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
Sending Reminders at the Time Specified by the User
Setting reminders based on users' time preferences is essential for improving user experience and customer retention. For example, you can allow users to choose when to exercise or take classes and send them regular reminders at the specified time.
Creating Additional Contact Field
An additional contact field stores any users’ information; in our case, we need a storage for user time. If you already have such a field, skip this section.
1. Go to your account settings → Additional fields tab and click New field.
2. Configure the field parameters:
- List of fields — select the existing one from the drop-down list.
- Name, based on which personalization key will be generated.
- Personalization key.
- Field type — Text input.
After creating the field, you can fill it by importing a file with the corresponding data or by API (Add/update a contact or Add/update contacts methods).
The time must be sent in the HH:MM or HH:MM:SS format.
As the system waits until the specified time in the user's time zone, configure recording the user's time zone in Yespo through SDK or API.
Setting Up Workflow with Timer Block to Automate Reminders
1. Go to the Automation → Workflows section and open or create a workflow.
2. Drag the Timer block from the left sidebar into the workflow.
Note
The Timer block sets a time gap before the following in the workflow action.
3. Configure the block parameters:
- Disable the Wait time switcher and enable the Wait until switcher to send reminders as soon as the specified time comes
- Select the From the contact field option from the drop-down list
- Select the created contact field from the drop-down list
Note
Use the One from many message block to improve retention with diverse content for training or lesson reminders.
4. Save the workflow.
Workflow’s Start Configuration
1. In Automation → Workflows, select the created workflow and click Trigger configuration.
2. Activate Start configuration switcher.
There are two options to launch a workflow with reminders: Event-based and Regular.
Event-based Workflow
Select Event-based in Start configuration, and then
- Select event which must launch the workflow
- Specify the frequency of processing unique events
Regular Workflow
1. Create a dynamic segment with users subscribed for reminders.
2. Select Regular, and then
- In Segment, select the created segment
- Select the workflow’s Start date
- In Start schedule, select once a day
- Select allowed start days
- Set the workflow’s Start time
- In Process unique events, select Each time
Launching Workflow
1. Click Apply in Start/Stop configuration.
2. To start the workflow, click Activate on the right and confirm the action.
The system will wait for the designated time in the user's time zone and perform the action specified in the workflow after the Timer block.
Note
If the field of a contact participating in the workflow has a missing or written in an incorrect format value, the message will not be sent