> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/web-version/markdown/marketing-tools/marketing-automation.md).

# Marketing Automation

## 1. Benefits of Marketing Automation

Marketing Automation refers to the use of software to streamline and enhance a company's marketing activities. This software automates various marketing tasks, ensuring they are executed efficiently and on schedule, allowing marketing teams to save time without compromising quality. By leveraging Marketing Automation, businesses can achieve their goals faster.

Key benefits of using Marketing Automation include:

Automated Campaigns: Automatically send bulk emails and SMS messages based on predefined conditions, effectively promoting your brand to a wide audience.

Customer Follow-up: Create follow-up campaigns to convert prospects into paying customers.

Post-Sale Customer Care: Set up automation scenarios to nurture customer relationships after a sale, encourage repeat purchases, and introduce new products.

Comprehensive Customer Care: Ensure 100% of your customers receive consistent and scheduled care.

First-Touch Automation: Establish workflows at the initial customer touchpoint, setting up processes that run indefinitely with minimal intervention.

Enhanced Customer Service: Professionalize your customer service efforts.

Increased Customer Satisfaction: Foster positive sentiment toward your brand.

Improved Conversion Rates: Speed up the sales process by nurturing prospects effectively.

## 2. Automation Permissions

To create and manage automation in the system, you must have the appropriate permissions for the Automation function:

<figure><img src="/files/IDyw1tgkMv4ZWSMGQPof" alt=""><figcaption></figcaption></figure>

Access: View the Automation section under the Marketing feature.

Add New: Create new automation workflows in the system.

Edit: Modify existing automation workflows.

Delete: Remove automation workflows from the system.

View All: Access all automation workflows in the system.

## 3. Guide to Creating, Editing, and Deleting Automation

### 3.1. How Automation Works

Automation operates on an IF-THEN principle:

<figure><img src="/files/E9J09kJa1RJ3HRbHfezj" alt=""><figcaption></figcaption></figure>

IF Conditions: Trigger actions based on specific customer behaviors or time-based conditions.

THEN Outcomes: Execute actions or update records accordingly.

Examples of triggers and outcomes include:

Sending emails or SMS messages.

Tracking customer interactions with emails or the CRM system.

Updating customer relationships or reward points.

Creating or completing tasks.

Managing orders, quotes, and contracts.

Recognizing customer milestones like birthdays or last purchase dates.

### 3.2. Creating New Automation

To create new automation:

Go to Getfly → Marketing → Marketing Automation → Add New.

<figure><img src="/files/9EgaISFNlINHvcPyh4Ue" alt=""><figcaption></figcaption></figure>

Choose to build from scratch or use existing templates.

<figure><img src="/files/x34wPXnv8DHPOpOpopc7" alt=""><figcaption></figcaption></figure>

Configure the automation on the following interface:

<figure><img src="/files/LCTtgUlTyV8aIbNYW4tc" alt=""><figcaption></figcaption></figure>

Workflow: Define conditions, actions, and additional rules.

Information: Add descriptions and categorize the automation.

Automation Name: Specify the name.

Save Draft: Save the workflow without activating it.

Activate: Save and activate the workflow.

Video Guide: Access tutorials for additional support.

Tips for Effective Automation:

Clearly define goals and scenarios before setup.

Train your team to understand and utilize created automations effectively.

Example: Automating the update of customer relationships after order creation:

Add a condition block for Order Creation.

<figure><img src="/files/LVrpt9ncqQinjejhjBUS" alt=""><figcaption></figcaption></figure>

Add an action block for Update Relationship.

<figure><img src="/files/4ldGeIpzkir2lHoiEE2L" alt=""><figcaption></figcaption></figure>

Connect the condition output to the action input.

<figure><img src="/files/doqTYFlp1408fgvzFOMP" alt=""><figcaption></figcaption></figure>

Configure conditions and update details for both blocks.

<figure><img src="/files/REMYCaYWGlPxaq7A2qqw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/eK5brUsK4AZ72EgbpwJS" alt=""><figcaption></figcaption></figure>

Name and activate the automation.

<figure><img src="/files/K3sYF8ChGp1AGT50K5Dt" alt=""><figcaption></figcaption></figure>

### 3.3. Editing Automation

Navigate to the automation list, select the desired workflow, and click Edit.

<figure><img src="/files/xhdqpIrXaE8bnrXXM2r3" alt=""><figcaption></figcaption></figure>

### 3.4. Deleting Automation

Navigate to the automation list, select the workflow to delete, and click Delete.

<figure><img src="/files/jpVqLjto1gmLRnSIYnx2" alt=""><figcaption></figcaption></figure>

### 3.5. Duplicating Automation

Open the detailed view of the automation, then select Duplicate Automation.

<figure><img src="/files/oAMRrz7tb3JrG5q5Ruoq" alt=""><figcaption></figcaption></figure>

## 4. Common Automation Scenarios

### 4.1. Customer Care for Opt-in Form Signups

Description: Automatically send a thank-you email or SMS when a customer registers via a website form or landing page.

<figure><img src="/files/iM4oHNt1VtCK0BWiWVD0" alt=""><figcaption></figcaption></figure>

Requirement: Integrate with Email Marketing or SMS Brandname services.

### 4.2. Appointment Reminders

Description: Notify staff and send SMS reminders to customers one hour before a scheduled meeting.

<figure><img src="/files/gL6Q4wmNZUZexWiTsvot" alt=""><figcaption></figcaption></figure>

### 4.3. Post-Sale Customer Care

Description: Use the "2 SMS + 1 Call" formula:

SMS 1: Thank the customer.

SMS 2: Follow up after a specified period (e.g., to remind about repeat purchases).

Assign a task for staff to call and upsell.

Objective: Enhance customer experience, encourage repeat purchases, and maintain engagement.

<figure><img src="/files/GEa4Dae7mmjCBLfLxjRf" alt=""><figcaption></figcaption></figure>

### 4.4. Customer Birthday Greetings

Description: Automatically send birthday greetings via email or SMS to customers.

<figure><img src="/files/Rmi6lCi0ukoFAW9G8gQ9" alt=""><figcaption></figcaption></figure>


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