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Actions follow certain conditions that have been met. They consist in sending emails or SMS messages or in inserting contacts in a list of your choice (contact list or black list).
An action can be triggered in the following way:
Click on the "add an action" button located below the trigger. The option "Add a message" allows you to add the very first message of your workflow: email or SMS.
Once you have defined your first message, you can add new messages (emails or SMS) by clicking on the context menu and then on "Add a message".
When adding a message, start by giving it a name: This name will not be visible to your recipients, it is only a title that allows you to easily find your message, either in the "Campaign" screen or in the "Statistics" screen of Mailify Sunrise.
Then choose the type of message you want to send: email or SMS.
Then select the timing: this is the delay you want to set after previous condition has been fulfilled (or after the previous message has been sent if it does not have a condition) before sending your new, following message. Learn more about the delay time.
Finally, choose your creation mode: Do you want to create your message from scratch, or start from an existing message in your scenario.
As soon as your message has been added, you will see a new bridge materialize in your workflow scenario.
The creation of your message immediately leads to the editing phase. However, if you want to continue creating your scenario before refining the content of your messages, it is possible to return to the tool the workflow creation tool without finalizing your messages. In your workflow, you can display the messages that need to be finalized before activating your scenario, thanks to the icon for each message.
You can apply the following actions to an existing message:
Click on the "add an action" button located below the trigger. The option "Add to a list" option allows you to add your contacts to the list of your choice.
Once you have defined the first action of your scenario (adding a message or adding contacts to a list), you will be able to add your contacts to a list, as your workslow progresses, by clicking on the context menu and then on "Add to a list":
You will be able to insert your contacts in a contact list or in a black list according to your needs and according to the behaviour of your recipients.
For example, you can blacklist contacts that have not opened any of your reminders.
As soon as your contact insertion action has been recorded in your workflow, you will find a new block on your work plan materializing it in your script.
It is possible to apply two types of action on the existing contact insertion step:
You can setup the waiting period to be observed before inserting the contacts in the selected list by using the green button above the action.
Afterwards, you can continue your scenario by using the action menu under the contact insertion action.