Delay is a step that can be added to the automation. It refers to a predefined period of time or a specific interval during which no further actions are triggered. It introduces a pause or waiting period within the sequence of actions or events.

The delay step can be useful for various reasons, such as giving customers time to respond or take action, allowing for order processing or fulfillment, or ensuring appropriate timing for follow-up communication.

During the delay, the automation remains active, but no new actions are executed. For example, after sending an initial welcome email to a new subscriber, a delay step of 24 hours might be added before sending a follow-up email. This delay allows the subscriber some time to engage with the initial email before receiving further communication.

Adding a delay step to a workflow

To add a delay step to the automation workflow:

1. Click on the plus button anywhere in the workflow.
2. Select Delay from the steps menu.
3. Set a delay time based on hours or days.
4. Click Save.

Adding a delay action to a rule

To add a delay step to the automation rule:

1. From the list of actions, select Delay action.
2. Set a delay time based on hours or days.
3. Click Save.

Webhook

Communicates with various apps and services using HTTP webhook endpoints.

Add tag

Tags your users for simplified segmentation and effective targeting.

Remove tag

Removes a tag from eligible users.

Archive user

An archived user is a user that has been removed but is still retained in the Growmatik database for record-keeping purposes. Archived users will not be affected by automations. For example, they will not see popups or receive emails. Archived users will not be included in the marketing audience count, so you will not be billed for archived users.

Unsubscribe user from email

This action will remove users (those who meet the trigger conditions) from the Growmatik email so they won’t receive emails sent by Growmatik anymore. This action helps to make a healthier email list by unsubscribing disengaged users.

It is important to know that this action cannot be undone and that you cannot change the user’s status once they are unsubscribed.

Note: All Growmatik emails include an unsubscribe link in the footer that users can click to stop receiving emails from you.

Remove from automation

Removes eligible users from another automation.

Activate user

Reactivates an eligible inactive user.

Deactivate user

Deactivates eligible users to be removed from any marketing automation.

Delay

Adds a delay between actions or other steps when there are multiple actions in automation.

HubSpot

Syncs eligible users with HubSpot and easily manage your contacts

Order placed

This event occurs when a customer successfully completes a purchase and submits an order for products or services.

Order completed

This event indicates that the entire order fulfillment process has been completed, including payment confirmation, inventory updates, and shipping or delivery.

Order processing

This event signifies that the order is being prepared for shipment or fulfillment. It typically includes activities like order verification, packaging, and label creation.

Order canceled

This event occurs when an order is canceled either by the customer or the store administrator. The order is invalidated, and any associated payment or transaction is voided or refunded.

Order on hold

This event indicates that there is an issue or delay with the order, and it is temporarily placed on hold. Common reasons for holding an order could include payment verification, stock availability, or shipping complications.

Order refunded

This event signifies that a customer has received a refund for their order, either partially or in full. The refund could be due to product returns, order modifications, or customer requests.

Order failed

This event occurs when a customer’s attempt to complete a purchase is unsuccessful, often due to payment issues or errors during the checkout process.

Order pending payment

This event indicates that the customer has initiated the checkout process, but payment has not yet been completed or verified. The order is awaiting payment confirmation.

Customer created

This event occurs when a new customer account is created in WooCommerce. It signifies the registration and creation of a customer profile within the system.

Abandoned cart

This event refers to a situation where a customer adds items to their cart but leaves the website without completing the purchase. It serves as an opportunity for businesses to follow up with the customer and encourage them to complete their order.

Standard events are those that are available in Growmatik by default.

Form sign-up

When someone submits a form on your website. This form can be a third-party form, an embedded form, or a form residing in a popup.

Tag

When a tag is applied or removed from a person on your contacts.

Website activity

These events fire when a person interacts with your website. Here is the list of events that are available in this category:

City: Visitor’s location by city

Region / State: Visitor’s location by state or region

Country: Visitor’s location by country

Query parameters: Visitor’s UTM parameters included in the the URL they used to access your website.

Redirected from: When a visitor enters your website from an external URL.

Page / Product visit: When a visitor views a specific URL in your website.

Device: When a visitor accesses your website through a specific device including desktop, mobile and tablet.

Time spent on site: When a visitor spends a certain amount of time on your website

Away: When a person doesn’t visit your website for a certain period of time.

Email activity

Opened email: When a person opens an email sent by Growmatik

Clicked email: When a person clicks on any link in the email sent by Growmatik.

Unsubscribe from email: When a person unsubscribes from your email list.

Birthdate

This event fires when it is your audience’s birthday or it is approaching.

Checkout started

When a person starts the checkout process at your online store. You can target more specific events within this category including:

Products in cart: When certain products are added to the cart.

Product category in cart: When products from a certain category are added to the cart.

Product tags in cart: When products with certain tags are added to the cart.

Cart Subtotal: When the cart subtotal is a specific amount or within a range.

Total cart items quantity: When items in the cart are less or greater than a specific amount.

Summary

In this article, you will learn how to work with the Growmatik Automations page and create new rules or workflows.

• What is automation?
• How automation works in Growmatik
• Creating a new automation
• Creating a new rule
• Creating a new automation workflow
• Edit, duplicate, publish, and remove automations

What is automation?

Marketing automation is the technology that automates marketing tasks, processes, and campaigns across multiple channels. It allows companies to centrally orchestrate and manage their interactions with customers, and to target them with customized messages based on workflows. Marketing automation is especially helpful with recurring events and triggers. For example, with a marketing automation tool, you can send reminder emails to your customers whenever they forget to check out their order.

How automation works in Growmatik

Growmatik is equipped with a powerful marketing automation platform. It works by setting up predefined triggers, and actions based on user behavior, demographics, or specific events. When a user meets the defined criteria or triggers or enters the automation, the automation platform executes pre-configured actions, such as sending personalized emails, sending emails, showing popups, or updating customer information. Finally, the user leaves the automation when they complete the desired actions and conditions.

Creating a new automation

To create a new automation, follow these steps:

1. From the left sidebar, navigate to the Automations page.

2. Click on the New Automation button located in the top right corner of the page and choose whether to create a Rule or Workflow automation.

Creating a new rule

Once you have chosen to create a new rule from Growmatik automations, you will be guided through four steps to set up your automation:

1. Trigger: In this step, you can choose what will activate your automation.

2. Audience: Next, you should select the audience you want to target with your automation.

3. Action: Here you have to choose what action you want to take place when the automation is triggered.

4. Review: After you have set your action, you can review your automation rule settings. You have the option to Save And Close or immediately Publish your rule automation.

Furthermore, you can add more triggers or actions if necessary.

Creating a new automation workflow

If you choose to create a workflow automation from scratch, you will be guided through two initial steps, which involve selecting the trigger and audience, similar to creating an automation rule. Once you have completed these steps, you will be presented with a graphical workflow interface where you can add various types of steps, such as Action, Decision, Delay, Wait Until, and Exit.

To save your Workflow automation, you must add at least one step after the trigger(s). Here is a quick description of the available steps you can choose from.

Action: An action step contains the available actions that will take place after the automation is triggered.

Decision: With this step, you can set a condition to split your audience into two groups. Later, you can perform different actions for each group.

Delay: This step allows you to define a pause before running the next step.

Wait Until: It will allow you to pause your workflow until a specific event takes place, and then resumes the workflow.

Exit: This step allows users to exit the workflow from any point where it is used, providing greater flexibility and control over the automation process.

After you’ve added your desired steps you can Save And Close, or Publish your workflow.

Edit, duplicate, publish, and remove automations

You can use the edit, duplicate, publish, or remove functions for your Growmatik automations. To apply each function:

1. Go to the Automations page and click on the three-dotted icon next to the automation you want to modify.

2. Confirm your selection to complete the action.

Summary:

In this article, you’ll learn how to use the Personalize web page action in Growmatik. This action allows you to create a personalized version of any website page for a specific type of your audience.

1. Select the page you want to personalize by either selecting it from the menu or pasting its URL.
2. Click on the Personalize Website button.
3. From the new page that opens in a new tab, start adding or editing the content of the page. To learn more about how to use the website personalization editor click here.
4. Click on the Save and Close.

When should this automation execute the next action?

Wait until this action is executed: This option will pause the automation until this popup is displayed to the user. Once it is displayed, the user will travel through the flow and experience the next action in the workflow or rule (if there’s any).
For example, if you insert Send Email action after this popup in a workflow or rule, the email will be sent only when the user has seen this page.

Wait for a period, then execute the next action: This option will pause the automation for as long as you decide. It could be hours or days of delay until the next action.

Execute the next action immediately: This option will perform the next action without waiting for this page to be displayed to users.
For example, if you insert Send Email action after this personalize action in a workflow or rule, the email will be sent even if the user hasn’t seen this page yet.

Summary

In this article, you’ll learn how to use the Show Popup action in Growmatik. Setting up this action in an automation allows you to display a popup on your website once the automation triggers.

Content

In this step, you design and create the content of the popup.

1. Click on the Design Popup button.
2. Choose a pre-defined template or start from scratch.
3. Create popup content using drag and drop editor and click on the Save button when it is finished.

Location

Under the title “Where should we display this popup”, you can define the specific location within the website where the popup will be shown. It could be a specific page or a particular section. By default, all popups will be displayed on your entire website. However, you can select a more specific section of your website such as product pages, posts and pages or custom URL. You can also combine these sections by using Add Location button.

Display Triggers

Under the title “What will trigger this popup to display”, you can set the user behaviors or actions that act as a trigger for the popup to appear. These triggers can include actions like scrolling a certain percentage of the page, spending a certain amount of time on the website, or attempting to exit the page, providing opportunities to engage users at the right moment.

Frequency

Under the title “How often should we display this button”, you decide how often the marketing popup will be shown to a particular website visitor. It can be set to display only once per session, on every visit, or on a customized frequency, striking a balance between visibility and avoiding excessive interruption or annoyance.

Scheduling

This setting allows you to set specific timeframes during which the marketing popup will be active and visible. By default, all popups will be displayed immediately after you publish them. Scheduling a popup is useful in time-based promotions and campaigns.

When should this automation execute the next action?

Wait until this action is executed: This option will pause the automation until this popup is displayed to the user. Once it is displayed, the user will continue to travel through the flow and experience the next action in the workflow or rule (if there’s any).
For example, if you insert Send Email action after this popup in a workflow or rule, the email will be sent only when the user has seen this popup.

Wait for a period, then execute the next action: This option will pause the automation for as long as you decide. It could be hours or days of delay until the next action.

Execute the next action immediately: This option will perform the next action without waiting for this popup to be displayed to users.
For example, if you insert Send Email action after this popup in a workflow or rule, the email will be sent even if the user hasn’t seen this popup yet.

Summary:

In this article, you’ll learn how to use the Growmatik Redirect web page action to enable automated redirections on your website. 

Showing a page as an action for your rule means that a specific page will be displayed to site visitors whenever the automation is triggered. This action is most useful when you want to redirect a group of your website users to a special page.

1. Select the page to which the audience will be redirected by pasting its URL to the provided field.
2. Select the frequency of this redirection.

When should this automation execute the next action?

Wait until this action is executed: This option will pause the automation until this redirection takes place. Only then the user will travel through the flow and experience the next action in the workflow or rule (if there’s any).
For example, if you insert Send Email action after this popup in a workflow or rule, the email will be sent only when the user has been redirected to this page.

Wait for a period, then execute the next action: This option will pause the automation for as long as you decide. It could be hours or days of delay until the next action.

Execute the next action immediately: This option will perform the next action without waiting for this redirection to take place.
For example, if you insert Send Email action after this action in a workflow or rule, the email will be sent even if the user hasn’t been redirected to this page.

Summary

In this article, you’ll learn how to use the Send Email action in Growmatik. Setting up this action in an automation allows you to send an email once the automation triggers.

Subject line

In this step, you enter a subject line for your email. There are three buttons next to the subject input to help create more personalized, interesting and effective subject lines.

Emojis: You can add emojis to the email subject using the emoji button. In some cases, using emojis in email subjects can help grab users’ attention.

Personalize: Using this button you can add dynamic keywords to subject lines. For example, you can add “recipient first name” to the subject line. Personalized email subjects likely increase the chance of users’ engagement with your email.

Write With AI: By clicking this button, you can leverage Growmatik’s advanced generative AI to craft more compelling email subject lines. When submitting your request in the provided field, it is recommended to begin your sentence with “Write an email subject…”.

Sender and Reply-to emails

If you prefer to use an email address other than your default address, you have the option to utilize custom email addresses.

Growmatik Email Types

There are two types of emails in Growmatik to choose as an action: Transactional and Commercial.

Recipients have to opt in to receive marketing emails, which include emails such as notifications for new products or newsletters. It’s recommended that you provide users with the option to opt out of this type of email whenever they want.

Transactional emails are the result of a specific action that the recipient has made while interacting with your business. For example, the email you send to your customer after they place an order count as a transactional email.

When a user has just registered with Growmatik, the transactional email type is not active so the user cannot see or choose it as an email type. In order to send transactional emails, the user’s account should meet two conditions:

Transactional email send requirement:

• The account shouldn’t be marked as bad reputed.
  (Note: If a user’s failed emails exceed 5% and complaint emails exceed 0.1% of total emails, the user’s account will be marked as a bad reputed in Growmatik. In this case, the user will be blocked from email services for 24 hours.)
•  Users should have sent at least 5000 marketing emails from that account in one day.

Content

In this step, you design and create the content of the email.

1. Click on the Design Email button.
2. Choose a pre-defined template or start from scratch.
3. Create the email content using drag and drop editor and click on the Save button when it is finished.

Resend this email each time this automation is triggered

Uncheck this option, if you aim to send this email only the first time a person triggers the automation.

Scheduling

This setting allows you to set specific timeframes during which the email will be sent to your audience.