Click into Marketing >Automation
Select "Create Automation"
You can also see the list of our amazing pre-made Automations to get you started here!
Add a trigger - you can always change this later in the builder step, if you change your mind!
New client added: A new client was added into your Arketa account
Client purchased pricing option: Client completed check out and a pricing option was purchased. Under this trigger you can choose which pricing options are included in this workflow.
First class booked: When a client books their first class with you!
Checked into first class: After a client is checked into their first class
Class booked: A class is booked in Arketa
Milestone reached: A client has reached a Milestone with your business
Subscription canceled: A client canceled their subscription
Added user tag: A tag was put on a client's account
Client has made no recent purchases: You can set a custom amount of days to trigger an automation to a client if they haven't purchased anything with your business
Client has made no recent bookings: You can set a custom amount of days to trigger an automation to a client if they haven't booked any classes, privates, etc with your business
Client has made no recent purchases or bookings: You can set a custom amount of days to trigger an automation to a client if they haven't purchased OR booked anything with your business
Optional: Set a goal to track successWhen a defined goal condition is met (e.g., a client makes a purchase), the workflow automatically marks the goal as completed and stops sending further messages. For example, if a client purchases a membership during a trial automation, they are automatically removed from the workflow to prevent further trial-related messages.
Click on "+" to add an action - email, SMS, Task, or Time Delay
You can see more about each action here!
Set Active š„³### Understanding Workflow Status: "Completed" vs "Exited"
Completed: The contact has gone through the entire workflow, receiving all intended communications and actions.
Exited: The contact left the workflow before completion due to reasons such as meeting an exit condition (e.g., unsubscribing), being manually removed, or encountering an error.
Re-Entry into Workflows
Once a contact completes a workflow, they do not automatically re-enter or recycle through the same flow. This ensures that workflows are not repeated unnecessarily.
Removing a Contact from an Active Workflow
If you need to stop a specific person from receiving further messages in an active automation, you can manually unenroll them:
Open the relevant automation.
Navigate to the Activity tab.
Click Unenroll for the desired contact.
Stopping In-Progress Automations
Removing a tag from a contact does not stop them from receiving messages in an ongoing automation. To stop the automation, follow the steps above to manually unenroll the contact.
Conditional Email Sending
To customize email triggers, you can disable default transactional emails and set up automations to send messages based on specific conditions. For instance, you can disable the default "customer review request" email and create an automation to send the review request only after a customerās first class.
Note: You must have the Arketa Marketing Suite to use this feature. Please live chat us to learn more!