Workflows / Automations

Workflows and automations are interchangeably used across many tools. They mostly refer to the same thing.

Automation is a sequence of processes that can be automatically triggered to perform specific customer-related tasks. For example, you can use automation to send customers a series of onboarding emails, update their attributes based on data changes, and send them happy SMS or appointment reminders.

(An automation can be used to create an email series. After all, an email series is just a sequence of processes. However, automations can do more than just send emails or other forms of messages. At Engage, you can use automation to add or remove customers from lists, update their attributes, call a webhook and do many other things).

Other definitions
Kiss Flow

A Workflow is a sequence of tasks that processes a set of data. Workflows occur across every kind of business and industry. Anytime data is passed between humans and/or systems, a workflow is created. Workflows are the paths that describe how something goes from being undone to done, or raw to processed.

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Slick Text

Workflows are automated sequences that provide personalized messaging for leads and customers based on their behavior. Workflows are the pure definition of marketing automation and can be used to create everything from e-commerce abandoned cart sequences to SMS chatbots for lead nurturing.

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Mail Chimp

Email automation is a way to create emails that reach the right people with the right message at the right moment—without doing the work every time, sending automated messages leveraging a marketing automation tool.

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Send Grid

Automated email, also referred to as triggered email or behavior-driven email, is any message automatically sent from your email service provider (ESP) in direct response to an individual user’s specific actions made (or not made) on your website or web app.

Automated email allows you to send real-time, one-to-one messages that strengthen customer engagement, retention, and loyalty.

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