Overview
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Last updated
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Satisfi Lab's automation feature helps you streamline your communications and makes sure your contacts get the right message, over the right channel, at the right time.
Choose from pre-set automation templates with defined triggers and timelines, fully customize your workflow, or start from scratch.
The workflow builder gives you the freedom to bring your marketing funnel to life.
You can build custom scenarios to send reminders to customers and prospects and communicate with them more effectively.
Set up a series of targeted emails and SMS based on your contacts’ behavior.
You can go even further by using on-site events to customize your communications.
You can then start your workflows with a page visit.
For example, if a contact has visited a product in the “Shoes” category of your ecommerce website, you can add them to the “Interested in Shoes” list and then send them targeted newsletters or promotions a few days after their page visit. All you have to do is integrate your ecommerce store, it only takes a few minutes.
You can obtain in-depth insights of your journeys, so that you can analyze what went right and where you can make improvements. These insights provide you with all the intricacies of your journey process.
These are the journey metrics in Overview:
Entered
The number of contacts that entered your journey process.
Re-Entered
The number of contacts that re-entered the journey process. This is applicable when a re-entry criterion is applied when creating the journey process.
Exit
The number of contacts who exited your journey process.
Active
The contacts that are still active in the journey process.
Conversion and Conversion Rate
The number of contacts that were converted and the total conversion rate.
Along with these metrics, you can also see the split-up of the contacts in your journey by the blocks (in the image above).
You can filter your recipients based on the journey blocks and view their activity.
Search for their email address and phone number.
View their entry time into the journey.
View the sent, reach, number of engaged users, and engagement rate of every individual email in the journey.
You can find these details about all the send email blocks used in the journey using: a) The subject lines of the emails in the journey. | b) The sequence IDs, and search using them.
Under Action adjacent to the specific email, you can view the report of the specific email in the Journey process, and also view the Email in flesh, as your recipients would have viewed it. To do this:
Click settings under Action.
Click Report.
Under Download Report, choose a format. Your Email journey report will be downloaded.
For SMS campaigns in the journey, you can view details like sequence ID, sent, reach of the SMS (number of contacts), users who engaged, and engagement rate.
For Web push notifications in the journey, you can view details like sequence ID, sent, and delivered.
For WhatsApp you can see details like Sequence ID, sent reach, engaged users, engagement rate.
You can view the detailed report for that Notification by clicking on the report on the action block on the right where you can see details like no. of users who have engaged, engagement rate along with Sent, Delivered, read, Clicked, Replied Failed and Skipped counts and percentages.
In this report below you can view the contacts activity where you can navigate to All, Clicked, Replied, Failed, Skipped tabs to know in details pertaining to each contact.
