If you're using Facebook integration, setting up a workflow can make your marketing efforts smoother. This article will guide you through creating a simple one.
Beforeyou begin, make sure you're familiar with creating workflows. We recommend checking out this guide first.
Simple Re-marketing with Facebook Audience
This workflow example helps manage your Facebook Audience by adding or removing contacts based on their purchase activity on CendynCRM. It also sends emails to contacts who haven't made a purchase after a certain period.
Step 1. Start by adding a segment of contacts you want to target. For example, those created yesterday who haven't made purchases yet.
Step 2. Drag the "Facebook Audience" option into your workflow.
In the pop-up, Choose "add contacts," your Facebook Ads account, and the specific Facebook Audience you want to receive the contacts in.
Step 3. Add a wait period using the "Wait time" button to allow time for actions to take effect.
Step 4. Add an "If/Else" option to check if contacts have made a purchase. Create or select a segment of contacts with a booking.
Step 5. If contacts have made a purchase (branch "Yes"), use the "Facebook Audience" option to remove them from the audience. This ensures they don't get unnecessary communications via Facebook.
Step 6. For contacts who haven't made a purchase (branch "No"), insert another wait period. Then, like we did before, use the "Facebook Audience" option to remove them from the audience.
In this example, we'll stop sending them Facebook communications and instead, we'll send them an email through CendynCRM.
Step 7. Add another wait period, then use the "Send Message" option, to email contacts from the segment "Has booking?" that haven't made a purchase.
Step 6. Finish the workflow, by dragging the "Finish" button at the end of each branch.
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