An Overview Of Workflow Automation Technology



E-commerce is experiencing rapid growth across the globe. According to a PwC research, the online shopping industry is pegged to reach $4 Trillion in yearly GMV by 2020.

Online businesses now need robust tools and technologies which can help them scale their hyper-growth efforts with an unprecedented agility.

In a multi-channel world where the customer is king, e-commerce merchants aim to provide their customer with an unparalleled, seamless shopping experience.

To be able to do this, marketers need to have a controlled, structured and methodical flow to engage customers across various touchpoints.

They need to set-up campaigns that target customers across their entire lifecycle to truly maximize lifetime value. They need to know exactly where a prospect is in their funnel, and how to drive them further down the conversion path.

Most importantly, they need to target customers at their exact moments of influence.

With tools like Betaout Workflow Automation, this has been made entirely possible.

In this article, we’ll dive deep into the what, why and the hows of this nascent technology.

  • What is Workflow Automation?


Workflow Automation is a drag-n-drop multi-channel marketing workflow builder which lets you set-up and automate customer lifecycle campaigns from a single dashboard.

Workflow Automation

Using the tool, e-commerce marketers can get a complete visualization of how they engage users at various touchpoints, automate end-to-end customer lifecycle marketing, design cross-channel communication workflows and much more.

Marketers can now design and create highly-targeted campaigns that take care of their customer engagement across every channel so that more time is spent analyzing performance and making refinements.

Channel Availability For Workflow Automation



Browser Push

Mobile Push


Cart Recovery







Workflow Automation allows you to run all aspects of your marketing strategy with ease, from the first welcome notification to complex multi-step campaigns – resulting in increased acquisition, engagement and retention for your business.

Cross-channel engagement campaigns could range from:

  1. Rolling out an onboarding plan for new users across multiple engagement channels and much more.

  2. Designing a timely-triggered drip to automate renewals for your e-commerce store’s exclusive membership buyers.

  3. Setting-up re-activation campaigns for users who haven’t used your mobile app since last 30 days.

  4. Automate retrieval of dropped carts on your e-commerce store with multi-channel drip campaign.

  5. Send an automated campaign to collect post-purchase feedback from customers.

We’ll discuss some of these use-cases in detail in the latter half of this post.

Designing an engagement campaign in Workflow Automation is as simple as drawing on a whiteboard.

Marketers can simply drag-and-drop to easily create a flowchart according to the business logic and use case they need to implement.

And then, set rules and define the course of action to be taken when specific rules and relevant conditions are met. Here’s an example flow of a multi-channel cart recovery automation campaign:

Workflow Automation

Get Detailed Stepwise Analytics At Your Fingertips

And it isn’t just about a nice visual designer, Workflow Automation makes your marketing analytics real-time and visual as well.

Once activated, here’s a glimpse of how the stats for your journeys are presented – LIVE, real-time and visual!

Workflow Automation

You get detailed analytics on how many users entered, exited and completed a workflow at a single glance. Easily gauge the distribution of users at various steps of the automation.

Business-level Benefits Of Workflow Automation

The number of possibilities to create an impact on your business using Workflow Automation are limitless. Following are some of the key high-level benefits you can gain by using the functionality for your business:

  1. Easy To Implement With Simple Drag-And-Drop: Workflow Automation eases up the process of creation and implementation of your customer engagement campaigns with simple drag-and-drop. Using the tool, you can create a marketing workflow as quick as under two minutes.

  2. Save Time & Efforts On Manual Intervention: By automating repeatable tasks and creating recurring drip campaigns, you can save the time and effort which is usually spent on the set-up and configure. Boost your marketing team’s productivity to focus on high-priority tasks instead.

  3. Visualize Your Customers’ Journey Across Touchpoints: With an intuitive interface which is as easy as creating a flowchart, you can truly visualize your user’s journey across their entire lifecycle, and how you analyze various metrics once the campaign plan is rolled out for your users.

  4. Use A Combination Of Channels To Target Customers: Availability of multiple channels in Workflow Automation allow you to design cross-channel communication workflows to engage your users at their moments of influence or intent. Targeting customers across multiple channels help you boost both engagement and conversions.

  5. Set-up Engagement Campaigns At Scale: Workflow Automation makes it easy to set up engagement campaigns at scale whether you’re targeting a single customer, or more than a million. Big data capability allows you to process large sets of data, with an agility your business needs.

This is our first post in the series of articles on Workflow Automation. In the next post, we dive deep into the Betaout tool from the perspective of a user to help you on-board quickly and familiarize with all the functionalities.