Automations Guide: Help Centre

Summary

We want to create a guide for Automations that just went out live, so customers can understand and set up their first automation without manual guidance.

• We want to create a guide that isn't too permanent in how it looks, as the UI will inevitably change from now.

Requirements:

• Trigger

• Filters

• Actions

• Test automation

Why would I use Automations?

Automations allow you to to use the data you have about your customers to create tailored campaigns around their behaviour

• Automatically send tailored messages to your customers based on their behaviour and interactions with your brand. Target New, Regular or Disengaged customers and use their transaction history to connect with them on a personal level

• Create adaptive campaigns that respond to changing customer behaviours

• Build campaigns around different behaviours to start driving retention and engagement

What is an Automation

Automations allow you to target specific customers with tailored messages to increase engagement and drive revenue into the business.

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