Setting automations for your offer

This guide will show you how to set the optin, abandoned cart, purchase, and other automations for your offer.

You can use automations whether or not an OfferStack is enabled on your offer. Configuring opt-in, abandoned cart, purchase, and other automations for your offers is essential for efficient marketing and customer engagement. 

 

🎬  Helpful video: This helpful video contains information relevant to this guide. 

 


How to create a new automation

 

📑  Note: In this example, we demonstrate the process using ActiveCampaign as the email platform. If you're using a different platform, it may look different.

 

The key automations to set up are the Optin (available in both Optin and Evergreen OfferStacks), Abandoned Cart, and Purchase tags. These automations are easily accessible and listed on your Automations page. If you wish to add additional automations for Bonuses, Upsells, Bumps, or to cancel Subscriptions, you can click on Click here to create a custom automation for those extra options. 

 

    1. Head to the OfferStack tab of your Offer, and under Automations, choose the automation you want to create.
    2. Select the Destination from the dropdown list. You can choose the relevant one if you have multiple platforms integrated with Voma. You can also select Voma if you want to manage content access or add leads to an Offer within Voma.
    3. Specify the Action to take when the automation is triggered.

      Example: When the Destination is set to ActiveCampaign:

       

    4. After selecting the Action, choose the Tag you wish to add to someone or the List you want to add someone to if your destination is set to ActiveCampaign. Then, click Create.

📑  Note: You can create new tags in Voma on the fly without having to log into ActiveCampaign.


Your automation will now be listed on your Automations page.

 

🔗  Follow this link for detailed guides on the different platforms Voma integrates with. 

 


 

❔  If you have any questions, please let us know at help@voma.ai or in our live chat at the bottom right of your screen.