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
Welcome Series Segmented by Category
In cases where subscribers select a specific subscription category, such as gender, age, city, or product preferences, you may need to set up the appropriate welcome series.
Consider an example of setting up welcome series for male and female.
Important
Before creating a welcome series:
- Set up a workflow for double opt-in.
- Create a welcome workflow for each subscription form; then, when you make changes to one workflow, it will not affect the work of others.
- Create welcome emails for different categories of subscribers:
- for male,
- for female,
- for contacts that did not specify gender.
Setting Up a Workflow with Data Validation from the Gender Field
Use the workflow when passing subscriber data by the Subscribe contact API resource. The system saves the data in additional fields and uses it for validation before running the workflow.
You can see additional fields in your account settings on the Additional fields tab.
Click on the Personal Information heading to open a list of standard fields. The gender of the contact is stored in the additional Gender field; in our case, it is ID 4. You can recreate this field if you previously deleted it. Copy the field ID and its case-sensitive value to customize the workflow.
Important
When checking the additional field, the values “m” and “M” (“f” and “F”) will be considered different. The value in the contact field must match the value in the workflow parameters.
Workflow creation
1. Go to Automation → Workflows → New workflow.
2. Put in the workflow’s name and add a tag (optionally).
3. Add blocks Start and Task; select the Confirm contact task type. The welcome chain will start after the subscriber confirms their email in the Double Opt-in email.
4. Add the block Task (Get contact) to get contact data.
5. Add Condition block and configure its settings:
-
Select the task name Variable matches regular expression.
-
In the name field, indicate the smartMessageJson system variable, in which information about a contact from the Get contact block is transmitted.
- Indicate the .*"4":"m".* value in the pattern field, where 4 is the gender field ID, and m is a variable corresponding to the male value; the system will check the contact data for compliance with this value.
6. For the next check of the additional field value, copy the Condition block and indicate the regular expression .*"4": "f".* in the pattern field.
All contacts that do not meet the specified conditions (the value of the field is not equal to “m” or “f”) will follow the third branch of the workflow.
7. Add emails (Email block) and a delay in sending messages (Timer block) to each branch, as when setting up a regular welcome series.
8. Finish each branch with the End block.
The welcome workflow for different subscribers’ categories will look as follows:
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