Journeys | How To Build An Intro Offer Automation!

09:20 mins
K

Kovil

Updated on Oct 25, 2024

Creating an Automated Intro for a Purchase using Visual Flow BuilderIn this video, we will learn how to create an automated intro for a purchase using Visual Flow Builder. Let's get started!Naming and Entry Rule Name the automation as "Intro for Automation". Set the entry rule as an event-based rule triggered by the purchase event. Select the pricing option "Intro Offer" for the event trigger.Setting up Email Block Drag the email block into the flow. Select the email template "Intro for Purchase" for the email to be sent. Customize the email content to welcome the customer for purchasing the intro offer.Adding Wait and Checking Attendance Insert a wait block for three days after sending the email. Check if the customer has attended a class using the intro offer within a specified time frame.Creating Rules for Email Responses Set up rules for sending different emails based on customer actions. Send a "First Class Attended" email if the customer attends a class. Send a "We Miss You" email if the customer does not attend a class within the given time.Midway Check-in and Further Actions Implement a midway check-in email after a certain period. Continue the flow with additional rules and emails based on customer engagement.Goal and Exit Settings Set up an exit rule for customers who purchase a membership before completing the automation. Define a goal for customers to purchase a specific membership to exit the automation successfully.By following these steps, you can create a comprehensive automated intro for purchases using Visual Flow Builder. Thank you for watching!