Automation workflows are just what you need to manage your email marketing workload since they can perform various necessary tasks for you while you keep on working on more important matters.
Our platform offers you a list of public Recipes that serve as starting points for your own automation designs. They don't require many changes, all you have to do is choose the one that fits your current needs and then customize it accordingly. You can modify, add or remove steps to transform each Recipe into the exact automation you want; you can also create your own Recipes.
Let's see how you can use one of the available recipes to create your own automation:
A. Finding the ideal Recipe
1. On your Dashboard, hover your mouse over the Automation tab.
2. Click on the Recipes tab.
You are now on the Automation recipes page, where you will find a selection of useful recipes to choose from as a starting point for your own automation design. Some of the most popular are:
- Abandoned cart
Sends an email campaign to anyone who abandons a product in their cart.
- New customer thank you email
Sends an email campaign to anyone who purchases a product.
- Special offer reminder
Sends an email campaign to anyone who browses a specific page for the first time.
- Welcome email sequence
Sends an email campaign to anyone who subscribes to one of your email lists for the first time.
3. Type in the title or keyword of the recipe you are looking for on the Search for a workflow field.
Using the title of a recipe you know, or practical keywords like 'cart', 'purchase', 'unsubscribe', will help you discern between different types of automation workflows.
4. Look at both the title of each recipe and the short description underneath it.
The title of each recipe is self-explanatory on most occasions, but even if you find that it doesn't help you understand its purpose, the description underneath it will provide some insight on how the automation gets triggered and for which usage it is most suitable.
B. Working with a Recipe
1. Click on the Recipe's title or the arrow icon located next to it, to use it.
The recipe that you have chosen will now act as the basis for your new automation workflow. Notice how your workflow contains the recipe's steps, which you can modify, remove, or add to exactly as you would when designing a new automation workflow from scratch. Just make sure that you complete all the tasks contained in each step of the workflow to get your automation working.
2. When clicking on the arrow icon on the left top corner, a pop-up window appears.
3. The exact tasks that need to be completed for this automation to become operational are brought to your attention; until they are completed the automation will be indicated as Incomplete. The tasks list contains each remaining task and the step to which it belongs.
You don't need to complete the tasks unless you want to actually use the automation. Alternatively, you can modify, remove, or add to the current steps, and design your own recipe. It will appear alongside the other available recipes, to be used as the basis for your future automation designs.
4. Click on the Save as recipe button as soon as you are done designing your new recipe.
A pop-up window appears.
5. Fill in both the Recipe Name, Recipe Description, and Recipe Industry fields, located on the pop-up window.
Make sure that you give your recipe a memorable name and a useful description, something that you will easily remember when searching for it at a later date. As its name implies, the Recipe Industry field shows the industry to which the recipe belongs.
6. Click on the Save button, located on the pop-up window.
C. Editing or Deleting a Recipe
Your new recipe can be found among all the other available recipes on the Automation recipes page. Apart from browsing through the available options, this page also allows you to delete or edit the recipes that you have created so that you only keep the ones that you find useful.
1. Click on the trashcan icon, located next to any of the recipes that you created.
A pop-up window appears at the bottom of your page, asking if you want to delete the recipe selected.
2. You can tap on the OK button if you want to move ahead with the deletion, or on the Cancel button to keep the recipe instead.
3. Click on the pencil-shaped Edit, located next to your recipe, to edit it.
By editing one of your recipes, you can add, remove or edit its steps on your workflow as usual.