Automations
in progress
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Carlos Divas
When sending an email notification to the Admin, it would be amazing if we could choose some variables about the user that just passed through.
Example:
My step 6 in the automation is notify the selling team to make a direct call to the subscriber. Currently, when getting a Admin notification I have no idea which subscriber it is referring to.
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Lee Busch
If an Automation can't be triggered for an
existing
subscriber upon addition of a Tag (either a manually or automatically added Tag) then you don't have Automations, you just have welcome sequences.Tautvidas
Hello Lee Busch: thank you for the feedback! If adding tags to existing subscribers could trigger additional automations, could you share an example how you would use them in your operations?
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Lee Busch
Tautvidas In reply about use cases:
An existing customer buys a new course. They receive a Tag related to that course, and an Automation containing 12 weeks of course-related emails begins to run.
I do not use Woocommerce.
In my case, the payment is via StudioCart, the system control is via Wishlist Member, which has its own integrations/automations. WLM is able to assign clients to MP Lists.
But I can't see a way, currently, for an existing customer to be added to an Automation programmatically and have it trigger. Am I wrong?
I've had to use a totally different email system which DOES support correct triggering based on tags.
Jonas Höglund
Lee Busch I have just added them to a new list that starts the automation when they are added to the wishlist level. However this launches the automation immediately and maybe they don't start the course directly.
Now I offer them to subscribe to the new list when they start the course instead.
This is a workaround, I would like it to be more smooth, like when they click a link they are added to the automation (if logged in).
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Lee Busch
Jonas Höglund Thank you Jonas. My solution was to use a different email platform completely. One that 1) doesn't rely on double-opt-in, so that the students are assured of getting what they paid for, and 2) one that actually triggers correctly, for a seamless user experience.
Perhaps one day MailPoet will be ready for professional use.
Jonas Höglund
Lee Busch that's great. What platform if my ask? I tried some out but their ui for creating emails was horrible so Mailpoet won sofar, even if they lack some features and have really crappy helpdesk.
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Lee Busch
Jonas Höglund Certainly. I bought Acumbamail when they were having a launch deal. They are not perfect, but they do more of what I need. I've also done deep research into the major competitors, and would choose MailerLite for best price/quality, or ConvertKit if budget is no concern.
TBH I think I've got more than one foot out the door on MailPoet at this point. There are many better options, and although I have a large investment in this platform, it's taking years to progress inches.
David Rotter
Please allow bulk tagging to trigger automations, so we can use Mailpoet for Launch campaigns asf.:
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Carlos Divas
David Rotter
This option is needed to make MailPoet more powerful in automations. Tautvidas do you guys plan to allow Bulk Added Tags to trigger automations?
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Tyler Yanta
Hopefully whatever you enable on the platform is also surfaced to WP Fusion who already has an existing integration with you: https://wpfusion.com/documentation/installation-guides/how-to-connect-mailpoet-to-wordpress/
Ján Mikláš
Hey everyone. I'm happy to share, that we launched Automation Analytics, to better evaluate performance of your automations.
You can read more about them on our blog - https://www.mailpoet.com/blog/automation-analytics-email-marketing-intelligence/
In the upcoming months, you can expect more triggers and conditional step to enable branching your automations. Enjoy!
Ivan Martinez
Ján Mikláš: Hi Jan, great last update on Automations with the IF/Else option, the plugin did a huge step. I would like to know where to publish new requests for automations, should we use this thread? For example, would be great on the Abandon Cart triggers be able to filter and use the IF/Else conditions based on cart amount. Thanks keep pushing!
Ján Mikláš
Ivan Martinez: we do plan to release a couple more improvement before we remove the "beta" badge, at which point I'll close this request so we can better track each individual automation-related request separately. Feel free to already create a new request for cart amount filter (I'll share, that this is on our roadmap, hopefully by the end of this year, but likely only after out-of-beta).
Jonas Höglund
Ján Mikláš could you please also update the documentation as it's not always obvious how different triggers work
Tautvidas
Hello Jonas Höglund: thank you for the feedback! Do you by any chance recall one or two example triggers that weren't clear?
It would help further inform our approach.
Jonas Höglund
Tautvidas number of clicks could be "number of clicked links".
But I think the list is updated since my complaint so it's more obvious now
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Anthony Boes
I would like to be able to duplicate or export my automations. I have some very long automations that I don't want to have to recreate for slight changes or to export to a different site.
Jonas Höglund
Anthony Boes exactly that
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Lee Busch
Anthony Boes yes. We need the ability to 1) clone an automation, including the emails within it. 2) open any email in an automation and make it a template for re-use. 3) save out and import automations and templates within the Automations edit experience, just as we can save and import emails in other areas of the app. This is functionality that should be carried over from the core features.
Alicja
As a user I would like to be able to schedule e-mail like "2 days", "1 hour" before custom set date (like date of webinar or date of end of sale). Right now the only possible schedule is "after" some trigger, as a user I need to schedule "before" some trigger (custom date)
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Carlos Divas
Hey! Is is possible to store these automations by custom folders? This should be in addition to the current All, Active, Draft, inactive tabs.
The idea is to simplify and help us find different automations faster.
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Carlos Divas
Hey! the automations are looking great, they are going to be a game changer for MailPoet definitely! I understand they are beta and still in development, here are some thoughts:
Option to stop automations for a user either manually, or from another automation
So imagine a prospect is getting their drip feed emails, and then they buy in the middle of it. They should not get the rest of the emails, as there might be some discounts that do not apply anymore. The same for Cart abandonment drip feeds, if they buy before the Drip Feed ends they should be removed.
Any thoughts?
Tautvidas
Hi Carlos Divas, thanks for the feedback, we really appreciate it!
Yes, this is planned! As a next major upgrade we plan to start working on supporting conditional logic branching in automations. This would enable customers to exit the drip campaign early if they've completed a purchase, and not get any subsequent emails. E.g. after sending the first email the system could check if the customer purchased any/specific product, stop the automation if they did, or send a follow-up email if they didn't.
Would that fit your needs?
Unfortunately, I don't yet have an ETA, but we're currently getting close to releasing trigger filters, which will enable you to run campaigns for first time or repeat customers, and will explore branching next.
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Carlos Divas
Tautvidas: Hey! Thank for the reply. This sounds amazing and exciting. Knowing this is planned makes it cool, even if there is no ETA yet.
I think it does fits my needs yes, at least partially.
In the plan you got, what conditions have you thought about exploring in the initial stages? I ask because it would be great if those conditional branches are able to check if the user has another automation in the processing stage. For example, the user has joined the Prospects automation feed, then buys the service in question and starts the Onboarding automation feed. At this stage, he should not get any remaining Prospects feed emails, as it is not required anymore. Hope this is included hehe.
I would even take it one step further and allow admins to manually terminate an automation for a specific client.... but this can wait a bit longer haha.
Thank you!
Ivan Martinez
Tautvidas: Hi! Do you have now more clear ETA for conditional logic? I think its the only thing that its missing on automations to start a robust tool and start working more in advance with it. Good job!
Ján Mikláš
Ivan Martinez: we aim for October-November.
Tautvidas
Hello folks, thank you all for your helpful and insightful feedback - we really appreciate it!
I wanted to share a quick update on new Automations features that the team worked hard to release in the last few months.
* You can now use new actions to better tailor automations to your use case: Add/remove subscriber tags, add/remove subscribers to and from lists, update subscribers' custom fields or unsubscribe them. E.g. you can tag contacts who completed the Welcome drip campaign.
* You can now send follow-up emails and flows to customers as their order status changes, e.g. if the order had been canceled
* You can now choose whether the automation will be triggered once for a user, or every time a trigger happens. This way you can send a Welcome drip sequence every time they resubscribe.
We're excited to see the new capabilities help augment your email marketing strategy, and if you have any feedback - we'd love to hear from you!
Ivan Martinez
Tautvidas: Great Tautvidas, we see how slowly the automations are becoming more useful, keep pushing! there are some really needed, abandoned cart trigger, conditionals to create different routes on the automations, etc ,etc. Thanks!
Tautvidas
Hey Ivan Martinez: Thanks for highlighting these! The abandoned cart trigger, trigger filters and an action to send an email notification to the admin are coming soon.
Conditionals are planned, but we don't yet have a more detailed update.
Ivan Martinez
Tautvidas: Without having any idea of development here, maybe its easiest to have a condition just for checking if an user belong to a segment, so we can use segments to do all the conditions we need to be used and then the user will be there or not, (for example users with 1 order -> Segment 1 order group) and the automations will only check that... just idea :). Thanks for the update :)
Benjamin Ballinger
Tautvidas: I am confused—I could already assign a tag to a subscriber after a welcome series simply by having the tag wait for the series to be over to be applied. Same for choosing to trigger automation once or every time—this was already present in the plugin prior to the update. So what exactly has been gained functionality-wise with this update related to automations?
I really wish you guys would stop focusing on Woo Commerce at the expense of basic functionality. Not being able to create even simple split-path automations, or have triggers based on their behavior is a huge issue, and its frustrating because those feature requests have huge amount of votes, while you guys seem to be focusing on Woo Commerce stuff with much smaller pool of interested users.
Are you a wordpress email platform, or a woocommerce mail platform? Because you guys seem to be prioritizing the latter at the expense of the former. I have a whole automated marketing strategy that i can't implement because I didn't realize when I signed up that MP can't do 90% of the stuff that other email marketing services can do—even though you guys have been in development for several years now. If it wasn't so time consuming to switch services I would just go to something else, but since I do my own development it's a PITA. It would be worth waiting if it seemed like this functionality was in the near future, but it seems like its not your priority at all, and you're focused on this WC stuff that is completely irrelevant to a portion of your users.
Alicja
Tautvidas: Thank you, automations are really working great! The only thing is missing for me, is adding a possibility to schedule e-mails up to some specific date (eg. my end of sale date is end of july, I would like to schedule automated e-mails week before end of sale, two days before end of sale etc.) Is it possible to be implemented as automation enchance?
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Lee Busch
Tautvidas What is the point of adding or removing a Tag via an automation, or adding someone to a List via an automation, if other automations won't trigger on those Tags or List adds? When will Mailpoet respond correctly to added Tags on EXISTING subscribers, not just new subscribers?
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Lee Busch
Benjamin Ballinger Completely agree.
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