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
💎 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
⚙️ Workflow Actions
1
📧
Send Email
template: vip_welcome
subject: Welcome to VIP Status - Your Exclusive Benefits
2
👤
Assign User
userId: user-001
userName: Sarah Manager
role: VIP Account Manager
3
📋
Create Task
⏱️ After 1 hr
title: VIP Onboarding Call
priority: high
dueInDays: 1
description: Welcome call + needs assessment
4
📧
Send Email
⏱️ After 7 day
template: vip_exclusive_content
subject: VIP-Only: Advanced Tips & Strategies
5
📋
Create Task
⏱️ After 30 day
title: 30-Day VIP Check-in
priority: normal
dueInDays: 30
6
📧
Send Email
⏱️ After 45 day
template: upsell_premium
subject: Exclusive upgrade opportunity for VIP members
7
📋
Create Task
⏱️ After 90 day
title: Quarterly VIP Review
priority: normal
dueInDays: 90
8
📧
Send Email
⏱️ After 60 day
template: referral_request
subject: VIP Referral Program - Earn Rewards
🚀 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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