Goals

Want to send personalized and automated messages to your customers? Check out Contlo's Automations feature! It's a simple way to set up automated campaigns and stay in touch with your audience.

Overview

Contlo offers a powerful Automation builder that enables you to create and send automated emails to your subscribers, buyers, or customers based on a variety of triggers.

With Contlo, you can easily set up automated campaigns that target specific segments of your audience, such as abandoned cart recovery emails, welcome emails for new subscribers, or post-purchase follow-up emails.

The platform offers a wide range of Automation templates and options, making it easy to create highly targeted and effective campaigns that drive engagement and conversions.

Whether you're looking to increase sales, improve customer retention, or simply stay top-of-mind with your audience, Contlo's automation capabilities can help you achieve your goals.

Setting-up an Automation workflow

1. Creating a new Automation workflow

To create a new Automation workflow, you need to

1. Proceed to the Automation section
2. Click on the Create Automation button
3. Choose from our Templates library or build a custom Automation from scratch.

An Automation workflow comprises of Trigger conditions, Filter conditions, Message Blocks and Flow Actions.

2. Trigger settings

Each template has the default trigger that is adjusted according that Automation workflow’s objective.
In the Trigger block, the following settings can be changed:

• Trigger and Trigger filter - Each event trigger has its own set of filters — it can be the Product for a Back-in-Stock event or the Segment for the Added to Segment trigger.
• User Filter - The user filter defines what category of customers should receive this message. For example, by adding the user filter set to country is Argentina, you will trigger the Automation workflow only for those customers that provide this country at the checkout page or subscribe to the Signup form that determines your customers' location automatically.
• Cancel Trigger - Unlike the options mentioned previously, the cancel trigger doesn't restrict your customers from entering the flow but they will exit the workflow it at any stage, as soon as its condition is satisfied. Some of the Templates have the default trigger that cancels the Automation workflow as soon as the customer places the Order. However, you may add up multiple other cancel triggers as well.
  For example, you can cancel the workflow when:
  • The customer’s order is fulfilled
  • The customer abandons a cart
• Frequency
  By enabling the Frequency setting, you may prevent the same Automation from being triggered multiple times.
  For example, if you set the Automation to be triggered when a particular page is browsed, the same customer may re-trigger the Automation multiple times within the same session. To avoid this, you may set the Frequency value for such flows to a few hours and even days. In that case, the same customer will be able to trigger your workflow repeatedly, but only after the delay passes by.

3. Add a Split Condition in the workflow

By adding a split condition in the workflow, you may specify what messages will be sent to each of the contact groups. A split condition can return a boolean value - Yes or No.
You may split your Automation workflow based on:

• Trigger filters;
• Custom properties or user filters;

4. Add a Time Delay in the workflow

You can choose to have a time delay between stages, as short as minutes or as long as months.
The delay is always counted starting from the end of the previous block (Trigger, Email, SMS, Split, etc.), and not from the automation trigger.

5. Add Message Blocks in the workflow

You can add different message blocks in an Automation workflow, including Email, SMS, WhatsApp, Web Push and Mobile Push notifications. We recommend to add some time delay between consecutive message blocks in line with industry standard practices to avoid spamming your customers.

6. Publish the changes in your workflow

After you apply changes, click on the Launch Automation button.

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When editing a live Automation workflow, if for example you change the content of an Email message, all contacts then onwards will receive the workflow with the new content.

Automation Analytics

If you wish to check the general performance of the Automation workflow, you can click on the View Reports button in the Action dropdown on the Automations home page. You can also view a detailed report on the workflow performance.

Salient Features

Analytics for each Workflow stage

Each workflow stage shows how many customers went through the block (received the Message, clicked on a link, etc.) or how many of them have skipped it.

(A block is skipped incase the customer is not eligible to receive the message. For example, a customer not subscribed to the WhatsApp channel skips the block with the WhatsApp message but passes to the next stage in the workflow.)