The Alerts Suite is comprised of three different types of campaigns: Low Inventory (sent when the quantity on hand drops below a threshold), Price Drop (when the price of an item drops more than a specified amount), and Back-in-Stock (when an item is restocked). Use Workflow to configure one or more of these campaigns.
Create an Alert Definition
Before you can create a workflow, you have to define how a contact becomes eligible for receiving the messages from the Alerts Suite. Two types of alerts can be configured: implicit - based on the behavior on your website, or explicit - based on signing-up for notifications.
The following alert types can be configured in your Alerts settings. You will select the type of workflow to create based on the alerts configured.
Cart Price Drop: Enters a contact into a workflow if a product in their cart decreases in price by your specified threshold.
Low Inventory Cart: Enters a contact into a workflow if a product has low inventory based on your threshold.
Product Browse Price Drop: Enters a contact into a workflow if a product they previously browsed has decreased in price by your specified threshold.
Product Browse Low Inventory: Enters a contact into a workflow if a product they previously browsed has low inventory based your specified threshold.
Product Browse Back In Stock: Enters a contact into a workflow if the product they previously browsed has come back in stock.
Back In Stock Sign Up: Enters a contact into the workflow if they fill out a form on the website to be notified when a product is back in stock.
Back In Stock Follow Up: Enters a contact into a workflow if the product has not come back in stock after a period of time. This alert is configured when setting up the Back In Stock alert.
Back In Stock Discontinued: Enters a contact into a workflow if the product has been discontinued based on the product information provided to Listrak. This alert is configured when setting up the Back In Stock alert.
1. Navigate to the channel picker by clicking on the Listrak logo
2. Select Workflow
Create a New Alerts Workflow
3. Click the New Workflow button
4. Select the specific type of workflow
5. Give your workflow a name
Adjusting the Entry Criteria
6. Click on the Alert Event in the workflow builder and select the merchant associated with the alert.
7. Select the alert definition from the alerts you have previously configured.
⚠️ A message will appear if no event has been configured.
8. Configure the re-entry rules and entry frequency based on your specific goals.
💡 Only allow a contact to enter the workflow once every X number of days to limit the number of emails they receive if they were browsing or adding a large number of products to their cart.
Configuring Exit Events
An exit event determines what must happen in order for a customer to exit a workflow. If no exit events are configured or customers do not take the specified action, they will naturally exit the workflow at the end of their path.
1. Select the exit at the bottom of the workflow
2. Select the desired event and then the merchant from the entry event
💡 Use the purchase event to remove contacts who purchase while in the workflow.
3. If desired, select Workflow to exit a customer out of the workflow if they enter another workflow
Configure the Flow
Now that you have determined how a customer becomes eligible to enter or exit the Workflow you can determine the experience they will have in the workflow by customizing paths based on past purchase history, messaging channel, and more.
Below are a few of the strategic considerations you may make when configuring your Alerts Workflow.
Include coupons in the message to incentivize a customer to make a purchase. Including coupons in Discontinued messages can provide a contact an incentive to purchase a different product.
Use wait steps to pause a contact before they receive additional messages.
To add an Email message, add the Email element onto the workflow canvas. When creating messages be sure to select the list associated with the campaign, such as the Alerts list, in the properties panel. You can include information about the product from the alert in the message.
To add an SMS message, drag the SMS element onto the workflow canvas. In the properties panel, select the shortcode. You can include information about the product from the alert in the message.
Learn more about the product information that can be inserted in a message.
Message Delivery Settings
When configuring an email or SMS message you can set adjust message delivery settings in the Properties Panel. Enabling this setting allows you to limit the time range for when a message is sent.
You can also enable Time Zone Optimization to adjust the time to a customer's location based on their IP address, if sending an email message, or the area code, for an SMS message.
Activating a Workflow
Once all messages have been created and the paths established, you are ready to activate the workflow so that contacts can start receiving the new path and messages.
To activate, select the Activate button in the top right corner.
Reminder: If replacing an existing Conductor conversation with Workflow be sure to terminate the existing conversation so that lapsed purchasers only receive one winback series.