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
🚀 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
⚙️ Workflow Actions
1
📧
Send Email
template: thank_you_first_purchase
subject: Thank you for your first purchase!
3
📋
Create Task
⏱️ After 3 day
title: Post-Purchase Follow-up Call
priority: normal
dueInDays: 3
description: Ensure satisfaction and identify upsell opportunities
4
📧
Send Email
⏱️ After 5 day
template: product_tips
subject: Get the most out of your purchase
5
📧
Send Email
⏱️ After 10 day
template: cross_sell
subject: Customers like you also love these products
6
📋
Create Task
⏱️ After 30 day
title: 30-Day Check-in: Upgrade to Regular Customer?
priority: normal
dueInDays: 30
description: Evaluate for loyalty program eligibility
7
📧
Send Email
⏱️ After 45 day
template: loyalty_program
subject: You qualify for our Loyalty Rewards Program!
8
📋
Create Task
⏱️ After 90 day
title: 90-Day Milestone: Champion Candidate Review
priority: normal
dueInDays: 90
9
📧
Send Email
⏱️ After 60 day
template: feedback_request
subject: How are we doing? Your feedback matters
10
✏️
Update Field
field: LifecycleStage
value: progressing
note: Automated lifecycle tracking
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