Automated Workflows
🔧 INTERNAL
🤖 If This, Then That - Automated
Workflows trigger automatically when conditions are met. Connect segments, tags, and tasks to create powerful automations.
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
🔄 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
👑 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
⚠️ 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
🎯 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
⭐ 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
🎉 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
📧 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
📱 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
🎯 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
⚙️ Workflow Actions
1
📧
Send Email
template: welcome_lead
subject: Welcome! Here is what to expect next
2
📋
Create Task
⏱️ After 5 min
title: Initial Contact - New Lead Response
priority: high
dueInDays: 0
description: Call within 5 minutes for best conversion
3
📱
Send SMS
⏱️ After 10 min
message: Thanks for your interest! Our team will reach out shortly. Reply STOP to opt out.
4
📧
Send Email
⏱️ After 1 day
template: educational_content
subject: How [Product] helps businesses like yours
5
📋
Create Task
⏱️ After 2 day
title: Follow-up: Educational Email Sent
priority: normal
dueInDays: 2
6
📧
Send Email
⏱️ After 3 day
template: case_study
subject: See how [Customer] achieved 3x ROI
7
📧
Send Email
⏱️ After 5 day
template: special_offer
subject: Exclusive 20% discount for new customers
💎 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
🚀 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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