🤖 Workflows
Workflows in DealTrail enable users to automate repetitive tasks, streamline processes, and guide contacts through structured customer journeys. By defining actions triggered by specific conditions or behaviors, users can set up comprehensive automations to drive efficiency and ensure timely engagement with leads and clients.
Sections in Workflows
1. Workflow Overview
• Workflow Types: Define different workflow types for your processes, such as lead nurturing, post-purchase follow-ups, or re-engagement.
• Triggers: Determine the events or conditions that initiate the workflow (e.g., form submission, contact added, tag applied).
• Actions: Specify the automated tasks within the workflow, like sending emails or SMS, updating contact information, and adding tags.
2. Workflow Triggers
• Contact Actions: Start workflows based on contact actions such as form submissions, clicks on email links, and more.
• Date-based Triggers: Set workflows to trigger on specific dates or time intervals (e.g., a year after sign-up or two days before an appointment).
• Custom Triggers: Add unique triggers based on tags or custom fields to create highly tailored automation.
3. Workflow Actions
• Send Messages: Automate communication through email, SMS, or other messaging channels at designated points in the workflow.
• Task Assignment: Assign tasks to team members automatically when certain conditions are met, ensuring timely follow-up and accountability.
• Update Contact Information: Modify contact details, tags, or custom fields based on the workflow stage.
• Decision Splits: Add branching logic to workflows, allowing you to segment contacts based on their actions or characteristics for personalized engagement.
• Goal Tracking: Track when contacts achieve specific milestones, such as attending an event or completing a purchase.
4. Workflow Templates
• Pre-built Templates: Choose from templates for common workflows, like lead nurturing or abandoned cart recovery, to save time on setup.
• Customizable Templates: Adjust template workflows to fit your business needs by adding or removing steps.
• Save Custom Workflows: Save any created workflows as templates for reuse or to apply in similar campaigns.
5. Workflow Analytics
• Performance Metrics: Track workflow performance metrics, such as completion rates and average time to completion, to assess effectiveness.
• Conversion Rates: Monitor how effectively each workflow moves contacts toward desired outcomes, like a completed sale or a booked appointment.
• Engagement Rates: Review engagement statistics (e.g., email open and click rates) for workflow messages to understand how contacts interact with automated content.
How to Create a Workflow in DealTrail
1. Navigate to Workflows:
• In DealTrail, go to the Workflows section to access the workflow builder.
2. Select Trigger(s):
• Choose one or more triggers to start the workflow, such as a new contact, a tag applied, or a certain date.
3. Add Actions and Conditions:
• For each stage of the workflow, add the actions to take (e.g., sending an email) and any conditions to follow (e.g., checking if the contact opened the last message).
4. Set Up Delays and Timing:
• Add delays between actions to create natural intervals (e.g., waiting two days before sending a follow-up email). This helps avoid overwhelming the contact.
7. Test and Launch:
• Before activating, test the workflow to ensure each trigger, condition, and action performs as expected. Once verified, launch the workflow to begin automation.
Best Practices for Workflows
• Segment Your Contacts: Use workflows that segment contacts by behavior or interests to personalize interactions.
• Monitor and Optimize: Regularly check workflow analytics to identify opportunities for optimization. Adjust triggers or messages as needed to improve performance.
• Use Goal Tracking: Define goals within workflows to measure success and understand which automations drive the best results.
• Keep Workflows Updated: As your business evolves, review workflows to ensure they align with current goals and contact journeys.
Workflows in DealTrail empower users to create structured, automated journeys, ensuring leads and clients receive timely, relevant communications and actions at each stage of their relationship with your brand.