The advanced workflow is for complex and individual automations and offers you a wide range of setting options. In your CleverReach account under Automation THEA, you can create a simple automation chain, but also design advanced workflows.
In this article, we will take a closer look at the individual modules that you can add via drag & drop onto the workspace:
Under the menu item Automation THEA on the right-hand side you will find the Multi-level workflow:
You can simply drag and drop the modules from the right-hand menu bar into the workspace. You define the sequence of the automation by connecting the modules at the points. This is what you still empty workspace looks like this:
Each automation starts with one of five events:
Events
Newsletter subscription |
The following events take place for a recipient after the recipient has registered in a specific form or all forms has registered in a specific group. Each automation can start at the earliest 30 seconds after recipient registration. |
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Purchase of a product | The following events take place for a recipient who is in a specific recipient list and has purchased a specific good or purchased any good. | |
Calendar |
The following events take place daily, on a specific day of the week (recurring), in a specific calendar week, monthly or according to a list of definable days. A calendar event is directly followed by the action [Load recipient list], otherwise the automation will not be received by will not be received by any recipient. |
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TAG - Event | This automation starts for each recipient who has a specific tag is attached. It does not matter whether the tag was attached to the recipient by a click, integration or manually attached to the recipient. | |
Abandoned Cart | The event is triggered when your customer leaves the shopping cart and has not completed the purchase. This function is currently available in our Shopify and Shopware 5 plugin and can be programmed or used via Rest API. |
The first email after the five events can be sent at the earliest after 30 seconds at the earliest.
Actions
An event is followed by an action:
Import list of recipient | Loads a specific recipient list or a segment from a list. Only the recipients in the segment or list will receive the following email. | |
Edit data | Writes a freely definable value in a field of all recipients that are active at this point in this automation | |
Send email |
Sends a specific email to all recipients who arrive at this point in the automation arrive at this point, a specific email | |
Delete recipient | All recipients that arrive at this point in the automation are deleted from the recipient list or from all recipient lists. | |
Recipient activity in an email | Recipient action in an email Checks whether a recipient has performed a specific action in a specific email.
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Flow control
Flow controls specify the automation chain:
If function |
A filter function that queries whether criteria apply to a recipient apply. The filter values are checked via the fields of the recipient are checked. Example: The system checks whether the recipient has the value "w" in the field [gender] has the value "w". |
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Delay | Waits a certain amount of time (certain number of hours or days) days), until a certain day of the week with a time or until a certain date with a time. | |
Split |
Divides the recipient group into two randomly selected recipient lists | |
Copy | Copies the recipient list. All recipients run through both automation lines. | |
Connecting automation chains |
Connects the automation to another automation in which an "input for automation chains" is available |
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Entry point for connections/anchors |
Destination point to connect two automations. Requires a connection via "Connect automation chains" |
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Notepad |
With the notepad, you can save important notes or remarks directly in your automation. The module has no influence on your automation and can be deleted at any time. |
Edit modules
To edit an event, an action or a flow control, move the mouse pointer over the corresponding the mouse pointer over the corresponding module. A small menu now appears above it small menu with three buttons appears:
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Statistics: Shows how often this automation step has automation step has been triggered recently
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Pen: You can edit the properties of the module here.
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Paper basket: You can use this to delete this module
Copy automation
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At the top, next to the Save button, click on the three dots --- and click on Save copy.
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Define a name and a description and click on Create. The copy is located in the Automation THEA overview.
Help & Support
If you have any questions or need help, you can always contact our service team.