How to Create Automated Workflows

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

Rana ElGharib avatar
Written by Rana ElGharib
Updated over a week ago

Table of Contents


Gameball Automation helps you create a chain of pre-set actions that will take place once pulled by a pre-set trigger. Learn more about what automation is.

Gameball has created an automation engine that will help you streamline your customer-business communications and activities.

Where to create an automated workflow

Go to Gameball Dashboard, from the left bar, under Marketing, click Automation.

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

To create a new automation, click Create Automation from the top right of the Automation section.

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

Choose the 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, click Settings.

Choosing Audience

  • Under Audience, choose between:

    • All Players: Anyone on your platform, registered or unregistered (Players and guests), will have this automation applied om.

    • Guest Players: Only unregistered customers could have this automation applied on.

    • Registered Players: Only registered customers could have this automation applied on.

    • Specific Players: Pick the type of audience this automation will be applied on using the drop-down list:

      1- Segments. Learn more

      2- RFM Segments. Learn more

      3- Tags. Learn more

      4- Player Attributes. Learn more

Setting Audience Entry Frequency

When you create an automation flow, a customer from the selected audience can have the automation applied to them if they meet the criteria. By default, they can enter the automation flow only once, but you can change to allow them to enter more than once under Customer Entry Frequency.

Choose between:

  • Customers will only enter the automation flow once when they first meet the trigger criteria (Default)

  • Customers will enter the automation flow every time they match the trigger criteria

  • Custom: This allows you to set exactly how many times a customer can enter the automation flow and set the time interval.
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Setting Exit Rule

When you are done with choosing the audience that is eligible for the automation/workflow you will start creating, you might need to set an exit rule.

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 on. For example, if a guest registers and becomes a player, the automation events will no longer be applied to them.

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

  • 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

Here is what you need to know before creating your first automated workflow:

  • Three types of activities can be a part of your automation: Triggers, Actions, and Control.

  • A workflow has to start with a Trigger caused by the player.

  • Actions are how you react to triggers caused by players.

  • You can put conditions before Gameball applies your actions using a Control.

Here is how to build an automation:

A. Name your workflow

  • Start by naming your automation to distinguish it from other automations. The workflow name will only appear on the dashboard.

B. Pick a trigger

As mentioned, all automations start with a trigger. When the picked trigger is met, Gameball starts applying the next step in the workflow.

  • You will find the list of triggers on the right bar under Triggers.

  • Choose between:

    • Account Created: when a customer creates an account for the first time

    • Receive Event: when a player completes a certain action on your platform

    • Level Changed: when a player levels up or levels down

    • Challenge Achieved: when a player completes a specific challenge

    • Segment Entered: when a player becomes part of a specific segment

    • Segment Exited: when a player leaves a specific segment they were under

    • Tag Added: when a specific tag is applied on a certain player/s

    • Tag Removed: when a tagged player has their tag removed

    • Webhook Trigger: when a webhook is triggered from an external app

  • Simply drag and drop your chosen trigger

C. Add trigger criteria

  • Click on the chosen trigger, then select the exact criteria from the dropdown list.

  • Click Save

โ—๏ธNote: When you choose Received an Event, you are going to have to describe the exact event criteria using the Event Engine.

D. Put a Control (Optional)

At this point, you have two options:

  • Either you add an Action to be taken right after the trigger is pulled (check the next step!)

  • Or you choose one of the three Controls to hold up the process before an action is taken. Choose between:

    • Wait for event: Next action in line will not be triggered unless the player completes a specific action (event)

    • Time delay: Wait a certain period of time (minutes, hours, or days) before the next action in the workflow takes place

    • Conditional split: Create two different chains/sequences within the same workflow based on two different cases.

How does each of the three controls work?

  • Wait for event

    Wait for event allows you to pick the action that should be expected in a certain amount of time. You can then create two action paths:

    • Received: Event was made, and so the following action should take place.

    • Elapsed: The specified event did not occur, so the following action should take place.

  • Time Delay

    Time delay is followed by one action only that takes place after a certain amount of time that you have specified.

  • Conditional Splits

    Conditional splits allow you to check if the previous event meets specified criteria or not. Based on the result, you can create two action passes:

    • Yes: the selected condition was met

    • No: The condition was not met

    Learn how to use the Event Engine to create your conditional splits.

For example, you can use a conditional split to see if the last purchase made by a player had a product of a specific tag, and based on the answer (yes or no,) two different actions will take place.

E. Take Actions

Actions are commands given to Gameball to be executed under two conditions:

  1. The workflow is triggered

  2. Criteria or pre-set conditions are met.

An example of an action could be an already written and customized message, email, or a granting a pre-chosen reward.

Here is a list of actions you can set up in automated workflows:

  • Send Web Message: Send the player an already written and customized web message once a workflow is triggered place or a condition is met. Learn how to write a web message

  • Reward a Coupon: Reward the player with a coupon once a workflow is triggered or a condition is met. Choose a coupon from drop-down list that has existing coupons

  • Reward a Challenge: Reward the player with a challenge once a workflow is triggered or a condition is met. Choose challenge from drop-down list that has existing challenges

  • Add Points: Grant the player a certain amount of points once a workflow is triggered or a condition is met. Type down the number of points to be added and the reason

  • Deduct Points: remove a certain amount of points from the player once a workflow is triggered or a condition is met. Type down the number of points to be removed and the reason

  • Add Tag: Apply a specific tag to the player once a workflow is triggered or a condition is met. Choose tag from drop-down list that has existing tags

  • Remove Tag: Remove a specific tag from the player once a workflow is triggered or a condition is met. Choose tag from drop-down list that has existing tags

  • Send Webhook: Sends the players' information to an external app using webhooks. Learn how to set up webhooks

F. Add more to your workflow if needed

You can keep adding to your automation without thinking that it has become too long, for as long as the streamline makes sense, helps automate unnecessary manual work, trimming your time, and serves an objective.

Below is an example of an interconnected workflow.

Tracking players' progress in automation

On the main Automation page, check the data list beside each automation.

This bar also shows the targeted audience you have chosen as well as the number of players that started the

  • The targeted audience is from your pool of customers under "Audience."

  • How many players started or had an automation applied to them under "Players Started."

  • To know which stage of the automation did the players reach, check the info under "Players Currently in."

  • How many players have gone through all the automation stages under "Players Completed."

You can also know which of the players are in which stage of the automation flow, by selecting an automation, then clicking Show more details.

You will be taken to a page where you can see details of all players who entered the automation flow as well as the stage they are currently at.

Where to find inactive Automations

To check the saved but in-active automations, click Draft.

How to deactivate, duplicate, edit, or delete existing automations

Next to any of the existing automations, hover over the 3 dots icon, and choose between Deactivate, Duplicate, Edit, and Delete.

You can also Filter or Sort By your configured automations through the funnel and arrows icon on the top right of the Automation section.


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