Automation SL Archives - Web Geeks https://webgeeks.com/category/library/automation-sl/ We Tell Your Story! Wed, 17 Jan 2024 14:56:10 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://webgeeks.com/wp-content/uploads/cropped-logo-0-1-32x32.png Automation SL Archives - Web Geeks https://webgeeks.com/category/library/automation-sl/ 32 32 Automation – Email Campaigns https://webgeeks.com/automation-email-campaigns/ https://webgeeks.com/automation-email-campaigns/#respond Wed, 17 Jan 2024 14:53:25 +0000 https://webgeeks.com/?p=21750 Improving Your Email Campaigns With The Power Of Automation To learn the basics about executing email campaigns on our marketing platform see our video Here. For a deeper look into using the email builder to customise your campaigns please see the following video: How To Use the Email Builder Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. Email marketing is a great tool for any business. However, how do you make email marketing even more powerful? Well, this can be achieved by the power of automation. When you run an email campaign consisting of many parts, wouldn’t it be nice to set it all up once and not have to think about it again? Instead of having to go back to it every few days or every week to schedule the next in the series of emails. Well, Web Geeks marketing platform allows you to do just that! With the power of workflows, you can automate your email campaigns, and make sure that every one of your subscribers gets to view all of your content, no matter when they decide to sign up! Let’s see how it’s done! Let’s get started, To get to the workflow area, first […]

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Workflows – A Basic Introduction https://webgeeks.com/workflows-a-basic-introduction/ https://webgeeks.com/workflows-a-basic-introduction/#respond Tue, 19 Dec 2023 18:03:30 +0000 https://webgeeks.com/?p=10422 Automating Your Business Processes For a look into more complex WorkFlows please see our video on creating complex WorkFlows Here. Hi, I’m Allie, our AI-powered, training personality. Transcript ↓ Today we are going to take a look at Workflows. First of all, what are Workflows? To put it simply, Workflows are the automated process behind events that happen within Web Geeks marketing Platform. Workflows make it easy to create automation with triggers and actions and are similar to campaigns and triggers but with many more capabilities. Workflows also have capabilities like using if-else statements, wait times, Math functions, and so much more. Overall, workflows offer a more powerful and comprehensive automation solution than campaigns and triggers. In fact, campaigns and triggers can be imported into workflows to provide a more streamlined automation process. Would your business benefit from a set order for your business processes? Would you like to initiate a funnel movement by clicking on a link in an email? Would you just like to enhance your marketing campaigns? Well, all this and so much more can be accomplished by having a workflow in place. Let’s take a look into the workflow area of our platform and see what […]

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Content AI – Managing Your Content https://webgeeks.com/content-ai-managing-your-content/ https://webgeeks.com/content-ai-managing-your-content/#respond Wed, 15 Nov 2023 21:32:39 +0000 https://webgeeks.com/?p=10286 Where To Find And Organise All Of Your AI Generated Content During this video Allie mentions sending a support ticket, to find out more about this process please see the accompanying video Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. With all of the Ai features available within Web Geeks marketing platform. It would be a good idea to have a place where you can see all of the content you have created, so you have a better idea of how your company is utilising this service. Today we are going to have a look at that area. Let’s get started! To find your content AI manager, you need to navigate on over to automation in the left-hand sidebar. From here, you will find the Content AI tab, lets click on that. At the top of this page, you can order your content into image or text. Then underneath this, you will see your stats for the usage of this system. You will find the total amount of words generated, the amount of variations of content you have created and a count of how many words on average, you are generating per day. Underneath this, we can see […]

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Creating A Workflow For Data Collection From Chat Widgets https://webgeeks.com/creating-a-workflow-for-data-collection-from-chat-widgets/ https://webgeeks.com/creating-a-workflow-for-data-collection-from-chat-widgets/#respond Tue, 15 Aug 2023 19:34:23 +0000 https://webgeeks.com/?p=10142 Empowering Your Business With Data Collection Transcript ↓ Hi, I’m Allie, our AI powered, training personality. Data Collection is a vital part of running a business, you need to know who your customers are, and how you can help them. One of the ways we can collect information is via a website chat widget. But how do we configure that widget, to take the information it has been given, and send it to us? Today we are going to find out how! First, we need to head on over to automation in the left-hand sidebar and click on “Create new workflow” Then we need to select “create a workflow from scratch”. Then, we need to set the trigger, so just click here on the add trigger section. Our trigger is going to be customer input from the chat widget, so let’s scroll down until we find customer replied. Then We need to add a filter. The filter we are going to use is “reply channel”, Then we need to set where the reply will be coming from, so let’s select “chat widget” then select “save trigger”. After this, we need to tell the workflow what to do next, in this […]

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Creating Complex Workflows https://webgeeks.com/creating-complex-workflows/ https://webgeeks.com/creating-complex-workflows/#respond Tue, 20 Jun 2023 20:35:21 +0000 https://webgeeks.com/?p=10068 Integrating Your Email With Web Geeks Marketing Platform Transcript ↓ Hi, I’m Allie, our AI-powered training personality. All businesses need structure to their work, be it, projects, or recurring processes. They need plans, backup plans, and reminders, to help keep everything on track. This next session will show you just how our software can simplify this process for you. So today I’m going to show you how workflows work. I will be using the recurring marketing workflows in this test contact. This would apply to any workflow though. First, to add a contact to the recurring marketing workflows, we need to add a tag. It’s this one right here, the .01 recurring program. Once that tag is there, they will be put into the first workflow. So you can see there’s an active enrolled there and that is the test contact. So this step here waits till the first of the month, but we’re not going to wait. So we’re going to force this to the next step and we’ll reload the page. And you can see there at this wait step, it will wait for the next Monday after the start of the month. So we’re going to force […]

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Auto Reply Chat Bots https://webgeeks.com/auto-reply-chat-bots/ https://webgeeks.com/auto-reply-chat-bots/#respond Tue, 13 Jun 2023 21:04:52 +0000 https://webgeeks.com/?p=10064 Providing Answers To Simple Questions Via Automation Transcript ↓ Now, what’s that phrase everyone’s always throwing around? Time is money. Right? So anything that saves your business time is valuable. And that’s why this next easy and automated feature is super powerful: We’re going to learn how to launch a workflow recipe that will monitor your inbound channels, for messages that contain specific words or phrases. In other words, all the frequently asked questions you previously had to answer manually, will now be addressed automatically. For the duration of this video, let’s suppose that you operate a restaurant. Prospects want to know: where are you located? Do you have gluten-free options? What about vegetarian, options. Whatever the frequently asked questions are, we can now monitor them in our inbound channels, and automate our answers to those questions. To set up your auto-reply chatbot, we need to go down to Automation in the left hand column, click Create workflow at the top right here, scroll down to the recipe called FAQ Auto-Reply, and click select. Because this is a recipe, we can see that we already have your triggers pre-configured: One for Instagram DMs, Facebook messages, chat widgets and Google business […]

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Fast Five Lite Recipe https://webgeeks.com/fast-five-lite-recipe/ https://webgeeks.com/fast-five-lite-recipe/#respond Tue, 13 Jun 2023 20:23:33 +0000 https://webgeeks.com/?p=10062 Capturing Leads Within The First Five Minutes Transcript ↓ One of the key factors in the success of a business, is the ability to generate new leads. But what do you do, once they start flowing in faster than you can keep up with them? The statistics are clear: Speed to lead is all-important. If you can engage a new lead in the first five minutes, the odds of converting that lead skyrocket! The problem? It’s virtually impossible to follow up and engage with every new lead, especially since they’ll now be coming in faster than ever before. So, in this video, we’re going to solve this problem, by setting up an automation that will handle this for us! Alright, so to launch this automation, we’re going to head to the Automations tab. Here, we’ll click Create New Workflow, and then we’re going to find a recipe called the Fast Five Lite. and click select. Now, this recipe is prebuilt, but we do want to go through it, understand it, and customize the details. As we can see, it’s currently set to kick off from a Facebook lead form, meaning when someone claims some sort of offer via a Facebook […]

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