Automation Scenarios

How to create a flow scenario on different cases

  • How to manage student data or send a message triggered by a course event

    Last Updated: 12.06.2024

    Stay in touch with students using automated actions and messages. You can update students on their study progress through various communication channels, including email, Viber, SMS, and chatbots.

  • How to create an automated flow from a ready-made template

    Last Updated: 13.09.2024

    You can use ready-made automated flow templates with scenarios configured according to flow categories. Ready-made templates include flow start events and email and SMS templates and have a pre-built flow structure with the Filter, Action, and Condition elements. All you have to do is select a category and substitute the existing flow data with your own.

  • How to send a message triggered by a CRM event

    Last Updated: 16.05.2024

    With SendPulse, you can create an automation for creating a deal or changing a deal stage in CRM, for example, from New to In Progress.

  • How to automate CRM task management

    Last Updated: 15.02.2024

    With SendPulse, you can work together with your team using our CRM system and streamline your task management using Automation 360. Create and remove tasks automatically to simplify your workflow and increase efficiency.

  • How to create an automation triggered by an event

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation triggered by an event. Process customer data using various elements, and inform your customers about an abandoned cart, registration on the site, or purchase through different communication channels — email, SMS, web push, Viber, Instagram, Telegram, Facebook, or WhatsApp.

  • How to create an automation that starts when a subscriber is added to a mailing list

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation that will be launched when a subscriber is added to your mailing list. For example, you can welcome those who have subscribed via your subscription form to receive useful information or company news.

  • How to run an automated flow for a mailing list

    Last Updated: 02.01.2024

    You can run an automated flow for an entire mailing list again. With this option, you can run it for your contacts that were added to your mailing list before the start of your automated flow triggered by the Add Subscriber event.

  • How to create an automation that starts when a variable value changes

    Last Updated: 13.08.2024

    You can set an automation to start when a variable in your mailing list changes its value. For example, you can launch the automation if a user’s location, order details, appointment date, or other data points have changed.

  • How to create an Automation that starts on a special date

    Last Updated: 18.04.2024

    With SendPulse, you can send automated messages to subscribers on special dates specified in your mailing list. Send automations on your subscribers' birthdays, webinar dates, customer registration anniversaries, or first order dates.

  • How to create an automation triggered by a contact webhook

    Last Updated: 26.12.2023

    With SendPulse, you can create an automated flow script that will be triggered by a contact webhook, for example, when they open an email or follow a link. Track subscriber interactions with your bulk email campaigns, send messages or manage subscriber data based on their actions.

  • How to send push notifications in Automations

    Last Updated: 28.09.2024

    You can add an additional channel of communication with your clients and send messages that appear on their browsers. To do this, you need to add the push notification code to the site, configure the transfer of additional variables from the site to the SendPulse service, and integrate push notifications with the SendPulse email service. Let's take a look at each configuration step.

  • How to create dynamic emails triggered by events using pre-made SendPulse templates

    Last Updated: 03.01.2024

    Create dynamic emails to send to each of your clients' personalized information - for example, the status of their order in each stage. Because the templates are dynamic, you can include not only text, images, and links, but change lots of content using variables. Such templates can be expanded to several elements with cards of products based on the number of products a customer’s order

  • How to send an order status SMS with Automation 360

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation that sends personalized SMS messages triggered by an event in your system. For example, you can track abandoned carts, site registrations, or product purchases on your site and transfer your order and customer data to SendPulse.

  • How to send a "Thank you" email after registration

    Last Updated: 26.12.2023

    With SendPulse, you can create an automation triggered by an event, for example, to thank the customer for registering on your site or purchasing your product or send them about an abandoned cart message.

  • How to send an abandoned cart message

    Last Updated: 05.02.2024

    With SendPulse, you can create an automation triggered an event, for example, to thank the customer for registering on your site or purchasing your product or send them an abandoned cart message.

  • How to send automated emails

    Last Updated: 02.01.2024

    The information here was outdated. Find current information in the Automation Scenarios section.

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