Exploring Automation Studio Scenarios:

• Registration (Welcome) Scenario
  • How to automatically greet new users.
• Birthday (Anniversary) Scenario
  • The value of sending personalized birthday messages.
• First Purchase Scenario
  • Encouraging first-time buyers to make a purchase.
• After Purchase Scenario
  • Leveraging cross-sell opportunities post-purchase.
• Cart Abandonment Scenario
  • Recovering lost sales with timely reminders.
• Browse Abandonment Scenario
  • Re-engaging interested customers.
• Replenishment Notice Scenario
  • Maintaining customer loyalty with replenishment reminders.

Registration (welcome) scenario: How to Automatically Greet New Users

Purpose: The Registration (Welcome) scenario is designed to create a positive first impression by automatically greeting new users who have just joined your list. This scenario helps to establish a connection, introduce your brand, and set the stage for future interactions.

How It Works:

1. Trigger: The automation is triggered when a new user signs up or registers on your website, app, or any other platform where data collection occurs.
2. Action: Upon triggering, an automated welcome email or Viber message is sent to the new user.
3. Personalization: The welcome message can include the user’s name and reference how they joined your list (e.g., "Thanks for signing up at [Event/Source]!").

Setting It Up:

• Step 1: Create a welcome email template. Include a friendly greeting, a brief introduction to your brand, and a clear call-to-action (e.g., explore products, follow on social media).
• Step 2: Set up the trigger within Automation Studio to detect when a user registers.
• Step 3: Link the trigger to the welcome email or Viber message.
• Step 4: Test the workflow to ensure the welcome message is sent promptly and correctly.

Optimization Tips:

• Include a discount code or special offer in the welcome message to encourage immediate engagement.
• Use A/B testing to determine the most effective subject lines and content for your welcome emails.
• Ensure the design of the email or message is mobile-friendly.

Birthday (Anniversary) Scenario: The Value of Sending Personalized Birthday Messages

Purpose: The Birthday (Anniversary) scenario allows you to strengthen customer relationships by acknowledging special occasions like birthdays. Sending a personalized birthday message shows that your brand values the customer as an individual, enhancing loyalty and increasing the likelihood of future purchases.

How It Works:

1. Trigger: The automation is triggered on the customer’s birthday or anniversary date, which they provided during registration.
2. Action: An automated birthday email or Viber message is sent, often including a special offer, discount, or gift.
3. Personalization: The welcome message can include the user’s name and a personalized offer

Setting It Up:

• Step 1: Ensure that your registration forms collect customers' birth dates.
• Step 2: Create a birthday email template with a warm, celebratory tone. Include a special birthday offer or discount.
• Step 3: Set up the trigger based on the customer’s birth date.
• Step 4: Connect the trigger to the birthday message and test the automation.

Optimization Tips:

• Personalize the message with the customer’s name and a specific birthday greeting.
• Offer a limited-time discount or freebie to drive urgency and prompt the customer to make a purchase.
• Track the performance of your birthday campaigns to see how they impact sales and customer retention.

First Purchase Scenario: Encouraging Users to Make a Purchase

Purpose: The First Purchase scenario targets registered users who haven’t yet made a purchase, encouraging them to take that crucial first step. This scenario helps convert prospects into customers by providing gentle reminders and incentives.

How It Works:

1. Trigger: The automation is triggered X days after a user registers but hasn’t made a purchase.
2. Action: An automated reminder email or Viber message is sent, often featuring a special offer or discount to encourage the first purchase.

Setting It Up:

• Step 1: Create a first purchase reminder template that highlights the benefits of your product or service. Include a discount code or special offer to entice the user.
• Step 2: Define the time frame (e.g., 7 days after registration) and set this as the trigger.
• Step 3: Link the trigger to the reminder message and test the flow to ensure timely delivery.

Optimization Tips:

• Segment users based on their interests or browsing history and tailor the first purchase offer accordingly.
• Use urgency by highlighting that the offer is limited-time only.
• Consider a follow-up email if the user doesn’t respond to the initial reminder.

After Purchase Scenario: Leveraging Cross-Sell Opportunities Post-Purchase

Purpose: The After Purchase scenario is designed to maximize the value of each customer by promoting related products or services shortly after a purchase is made. This scenario helps increase the average order value and fosters repeat business.

How It Works:

1. Trigger: The automation is triggered X days after a customer makes a purchase.
2. Action: An automated email or Viber message is sent with a cross-sell offer, featuring products related to the customer’s recent purchase.

Setting It Up:

• Step 1: Identify products or services that pair well with the initial purchase.
• Step 2: Create an after-purchase email template that suggests these complementary products.
• Step 3: Set up the trigger to activate X days after the initial purchase.
• Step 4: Test the automation to ensure that the cross-sell offer is relevant and timely.

Optimization Tips:

• Personalize the message with the customer’s name and reference their recent purchase.
• Use product recommendations based on purchase history, preferences and habits to increase the likelihood of additional sales.
• Offer a discount on the recommended products to encourage quicker decision-making.

Cart Abandonment Scenario: Recovering Lost Sales with Timely Reminders

Purpose: The Cart Abandonment scenario targets users who have added items to their cart but haven’t completed the checkout process. By sending timely reminders, this scenario aims to recover lost sales and reduce cart abandonment rates.

How It Works:

1. Trigger: The automation is triggered X minutes (or hours, days,...) after a user abandons their shopping cart (session expired or closed without purchase).
2. Action: An automated email is sent, reminding the user of the items in their cart and encouraging them to complete the purchase.

Setting It Up:

• Step 1: Create a cart abandonment email template. Include a reminder of the items left in the cart, and consider adding a special offer or discount to encourage purchase completion.
• Step 2: Set the trigger to activate X minutes after cart abandonment.
• Step 3: Link the trigger to the reminder email and test the workflow to ensure it’s functioning correctly.

Optimization Tips:

• Personalize the message with the user’s name and the exact items in their cart.
• Add a sense of urgency by mentioning that the items may sell out soon.
• Consider sending multiple reminders (e.g., one immediately after abandonment and another 24 hours later).

Browse Abandonment Scenario: Re-engaging Interested Customers

Purpose: The Browse Abandonment scenario is designed to re-engage users who have shown interest in specific products by browsing them multiple times but haven’t added them to their cart. This scenario encourages these users to return and make a purchase.

How It Works:

1. Trigger: The automation is triggered when a user shows high intent for a product, such as clicking on a product page multiple times without purchasing.
2. Action: An automated email is sent, highlighting the browsed product and encouraging the user to complete the purchase.
3. Personalization: Use product recommendations based on browsing history, preferences and habits to increase the likelihood of purchase.

Setting It Up:

• Step 1: Identify the threshold for triggering the automation (e.g., visiting the product page three times within a week).
• Step 2: Create a browse abandonment email template, showcasing the product the user showed interest in.
• Step 3: Set up the trigger based on the defined threshold and link it to the email.
• Step 4: Test the automation to ensure the email is sent at the right time.

Optimization Tips:

• Include user reviews or testimonials for the product to reinforce its value.
• Offer a limited-time discount or incentive to prompt immediate action.
• Use dynamic content to display other related products the user may be interested in.

Replenishment Notice Scenario: Maintaining Customer Loyalty with Replenishment Reminders

Purpose: The Replenishment Notice scenario helps maintain customer loyalty by reminding customers to repurchase products they’ve bought before, especially those that need regular replenishment (e.g., consumables or subscription-based items).

How It Works:

1. Trigger: The automation is triggered based on the typical usage cycle of a product (e.g., X days after purchase).
2. Action: An automated email is sent, reminding the customer to reorder the product.

Setting It Up:

• Step 1: Identify products that require regular replenishment and determine the average time frame for reordering.
• Step 2: Create a replenishment notice email template that gently reminds customers to reorder. Include a link directly to the product page for easy reordering.
• Step 3: Set up the trigger based on the product’s usage cycle.
• Step 4: Test the automation to ensure the reminder is sent at the right time.

Optimization Tips:

• Offer a discount or free shipping on the replenishment order to encourage quick reordering.
• Include product usage tips or related product recommendations in the email.
• Track customer reordering patterns and adjust the timing of the reminders accordingly.