Understanding Automation activity

Understanding Automation activity


 

Mailvio Automation has a different set of actions that can be added to your workflow. These actions aim to make it robust and well-fit to your strategy. Instead of just sending emails to your entire list everyday, it would be better to create a workflow that would allow you to figure out who are the most engaged contacts and cultivate them into clients. 

First off, workflows must have a trigger for them to start working. Mailvio has a handful of triggers you can choose from to jumpstart your automation. 

Here's a list of Workflow Triggers available in Mailvio:

  • When a contact joins a group

  • When a contact joins a segment 

  • When a contact exits a segment 

  • Anniversary of a date 

  • The exact match of a date

  • When a contact clicks a link

  • When a contact replies to a campaign 

  • When a contact visits a page on your website

  • When a contact clicks a Link Tag

  • When Contact sign up from a form

  • When a contact is sent in any campaign

  • When a contact is sent to a specific campaign

  • When a contact opens a specific campaign

  • When a contact clicks any link in a campaign

  • When a contact hard bounces in a campaign

  • When a contact unsubscribes

  • When a contact is sent here from another Automation

  • When a contact fails a list clean

Once you have a trigger in place, you need to decide on the next set of actions. Like triggers, Mailvio has a handful of straightforward step you can choose from. Here's the list:

  • Email - This step allows you to build an email or choose a template
  • Wait - This is to wait for a specific action/condition to happen
  • Action - Choose a specific action to occur.
  • Goal - Set a specific goal to be achieved
  • Webhook - Allows you to send data to an external source
  • Redirect - Send the contact to another step in the workflow
  • Delay - This sets a time delay before the next step
  • Condition -  This is a Yes/No branch when a certain condition has been met
  • Split Contacts - This is a Yes/No branch that allows you to split the contacts evenly in the automation
  • Notification - Allows you to send an email notification to multiple email addresses
  • Score the contact - Changes the contact score by choosing the trigger and the increment to add

If you have further questions, please reach out to us here.

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