Automation examples

Automated campaigns save your time, respond to contact behaviour and often have better results than regular campaigns. See examples below.

Marek Szwed avatar
Written by Marek Szwed
Updated over a week ago

In this article, you will find some examples of the most common automations. You will also find tips that may help or inspire you to create your own automations.

TIP: Start building brand awareness and a quality relationship with your contacts with targeted emailing - use our pre-set automations or create your own automation step-by-step following the instructions in this article.

In this article, you will find how to set up

Welcome Campaign, Discount on 1st purchase (recommended for e-shops)

If a new contact has signed up to your database, you can welcome them in the response to the registration -> i.e. the first welcome email is sent to the contact immediately after signing up, so they don't have to wait for the time of the regular mailing. You can also use a similar type of automation to send sale coupons for their first purchase.

Relates to:

Welcome email with a follow-up

Of course, you can also send a sequence of emails. The first welcome email will be sent immediately after the contact has registered and dropped into the contact list. We then wait 3 days and send a second email, for example with a special discount.

Abandoned cart reminder with a discount code

Automating abandoned cart reminders is a more challenging, but very effective automated campaign. It reminds your customer that they forgot to complete a purchase they placed in their cart on your e-shop.

  • The trigger of the automation is the cart page in your e-shop. As soon as the customer appears on the cart page (they place something in the cart), they will automatically start the automation.

  • After this step, set up 'wait for' step, i.e. the time in which your customer could still make a purchase. The ideal pause time is about 2 hours.

  • After two hours, set up a condition - check if the customer has made a purchase. If the customer has completed the purchase, the automation will automatically end. If they did not complete their purchase, an email is sent with a discount coupon to motivate them to complete the purchase.

In order for the system to recognize that your customer has appeared on the cart page, you need to set up a tracking code.

Wishes for a birthday or anniversary

Suggest your customer to make themselves happy on their birthday and send them a discount coupon. The trigger for automation is the anniversary date. Anniversary dates can be both birthdays and the date of signing up for a contact list, etc.

After sending the discount birthday coupon, give the customer room to make a purchase and use it. So the next step will be a time-out period of e.g. 5 days, after which the automation will double-check if the customer has made a purchase in the store. If yes, the automation will stop for that contact and if no, another discount email will be sent.

This is just an inverted condition (did not purchase x purchased), so care must be taken to use the negatives in the condition correctly.

Customer satisfaction (purchase feedback)

You can ask your customers how satisfied they were with their purchase by sending out an email asking for feedback 10 days after purchasing from your store.

This automation will be triggered by a purchase. You can then set up waiting and sending an email.

Recurring automation - Checking a custom value

Within your automation, you can use a trigger that starts the automation repeatedly for all the contacts, that meet the condition. With the frequency set to only once, you can repeatedly check, for example, a custom field with customer points. When it reaches a certain value, you can congratulate your customer and send them a discount. You can also edit the value of another custom field (set a type of customer to a higher rank, e.g. VIP).

API Triggered automation

If you want to get more creative, you can create automations, that will be triggered by an API call. This way you can start your automations "remotely".

Reaction to opening an email

This automation starts when an email is opened, after which it waits 3 hours before checking the condition if the user is from Prague. If the user does not meet this condition, it terminates the automation. If the user meets this condition, it will ask the next condition for the user's gender, if she is female, it will send an email with the summer swimwear collection for women, that is available in a Prague store if she is male, it will send an email with the summer swimwear collection for men.

Not sure how to set up your desired automation? Contact our support.

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