Creating an automation walkthrough

This section will cover the steps to create automation. It shows you how to build automation with emails when your contacts sign up for product trials, how to tag users.

Step 1: At the "Automation" page, click on the "Create new automation" button in the upper right corner of your browser.

Step 2: In the "Idea Center" window, you can choose model automation researched and created by Workevo or select "Start from scratch" to build your automation model.

Step 3: You just need to tailor it to suit your wishes for your automation process.

Step 4: After you have created a process according to your wishes press the "Start" button, the message "Automation has started" will notify you that you have run it automatically. Automation and Workevo will help you do the rest.

Your activation definition:

We can start this automation in many ways, but in this example, we will show you how to start an automation when anyone is added to the contact list.

To set it up, follow these steps:

Step 1: Click on the button "Determine your activation" in the middle of the screen.

Step 2: Select activate "Contact added".

Because this activation requires no further installation, the "Determine your activation" window will immediately close, and a new activation will appear next to the "Determine your activation" button.

Send a "Welcome email":

The best way is to send a "Welcome email" to a new contact as soon as they sign up for your system. Emails often have the highest click-and-open rates, so this is an opportunity to send relevant messages to your contacts and make important calls to action.

To configure this step:

Step 1: Click the plus icon right below the "Define your trigger" box.

Step 2: An Add Step window will appear and select the step "Send an Email"

Step 3: After selecting the "Send an Email" step, it will appear on the screen

Step 4: Click on the step "Send an Email" on the screen that appears Send an Email window.

Step 5: Click on the link "New Email".

Step 6: After that, an "Email Templates" window will open, which is where you can choose your email designs. There are two ways to create emails:

  • Option 1: You can select the first email template named "Blank" to create your email template.

  • Option 2: You can choose some pre-made email templates if you see an email template that suits your purpose, hover over the email template, and click "Select".

In the example below, we will use the "Welcome Email" form. This template is a relatively simple one-column email, so we'll have plenty of space for marketing messages, and it feels like an email fits a welcome message from a specific person in public—your company, such as the CEO.

Step 7: Next, enter the name of the email in the "Name" field, and in the "Email" field, you can choose "Simple Editor" or "Drag & Drop Editor" (Drag Editor drop), then click the "Continue" button.

Note: We recommend using descriptive names that will remind you of the purpose of the email. In this example, we will name this email "Welcome email"

Step 8: After clicking the "Continue" button will appear Edit email window

Step 9: You must fill in the fields "From", "Reply to", "Subject".

Note: To fill in the "From", "Reply to" fields, you create an email (see section 7.2).

Step 10: Finally, click the "Save" button.

Add a step "Add a Tag"

At your main automation screen, click on the "+" and the screen will display the actions you can use to set up automation, including the operation "Add a Tag". To create Tags, (you can see 2.6).

For automation "The Welcome Email", the critical tag here named "Contact has been added" and "Registered customers" is defined as the customers who have successfully registered are added to that tag at the system. Once tagged, all new contacts successfully registered will automatically fall into your Automation and send "The welcome email".

One more step "Wait"

Step 1: At your main automation screen, click the "+" and the screen will display the operations you can use to set up automation, including the operation "Wait"

Step 2: You can set up the "Wait" action within a reasonable time in two ways:

  • Set "Interval" by inserting Numbers (1,2,3, etc.) and time units (Minutes / Hours / Days / Weeks)

  • Set "Accurate time" to M / D / Y format and time, such as October 24, 2020, 02:19 pm. Check out the image below to make it easier.

Step 3: Click "Save".

Add a "Condition" step

Step 1: At your automation home screen, click on the "+" and the screen will display the actions you can use to set up automation, including the operation "Condition"

Step 2: You choose the operation "Condition".

Step 3: The "Conditions" window will appear to set the conditions you want to perform. Here we set the terms as "Contact’s Attributes", "Has opened email", "Welcome Email".

Step 4: Click the "Save" button.

Step 5: There will appear two branches as "Yes" and "No".

Step 6: In the "Yes" branch, we add the operation "Add a tag" as "Opened welcome email" without opening contacts.

Step 7: In the "No" branch, we add the "Add a tag" operation as "Doesn't open welcome email" containing the contacts who didn't open the email.

So we have created a "Welcome email".

Workevo hopes this guide will inspire you to create automation now to interact with your contacts or who are interested in your products or services.