining the moment in time when to invoke a communication, for example - on exact day, a day before, one week or one month before.

Source segment block – this block is used for choosing a specific segment you would like to use as a baseline source of profiles you would like to work with in a specific flow

Wait block – this block is used for controlling the time of the communication. It gives you the opportunity to pause for the selected time period, and then continue with the flow.

Condition block – this block is used for controlling the flow by combining specific conditions. In this version, you can control the flow based on the message status (Delivered, Opened, Clocked, Bounced, Unsubscribed), and through that branch the flow and ensure a different journey for your customers based on the specific conditions.