Flow Automation with Lists

Lists are a great way to trigger automated flows, ensuring the right records or contacts receive a series of engagements through ZEPIC. 

By connecting a list to an automation flow, you can automate tasks like sending a welcome email, a follow-up message after a time delay, triggered once any user activity or event takes place.

So essentially, there is a trigger that activates a condition or action. 

How to Create Flow Automation with Lists

Navigate to Flows from your ZEPIC dashboard, go to the 'Create Flows' button.

To start new Flow click 'Create Flow' and name it based on your end goal. Alternatively, you can also select an existing flow you want to modify. Then select the list and trigger you want to start the flow.

List-Based Triggers You Can Use in Flows

1. Enroll Records from List: 

This trigger activates a Flow for every static record or contact already present on a specific list. 

up message after a time delay, triggered once any user activity or event takes place.

When This Works Best: This is ideal for re-engaging a cold audience. For instance, you could trigger a special "Welcome Back" email sequence for a dormant list of past customers to re-ignite their interest in your products or services

2. When Added to List: 

A Flow is triggered when a user is newly added to a list, for example, through a website sign-up form.

up message after a time delay, triggered once any user activity or event takes place.

When This Works Best: When a new user signs up for your newsletter, you can instantly trigger a personalized welcome series, providing them with valuable content and guiding them through your sales funnel. This can also be for a webinar registration, freebie, or new customer.

3. When Removed from List: 

This triggers a Flow when a user is removed from a list, such as via an unsubscribe action.

up message after a time delay, triggered once any user activity or event takes place.

When This Works Best: When a user unsubscribes, you can use this trigger to automatically send a final "We're sorry to see you go" email with an optional feedback survey, helping you understand their reasons and improve your content for others.

List-Based Conditions and Actions Used in Flows

Once a Flow is triggered, you then click on the plus icon to add conditions and actions to determine what happens next.

This allows you to create complex, multi-layered automation sequences that adapt to your users' behavior.

1. Is in List

A condition that allows for an additional action if a user is also present on another specific list.

up message after a time delay, triggered once any user activity or event takes place.

When This Works Best: This is perfect for segmentation. For example, if a user signs up for a general newsletter (Trigger: Is added to list) and is also in your "VIP Customers" list (Condition: Is in list), you could send them an exclusive, high-value offer or freebie.

How Is Using ‘Is In List’ in Flow Helpful?

The 'Is in list' condition is a powerful tool for complex audience segmentation and delivering hyper-personalized content. Additional instances using ‘Is in List’

• Product Upsell and Cross-sell: A user is in your "Existing Customers" list. The flow can then check if they are also in your "Owners of Product A" list. If 'yes', you can trigger a targeted campaign offering an upgrade to Product B, which is a perfect complement.
  
  

• Geographical and Language-Based Targeting: You can have a flow triggered by a new sign-up. The 'Is in list' condition can then check if that user is on your "EU Customers" list. If 'yes', a flow can send an email campaign in their local language or with local references, mentioning EU-specific events, festivals, and shipping details.
  
  

2. Add to List

An action that adds a user to a list of your choosing, based on any set conditions.

When This Works Best: This is powerful for building and managing your audience. You can automatically add users who download a specific e-book or make a specific purchase to a new list for that topic or product. You could then target this list with relevant follow-up content

3. Remove From List

An action that removes a user from a specific list based on conditions you define.

When This Works Best: This is essential for keeping your lists relevant and segmented. For instance, if a user makes a purchase, you can use a "Remove from list" action to automatically take them off your "Leads" list and move them to a "Customers" list.

How is Adding and Removing Records From Lists Using Flow Helpful

Adding and removing contacts from lists using automation is a powerful way to manage your audience dynamically, even though lists are static. With them, you can automate processes like:

• Newsletter Opt-Outs and Unsubscribers: When a contact unsubscribes from your main newsletter, you can automatically add them to an "Unsubscribed" list. 

• Post-Purchase Lifecycle: When a contact on your "New Shoppers" list completes their first order, you can automatically remove them and add them to a "First-Time Buyers" list.

• Cart Abandonment Recovery: When a contact adds a product to their cart but doesn't check out, you can automatically add them to an "Abandoned Cart" list.

• Cross-Sell and Upsell: When a customer buys a specific product, you can automatically add them to a product-specific list, like "Coffee Maker Owners." 

• Product-Specific Re-engagement: When a contact who purchased running shoes hasn't bought again in 6 months, you can automatically add them to a "Running Shoe 

• High-Value Customer Segmentation: When a contact's total spend exceeds a certain threshold, you can automatically add them to a "VIP Customers" list. 

• Inactive Customer Win-back: When a contact on your "Active Customers" list hasn't purchased in 12 months, you can automatically remove them and add them to a "Lapsed Customers" list.
  
  

Using a List for Your Flow Triggers Simplifies Your Automation Process

initiate the series of actions you've defined, saving you time and ensuringAny contact added to that list will automatically begin the series of actions you've defined, saving you time and making sure you communicate quickly.