Automations
in progress
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).
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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.
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?
Benjamin Ballinger
Definitely need triggers based on other stuff besides adding as a user or subscribing to a list. Segments and tags being obvious, huge ones.
Right now I have a flow where someone opts into a 7 day course, after which, they are tagged with "course completed" and then added to my newsletter list automatically in a segment named "course completed".
The goal would be to set up another automation that is triggered by when someone is tagged with "course completed"—to then be automatically added to a new drip series for selling a tripwire product. Right now there's no way to accomplish this that I can figure out.
Segments and tags seem completely useless as they currently stand for automation purposes.
Tautvidas
Hi Benjamin Ballinger: thank you for sharing, your feedback is really helpful to hear!
Recently the team added the ability to add/remove subscriber tags in Automations, so I hope these would help with any manual sends or segmentation in the meantime.
We'll consider exploring adding/removing tags triggering automations in latter phases. At the moment the team is focusing on expanding trigger filters, such as whether or not a contact is part of a segment.
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Ryan Murphy
Is the end result of this feature supposed to mimic what ShopMagic does? I use that for my transactional emails and would prefer to have it handled in Mailpoet since that's where I have all my marketing emails come from.
Tautvidas
Hello Ryan Murphy, yes, it does indeed appear that the end result MailPoet is building will offer tools for similar email marketing strategies to grow your store that ShopMagic does.
What types of transactional emails do you currently use? Or do you focus more on customizing the transactional email content?
The additional context would help inform which options we focus on first.
We have recently launched personalized discount coupons, and are currently focusing on enabling post-purchase and abandoned cart sequences, with more key options like review requests and upsells following next.
Ivan Martinez
Hi! When is expected to add some Conditions on the automations, category bought, product, LTV, etc. Having actions without conditions its difficutl to find uses cases for testing. Its good to add tags, change subscribers info but all these actions are based on conditions... Thanks!
Tautvidas
Ivan Martinez: Hi Ivan, thank you for your feedback!
We're currently working on expanding the set of ecommerce triggers, e.g. product purchases, and some may include conditional trigger filters.
To help us better understand your needs, could you please share one or two examples of what business outcomes you would like to achieve with conditions in your business?
Ivan Martinez
Tautvidas: For example:
Automation:
Trigger: User go to subscriber list Woocommerce (when buy a product)
Condition: If ordered products categories is ANY on Category: "Juice"
Action: Assign Tag "Juice lover"
In combination with Latest post mails
Send newsletter with new products only in the Category Juice to the user with tags: Juicy lovers
Every 15 days.
Tautvidas
Ivan Martinez: Got it, thank you for sharing an example!
If I may rephrase, it sounds like you'd like to tag customers based on their interests (and the types of products they purchase), and then periodically share with them new arrivals based on their past purchases.
Does this sound like a fair rephrasing of what you had in mind?
Ivan Martinez
Tautvidas: Yes, for this quick example. But there are more tasks that can be implemented based on customer conditions, its like adding the Segmentation capabilities as a Condition criteria on the Automations.
Ivan Martinez
Tautvidas: Any update regarding automations soon? Also i forget to add that is critical to add the condition based on email actions. meaning if the email was open follow one path, if not follow a different path, basically customer journeys.
Tautvidas
Ivan Martinez: Hi Ivan, thanks for following up and sharing helpful feedback!
We're actively working on automations. Currently we're adding additional WooCommerce triggers like Abandoned cart, and the team will be looking next into filtering triggers based on customer properties - using options similar to what Subscriber Segments already offer.
Conditionals are on the roadmap as well, but will take a bit longer to get to, and will likely be preceded by a more detailed automations statistics view.
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Adrian
Great progress so far! Do you have any plans to add Goals (i.e., skip automation steps when an event occurs)?
Tautvidas
Adrian: Hello Adrian, we've explored goals, but don't yet have them in our near-term roadmap. Could you please a bit more details about your specific problem you're looking to solve with goals?
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Adrian
Tautvidas: Hi Tautvidas, an example would be an email sequence with a goal that triggers when a subscriber purchases a WooCommerce product, gets added to a list, or gets a tag applied.
If there are 3 emails in the sequence, and the subscriber completes the goal after the first email, then MailPoet would skip the remaining emails/steps in the sequence.
In this example, the subscriber would stop receiving irrelevant emails because they already took the desired action.
Tautvidas
Adrian: Thank you for sharing the additional context - early stoppage is a great use case!
We do indeed plan to look into Goals as part of the Automations roadmap, but it might happen in later phases. Currently, we're working on adding some of the other basics, like additional ecommerce triggers for Automations (e.g. abandoned cart or post-purchase), but are surely moving towards it.
When we know more - we'll be happy to share an update.
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