1) In the SmartPush app, go to [Automation] > [Task list] > Recommended templates and click on Create an automation, then you can begin your automation journey.
2) Before diving into the automation process, you need to first confirm the channels that the automation flow will cover. You can choose between [Email] or [SMS] based on your business needs.
3) After selecting the channel, you will see the 7 default templates (including 4 types: Increase sales, Retain sales, Customer retention,and Notification). Click on a template to view its description. Choose the template you want to send, and click Create an automation.
4) We have set up the trigger conditions, delayed sending nodes, and trigger frequency for the email. You can review each step or make custom modifications if needed.
5) We have also pre-set the email templates for each sending node. Click Send Email in the flow to customize and tailor your email content. Click Run, and this flow will be completed.
6) View the data effectiveness of each flow in [Data Report] > [Automation].
- What are the specific descriptions for each default template?
Increase sales:
How does the default template “Welcome” run?
1) Template process: Once a customer subscribes to your Email or SMS, the sending of outreach message will be initiated immediately.
2) Template content: In the Welcome email template, you can include your welcome discount to encourage customers to make their first purchase. If your business focuses on brand cultivation, you can also add brand promotion content, founder stories, etc., in this email to leave a lasting brand impression on the customers.
Retain sales:
How does the default template “Browse Abandonment” run?
1) Template process: Target customers who have browsed website pages but haven't placed an order and recall them at intervals of 30 minutes, 24 hours, and 48 hours after browsing. If the customer places an order at any stage, the flow will cease. Additionally, to avoid excessive disturbances and negative feedback, the flow will be triggered for the same customer only once within a 3-day period. (For the SMS channel, the sending intervals are 30 minutes and 24 hours).
2) Template content: Although browsing a page may not suggest deep engagement, it still shows that the customer is interested in your website. Perhaps they haven't found the ideal product yet. At this stage, you can showcase your best-selling products or categories to the customers. Additionally, you can strengthen your brand promotion and convey website trustworthiness to the customers.
How does the default template “Product Abandonment” run?
1) Template process: Target customers who have browsed product detail pages but haven't placed any order and recall them at intervals of 30 minutes, 24 hours, and 48 hours after browsing. If the customer makes a purchase at any stage, the flow will cease. Besides, to avoid excessive disturbances and negative feeback, the flow will be triggered for the same customer only once within a 3-day period. (For the SMS channel, the sending intervals are 30 minutes and 24 hours).
2) Abandoned products section: In this default template, abandoned products are directly included. You can customize product titles, prices, and other content.
3) Template content: Product browsing indicates customers’ deep engagement with the website. At this stage, customers have shown interest in the products and may have some awareness of your brand and website, such as shipping information. For the first recall email, we recommend using the product per se and pairing it with similar or popular best-selling products as a reminder. If this step doesn't successfully bring back the customer, then consider using attractive discounts, promotions, stock alerts, or other robust incentives.
How does the default template “Abandoned Cart” run?
1) Template process: Target customers who added products to their shopping cart but didn't place the order and recall them at intervals of 30 minutes, 24 hours, 48 hours, and 72 hours after adding items to the cart. If the customer places an order at any stage, the flow will cease. In addition, to avoid excessive disturbances and negative feedback, the flow will be triggered for the same customer only once within a 3-day period. (For the SMS channel, the sending intervals are 30 minutes and 24 hours).
2) Abandoned products section: In this default template, abandoned products are directly included. You can customize product titles, prices, and other content.
3) Template content: Adding items to the shopping cart is a highly proactive behavior in the shopping process. Therefore, at this stage, you can also use incentives such as discounts, stock alerts, and pairing with popular products to encourage customers. On top of that, in the Call to Action button, you can directly link to the shopping cart page, helping customers quickly return to the cart and complete their orders.
How does the default template “Abandoned Checkout” run?
1) Template process: Target customers who entered the checkout page but didn't place the order and recall them at intervals of 30 minutes, 24 hours, 48 hours, and 72 hours after entering the checkout page. If the customer places an order at any of the stages, the flow will cease. (For the SMS channel, the sending intervals are 30 minutes and 24 hours).
2) Order information section: In this default template, the customer's incomplete order information is directly included. You can also customize order details, product information, amount details, and others.
3) Template content: It's just one step away from completing the order! When customers reach the checkout page, it often indicates a strong intention to buy. At this stage, we need to pay extra attention to what may be hindering customers from completing the purchase smoothly. If your budget allows, you can provide significant discounts, time-limited free shipping coupons, reminders of expiring promotions, stock alerts, and various types of methods to encourage customers complete their orders. What’s more, in this email, we recommend emphasizing the abandoned products to catch the customer's attention immediately. Display the products they abandoned at first glance and utilize the product's appeal itself to entice customers back.
Customer retention
How does the default template “Customer Reactivation” run?
1) Template process: Targeting customers who have placed orders in the past but haven't placed any order for a certain period, this flow aims to activate and re-engage them. Customers will be recalled at intervals of 7 days, 14 days, and 30 days following their last order. If the customer places an order at any stage, the flow will cease.
2) Template content: Customers who have placed orders already have a complete understanding and experience with your brand and shopping process. At this point, their repeat purchases may not require shopping guidance but rather new perceptions and stimuli. Informing customers of new actions on your website, like new products, categories, payment methods, or coupons for faster shipping, can enhance their recall efficiency. From the second email onwards, you can also include more discount offers. If your brand has an independent membership (tier) system or a referral program, you can invite customers to participate to further strengthen the connection with them.
Notification
How does the default template “Order Confirmation” run?
1) Template process: Send a confirmation email shortly after the order is created.
2) Order information section: In this default template, the customer's order information is directly included. You can also customize order details, product information, amount details, and others.
3) Template content: SmartPush provides a powerful selection of channels to ensure efficient delivery of your notification emails. In this email, you can also add a thank-you discount to encourage customers to place a second order.
- What contents in the default template can I customize?
In the default template, you are allowed to modify the following:
1) Sending interval: The default sending interval for, say, Abandoned Checkout recall emails, is set at 30 minutes, 24 hours, 48 hours, and 72 hours. You can modify it according to your business needs, such as 15 minutes, 3 hours, 10 hours, 24 hours, etc. However, adding or deleting the time nodes is currently supported.
2) Filter-triggering conditions: As Abandoned Checkout recall emails will be sent to customers who entered the checkout page but did not complete their orders, uou can also add filters on top of the underlying trigger conditions. For example, if order amount is greater than $50, in this flow, emails will only be sent to customers who entered the checkout page, did not complete the order, and the order amount was greater than $50.
3) Trigger frequency: To avoid excessively disturbing customers and increasing unsubscription rates, some emails are subject to sending-frequency limits. For example, the Product Abandonment recall email will only trigger once for the same customer within 3 days. Of course, you can also modify it to any frequency to suit your needs.
4) Email content: The email templates we provide serve as sending suggestions or assistance for you to create emails quickly. However, you can also fully customize your email content as per your preferences.
- Can I create my own default templates and fully customize the automated flow myself?
You can click on Create a customized task at the top right of the Automation templates library to create a new flow and fully customize the process.
However, our 9 default templates already cover all key nodes in the user's lifecycle. You can also add extra nodes on top of the templates, which will further save time and effort.
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