Creating a Workflow template

SendinBlue Automation enables you to easily create the perfect marketing workflow in just a few clicks. 

While you can create a custom workflow by combining multiple triggers, conditions and actions, you can also start from a ready-to-use template.

Start with a pre-made template when creating a common workflow, or create your own template to reuse, e.g. sending a series of emails after a subscription or purchase, a reminder after X days of inactivity, etc. You can quickly build new workflows by selecting one of these six template options, right at the start.

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Workflow template #1 – Welcome message(s)

When you select this option, you create a workflow that will send one or more emails when a contact has been added to a list. This type of workflow is often used to welcome new users, and is commonly referred to as "onboarding follow-up".

After selecting this option, the initial window will ask you to define the starting point, which is the list the target contacts were added to for your workflow, e.g. "Newsletter subscribers".  The second step is to define how long after subscribing the contact will receive the first welcome email. The third and final step is to select a template for the welcome email that you would like to send.

Please note - when using this pre-made workflow, you may select an existing SMTP ("transactional") Template to send, or select the option to create a new email template. You can easily create and personalize templates by navigating to this area within your SendinBlue account: "Campaigns" > "Campaigns" > "SMTP Templates", or clicking here while logged into your account.

After selecting "OK", the setup window will close and you can view your newly created, active workflow. You can still edit or extend your workflow by adding additional steps by using the "+" button, e.g. adding more contacts, conditions, or actions.

Don’t forget to click on "Workflow settings" to establish whether contacts can participate in the same workflow multiple times. By default, this option is disabled so that contacts may only enter a workflow once. (This makes sense in the case of a welcome message).

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Workflow template #2 – Anniversary date

Using an anniversary date to reconnect with a customer is a simple and effective strategy. Creating this type of workflow couldn’t be easier!

Simply select the second workflow template: "Anniversary date". First, you will define the workflow’s starting point. You will be prompted to select one of the contact’s attributes, i.e. the variable that will trigger the workflow every year.

For example, you could select "Date added to the list" or "Date of birth" and on that date every year, the workflow will be triggered. For example, if the customer was added to the list on May 13, 2015, the workflow will be triggered on May 13th every year. You can also specify the timing when SendinBlue checks if contacts are having an anniversary.

Next, select the email that will be sent on the anniversary. As with the "Welcome message" workflow template, you will be prompted to select a template from your list of transactional templates. Finally, every time you send an email using Automation, you can select the "Scheduling" option so that your email is sent at the most appropriate time.

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Workflow template #3 – Page visit

When you select this option, you create a workflow that will send one or more emails when a contact has visited one of your pages. This workflow only concerns visitors who have been "identified", i.e. those for whom a cookie has made the connection between the pages visited and the email address (see SendinBlue Automation Set-Up).

This type of workflow can be used in very different situations, from sending a reminder after a visit to the Basket page to a cross-promotion offering related accessories when the contact has bought a particular product. When you select this workflow template, the first step is to define the starting point, i.e. the URLs that trigger the workflow when the web pages are visited by an identified contact.

Advanced users can define the URLs using the filter "Equal to", "Starts with" or "Regular expression". Once the URLs have been defined, select the email template that will be sent to the contact. After validation, you can view the workflow and edit it if required, e.g. by adding the time period between the page visit and sending the email, scheduling multiple emails to be sent after the first, etc.

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Workflow template #4 – Newsletter activity (opening/clicking)

When you select this option, you create a workflow that will send one or more emails when a contact has opened or clicked in one of your newsletters. When you select this workflow template, the first step is to define the starting point. This could be one of the following:

  • For a newsletter opening, you are prompted to select a specific campaign or the option "All campaigns";
  • For a newsletter click, you are also prompted to select a campaign or the option "All campaigns". If you select a specific campaign, you can select the option "All links" or one particular link.

After defining the workflow’s starting point, the second step is to select the email that will be sent after opening or clicking.

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Workflow template #5 – Transactional activity (opening/clicking)

As you can imagine, the same logic applies to this workflow template as the previous one, except the starting point relates to opening or clicking in a transactional email. When you select this workflow template, the first step is to define the starting point.

This could be one of the following:

  • For the opening of a transactional template, you are prompted to select a template, a specific tag or the option "All templates";
  • For a click in a transactional template, you are also prompted to select a template or the option "All templates". If you select a specific template, you can select the option "All links" or one particular link.

After defining the workflow’s starting point, the second step is to select the email that will be sent after opening or clicking.

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Workflow template #6 – Custom workflow

Use the "Drag & Drop" editor to build your own workflow. When you select this option, the workflow editor will initially be empty. This may worry you at first, but it’s not complicated. In a few minutes you can build any type of workflow, and it can be as comprehensive as you like. The first step is to define the starting point.

Click on the button "+ Add a starting point" and you will be guided to define the condition that will trigger the workflow.

You also have the option of defining multiple starting points. In this instance, as soon as one of the starting point conditions is met, the workflow is triggered. The second step is to add actions and conditions (If – Then, Wait Until, etc.).

Again, this isn’t complicated. Just click on the "+" button and select your action.

Don’t forget to take the time to test your workflow first. An easy way to test it is to add the loop "If – Then" after the starting point, with a condition along the lines of "If Email = my personal email address" Then "Continue the workflow" Otherwise "Do nothing". This will allow you to test the workflow on yourself before rolling it out to everyone by removing the "If – Then" condition. 

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