Automation THEA: The multi-level workflow

You can create a single-track or a multi-level automation workflow in your CleverReach account when navigating to the menu item [Automation THEA]. The multi-level workflow is the ideal solution for complex and individual workflows and offers you a variety of setting options.

Simply drag and drop the modules from the right menu bar into the left drawing board structure of the automation. You define the sequence of the workflow by connecting all the elements.

Each module that hasn’t been set correctly or that’s missing a connection gets a red frame around the description, as well as a red pen icon:

As soon as the module is set correctly, the frame turns white and the red pen disappears.

Start

Each automation starts with one of those triggers:

	Newsletter subscription The workflow is triggered after a recipient has subscribed with a particular form (or all forms) for a certain recipient list. Each automation is only triggered at least 15 minutes after a subscription.
	Purchase of a product The workflow is triggered for a recipient who is in a certain recipient list and has purchased a certain product or any product.
	Calendar The following events of the workflow take place daily, on a certain day of the week (repeatedly), in a certain calendar week, monthly or according to a list of definable days. A calendar event is followed directly by the action [Load recipient list], otherwise no recipient will receive a mail from your automation workflow.
	TAG-triggered start This automation starts for each recipient who is assigned a specific tag. It doesn’t matter whether the tag is added to the recipient by a click, an integration or manually.
	Abandoned cart The event is triggered if your customer has left your shop without completing the checkout process. Currently this function is available in our Shopify and Shopware 5 Plugins and can be programmed or used via Rest API.

Actions

	Load recipient list Loads a specific recipient list or segment from a list. Only the recipients in the segment or list will receive the following automation emails.
	Edit data Writes a freely definable value into a field of all recipients that are active at this point in this automation
	Send an email Sends a particular email to all recipients that get to this point of the automation.
	Delete recipients All recipients who get to this point of the automation are deleted from a certain list or all lists.
	Recipient activity in an email Checks, if a recipient has carried out an action in a particular email. Actions can be a. Opening an email b. Clicking a particular link c. Clicking any link

Flow control

	IF function A filter function checks if certain criteria apply to a recipient. The filter values are checked using the recipient's fields. Example: The system checks whether the recipient has the value "f" in the [Gender] field. Every recipient who meets the criteria continues the automation at "true". Every recipient who does not meet the criteria continues the automation at "false".
	Delay Wait a certain amount of hours or days, until date X or a defined time or day of the week before the next email is sent out.
	Split Divides list of recipients into two randomly selected lists of recipients.
	Copy Copies a list of recipients. All recipients run through both automation lines.
	Link workflows Links one workflow to another workflow that has an “anchor for workflows”.
	Anchor points This is the target point to connect two automation workflows. Requires a connection via "Link workflows".

Additional Module

Notepad The notepad allows you to save important notes directly in your automation workflow. The module does not affect your workflow in any way and can be deleted at any time.

Edit module

To edit a trigger, an action or flow control, move the mouse pointer over the corresponding module. Above it appears a small menu with three buttons.

1. Statistics: Shows how often this step of the automation has been triggered recently.
2. Edit: Edit the properties of the module.
3. Delete: Delete this module.

Create/select an email

If you have added an email icon to your automation workflow, this does not yet contain a newsletter. The red frame and pen icon are a sign for this. Click on [Edit] to select an email or create a new one.

The orange frame and check mark indicate that this newsletter has been selected.

To select an existing newsletter, simply click on it and click [Save].

To edit an existing email, click [Edit] below the email.

To create a new email, click [Create New Email] at the bottom left. For example, you can create the email in our Newsletter Editor.

Select a template. Only templates you used last are displayed here at first. To see more templates, click e.g. [Categories]. 

Click on continue and select the name of the newsletter, the sender name and the return address. Now click on [Create] to create the new email.

Copy Automation Workflow

Copy the automation workflow by hitting the arrow next to the [Save] button:

When clicking on [Save Copy] a pop up appears to enter the name and description of the copy:  

By clicking on [Create], the copy is created and saved.

Help & Support

If you have any questions or need further assistance, please contact our service team at any time.