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How to Create an Automation Campaign
How to Create an Automation Campaign

Learn how to use Gameball Automation Campaigns to create workflows that will increase productivity and efficiency.

Ganna Adnan avatar
Written by Ganna Adnan
Updated over 8 months ago

Automated workflows streamline customer-business communications and activities. Gameball's automation engine offers a robust solution for creating pre-set actions triggered by specific events. Learn more about Automation Campaigns.

Creating an Automated Workflow:

There are several steps that we need to take to create an Automated workflow.

  • Create a new Automation Campaign:

    To Create a new Automation Campaign, you need to follow these steps:

    1. Go to Gameball Dashboard

    2. From the left bar, click on Automation, under Campaigns

    3. You will land on the page that displays all the previously configured and Live Automation

    4. Click Create Automation from the top right of the Automation section

    5. You will be taken to the automation engine, where you can create endless workflows.

  • Choose Your Audience and Set Entry Frequency and Exit Rule

    You can decide which of your customers this automation will apply to. You can also decide when a customer will exit this automation.

    To identify which of your customers are eligible to enter the automation:

    1. Click on Settings.

    2. Under Audience, Choose between:

      • All Customers

      • Guest Customer

      • Registered Customers

      • Specific Customer(choosing specific Segments, RFM Segments, Tags, or Customer Attributes)

    3. Setting Audience Entry Frequency: Determine how frequently customers can enter the automation.

      • Once (Default)

      • Every Time the Criteria Met

      • Custom Frequency

    4. To set an exit rule, click Add Rule under Exit Automation Rule.

      1. What is an Exit Rule?

        It is a condition or a set of conditions that, if met by a member of the audience, the automation will no longer be applied. For example, if a guest registers and becomes a registered customer, the automation events will no longer be applied to them.

        From the dropdown list, choose between:

        • Event: The customer will exit the automation when they complete a specified action. Learn how to use the event engine.

        • Profile Attribute: The customer will exit the automation when their profile has a specified type of info

How to Create an Automated Workflow:

Before diving into your first automated workflow, here's what you need to understand:

Automated workflows comprise three key elements: Triggers, Actions, and Controls.

  1. Triggers: A workflow always begins with a trigger initiated by the customer.

  2. Actions: These are the responses or actions you define when triggers are activated by the customer.

  3. Controls: Optionally, you can incorporate conditions before executing actions using controls.

Now, let's walk through the steps to build an automation:

  1. Name Your Workflow

    Start by giving your automation a distinct name to easily identify it on the dashboard.

  2. Choose a Trigger

    Select a trigger event to kickstart your automation. Triggers could include:

    • Account Created

    • Receive Event

    • Level Changed

    • Challenge Achieved

    • Segment Entered

    • Segment Exited

    • Tag Added

    • Tag Removed

    • Webhook Trigger

    • OnDate Trigger

    Simply drag and drop your preferred trigger from the list.

  3. Add Trigger Criteria

    Define specific criteria for the chosen trigger event. Click on the selected trigger and choose criteria from the dropdown list. Remember to save your selections. Learn more about Triggers and their criteria.

  4. Implement Control (Optional)

    At this stage, you have two choices:

    • Direct Action: Add an action to be executed immediately after the trigger is activated.

    • Control Mechanisms: Alternatively, you can use control mechanisms to manage the workflow before executing actions. Choose from:

      1. Wait for Event: Delay the next action until a specific event is completed by the customer.

      2. Time Delay: Introduce a waiting period before the next action is triggered.

      3. Conditional Split: Create divergent paths within the workflow based on different conditions.

      Learn how each of the three controls works.

  5. Take Action

    Actions are commands executed by Gameball when specific conditions are met within the workflow. These actions can be triggered when the workflow is initiated or when predetermined criteria are fulfilled.

    Here are examples of actions you can incorporate into your automated workflows:

    • Send Email

    • Send Mobile Push

    • Send Web Message

    • Reward a Coupon

    • Reward a Challenge

    • Add Points

    • Deduct Points

    • Add Tag

    • Remove Tag

    • Send Webhook

    Learn more about the actions and how you can set them up.

  6. Add More to Your Workflow if Needed

    You can expand your automation as necessary, as long as it maintains coherence, streamlines manual tasks, saves time, and serves its intended purpose. Below is an illustrative example of an interconnected workflow.

Email Customization with Block Variables

Now, you have the ability to incorporate block variables directly into your email variables, enabling the creation of highly personalized and contextually relevant email content.

Each block within the automation is assigned a unique identifier in the form of a 4-digit ID, displayed in uppercase. For instance, if a block rewards a coupon, users can easily reference the coupon code variable under the email variables section, denoted by its ID such as [CP02] Reward a coupon.

Moreover, if there are multiple instances of the "Reward a coupon" block within the automation, all relevant coupon code variables are conveniently listed under the email variables, allowing for comprehensive customization.

!Note: These variables will only appear in the email variables list if they precede the block being edited.

Tracking Customers' Progress in Automation

  1. On the Main Automation Page:

    • Check the data list beside each automation.

    • This bar displays:

      • The targeted audience chosen under "Audience."

      • The number of customers who started or had the automation applied to them under "Customers Started."

      • Information about which stage of the automation the customers have reached under "Customers Currently in."

      • The count of customers who have completed all automation stages under "Customers Completed."

  2. To check a Detailed View, select an automation and click "Show More Details."

    • You'll be directed to a page showing details of all customers who entered the automation flow and their current stage.

Where to Find the Inactive Automation

To check the saved but in-active automation, all you have to do is:

  1. Open the Automation main page

  2. Click Draft

  3. You will find a list of all your saved in-active automation

Managing Existing Automation

For Automation Deactivation, Duplication, Editing, or Deletion, all you have to do is:

  1. Hover over the 3 dots icon, next to any existing automation,

  2. Choose from the menu the action that you want to do:

    1. Deactivate

    2. Duplicate

    3. Edit

    4. Delete.

By following these steps, you can efficiently create, track, and manage automated workflows using Gameball's Automation Campaigns.

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