This guide will walk you through setting up various automations for your Voma offer, including opt-in, purchase, abandoned cart, payment, LMS login & progress, and more.
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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How to set automations within your offer
How to set payment automations
More about automations
In Voma, you can implement a variety of automations to streamline your workflow, marketing, and customer experience. For example, you can set up automations to grant content access upon a product purchase (as well as order bumps, upsells and bonuses) or to tag customers if they abandon their cart. Additionally, you can configure automations for opt-ins that activate when someone fills out your opt-in form, and get notified when someone cancels their subscription.
You can also create automations for payment processes and monitor LMS logins and progress within courses or digital products.
How to set automations within your offer
Each platform that you integrate with Voma has its own features regarding what happens when an automation is fired. You can explore the different platform features here.
The type of automation determines what will trigger the automation to fire.
- Optin: Triggered when someone submits your opt-in 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
- Go to the OfferStack tab of your Offer, and under Automations, choose the automation you want to create.
- 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. Also 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.
📑 Notes:
- Each platform has its own features regarding what happens when an automation is fired. You can explore the different platform features here.
- You can use automations whether or not an OfferStack is enabled on your offer.
How to set payment automations
- Go to your Offer and scroll down to the Payment Options section on the Product & Pricing tab.
- Click the three ellipses at the end of your Payment Option and select Automations.
- Next, click on Create an Automation to set up an automation that triggers when someone uses this payment option to buy your main product.
- Customize your automation by selecting your Destination and Action, and providing any additional details required by your platform. Then click Create. (Each platform has its own features regarding what happens when an automation is fired. You can explore the different platform features here.)
- If you have multiple payment options, you can set up automations for each one by repeating these steps. You can also set multiple automations per payment option.
How to set LMS automations
Tracking when a user first logs into your LMS or completes a lesson helps you monitor their progress and engagement. This data lets you provide timely support if they need it, celebrate their achievements to keep them motivated, and adjust your methods or processes based on their activity. It also helps you spot patterns or issues that might impact their success, enabling you to improve the overall experience.
Trigger an automation when a user logs in to the LMS for the first time
- Head over to your Settings tab and click on LMS.
- Scroll down to LMS Automations and click on Create an automation to trigger an automation when a user logs in to the LMS for the first time.
- Customize your automation by selecting your Destination and Action, and providing any additional details required by your platform. Then click Create. (Each platform has its own features regarding what happens when an automation is fired. You can explore the different platform features here.)
- You can set multiple automations which will be triggered when a user logs in to the LMS for the first time by repeating the steps above.
Trigger an automation when a user completes a lesson
- Head over to your Products tab and select the product you want to set the automation/s for.
- Click on Content in your sidebar.
- Now click on the three ellipses at the end of the lesson you want to track progress for, and select Automations. This will allow you to set up an automation which will be triggered when a user completes this lesson.
- Customize your automation by selecting your Destination and Action, and providing any additional details required by your platform. Then click Create. (Each platform has its own features regarding what happens when an automation is fired. You can explore the different platform features here.)
- If you want to track progress for multiple lessons, you can set up automations for each one by repeating the steps above. You can also set multiple automations per lesson.
❔ 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.