Automated Email Workflows

To set up automated workflows for emails, follow this guide that automatically notifies customers that their subscription was canceled triggered by the event of a subscription cancellation. 

1. Go to ‘Administration Settings’ and click on ‘Workflows’ under Automation.

2. Click ‘Create Workflow’.

3. Name the workflow and choose the module it is associated with. In this example this workflow notifies customers about the cancellation of their subscription and is related to the Subscriptions module. Click ‘Create Workflow’.

4. Design the workflow by defining its trigger and any number of responses associated with it. Click on ‘Set Enrollment Trigger’. 

5. Decide if you wish to trigger the workflow instantly or on a specific date/time. Then select a trigger criteria. In this case we select Cancel meaning the event of a subscription status converting to canceled inside the system. 

6. With your trigger set, click on the ’+’ button to add a response. 

7. Click on ‘Send Email’. 

8. The dropdown will show you the default noreply@subscriptionflow.com option alongside any emails you have configured. Learn how to configure emails here. 

9. Next, from the dropdown select an email template to send out to customers. Learn how to create an email template here. 

10. Select who receives the email. This may be a user e.g. someone in your team responsible for customer success. In our example, it is the customer whose subscription was canceled. Choose email address to manually enter any email you wish to inform about the cancellation event. 

11. Click ‘Save Workflow’. 

12. Your new automated email workflow has been created.