Autonami and Woofunnels

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WooFunnels - Create Your First Funnel with Built-In Templates

A sales funnel starts with the landing page or the sales page. The goal of the sales page is to convince users to click on the button and make payment at checkout. It makes a strong case for the product. With testimonials, images of the product, video, guarantee, it gives users all the information they need to convert in one place. Let's learn how you can create a new funnel with built-in templates: Step 1: Add a new funnel Go to WooFunnels ⇨ Funnels and you will see the option to 'Add Ne...

WooFunnels - Create Your First Funnel from Scratch

In this section, we will learn how to create your funnel from scratch and without using any of our pre-built templates. Step 1: Add a new funnel Go to Funnels and click on 'Add New'. Enter the name of your funnel and click on Add. Step 2: Choose the 'Start from Scratch' option On clicking add new, you'll see a bunch of sales funnel templates. Pick the first option i.e. Start from scratch. Step 3: Add a new step Click on the Add New Step button to add a step on your funnel i.e....

WooFunnels - Rule Engine

You can customize your offers and pages based on smart rules in the Funnel Builder. In this documentation, you'll get to know about the different rule engines you can implement within your WooCommerce store. How to show different Order Bumps? You can set specific rules to trigger the order bumps on the checkout page itself. Select specific rules, set AND/OR conditions, and so much more to present your order bumps to your users. How to show different Upsell offers? You can set dif...

WooFunnels - Introduction to Different Flows

In this documentation, you'll learn about two user flows associated with the Funnel Builder. Landing Page Flow This is a typical flow where you have created a product-specific landing page and other components. In this flow, the user goes through a landing/opt-in page to checkout (with specific products) to the offer page, and finally, to a thank you page. This is a linear flow specific to a product-based funnel process. Typically, there is a Facebook or email campaign involved here, wh...

Adding New Contacts

Step 1: Go to the Contacts tab in Autonami Here, click on Add New. Step 2: Enter the contact-related details - Email (mandatory) - Phone - First Name - Last Name - Add Tags - Add to Lists Check the box if you want this contact to subscribe for promotional marketing emails or SMSs. Once done, click on Add to create your contact. This is how their profile will appear.

Managing Lists and Tags

You can segment your contacts into lists and tags as well. In this documentation, you'll learn how to manage Lists and Tags in Autonami. Let's go through them one by one. Lists Lists are somewhat broader segments as compared to tags. You can create a list and add contacts to that list. You can then broadcast or set up automations to this list with a few simple clicks. Go to Contacts ⇨ Lists Here, you'll be able to see all the lists that you have already created in Autonami. Creating a...

How to Use a Saved Template?

You can use your saved email template when creating Automations, Broadcasts, and Forms in Autonami. Using a template within Automation When creating a send email action within automation, you can click on My Templates to use your saved templates. You'll be able to see different saved templates. Click on Apply next to the template you want to import. Now, you can use this template to set your automation. Using a template within Broadcasts When composing your email on the Content ste...

Import Contacts from CSV

You can import contacts to Autonami from a CSV file. Here's how you can do that: Step 1: Prepare your CSV Please take a note of following points when preparing your CSV to import: - Ensure the Email field is present in your CSV file. Also, check that contacts have a valid email format. - If the Country field is there, please ensure it's in 2-digit ISO Code format. - If there is a Date field present, it should be in the YYYY-MM-DD format. Step 2: Go to the Contacts tab in Aut...

Creating Audiences

Audiences can be created in Autonami to help you save time. You can use multiple filters to define your audience to use them without having to set them again and again. For example, if you want to select all the customers who have purchased the “printed coffee mug” in California, then you’ve to make use of two filters. 1. Contacts who purchased the printed coffee mug 2. Their Geographical location was California Whenever you want to reach out to them using broadcasts, you will not have to ...

How to Delete an Audience

How to Delete an Audience? To delete an audience, go to Audiences. Now, click on the Action button and hit Delete. It’ll ask for your confirmation to delete this audience. Clicking on confirm will delete your audience permanently.

Adding Field Groups

A field group is a category where you can categorize your custom fields. You can easily access your information by going into a particular field group. To create a new field group, click on Add Field Group. Enter the name of your field group. Once done, click on Add. Your field group will start showing. You can now add fields under your new field group for categorization. This is how you can create a new field group.

Adding Fields

Go to Contacts ⇨ Fields and you'll be able to see all the fields that you created in Autonami here. You can even change the position of these attributes by dragging and dropping them around. Changing the field positions lets you see your contact's profile in the very same order. As you drag and drop them, Autonami will automatically save the order of your attribute. Furthermore, you have the option of creating new fields, tags, and lists right from here based on your usage. If you want to c...

Three Ways to Build an Email

Autonami provides you three ways to build an email. Based on your preference, you can choose any of them and design converting emails. - Text: Plain text-based emails. - HTML: You can copy and paste the code of the HTML email that you've constructed elsewhere. - Drag and Drop Builder: Design emails using our flexible drag and drop email builder. You can add blocks of images, products, heading, text, buttons, and more to design your email from scratch. Text-based Email This is th...

Setting up your First Automation

Step 1: Go to Campaigns ⇨ Automations in Autonami Step 2: Click on Add New Automation Step 3: Enter your automation title Then, click on Add. Step 4: Assign a trigger It'll show you the following screen. The title you have entered will come under All Automations. You'll be shown with a Start When box where you can select an action to trigger your automation. Now, select your trigger You'll get the option of selecting the plugin and then choosing the corresponding event. He...

Import an Automation

Autonami can import an automation using a .json file. In this documentation, we’ll look at how you can import an automation in Autonami. Step 1: Go to Automations In Autonami, go to Campaigns ⇨ Automations. Then, click on Import. Step 2: Upload the JSON file here Either upload the JSON file or drag and drop the file from your system here. Step 3: Your automation will successfully import As you upload the file, it will automatically import the automation. You can view your au...

How to Create a Template

Templates are a great way to build an efficient email workflow. You can save your email as a template and use it over and over again, with minimal customization needed. These templates can be used directly when designing a Broadcast, Automations, or Forms (when lead notifications are enabled). This comes in handy especially when you are creating an email Broadcast campaign with very little time to spare. How to Create a Template? Let’s see how you can create these templates in Autonami: ...

Automation - Execution Priority

Autonami uses queue scheduling (https://buildwoofunnels.com/docs/autonami-2/getting-started/performance/) to put all the tasks in a queue. Imagine there are two tasks - one with a high priority and the other with a low priority. Here, the scheduler will pick up the task of high priority to run first because it's marked as High Priority. If there are fewer tasks on the queue, then the execution priority doesn't matter. These all tasks will get executed. But if there are thousands of tasks on yo...

Automation - Mark Emails/SMS as Promotional

Autonami lets you create automated workflows where you get an option to mark your emails/SMSs as promotional. Let’s suppose you want to send promotional emails or SMS to people subscribing through your opt-in form. Set up an event - Form Submits. Add a direct action - Send Email and create your email body content. Scroll down and you’ll see the settings - Mark as Promotional. This is how you can set up automated workflows for your promotional campaigns. Note: If you mark your emails/SMS...

Automation - Personalization using Merge Tags

When you’re setting an automation, Autonami helps you personalize your emails/SMS using merge tags. You can use as many of these tags as you wish while composing your messages. It is even possible to create personalized coupons to incentivize purchases. Composing Personalized Messages Step 1: Select a trigger and then select an action You can choose from various triggers such as cart abandonment, purchases made, added a new contact, etc. The action following the event could be to send...

Autonami Actions

Actions are the series of processes that you can perform when an event gets triggered. In this documentation, you'll learn about actions that you can define within your workflow. Here are the core actions associated with Autonami: - Create contact - Creates a new contact in Autonami - Update Fields - Updates the fields of your contact. - Add tags - Add tags to a contact - Add contact note - Add a note to a contact - Remove tags - Remove tags from a contact - Add contact to a lis...

Automation - Setting Delays

You don’t want to bombard your user two minutes after they’ve left the checkout page or as soon as they've signed up. Therefore, Delay comes as a great feature in creating email sequences. Please note that all the delays are considered with respect to the start of the automation. Here’s how you can set delays while creating automation in Autonami. Step 1: Go to Add Action and then select Send Email, scroll down and you’ll see the section - Delay. Click on Change to modify the delay from its d...

Automation - Conditions

You can specify rules when setting up conditional actions in automations. The actions here will be performed only if the specified condition holds true. You can think of an If/Then/Else rule condition. To select the condition, click on the green (+) button under your event. Then, click on Conditional Action. Now, define the condition you want. Here we have selected the Lists under Segments. Now, select the particular list. Once you've selected your condition, define an action to be perf...

Creating a Form to Integrate With Your Automation

Autonami integrates perfectly with WP Forms. Let’s now consider a scenario that when someone submits a form and picks a specific option, we will send them a follow-up email. So if they choose “yes” for the question - ‘Are you interested in the product?” - then send an email informing them more about it. Here’s how to build this automation: Step 1: Create a new form using WP Forms Click on the ‘Add New’ option under ‘WP Forms’. Once you hit the ‘Add New’ button, the WP Form interfac...