Creating a custom Automation workflow

In this article, we will give you a few custom Automation workflow ideas and explain how to create your own.

Sendinblue Automation enables you to easily create the perfect marketing workflow in just a few clicks. While you can use a pre-made template to create your workflow, you can also create your own custom workflow by combining multiple entry points, conditions and actions.

Before you start

Custom workflow ideas

Here are a few examples of custom workflows that could help you build better customer relationships, boost your conversions, and dramatically increase your revenue:

  • Onboarding – Get your customers to stick with your company after an account creation or a purchase by offering instruction as to how to use their product or service and encouraging further engagement and interaction.

  • Re-engagement – Before blacklisting an inactive contact, try to get them to re-engage with your content or product by asking if they still want to hear from your or sending them a discount code.

  • Upselling/cross-selling – Try to boost your revenue by sending relevant recommendations to your contacts, such as complementary products or items popular with the rest of your customers.

  • Lead scoring – Know which contacts are your most promising leads and how close they are to making a purchase by assigning points to prospective customers based on their behavior.

Step 1: Create a custom workflow

To create a custom workflow:

Create_blank_workflow.png

  1. Go to Automation
  2. Click Create a workflow
  3. Click Create a custom workflow
  4. Give a name to your workflow and add a description
  5. Select if you want your contacts to enter the workflow more than once

    💡 Good to know
    For some workflows, such as a Welcome Message workflow, you do not want your contacts to repeat the workflow several times as they should receive the welcome email only once, even if they subscribe several times using the same sign-up form. But for some other workflows, such as a Re-engagement workflow, you might want to send a new re-engagement email to contacts who re-engaged with your content but then became inactive again.

  6. Click Start Automating

Step 2: Select an entry point

Each workflow starts with an entry point, which corresponds to a conditional trigger that sets the workflow in motion. For example, in a Welcome Message workflow, the entry point is when a contact is added to a list. 

To select an entry point:

  1. Click Add an entry point
    Add_entry_point.png
  2. Select the entry point you want to use as your workflow trigger
  3. Configure the entry point
  4. Click Ok to add the entry point to the workflow

💡 Good to know
You can add as many additional entry points as necessary by clicking Add an entry point.

Step 3: Add actions or conditions

Next, you can add actions or conditions you would like your contacts to experience within the workflow. 

Add_actions_conditions.png

Actions

To add an action:

  1. Click the + button
  2. Select the action you want to add to your workflow
  3. Configure the action
  4. Click Ok to add the action to the workflow

Conditions

To add a condition:

  1. Click the + button
  2. Select the condition you want to add to your workflow
  3. Configure the condition
  4. Click Ok to add the condition to the workflow

💡 Good to know
You can add as many additional actions or conditions as necessary by clicking the + button.

Step 4: Add exit and restart conditions (optional)

If necessary, you can add Exit and Restart conditions that cause a contact to immediately exit or restart your workflow once specific conditions are met. These results occur regardless of which step the contact is in when the condition is met.

To learn more about Exit and Restart conditions, read Using Automation Exit and Restart conditions.

Exit conditions

To add an exit condition:

  1. Click Add new Conditions under Exit & Restart the workflow
  2. Click Add a condition under Exit the workflow
  3. Select the exit condition you want to add to your workflow
  4. Configure the exit condition
  5. Click Ok to add the exit condition to the workflow

Restart conditions

To add a restart condition:

  1. Click Add new Conditions under Exit & Restart the workflow
  2. Click Add a condition under Restart the workflow
  3. Select the restart condition you want to add to your workflow
  4. Configure the restart condition
  5. Click Ok to add the restart condition to the workflow

💡 Good to know
You can add as many additional exit and restart conditions as necessary by clicking Add new Conditions.

Step 5: Activate the workflow

Once you are done setting up the workflow, you can activate it to allow contacts to enter and move through it.

To activate a workflow, click Activate the workflow.

Step 6: Test the workflow (recommended)

Once you have activated your workflow, you can test it yourself to make sure it works well.

To test a workflow:

  1. Click Test the workflow
  2. Enter the email address you want to use to test the workflow
  3. If you added a Wait For condition to the workflow, select if you want to skip it or not
  4. Click Done

This should trigger the workflow and provide you with a true sense of how the workflow is functioning.

❗️ Important
When you use conditions such as Wait until or If/Else conditions in a workflow you want to test, don’t forget to manually trigger the condition (e.g. by opening an email or clicking a link) or to make sure you meet the criteria beforehand (e.g. the contact attribute for "Gender" must be "Female").

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.