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Boosting Campaign with Automation
Boosting Campaign with Automation
Learn how to engage your customers effectively with automated follow-up messages using "Message sent" trigger
Ira avatar
Written by Ira
Updated over a week ago

Are you hesitant to send follow-up emails to your customers because you're afraid it might annoy them? You're not alone. Many businesses believe that sending too many emails can hurt their engagement rates. However, our platform is here to make it easy for you to keep your customers engaged with your promotions.

Using the "Message sent" trigger in Automation is designed to improve customer engagement by automatically sending reminder messages to customers who did not engage with your previous promotion.

This user guide will provide instructions for setting up this automation and creating effective reminder messages to keep your customers engaged with your promotions.

Contents

Before You Begin

Before you begin setting up the workflow, please ensure the following:

  • Have a specific email to use as a trigger in mind. You won't be able to start this automation without selecting the campaign as a trigger filter.

Benefits

  • Flexible scheduling: You can send your follow-up email any time, not just the standard 48 hours after your original campaign (Campaign Booster Feature).

  • More accurate targeting: This enhanced booster variant allows you to target customers who did not click and did not buy, which is more accurate than just targeting those who did not open the email (as this can be affected by the iOS15 update).

  • Advanced filtering options: You can use many splits and filters to target specific customer segments and improve the relevance of your follow-up emails.

  • Multiple communication channels: With booster automation, you can choose to send your follow-up email via email, SMS, or push notifications, instead of just email.

  • Customizable content: You can now edit the content of your follow-up emails or add several emails in your sequence, giving you more control over your messaging.

  • A/B testing: Using automation workflow allows you to conduct A/B testing to test different variations of your follow-up email and see which one performs better.

Setup Process

Step 1. To create automation, navigate to Automations β†’ New workflow β†’ Create Custom Workflow:

Step 2. Choose Message Sent Trigger and the specific email you want to use as a trigger for the workflow. Select the email subject line from the dropdown β†’ Click Save once selected.

Step 3. Define an exit condition for your workflow. Defining an exit condition is essential when setting up your Boosting Campaign with Automation. This will determine when a customer will exit the automation and stop receiving reminder messages.

One common exit condition is using a clicked-on message option. Customers who click on the original message you defined in the trigger will exit the automation. Another option is to combine the click trigger with other filters, such as a placed order. This way, a customer will exit the automation when they fulfill either of these actions.

But that's not all. Our platform offers other exit conditions, such as opening an email or visiting a specific page on your store. Using these exit conditions, you can create more targeted and personalized campaigns to help you achieve your marketing goals.

Step 4. Turn on Trigger retrospectively settings in case you want to enable the workflow after the initial campaign message is already sent. Without this setting, the workflow wouldn't be triggered because the event has already happened.

It's important to note that the Trigger Retrospectively setting operates based on the first delay time. So if the first delay time is set to 2 days, the workflow will only be triggered for contacts who received the message not earlier than 2 days ago. For this, you will need to add a delay block after the trigger.

Step 4. Add email/SMS/push block to your automation based on the channel you want to communicate. You can use them combined or use a single channel like email. To edit the content of the email, select the email block β†’ click Edit content.

Additional steps:

  • Set up A/B testing to optimize your follow-up messages.

    A/B testing allows you to test different variations of your follow-up messages to see which one performs better. You can test different subject lines, content, or even different channels.

    To set up A/B testing, create two versions of your follow-up message and then split your audience into two groups. Send each group a different message version, and then track the results to see which version performs better.

  • Split your contacts based on trigger filters or contact properties. This can help you personalize your follow-up messages. You can use customer data such as purchase history, browsing behavior, and demographic information to tailor your messages.

Content of the Email

You don't need to create a new email template from scratch when boosting your email campaigns. Instead, you can reuse an existing template and make minor changes to specific parts of the content or email settings, such as the subject line. To apply the same email template in your automation, you can save the template from your campaign and use it in your automated emails.

To do this, you can go to the Campaigns section and select the email you want to use as a template.

If the email has already been sent, you can copy it and then navigate to the email content section to save it as a template.

On the other hand, if you haven't sent the email yet, you can select it and edit it before saving it as a template. This way, you can use the same email template in your automation and save time and effort in creating new templates from scratch.

Finally, once you've created and reviewed your workflow, it's time to enable it. Turn on the workflow to start sending reminder messages to customers who did not engage with your previous promotion. Monitor the performance of your automated campaign and make any necessary adjustments based on the engagement and response rates.

FAQ

How many follow-up messages should I send?

The number of follow-up messages depends on your objectives and customer preferences. It's generally recommended to send a series of three follow-up messages spaced out over a reasonable timeframe. However, monitoring customer response and engagement is essential to ensure you're not overwhelming them with too many messages. You can also send a single email that will work as a more targeted Booster of your initial campaign.

Can I use different channels for my follow-up messages?

Yes, our platform allows you to choose multiple communication channels for your follow-up messages. You can send emails, SMS messages, or push notifications as part of your automation workflow. Consider the preferences and behavior of your target audience to determine the most effective channels for reaching them.

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