Automated Workflows

🔧 INTERNAL

🤖

⚙️ Automated Workflows

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🤖 If This, Then That - Automated

Workflows trigger automatically when conditions are met. Connect segments, tags, and tasks to create powerful automations.

Total Workflows

✅ Active

⏸️ Paused

Total Executions

✓ Successful

✗ Failed

Workflow Templates

🔥 Engaged Customer Follow-up

✅ Active

When customer highly engaged, create thank you task

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 1 ✓ Success: 100.0% 🕒 Last: Feb 09, 2026 8:48 PM

📋 View Actions

🔄 Win-Back Dormant Champions

✅ Active

Multi-channel re-engagement campaign for previously high-value customers who went dormant

🎯 Trigger: Segment Joined 📊 Actions: 9 step(s) 🔢 Runs: 1 ✓ Success: 100.0% 🕒 Last: Feb 09, 2026 10:08 PM

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👑 VIP Welcome Package

✅ Active

When customer tagged as VIP, send welcome email and assign to premium team

🏷️ Trigger: Tag Applied 📊 Actions: 3 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

📋 View Actions

⚙️ Workflow Actions

📧 Send Email

template: vip_welcome

subject: Welcome to VIP Status!

📋 Create Task ⏱️ After 1 hr

title: VIP Customer Onboarding Call

priority: high

dueInDays: 1

👤 Assign User

userId: user-001

userName: Sarah Manager

⚠️ At-Risk Recovery

✅ Active

When customer becomes at-risk, create recovery task and send re-engagement SMS

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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🎯 New Lead Nurture

✅ Active

When new lead tagged, create follow-up task and add to email campaign

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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⭐ Loyalty Program Invite

✅ Active

When customer becomes loyalty eligible, send program invitation

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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🎉 Champion Recognition

✅ Active

When customer becomes champion, send special offer and create VIP task

🏷️ Trigger: Tag Applied 📊 Actions: 3 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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📧 Email Engagement Boost

✅ Active

When customer email engaged, add to premium email list

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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📱 SMS Preference Setup

✅ Active

When customer SMS engaged, update preferences and create SMS campaign task

🏷️ Trigger: Tag Applied 📊 Actions: 2 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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🎯 Complete Lead-to-Customer Journey

✅ Active

Full automation from lead capture to first purchase with 7-step nurture sequence

🏷️ Trigger: Tag Applied 📊 Actions: 7 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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💎 VIP Retention & Upsell Machine

✅ Active

Sophisticated VIP customer retention with quarterly check-ins, exclusive offers, and referral rewards

🏷️ Trigger: Tag Applied 📊 Actions: 8 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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🚀 Customer Lifecycle Acceleration

✅ Active

Automated progression from new customer → regular → champion with intelligent milestone tracking

⚡ Trigger: Customer Activity 📊 Actions: 10 step(s) 🔢 Runs: 0 ✓ Success: 0.0% 🕒 Last: Never

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