How It Works
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01
Set a condition that will trigger the Automated Workflow. For example, whenever a contact:
- Texts your keywords
- Clicks your links
- Responds to your message
- Accumulates 20 points in Lead Scoring
- Completes a survey, etc.
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02
Set the corresponding action that will be set off when the condition is met. For example:
- Send an SMS or email message
- Ask a question
- Initiate a drip campaign
- Send a shortened link
- Add the contact to a distribution list
- Save data to the contact’s profile
- Send an automated reminder
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03
Set what happens next based on how the subscriber responds/behaves. For example:
- If they click the link vs if they don’t
- How they answer the question
- Which of the multiple choice options they choose
- The contact data you already have in your database
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04
The tasks can be set to wait minutes, hours, weeks, or days before being carried out.