By enabling the Frequency setting in the Automation Trigger, you may restrict contacts from triggering the workflow if they did that already. It may help you align your marketing automations with each other and make sure you are not sending the messages with identical content over and over again.


Setting up the Frequency
Frequency in the Segment-based automation

Setting up the Frequency

After enabling the Frequency setting, you may decide whether you want not to trigger the workflow for the contacts that entered this particular sequence:

  • at any time in the past;
  • or in the last # of hours, days, or weeks.

This option is available in all automations. In the majority of the pre-set flows, it is disabled, but for those based on the browsing behavior, it is enabled and is set to 1 day. There are a few aspects for you to consider when enabling the Frequency and choosing the restriction.

Browsing behavior

When the customer is browsing your website, he may trigger the Browsing based automation on many occasions. The customer may re-visit the same page a couple of times or add a few products to the cart. If you disable the Frequency, the same customer will trigger a bunch of messages in a short period of time.

Message content

The main benefit of the automations is that you can set them ones and forget for the life-time. However, it also constrains you from changing the content of your messages. If your customer has triggered the Abandoned Cart workflow recently, the content of the message might be too fresh.

Other workflows

It is your ultimate goal to approach your customer every time they interact with your store. By placing an order in your store, the customer opens a window for a bunch of other workflows, including Shipping Confirmation, Order Follow-up, Cross-sell, and the Customer Reactivation one. Using Frequency setting, you may exclude some of the messages from the post-purchase series of messages and leave those that are essential or generate more sales.

Frequency in the Segment-based automation

Segment-based automaton has an additional option, that lets you choose whether you want to trigger the same automation for the customer that was removed and then re-added to the Segment.

When you enable this option, you should also make sure it doesn't conflict with the Frequency setting. In this case, the Frequency should be disabled, or the time in the restriction should be aligned with the action that retriggers the workflow.

Frequency is a simple tool. But it helps you eliminate some problems and enhance your strategies.

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