📨 Automations - Workflows

Overview

Automations (workflows) are helping you to automate low added value tasks (e.g. send series of emails, fire alerts in case of drop of usage, etc...). Each automation are performed when a customer matches the automation's requirements

Creating Workflows

To create a workflow, navigate to 'Workflows' and click on 'new workflow'

Creating a Playbook is broken up into 4 steps:

  • Information - Define basic details about your workflow

  • Trigger - Define rules to auto apply your workflow

  • Actions - Define actions that will be automatically performed

  • Enable - Set your workflow live

You can easily navigate through each step

Information

Simply give you workflow a name and provide some details about it on the description

Trigger

Start by choosing if you want the workflow to rely on an Account or a Contact behavior

Then choose one of the four kind of trigger that needs to be matched:

  • Segment - Whenever the contact/account enters or leave a segment

  • Stage - Whenever the contact/account enters or leave a stage

  • Health - Whenever the contact/account has a health evolution (such as ‘drop to bad health’)

  • Event - Whenever the contact/account is performing a specific event

Only if condition is met: You can add specific required conditions to trigger the Workflow.

Pro Tips 💡: You could send a series of emails to your Trial / Free user accounts (and not the paying ones), by adding a condition & specifying ’status = trial’

Enrollment: Choose between one of those two options

  • Trigger only once for each account, the first time it matches the trigger

  • Trigger every time an account matches the trigger

Actions

Once your trigger is matched, here are the available automations:

  • Gmail - Email - HTML task: Create an email template, insert attributes to personalize it (‘First Name’, ‘Last Name’, etc), choose the sender & the recipients. The email will be pre generated and will be editable before being manually sent. The Gmail action will be sent from your Gmail, the two other ones will be sent from your email provider

  • Slack Notification: Create a slack alert, choose the channel where the alert should be sent & create the content of that alert

  • Owner Attribution: Define the owner of an account or a contact (see more information on the portfolio management here)

  • Team Notification: This will send an alert to your team by email

  • Webhook: This will send the contact/account information to a specific URL

  • Salesforce / Hubspot Tasks: generate a task directly in your company's CRM

Action's option:

  • Step: Each step represent an action that will be performed

  • Only if condition is met: You can add specific required conditions to trigger this specific action of the workflow

  • Insert delay: Insert delays between every actions

  • Setup Exit Conditions: Required conditions for the workflow to stop

Enable

Once your workflow is ready, you can set it live!

Manage & understand your workflows performances

In the Workflows section, you will have access to every ‘live’; ‘draft’ and ‘disable’ Workflows

For each of them, you can do the following actions:

  • Open: This action will give you basic statistics' information, access the workflow's description and show you the logs

  • Edit: You can modify/adapt your playbook

  • View Report: This will redirect you to the ‘reports’ section

If your workflows are including emails, you can have a quick look on their statistics:

Go to 'open', then 'description' and then 'see email stats'