One-off workflows are designed to create individual automation that can encompass a variety of marketing channels, such as email, push notifications, Viber, SMS, and Facebook. The key distinction between one-off workflows and one-off campaigns lies in the capabilities they offer. While one-off campaigns limit you to single-step email or Facebook campaigns, one-off workflows provide more flexibility by allowing you to use multiple channels simultaneously.
To access the different types of Workflows, click on Workflows in the left-side menu and then choose One off from the available options:
Once you have selected the type of Workflow you will be working with, creating a new one is as simple as clicking on the button New Workflow located at the top right corner:
The next screen will be where you can go wild and recreate your vision starting with the ‘Content’ tab. Here you can drag, drop and connect the different marketing channels available for your plan so the end result reflects your sales strategy best.
As a start, make sure to write a ‘Name’ which will be used only internally in Releva and within the reports.
The next part is where the fun begins and you can add the desired marketing channels, conditions, waits, A/B splits, or webhooks by dragging and dropping them to the canvas to set up the workflow. Here’s a quick overview of the different options you will have access to:
Send Email – You can use this to send already created emails from ‘Marketing Channels’ → ‘Emails’
Send Push – If your website and its integration with Releva supports it, you can utilize this free channel to send various Push notifications to the users that have allowed that.
Send Text – You can take advantage of the paid channels (with third-party vendor) and send SMS messages to your users
Send Viber – You can take advantage of the paid channels (with third-party vendor) and send Viber messages to your users
Send Facebook Ad – If you have gone and connected your Facebook Business manager to Releva, you can take advantage of this powerful duo and send customized Facebook Ads to your users based on preconditions you have selected
Send WhatspAp Message – You can take advantage of the paid channels (via META) and send WhatsApp messages to your users
Wait – If you want to place a bit of a delay between the different marketing channels that are part of your workflow, you can do so with this module (please note, the field accepts only hours)
Condition – given the fact Releva is a whole ecosystem, you can take advantage of this use Conditions to make your Workflows even powerful and reflect what you want to achieve
A/B split – If you’re unsure between two versions of marketing channels, there is no need to wonder anymore. Simply use this module and split the userbase in the middle and leave the Statistics to talk and make the decision for you
Send Webhook – If you want, you can utilize the use of Webhooks to expand the capabilities of the Workflows exponentially
You can think of this as a blank canvas filled with endless possibilities…. because that’s exactly what it is
Warning:Make sure each of the modules you drag to the canvas on the right are connected to the previous and next one. If a module is not connected to the one before it, it will not run and send it.
Example:
In the above example, the Push notification will not be send because it is not connected to the Wait time module.
After you have added all of the marketing channel modules you wish to use and you have connected them accordingly, you can proceed to the next tab of ‘Audience’.
The options are two – Marketing and Transactional. The difference between both is that choosing ‘Marketing’ will respect your users’ subscription status and if someone isn’t subscribed to receive marketing channels.
On the other hand, choosing ‘Transactional’ won’t respect that and the workflow with all of the marketing channels within it will be received by everyone.
Warning:Never use a transactional campaign to send marketing messages. Doing so may result in fines under GDPR and/or other relevant data protection laws. If unsure, select Marketing as your Scope.
As the name suggests, here you can select the segment of users you will be targeting with the Workflow. After making your choice, you can see on the right side the number of people calculated in real time that are within it.
If you leave the selection to Off, when you Launch the Workflow a bit later, this will immediately start calculating the segment and then start executing the marketing channels you have set in the Content tab.
This selection on the other hand will allow you to be a lot more specific when it comes the sending of the workflow and indeed Schedule it for a particular date and hour.
As we track everything the users do and how they interact with your website and our elements, if you have been sending marketing channels for some time, enough data has been accumulated that you would be able to take advantage of this functionality.
What this does is it checks when the specific user has been opening the previous communication from us and based on that information, it will send the marketing channels at a time when the user is most inclined to open and engage with it.
Once you are done with the last options, make sure to click Save and your first custom Workflow is now created! Congratulations!
