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
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- 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 Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram 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
Replacing Double Opt-In System Workflow
System workflows and events make usage of the platform more convenient. For example, Yespo widgets have a subscription confirmation workflow attached by default. When creating a form, it is enough to activate the switcher so that all new contacts who fill out the form on the site receive an email with a link to confirm the subscription.
The built-in system workflow sends one confirmation email, specified in the widget settings, no more than once every 72 hours.
In some cases, you may need to change the system workflow: for example, send one or more messages asking to confirm the subscription to those who did not do this in the first email.
System workflow replacement algorithm:
- Setting up the subscription confirmation link in the email.
- Creating a workflow.
- Configuring trigger.
Note
If you replace the system workflow, the new mailing scheme will be applied to all widgets in the account, while the emails can still be unique for each form.
Setting Up a Confirmation Link in an Email
The button with the confirmation link in the email for widgets should have the following settings:
Link:
- Type: Subscription confirmation,
- Link: $data.get('redirectUrl')
Event type: SysContactConfirmed
Creating Workflow
Create a new workflow. It will be triggered by the SysContactConfirmationRequest system event, which is sent to Yespo when a user submits data from a widget on the site.
For example, if you want to remind about subscription confirmation three times with an interval of an hour, the workflow will be as follows:
Workflow blocks:
1. Start.
2. The Send obligatory (transactional) email task with the following settings:
- Contact’s email: specify the ${email} variable — the system will substitute from the event the email of the user who filled out the form.
- Message: specify the ${messageId} variable — the system will substitute from the event the message specified in the settings of the widget that the user filled out.
3. Timer: specify the time to elapse between subscription checks.
4. The Contact confirmed condition checks if the user has confirmed their email: if yes, the workflow ends; if not, sends the message again.
5. End.
After making the settings in the workflow blocks, save it and go to the launch settings.
Configuring Trigger
1. Click Trigger configuration in the list of workflows.
2. Activate the Start configuration switcher.
3. In the Start configuration, select:
- Event-based;
- SysContactConfirmationRequest event;
- arbitrary conditions for processing unique events.
4. Click Apply.
Once you activate the workflow, the system will apply it to all widgets in your account.