A workflow in OptiKPI is an automated process that guides customers through a structured journey based on their behavior and engagement. Unlike campaigns, which are one-time or scheduled communications, workflows create dynamic, rule-based customer interactions that evolve over time.
With workflows, businesses can:
- Automate customer journeys with event-based or audience-based triggers.
- Personalize engagement with delays, conditions, and branching logic.
- Execute marketing actions such as sending messages, assigning bonuses, or updating customer profiles.
Users can create multiple workflows to guide customers through specific lifecycle phases, such as onboarding, retention, and reactivation. OptiKPI enables workflows to be linked together, ensuring a seamless transition from one stage of the customer journey to the next.
To maintain clarity and effectiveness, workflows should be:
- Simple and focused on a specific goal.
- Easy to test before launching at scale.
- Regularly optimized based on performance insights.
By structuring workflows effectively, businesses can enhance engagement, improve retention, and drive conversions at every stage of the customer journey.