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Ignite your Automation Workflow
Ignite your Automation Workflow

Understand Automation Flow's triggers and its components

Flowio Support avatar
Written by Flowio Support
Updated over a week ago

We offer automation workflows that work natively in just a few clicks. It will definitely save you a lot of time from manually doing repetitive and time-consuming tasks. Everything can be put on autopilot so you can make room for growing your business.

Type of triggers

Here is a list of triggers we’re offering to help you launch promotion campaigns and engage your customers at different touch points:

Exclude

What is Exclude?

By setting up the Exclude option, you can increase the flexibility, efficacy of the tasks in your automation workflows. It helps you distinguish who enters your flows by email addresses, and prevents sending too many emails to the same customer in a short period of time.

How does it work?

Flowio usually processes the triggers from Shopify based on order IDs - your messages should be sent out per each order ID. But let's say, what if a person creates too many order IDs within a short time and you don't want to disturb him with the same message content?

'Exclude' educates the system to not send the same message when two or more similar triggers happen in a short period of time - coming from the same person.

For example, the customer A creates 3 checkouts (3 different order ID) within 24 hours - with the same email address / phone number, he will eventually receive only 1 reminder message instead of all three.

Below are the apparent benefits you will get with this setting:

  • Optimizes your end-to-end approach

  • Avoids high spam rate

  • Avoids unpleasant situations with customers

This setting works best with triggers such as Abandoned Cart, Abandoned Checkout, Customer Win-back, etc...

Quiet hours (Do not disturb)

You can set this up to stop your flow from sending messages during selected hours. Customers who enter your flow in the silence timeframe will not receive your messages or notifications until the time is up.

Rotate events from the past

When you install the app, we would collect your order history upto 60 days for task performing purposes. You can opt to re-engage old orders in the past, or just reach out to customers who will enter your flow from the moment you start the flow onwards.

Automation Flow's Components

After the flow and its triggers are created, you can now start adding components into your series. There are a total of 6 components for you to choose from:

  • Condition

The ‘Condition’ Component can help you split the flow and target your customers with different scenarios based on your purposes towards recipients For example, with an abandoned checkout flow, you can conditionally sort your audience by their order value so that high-value orders will receive an email with a little discount; low-value orders will receive a simple reminder email only. You can create a more sophisticated workflow with our Condition component.

Check this article to learn more about setting up Condition for Automation Flow.

  • A/B Testing

This component makes controlling your automations much easier. You can discover what works by comparing one automation workflow to another and provide personalized experiences without having to create thousands of automations. Choose a winner based on link clicked or order placed percentage.

  • Send Email

After adding emails to your sequence, you can freely edit its components such as images, texts, etc. You will also have to fill in the SUBJECT, SENDER NAME and SENDER EMAIL ADDRESS fields in order to send your emails. Unlike email campaigns, some email’s components in automated workflows may be specific to the trigger.

The Abandoned Recovery triggers, for example, will have distinct components: Order Table and Redirect to Cart button. They all have built-in functions that other processes or components can't duplicate.

  • Send SMS

A demo text message with the correct format is displayed when you add this block to the Automation Flow to help you easily edit its content. If the automation trigger has unique data that is important to each of your customers individually, you can add a link to the cart your consumers abandoned or to the order tracking page.

  • Auto Tag

Use this auto tag component in automation to label the contacts that entered or exited your automation workflow. Depending on that tag, you can create a segment to send additional communication via campaigns or other automated workflows afterwards. You can create a new tag or choose an already existing tag from your list.

  • Chats

Add & customize livechat widget so that it can appear based on the prior actions of the flow series.

Check out this article to learn more about how to enable the Live Chat widget on your website?

If you need more support, please let us know via our live chat or email us at support@flowio.app.

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