Marketing automation is important for delivering personalized, timely, and data-driven communication.
Bunce is a data-driven automation platform that helps businesses engage customers through targeted messaging across email, SMS, WhatsApp, push & in-app notifications.
A key feature of our platform is automation workflows, which allow businesses to create personalized customer journeys based on customers’ actions, inactions, behaviors, and interactions.
Here is a list of everything you need to know about automation workflows in Bunce, including what they are, why they matter, how to set them up, and best practices for optimizing them.
What Are Automation Workflows in Bunce?
An automation workflow in Bunce is a series of predefined steps that automatically trigger messages or actions based on customer behaviors. These workflows help businesses nurture leads, onboard new customers, re-engage inactive users, and drive conversions without manual effort.
Key Components of Bunce Workflow:
1. Triggers – Define what starts the workflow such as a user signing up, making a purchase, entering or exiting a segment, or completing a deposit. Triggers can be based on customer actions, segment changes, or date-specific events.
2. Conversion goals – A predefined action you want a customer to take within a workflow. Once a customer completes the goal, they can exit the workflow or follow a different path based on your automation settings.
3. Actions – Decide what happens after the trigger is activated (e.g., send an email, sms, or WhatsApp message, add to a segment, notify a specific person).
4. Delays – Set time-based delays between actions for better pacing. Delays ensure that messages and actions are spaced out appropriately to create a natural and engaging customer experience.
5. Controls – Controls allow you to filter, prioritize, and regulate how and when actions occur within a workflow. There are different types of controls in Bunce- Conditions & multi-conditions, Transaction checks, Payment providers checks, and Go-to -steps. They help you create personalized paths based on user behavior.
6. Exit Rules – Specify conditions where users should leave the workflow (e.g., they complete a purchase).
Types of Automation Workflows you can build in Bunce
1. Welcome & Onboarding Sequences
When users sign up, send emails introducing them to your product, providing tutorials, and encouraging first-time usage.
2. Lead Nurturing & Drip Campaigns
Nurture potential customers who aren’t ready to convert yet by gradually educating them about your product or service.
3. Lifecycle campaigns
Send lifecycle emails and in-app messages based on user actions across their customer journey.
4. Transactional Emails
Keep customers informed about their transactions- receipts, password resets, OTPs and transaction status update.
5. Customer Retention & Win-Back Campaigns
Bring back inactive users with special incentives.
6. Cart Abandonment & Re-Engagement
Reduce lost revenue by reminding users to complete their purchases.
How to Set Up an Automation Workflow in Bunce
Step 1: Define Your Goal
Decide what you want to achieve—welcoming new users, onboarding new users, or increasing retention.
Step 2: Choose a Trigger
Select what initiates the workflow—event-based triggers (e.g., user signs up, makes a purchase, or is not signed in).
Step 3: Set Your Conversion Goal
Specify what success looks like for your automation (completing onboarding, making a purchase).
Step 4: Set Exit Conditions
Determine when a customer should exit the workflow (e.g., if they complete a purchase, they won’t receive additional reminders).
Step 5: Build the Workflow
Utilize Bunce’s workflow builder to create:
- Messages (email, SMS, push notifications).
- Delays (e.g., wait 3 days before sending a follow-up).
- Conditional Branching (e.g., if a user clicks an email, send a different message).
Step 6: Test & Launch
Preview and test your workflow before activating it.
Step 7: Monitor & Optimize
Track key metrics like open rates, conversions, and engagement, and make adjustments in real time as needed.
Automation workflows in Bunce allow businesses to connect with customers at the right time with the right message, improving engagement, conversions, and retention.
By setting clear goals, using smart segmentation, and continuously optimizing your workflows, you can build an effective automation strategy that drives results.
Would you like assistance in setting up a specific workflow for your business? Book a call here – https://bunce.so/talk-to-us