First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Responsivity
- Building Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
Automation
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Introduction to Workflows
A workflow is an automated message or series of messages sent based on set up conditions with a particular marketing purpose.
You can use workflows to segment your audience and send different campaign types, such as welcome series, birthday congrats, order confirmation, subscription changes, reactivation, etc.
There are 3 types of workflows:
- Triggered workflows launched by the event.
- Regular workflows launched for the selected segments based on the specified conditions.
- Workflows launched by the change in the user’s profile.
In Yespo, we use a drag-and-drop builder to create workflows. It is a constructor that uses blocks — the tasks and conditions that you can add to a workflow.
Workflow Blocks
There are three groups of blocks to be used for workflow creation:
- General blocks are basic blocks necessary to build a workflow.
- Actions blocks are used to set up an action in a workflow. The system performs such actions at a particular period of time or at a particular stage of contact management.
- Conditions blocks check the user's compliance with a certain condition, split the workflow into two paths (Yes/No), and run one of them depending on the answer.
Learn about the different workflow blocks and how they work together.
Allowed Send Time Settings
Allowed time settings can increase the likelihood of a quick response to the campaign and communicate with subscribers at the most convenient time for them.
Workflow Examples
This section contains instructions for setting up the most common automatic workflows: subscription confirmation, welcome series, abandoned carts and views, etc. Read more >
