Articles on: Automation

How to create Sign-up Account Anniversary Workflow?

The following article will help you create automatic emails sent to customers on the occasion of the one-year anniversary of account registration at your store. You can send discount codes or gift codes as a thank you to your customers.

Step 1: Select workflow event and preset

In your app, select Automation > New workflow

Next, check Special Occasions and select the preset of Customer Sign-up event

A preview of the workflow will be displayed. Select Next to edit the workflow.

Note: When you choose our preset, a segment will be created to ensure that mail is only sent to your subscribers.
If you don't want to use the preset, you can create a new event by: Select Blank > First time purchase > Next

Step 2: Edit workflow

You can edit this workflow by adding items from Workflow Elements.

To edit each item, select them at the workflow and the right side of the screen will display a popup for you to edit. Here are detailed instructions for each item:

Wait Time & Certain Time
Yes/No Splits
Multiple Splits
A/B Testing
Update contacts attributes

Step 3: Ready

After creating the workflow, select Next and fill in the information for your workflow.
Select Launch > Select Keep draft to save the draft or select Go live now to get the workflow working right away.

Updated on: 09/08/2021

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