What is a Carts Guru Workflow?

The term ‘workflow’ describes the series of messages you will send a contact or a group of contacts from the moment you elect to start the workflow until the workflow goal is reached.

There are three types of workflows that you can build within the Carts Guru platform, and they all have different uses:

• A Time-Trigger Workflow means your campaign goes out to all the chosen recipients on your list at the same time.

You can schedule to send a workflow at a specific time and date. This is a one-time workflow, like a newsletter.

We will deliver messages in users’ local time zones to increase engagement and avoid mishaps like sending notifications at 4 am.

• An Event-Trigger Workflow starts when a visitor performs an event.
  

  Launch when users perform events on your website.

  Instead of sending your workflow on certain days, you can trigger them to send after a user performs an event.

  

  Here are the available actions you can choose from:

  • Abandoned cart
  • Browse abandonment
  • Order status (confirmed, canceled)
  • Payment failed
  • Start of a new visit (visitor starts a new visit on the website)
  • End of a visit session end (visitor leaves the website after initiating a session)

  Context filter

  If the action is related to a cart or an order, you can add an extra filter for specificity. For example, you can further target an Abandoned Cart custom action by adding the “cart value” property filter. This workflow will only reach users who’ve left less than $58 worth of goods in their carts.

• A List-Trigger Workflow begins the moment a visitor enters a specific list you have created.
  

  Launch when a user becomes a member of a dynamic list.

  When a user becomes a member of a dynamic list it will trigger the workflow journey.

  For example, you can create a dynamic list of users who spent $1,000 lifetime on the website and send them messages.

  Or, you can create a dynamic list of users who have received an order and send a follow-up message 2 weeks after asking for a review.

  

  By setting the Initial enrollment, you can enroll in the workflow the contacts who already belong to the list or just let the new ones enter the workflow.

The most important thing to pay attention to when creating a workflow is the user’s journey.

You can curate the user’s journey from start to finish in our ‘workflows’ section. Here you build the workflow from the moment the workflow starts, sending different messaging templates to different contacts across different channels. You can input time delays to ensure you don’t pester the same contact with too many messages in a short time, context filters to segment your audience throughout the journey, and triggers so that your campaign reacts to the contact’s engagement to the previous message.

With our workflows, you can truly personalize each contact’s journey and tailor the campaign they receive around their personal characteristics, preferred channel of communication and past behavior.

For more on how to create a workflow, check out our article on how to create a workflow.