Introduction
Workflows are the backbone of automating your eCommerce communication. They enable you to set up a series of automated actions and messages, freeing up your time for other important tasks. This guide walks you through the step-by-step process of creating a workflow in Spur.
Why Are Workflows Important?
Workflows help in streamlining communication, increasing sales, and reducing average response time. By setting up a workflow, you're essentially automating a part of your business that would otherwise demand significant manual effort.
Getting Started: Accessing the Workflow Section
Log in to your Spur Dashboard: Navigate to Spur's login page and enter your credentials.
Go to 'Automations': Once logged in, click on the 'Automations' tab in the side menu.
Creating a New Workflow
Step 1: Click 'New Workflow'
Once you're in the 'Automations' section, click on the 'New Workflow' button to begin creating your workflow.
Step 2: Name Your Workflow
It's important to give your workflow a meaningful name so you can easily identify its purpose later on.
Step 3: Choose the Trigger Event
Select the event that will trigger this workflow. It could be a new message, a product purchase, or other customer actions.
Step 4: Add Actions
After setting the trigger, you can add actions that the workflow will execute. Actions could be sending a message, updating a database, or adding a tag to a contact.
Step 5: Test the Workflow
Before finalizing, run a test to make sure everything works as intended. Spur allows you to simulate the workflow for verification.
Step 6: Save and Activate
Once you are satisfied with your workflow, click 'Save' and toggle the activation switch to 'On'.
Best Practices
Use Descriptive Names: The more descriptive the name, the easier it will be to identify the workflow later.
Test Thoroughly: Always test the workflow with various scenarios to ensure it performs as expected.
Monitor and Update: Keep an eye on the performance metrics of your workflow and update it as needed.
FAQ
Can I Edit a Workflow After Activation?
Yes, you can edit a workflow even after it's activated, but ensure you test it again after making changes.
How Many Workflows Can I Create?
The number of workflows you can create depends on your subscription plan.
Disclaimer
While workflows are designed to run smoothly, technical glitches can occur. If your workflow isn't functioning as expected, we are just an intercom conversation away for immediate assistance.
Conclusion
Creating workflows in Spur is a straightforward process that can significantly enhance your eCommerce communication. Workflows not only help in automating repetitive tasks but also ensure that your business remains agile and responsive to customer actions.