Transactional Automation

Introduction

This document describes the new user interface ‘Automation UI Flow’ in TractionNext. The automation flow is where you set up the specific triggers, conditions and rules to define the customer journey. It covers details/ steps that how to use this interface that have been added in Traction Next platform.

Marketing transactional automations allow you to provide a better customer experience with quick responses and relevant content to guide the customer through the buying cycle based on their interactions. Transactional Automations enable you to trigger campaigns based on set criteria and customer interactions. For example, you can set conditions to send a follow up email based on what the recipient has submitted on a form, or send an SMS promotional code if a recipient has clicked on a link in the email. Transactional automations can be simple or you can build a more complex model dependant on the campaign requirements.

You need to have all your individual emails, SMS’s and forms set up in TractionNext before you can enter them in a transactional automation.

Tip: We recommend you plan and structure the detail of your workflow in a diagram before setting it up in TractionNext.

How to use?

This will be available under ‘Automation >> Transactional Automation’.  Click on ‘Create Automation’ button.

It will display the following screen…

General Tab

Enter the details above and click on ‘Save and Continue’ button. It will redirect to ‘Automation’ tab. The automation flow is where you set up the specific triggers, conditions and rules to define the customer journey.

Automation Tab

Click on ‘Start your Automation’ to start creating the workflow…

Steps:

1. Create a new/desired workflow.
   

2. Add the triggering events as shown below either for ‘Form Submit’, ‘Email open’ OR ‘Email click’.

3. Once the triggering events have been added, it will display like this… 

4. Now it is the time to add the actions/Conditions/Exclusive conditions/ events/Exclusive events by clicking on ‘+’ icon. A popup will display like this…

5. Select the desired actions/Conditions/Exclusive conditions/Events/ Exclusive events to add in the workflow. Once added it will display like…

Once the workflow has been designed, click on ‘Save’ button to save the workflow. 

Now your workflow design is completed, Go to ‘General’ tab and click the ‘Start Automation’ button to enable the automation. Refer the below screen…

Notes:

• If you wish to edit a particular action block, then just click on the action box to open the editing capabilities.
• Make sure you save periodically whilst creating your automation to make sure you do not lose information. You will receive an error message and a red exclamation mark next to condition errors, all errors must be corrected before being able to save.

Resources tab

It provides you the resource list (such as Emails, Forms and SMS) used in the Automation workflow. It will display like…

There will be Edit, Report and Preview buttons available. For example, if the email used in this automation needs edit, click on the ‘Edit’ button, that will redirect you to edit version of campaign in a new window. Similarly, ‘Report’ will redirect you to report page of this campaign in a new window and ‘Preview’ will take you to campaign preview page in a new window.

Reports tab

It provides you the details about ‘what are the triggers and actions/events have been performed’ on this Automation workflow.

User Activity Tab

User activity tab provides the details about automation creation, modification/edit, start and stop.