Each workflow should have a clear objective, whether it’s:
- Customer Onboarding – Automating a welcome sequence for new customers.
- Retention & Engagement – Re-engaging inactive customers through targeted communication.
- Conversion Optimization – Encouraging purchases, deposits, or other key actions.
- Loyalty & Rewards – Assigning bonuses, coupons, or tier-based perks.
Defining your goal helps in measuring success through conversion tracking.