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Learn how to create automation email/SMS workflows
How to create Abandoned Cart Emails
In this article, you will be guided on how to create an Abandoned Cart Email workflow. Let's get start! You can view our video guide below or follow the text guide under the video: Step 1. Select workflow event and preset Go to Automation > New workflow It will open the section to select event and preset: Select event: Abandoned Cart **S
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AVADA Tracking activities – which activities and how it works?
AVADA supports you to track customers/visitors activities on your site. Based on those tracked activities, you can send them a reminder emails for Abandoned Product View or Abandoned Page View. There are two types of activities can be tracked: Active on store View a product It is only trackable with identified customers (browsers) on your website. So what is identified customers in AVADA? They must be recognized via one of the following actions: **1. Login to their account on your s
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How to send SMS Automation in AVADA
SMS in AVADA includes two types: SMS Automation: allow you to send SMS for triggered campaigns like Abandoned Cart, Welcome New subscribers, Order Follow Up, Cross-sell and Up-sell, Win-back... SMS Newsletter: allow you to send mass SMS for your seasonal sales, updates, new collections, and any types of newsletter campaigns. Notice: You need to buy SMS credit before you can send SMS. [See guide here](https://avada.crisp.help/en/article/how-to-buy-sms-credit-to-start-sending-sms-
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How to create Customers' Birthday Celebration?
In this article, you will be guided to create automated customer birthday emails. You can send customers discount codes in email as a gift. Step 1: Select workflow event and preset In your app, select Automation > New workflow Next, tick Special Occasions and select the preset of Customer Birthday event  workflow is your solution. This article will guide you on how to set up this workflow properly. Turn on Tracking store To be able to use Product Abandoned automation workflow you first need to enable the Tracking Store feature for the app. See guide to turn Tracking Tool [here.](https://help.avada.io/en/article/avada-tracking-activities-
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Understand Flow Triggers and Filters
Every workflow has a trigger that initiates the flow. You can narrow the scope of this trigger even further by using a segment filter. If a flow is triggered when someone places an order, for example, a conditional filter can be added to limit them to specific product types. Filters are evaluated alongside the trigger itself in order to allow only certain contacts into a flow. A more general filter can be used to target a very specific behavior or group of people. Workflow filters are used when
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How to send Welcome Email to Contacts collected from Certain form
A welcome subscriber workflow is a series of communications (SMS and email) that are sent immediately after someone joins up to hear from your brand. This is a vital stage in the customer lifecycle since it is your chance to introduce fresh, interested prospects to your company and product offering. With a welcome subscriber series, you should strike while the iron is hot and take advantage of this early stage of enthusiasm. A welcome series is important automation, and AVADA comes with a p
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How to turn off Shopify notification emails?
If you want to run AVADA automation emails instead of Shopify default notification emails, you may wonder how to turn off those emails in Shopify. In this article, you will know which type of Shopify emails are allowed to turn off. And where you can do it. Below is a complete list of notifications that can be turned on/off: Abandoned Checkout Notification: Can be turned off in Settings > Checkout Contact Buyer: Not an automatic notification Customer Account Activation: Cannot be turned o
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How to create First-time Purchase Anniversary Workflow?
Looking for a way to email customers to celebrate their first purchase? Below is an article that will help you create an automatic email to your customers to celebrate and send them a gift code. Step 1: Select workflow event and preset In your app, select Automation > New workflow Next, tick Special Occasions and select the First Time Purchase event preset ![](https://storage.crisp.chat/
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How to Tag Customers Entered a Workflow
Overview Using tags to organize workflows can help you sort workflows into different groups depending on your use case. For instance, you may want to tag workflows with the stage they represent in the marketing funnel, or you may have similar workflows that are separate for prospects vs. customers that you'd like to keep separate. To accomplish this, you can use tags. Tagging customers when creating new workflow Step 1. Choose a new workflow Navigate to the Automation sect
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Setup Welcome email series for new subscribers
Welcome emails allow you to make first impression to your potential subscribers, deliver them discount to encourage first purchase, etc. Let's dive deeper on how to create Welcome emails in AVADA Step 1: Select workflow event and preset From the app dashboard, go to Automation > New workflow Then you will see this page. Select Welcome Subscribers event to see all pre-built workflows supported:
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How to Send Upsell Emails?
Upsell emails are used to encourages customers to buy a more expensive version of the product or upgrade their accounts. In this article, you will be guided on how to create an automation workflow for up-sell emails. Let's get started! Step 1. Select automation preset From the app dashboard, go to "Automation > New workflow" Select your event type = "Up-sell" Select a preset: There are multiple pre-built workflow you can choose here. Click "Up-sell 3 emails" or *
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How to Create a Winback Flow
Overview We all have customers who have purchased once, or maybe twice, but then failed to become loyal ones. According to studies, this number can vary from 25% up to 60% of the entire database of an online store. Winback emails identify those customers and help you re-engage with them. In this guide, we'll discuss how to create an effective winback workflow with AVADA. Understanding your winback workflow A winback workflow includes a series of emails sent to customers who previously
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How Can I Add Product Recommendations to the Email?
Adding personalized product recommendations to your abandoned cart emails is a great way to increase your conversions. Going to your Email Editor, you can add one or several recommended products to your customers. Drag and drop the Single Product block to your email content to add a new product recommendation. 2. If you want to add two, three, four products on a row,
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How to integrate AVADA Automation with Slack Notification?
Slack Notifications is available now on AVADA Automation workflow. Add the Slack Notification to any of your workflow and receive the notice messages right on your Slack channel about the customers come in and out your workflow. Connect to Slack Step 1: Visit the Slack API page To visit the Slack API page, click here. Then click Enable Incoming Webhooks ![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_13cave
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How to manage Abandoned Carts?
AVADA Marketing Automation is optimized for Abandoned Cart Recovery, so we put many functions to help store admins track and convert abandoned carts effectively. There are three sections about Abandoned Carts you can find under the Reports tab: 1. Abandoned Carts To view information about Abandoned Carts, go to Reports > Abandoned carts ![](https://storage.crisp.chat/users/helpdesk/website/
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How to create a Custom Automation Workflow in AVADA?
Besides some common automation workflows such as Abandoned Cart, Welcome subscribers, Transactional emails, Cross-sell. Up sell workflows. AVADA also support Custom workflow that allow you to set up your own condition. Create Custom Event Create Custom Event Step 1: Go to App > Automation > Click New workflow Step 2: Select a blank template and click Custom Event ![](https://s
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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-u
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How to Send Shipping Confirmation Emails?
Welcome to AVADA Email Marketing User Guide! In this article, you will be guided on how to create shipping confirmation email. Let's get started! Notice that turning AVADA Shipping Confirmation email will not auto replace your Shipping notification in Shopify. But you can turn off Shopify email manually. Step 1. Select automation preset From the app dashboard, go to "Automation > New workflow" Select your event type = "Buying Transaction" Select a preset: There ar
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How to track/edit an automation workflow?
You can open any created automation workflow to edit it and track its performance. There are 4 tabs on the top bar when you open a current workflow: **- General ** - Workflow - Activities - Report 1. General information Name: You can edit your workflow name here, after creating it. Status: Select Lived to run the campaign or Stopped to disable the workflow **Descr
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How to set up A/B Testing Split in Automation workflows?
A/B testing split allows you to find out what combination is best for your workflow. You can set up the percentage for each path then customer data will flow down to the paths based on percentage. Let's see how we can set up it in AVADA. 1 Add A/B testing to the workflow 1.1 New Automation Step 1: App > Automation > New workflow > Select the preset > Click Next Step 2: Drag and dr
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How to configure wait time/certain time on an automation workflow?
To configure the wait time/certain time to send an email within an automation workflow, please follow these simple steps: 1. From the Automation page, click on the campaign name 2. Go to the Workflow tab to add/edit wait time/certain time 2.1. Add Wait Time To add wait time, drag and drop **Wait
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How to add Yes/No Split to Automation Campaign?
Yes/No Split is a powerful function of AVADA. It allows you to personalize and improve customer experiences based on their shopping behaviors and segment filters. 1 Add split for campaign 1.1 For the new campaign Step 1: Go to "App > Automation > Create campaign" Step 2: Choose your campaign type at SELECT YOUR EVENT TYPE, SELECT YOUR EVENT, SELECT YOUR PRESET > Save and Next Step 3: Drag and Drop the Split to the workflow ![](https://storage.crisp.c
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How to Duplicate/Archive/Stop/Delete a Workflow
Overview There are several actions available for each workflow: Duplicate Archive Stop Delete This guide explains each action as well as how to perform them. Duplicate a workflow Both draft and sent workflow can be duplicated. If you want to reuse a workflow you use regularly, we suggest duplicating it by: Navigate to the Automation section. Find the workflow you'd like to duplicate, and click the Actions icon at the right of the workflow you'd li
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How to add Multiple Splits to AVADA Automation workflow?
Add multiple Splits to your automation workflow Step 1: Go to App > Automation > New workflow > Select the preset > Click Next Step 2: Drag and drop multiple split into the workflow Step 3: Edit Multiple split ![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/f4aayqn_
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How to Send Cross-sell Emails?
Cross-sell emails are sent to offer your customers additional products that can go well with what they have bought or have intentions to buy. In this article, you will be guided on how to create an automation workflow for cross-selling emails. Let's get started! Step 1. Select automation preset From the app dashboard, go to "Automation > New workflow" Select your event type = "Cross-sell" Select a preset: There are multiple pre-built workflow you can choose here. Clic
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How to create Page View Reminder workflow?
You want to send a remind email when your customers view a specific page without doing any actions that you expect. For example, you have a Sales Off Collection page, and customers view it without buying anything, then this workflow is for you. Turn on Tracking store To be able to use Page View automation workflow you first need to enable the Tracking Store feature for the app. See guide to turn Tracking Tool here. Set up View Page wo
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How to select Additional Filters for your Automation workflow?
Additional Filters allow you to add more filters for contacts entering your Automation workflow. If not, the system will auto get contacts that match default campaign triggers. For example, you are setting up an Abandoned Cart Email workflow, the app will auto-trigger contacts who abandoned your cart at checkout. But sometimes, you want to filter more: only send the Abandoned Cart email to people who emails end at @gmail.com for instance. So in this case, you can add Additional Filters. Av
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How to Send Return Confirmation Emails?
Welcome to AVADA User Guide! In this article, you will be guided on how to create return/refund confirmation email. Let's get started! Step 1. Select automation preset From the app dashboard, go to "Automation > New workflow" Select your event type = "Buying Transaction" Select a preset: There are multiple pre-built workflow you can choose here. Click "Return/Refund confirmation" preset ![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/
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How to use Exit Event in Automation workflows?
Exit item in automation workflow allows your contacts at certain path can opt out your flow. To add Exit item to the workflow: 1. New Automation Step 1: App > Automation > New workflow > Select the preset > Click Next Step 2: Drag and drop items into the workflow Exit items can be dragged into branches of Yes/No split, Multiple split, A/B Testing Step 3: Click
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How to add Update Customer Data into Automation workflow?
Update Customer Data allows you to collect and track contact data as people move through workflows. 1 Add Update customer data 1.1 For the new campaign Step 1: Go to "App > Automation > Create campaign" Step 2: Complete SELECT YOUR EVENT TYPE, SELECT YOUR EVENT, SELECT YOUR PRESET > Save and Next Step 3: Add Update Customer Data/Contact Attributes Step 4: Edit
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Add Dynamic Coupon Code in Email Content
Today I will show you how to add a coupon to the email content. We support a dynamic coupon or statistic coupon code. You can import coupons from Shopify, Magento to the coupon list. If you have any further questions, feel free to contact us with a live chat in the app. Have a great day!
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Automation: Send Thank you email at 2nd purchase
Today I will show you how to send a thank you email at the 2nd purchase.
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How to Send Order Confirmation Emails?
In this article, you will be guided on how to create automated order confirmation emails. Let's get started! *Please notice that enable Order confirmation in AVADA will not disable Order Confirmation in Shopify. You cannot disable Shopify default email, please try to send AVADA email after the Shopify email a certain time such as haft day or one day. And we recommend to make the email content more like a Thank you mail/Support offer email rather than just order confirmation only. * Step 1. S
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Understand Timeline of a Workflow
Understanding a workflow's timeline is critical not just for determining when a message will be sent, but also for gaining insight into the customer's experience. In this article, let's go over the timeline of a workflow so you can better understand the timing of a flow's components. Understand time elements in AVADA First, let's start by getting familiar with elements effecting the timeline that you will meet when creating an automation workflow: Start event: This is the trigger of
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How to Change Status of an Individual Workflow Message
Overview Workflows in AVADA do not have an on/off switch. Each individual message in a workflow has its own send status: live, skip, or draft. This allows you to build out a workflow series and enable certain emails and/or text messages to start sending while still finalizing other messages you may want to enable later on. In this guide, you will learn how to change the status of an individual workflow message in AVADA. Different statuses of an individual workflow message Automaticall
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Understand how Contacts move through a Workflow
In AVADA, an automated workflow is set in motion by an initial trigger and includes one or more elements. Workflows can be used to send timely information to recipients or to do specified tasks, such as changing an information field of a profile. This article will explain how contacts move through a workflow and how you can influence their movement and action. 1. How recipients are scheduled for a workflow 