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Automation & Workflow

Scale your marketing operations by transforming manual tasks into automated, event-driven customer journeys. Salesmanago provides a dual-layer approach to automation: Automation Rules for rapid actions and the Workflow Creator for complex visual mapping.

Overview of Automation Tools

Salesmanago uses a Trigger -> Condition -> Action logic.

Tool Best For Complexity
Automation Rules Instant responses (e.g., sending a thank-you email). Low - Medium
Workflow Multi-stage, long-term customer journeys. High

Automation Rules

Automation rules allow you to react instantly to user behavior. Each rule consists of:

The Logic Trio

  1. Events: The "When" (e.g., Contact visited a URL, Cart abandoned).
  2. Conditions: The "If" (e.g., Contact has a specific tag, Score > 100).
  3. Actions: The "Then" (e.g., Send email, Add to segment, Notify sales).

Automatically send a series of educational emails when a contact signs up for a newsletter.

Wait 2 hours after a cart is abandoned, then send a personalized discount code.

Notify a dedicated account manager via SMS when a high-value lead visits the pricing page.

Workflow Creator

The Workflow Creator is a visual drag-and-drop canvas for building advanced customer lifecycles.

Key Features

  • A/B Testing: Test different paths within a single journey to see which converts better.
  • Time Delays: Set specific pauses (e.g., "Wait 3 days") or specific time windows (e.g., "Only send on Mondays at 9 AM").
  • Multichannel Paths: Route users based on their engagement (e.g., If email not opened, send SMS).

Pro Tip

Use the Coupons action within a workflow to automatically generate and assign unique discount codes to contacts as they reach specific milestones.

Management & Optimization

  • Rule Prioritization: Set the order in which rules are triggered to avoid overlapping communications.
  • Execution Limits: Define how often a contact can enter a specific automation (e.g., once per 24 hours).