To create an automation, the first thing you need to have is an audience created.
How to create a scenario
The scenario is the canvas where you are going to configure the flow of your automation. Subscribers are added to the automation queue using triggers. Once added, they will perform all the actions you have previously configured. Think carefully about the strategy you want to carry out.
1 Access the "Automations" section.
2 Click on the "New Scenario" button.
Complete the form by selecting the audience for which you want to generate automation.
Audience: Select an audience
Scenario title: Internal (non-public) title to be able to identify your scenario in the list.
Description: Brief description about the function or functions of your automation.
3 Select a "Trigger".
Select a trigger that you want automation to begin with.
Read this article for more information: Triggers: What are they and what are the different types?
4 Complete the available "Trigger" options.
In this example we have chosen "Subscribed contact" and "Control panel" origin
If desired, further triggers can be added by clicking on the button "+ New trigger".
5 Indicates an "action"
Click on the "+" circular button and add select an "action": Email, Wait, Condition or Action.
Read this article for more information: Email, time, condition and action
All we have to do is fill in the fields shown for each action. In this case we have selected "Email".
Once a contact has completed an automation, their status changes to "completed," which means they will not go through that flow again, even if new steps or actions are added to the automation later.
Note: Contacts who have already finished the automation will not continue through the newly added steps. Changes will only affect contacts who are still in progress within the automation.
However, a contact can re-enter the automation if initiated by a new trigger and as long as the "Repeat workflow" option is enabled in the automation settings. In that case, the contact will start the flow from the beginning.
6 Enable automation
If all the steps you have generated have been completed, you will be shown the activate button. Click on the button.Your automation is up and running!
You will now see an "ON/OFF" button. If you want to pause the automation, just select it.
Close the scenario by clicking on the "X" at the top right.
Overview and activity
When you create an automation and close (X) the scenario, you will be shown its detail with two areas: Overview and Activity.
Overview
In this screen, we can see 4 distinct blocks: General data, Activity, Statistics, Emails sent.
| General data | |
| Audience | The associated audience |
| Triggers | Configured triggers that add subscribers to the flow and initiate automation |
| Start date | The date the automation was created |
| Status | Whether automation is enabled or paused |
| Activity | |
| Completed | Subscribers who have completed the entire flow |
| In queue | Subscribers who are in the process of completing all actions configured in the scenario |
| Cancelled | Subscribers who started the flow but unsubscribed before completing it completely |
| Statistics | |
| Open rate | Average open rate of all emails sent |
| Click rate | Average click rate for all the emails sent |
| Sent | Total number of emails sent |
| Opened | Total number of opened emails |
| Clicks | Total number of clicks |
| Emails enviados | |
| Campaña | Email enviado |
| Estadísticas | Estadísticas generales del email enviado |
Activity
In this section, you can see the subscribers who have travelled through the flow and their status. Also, in case they have not completed the tour, the next step that remains to be done can be seen.
| Subscriber | Suscriptor que ha entrado en el flujo |
| Status |
Completed: the subscriber has successfully completed the entire tour Queued: In the process of completing all actions Cancelled: The subscriber have cancelled your subscription so you have left the tour |
| Trigger | The initial trigger generated by the subscriber's entry into the flow. |
| Next step | Next step to be completed by the subscriber |
| Start date |
Date on which subscriber joined the flow |
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