Setting automations for your offer

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

Configuring automations for your offer is essential for efficient marketing and customer engagement. Voma integrates with various platforms, each with its own options and features. This guide shows you where and how to set these automations. 

 

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More about automations

How to create an automation

 

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

 


More about automations

You can create various types of automations for your offer. Examples include an automation that grants access when someone purchases a product, or one that adds a tag when someone abandons their cart.

The type of automation determines what will trigger the automation to fire:

  • Optin: Triggered when someone submits your optin form
  • Abandon Cart: Triggered when someone abandons the cart
  • Purchase: Triggered when someone purchases the main product
  • Bonuses: Triggered when someone receives a bonus
  • Upsell: Triggered when someone purchases the upsell
  • Bump: Triggered when someone purchases the order bump
  • Cancel main product subscription: Triggered when someone cancels their subscription for the main product, if the main product is a subscription
  • Cancel upsell subscription: Triggered when someone cancels their subscription for the upsell, if the upsell is a subscription

Each platform has its own features regarding what happens when an automation is fired. You can explore the different platform features here.

 


How to create an automation

    1. Go to the OfferStack tab of your Offer, and under Automations, choose the automation you want to create. 
    2. Select the Destination (the relevant platform you've integrated with Voma) from the dropdown list. 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 and complete any further details required for your platform. Then, click Create.
       

Your automation will now be listed on your Automations page.

📑  Note: You can use automations whether or not an OfferStack is enabled on your offer. 

🔗  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.