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Automated SMS Workflows

What Are Workflows?

Workflows are automated sequences that leads or customers flow through that provide a personalized experience based on their behavior. Workflows are the pure definition of marketing automation and can be used to create everything from ecommerce abandoned cart sequences to SMS chat bots used for lead nurturing.

From the simplest use cases to more complex sequences that can send people down hundreds of paths, our SMS marketing automation software does it all. Workflows are easy to build using a simple drag and drop interface. No coding required.

Example of an automated workflow on a Macbook

What You Can Do With Workflows

Our workflow software is incredibly flexible and can be used to automate all sorts of tasks. Below are some of the most popular ways that people are using SMS workflows to engage with their audiences.

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Lead Nurturing & Engagement

Using our workflow automation software, you can build complex sequences that engage with potential customers and qualify them along the way. At each step you can send them down various paths based on information they provide, links that they click, or other actions they take. Automating these repetitive tasks allows your sales team to focus on the bottom of the funnel.

Lead Nurturing Workflow
Abandoned Cart SMS Workflow

Intelligent Abandoned Cart Sequences

Cart recovery is a crucial part of any ecommerce strategy. With our SMS workflows, you can take your abandoned cart messaging far past the basics and provide unique offers and messaging flows based on things like previous order history, current cart totals, past marketing engagement and more. You can even use workflows to add and remove customers from facebook remarketing audiences based on cart and other SMS behavior.

SMS Abandoned cart Sequence
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Data Collection

In the world of digital marketing, knowing your customer is key. The more information you have, the smarter marketing moves you can make. You can use our SMS workflow automations to collect data from subscribers such as names, dates, emails, numbers and more. From there this data can be used to create intelligent segments of your subscriber lists used for future marketing.

Sample Data Collection Workflow
SMS Chat Bot Workflow
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SMS Chat Bots

SMS chat bots are an excellent way to engage. They allow marketers to connect personally with prospects and customers for all sorts of reasons. Our workflow software allows you to automate 2-way conversations with people via SMS. Furthermore, you can intelligently respond based on how the discussion is going. From analyzing message sentiment to action-based responses, our software gives you all the necessary tools to manage personal conversations at scale.

Sample SMS Chat Bot Flow
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SMS Drip Marketing

Drip marketing is one of the most popular ways to engage with customers. It allows you to “drip” out messages to people based on time delays or other actions they do or do not take. Using features like our intelligent time delays and message click conditions puts your drip sequences on steroids and creates a much smarter, more personal experience.

SMS Drip Workflow

Building Workflows is Simple

Building automated workflows couldn’t be simpler. Our software makes creating even the most complex automations easy. All workflows are built using four basic building blocks we call objects; and they are all connected together with a simple drag and drop.

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Triggers Objects

Triggers are objects that insert people into your workflows. They are the starting point for any automation and are what “kick” things off. With triggers you can add people to a workflow when they join your SMS list, when a contact field changes to a specific value, when they click a link, abandon a cart on your website and more.

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Actions Objects

Actions are objects that do work within your workflow. With actions you can do everything from sending text messages, to starting 2-way chats, sending internal emails, tagging leads and a whole lot more.

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Condition Objects

Condition objects are ones that check things. Whether that’d be an order status, the value of a contact field, a past link click or the sentiment of a response, there are plenty of options to choose from. Conditions also allow you to split and take a person one way or another based upon what that condition is.

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Wait Objects

Waits are objects that wait for things to happen. Many times, your automated workflow isn’t all about you pushing information to the subscriber. Sometimes you need to wait for them to take action. Some of the things you can wait for include waiting for a link click, contact field to change or for a person to respond to your text message.

Workflow Reporting & Analytics

No marketing automation software is complete without a robust set of analytics and reporting. Our SMS workflows offer 3 unique ways to keep your finger on the pulse of what’s happening.

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Workflow Analytics Dashboard

Our workflow analytics dashboard gives you insight into several metrics regarding your automations. From simple stats on the number of tasks performed to message click-through rates and cart recovery amounts, you’ll always have plenty of data to analyze.

Workflow Analytics Dashboard
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Abandoned Cart Analytics

Understanding cart recovery metrics is huge as these dollars can contribute a significant amount to the bottom line. When using workflows to manage your abandoned cart SMS, our analytics dashboard will expand to show you even more data about what you’re losing and how much is being recovered.

Abandoned Cart SMS Analytics Dashboard
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Live View Stats

Want to see what’s happening in real time? Toggle live view on any workflow to watch people flow through your automations and see what’s happening at each step. Live view is an excellent way to test your workflows before go-live and to ensure people are moving along as intended.

Automated Workflow - Sample Live View

Want to See Workflows In Action?

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