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

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

Upon clicking create automation from scratch, this image would be the view on your screen:

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

2. Trigger settings

The trigger settings section will be available to you on the right side of the screen upon clicking on the Trigger Block on the Automation Workflow.

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. Message Blocks:

Message Blocks is a section in Automation that let's you decide the mode of reaching out to your end user. It will be available to you on the slider to the left of your screen.

The following modes might also be familiar to you from the campaign section of Contlo:

Email : The email block allows you to not only set the subject, sender's name and the sender's email, but also create content for your email over 3 different formats. The formats range from picking one of our 100+ readymade templates to drafting your own textual mail or even creating an email in HTML Format.
SMS : SMS being a very simple mode to work with, automatically takes in the mobile number you have registered with and lets you choose your message from one of our pre approved templates, taking away all the bandwidth from you to get your SMS templates approved every time.
Web Push : After setting up the title and the message in the notification, you can also set the targeted URL link where the notification is intended to be pushed to. If necessary, there are options to set up buttons in the notification and URL links to redirect the user accordingly.
Mobile Push : Very similar to web push, mobile push has an added functionality of adding subtitles to your push notification, along with being able to send a test message to your users.
WhatsApp : WhatsApp let's you customize from one of our already existing approved templates along with being able to test your message to any intended test user. This feature also comes with setting up a button functionality and adding an image when necessary.

We recommend to add some time delay between consecutive message blocks in line with industry standard practices to avoid spamming your customers.

4. Flow Actions:

The Flow Actions section allows you to add some extra functionality to your automation workflow.

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.

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 Conditions or User Filters.

Webhook : The Webhook functionality allows you to send a payload to a URL of your choice, where you have the option to set the destination URL for your payload and can even customize the Request Headers with a key value system and type in the body of the request based on the data you would want to send.

Internal Notification : With Internal Notifications, you can send a mail to any of your internal teammates regarding an event you'd want to notify them specifically for. This comes with the functionality of setting both the Sender's Name, Email and even the Recipients Email along with the subject and body of the email.

A/B Testing : The A/B Testing functionality lets you split your targeted audience to a ratio of your choice and gives you the option to experiment with the 2 different paths with message blocks of your choice to figure out what works best for your end users.

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.

It lets you see data on the Total Journeys Sent, Open Rate, Click Through Rate to even the Revenue Earned.

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.)