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Automation

Automate your actions to create better and more personalized campaigns

Automation Workflows

Deliver the right content at the right time, using the most intuitive workflows ever. Plan, personalize and optimize the customer journey across various places and devices.

Create your customer journey

Create your own customer journey based on predefined templates or your own design, develop effective methods for carrying the customer through the process of decision-making and purchasing. Processes consist of triggers, actions and conditions:

  • Triggers

    A trigger is something that starts journeys, it can be a specific contact, segment or smart list.

  • Conditions

    These allow you to filter contacts in your journeys based on specific criteria.

  • Actions

    This is the part of the journey where you choose a specific activity, for example, sending an e-mail, push message or SMS.

The easy way to prepare automated marketing communication!

Simplify your work. Don’t perform activities that Synerise can do for you automatically. With Synerise Automation each of your customers will receive messages in the proper way and content matched to their lifestyle and preferences.

Feature List

Create various automation rules

Your imagination is the only limit! Use triggers, actions and conditions to create diverse and useful automation rules. For example, you can create an automated birthday e-mail that will be sent each time a customer from your database celebrates his or her birthday.

Intuitive drag and drop interface

We know our customers’ expectations, that's why we have prepared a user-friendly method of automation. It's all based on symbols and the drag & drop system. To compose a marketing automation workflow, just drag the desired symbol from the left window to the right box.

Even more complex automation

Our automation tool also provides a wide range of parameters, which can be applied to triggers, conditions and actions. For example you can choose on which segment you want to work, set a specific location from the list or select a previously created push notification scheme.

Boost customer loyalty

Develop a relationship with your customers at every stage of the sales funnel. Provide an effective automated workflow based on the most important channels (WiFi, beacons, email, SMS, PUSH). Prepare proximity-aware and context-aware campaigns. All of it will ensure a significant boost in customer loyalty!

Various automation rules

Use triggers, actions and conditions to create diverse and useful automation rules like: birthday emails, changes of product status, new campaigns and much more.

Intuitive drag and drop interface

Take advantage of a user-friendly method of automation, based on symbols and the drag & drop system. Just drag the desired symbol from the left window to the right box.

Even more complex automation

Decide on which segment you want to work, set a specific location from the list and select a previously created push notification scheme.

Increase customer loyalty

Synerise ensures a significant boost in customer loyalty with effective automation workflow (based on WiFi, beacons, email, SMS, PUSH) and both proximity-aware or context-aware features.

Switchable view

Use a zooming tool to zoom in and out as needed when creating complex customer journeys.

Connections between symbols

With the help of arrows, you can establish relations between triggers, conditions and actions. Just drag an arrow from one symbol to another.

An individual approach to the customer

Reach each customer individually and at the appropriate moment. Just prepare and optimize the customer's journey across various places and devices in the Synerise Automation module.

Keep up with events

Focus your marketing efforts on actions that get results. Use recent customer events to trigger automated campaigns and recognize signals that tell you someone is moving closer to conversion.