First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up 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
- Creating Timer
- 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
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- 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
- Sending Campaign to Those Who Did Not Open the Previous One
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- In-App 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 4
- Message 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 contact'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
Workflow blocks are divided into the following groups:
| Group | Block |
|---|---|
| Popular — common blocks. |
|
| Message — send one message to one contact. |
|
| Contact — remove/add a contact to segments or update custom contact fields. |
|
| Conditions — check a contact's compliance with a certain condition, split the workflow into two paths (Yes/No), and run one of them depending on the answer. |
|
| Other — multifunctional group. |
|
| Message to segment — send one message to a segment. |
|
| Time — delay the execution of actions or execute actions at a specified time. |
|
And Start block — not included in any group. It automatically appears in a new workflow by default.
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 >
