Automations

Automations are programmed actions you create that are performed to achieve a specific outcome. This includes actions such as customizing customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ segmentation, personalizing content, and automating emails. The aim of automations is to improve conversion rates, drive growth, and increase the lifetime value of customers.

Our CleverAutomations use artificial intelligence to help you generate automated workflows for:

• renewal tactics. This allows you to send personalized emails to your customers just before their subscription ends to ensure successful renewal.
• payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. delinquency tactics. This allows you to dispatch automatic emails to your customers with overdue payments and resolve the problem of outstanding payments.
• winback tactics. This allows you to deliver personalized emails to the voluntarily churned customers and engage the customers back in your business.

You can access the tactics by going to Automations > Tactics in our web admin tool.

The Tactics page allows you to:

• view and edit your existing automations.
• access the Tactic Classification of an automation. A tactic refers to a ready-to-use marketing or renewal journey, each with its predefined parameters. These parameters, such as cadence, can be customized to fit your own specific needs. Cleverbridge offers various tactics, such as winback, renewal, and PDN. Library to generate new automations from a template.

Generate Automations

To generate an automation Set of automated actions you create that are performed to achieve a specific outcome. This includes actions such as customizing customer segmentation, personalizing content, and automating renewal and winback emails. These automations are curated by Cleverbridge and aim to improve conversion rates, drive growth, and increase the lifetime value of customers. for a specific tactic:

1. Select the tactic, for example, Renewal Series.
2. Click the Use This Template button in the top-right corner of the screen.
3. Fill in the automation parameters Customizable element within the Automation Configuration that defines the behavior of the automation. Linked to each automation, these parameters serve as configuration elements for the execution of actions within that configuration.​ of your tactic.
   • In the segment Defines the specific group of customers that an automation is targeting. field, write which part of your business the tactic refers to. This field accepts natural language text.
   • In the tone of voice field, select from the drop-down menu in what tone your tactic should be prepared.
   • In the languages field, select from the drop-down menu in which languages your tactic should be written. English is selected by default.
4. Click Generate Automation

   The end-to-end automation workflow appears on the screen.

5. Click either Save Draft to save a draft of your tactic for later use or give your automation a name, then click Save And Activate to save the tactic and activate it immediately.

Manage Automations

Once you generate the tactic automation, you can:

• edit the automation parameters of the actions by clicking each box in the workflow.
• access language variations of each generated email in the workflow by selecting a chosen language at the top of the screen.
• add a language to the workflow by clicking the Add button next to the existing language options.

In our web admin tool, you can see what emails were sent to the customers. To view them, go to the purchase An order made by a customer and the records associated with it. or subscription of your interest and click the Emails tab. For more details, see Manage Automation Emails.

The following screenshots are examples of action boxes from the workflow:

• Segmentation summary based on the initial input.
• Cadence logic, which you can update according to your needs.
• AI-generated email content, which you can edit according to your needs.

Test Generated Emails

In the email editor, you can click the Send Test Email button to send the draft email in view to your personal email address and check its look-and-feel in any email application on any device.

Manage Automation Emails

In our web admin tool, you can view all emails that were sent to the customers through automation workflows by going into the Emails tab in the Purchase Viewer.

If you want to see the email details, click ... next to the email status and then click Open.

For details on available email statuses, see Automation Email Statuses.

Automation Email Types

ID	Type	Description	Recipient	PDF Attached
renewal	Renewal tactic Tactic which sends personalized emails to customers just before their subscription is due to ensure successful renewal. ​ automation email	A personalized email sent as part of the renewal tactic to the customers before their subscription ends. The aim of this email is to encourage the customers to renew their subscriptions.	Billing Contact	None
pdn	Payment delinquency tactic Tactic which dispatches automatic emails to customers with overdue payments yet to be settled. This tactic helps the resolution of outstanding payments. ​ automation email	A personalized email sent to the customers who have overdue payments. The aim of this email is to resolve the problem of outstanding payments.	Billing Contact	None
winback	Winback tactic Tactic which aims to re-engage voluntarily churned customers through the delivery of personalized emails. ​ automation email	A personalized email sent to voluntarily churned customers. The aim of this email is to re-engage the customers.	Billing Contact	None

Automation Email Statuses

There are several statuses of the automation emails:

• Sent - The email has been successfully sent to the customer.
• Delivered - The email has been successfully delivered to the customer's email server.
• Opened - The customer received the email and opened it.
• Clicked - The customer clicked one or more links in the email.
• Bounced - The email was sent to the customer but their email server permanently rejected it.
• Rejected - The email has been sent to the customer but our platform determined that it contained a virus and didn't attempt to deliver it to the customer's email server.
• Complaint - The email has been successfully delivered to the customer's email server, but they marked it as spam.

Track Revenue and Customer Behavior

With our Power BI reports, you can track revenue generated by each of your CleverAutomations email campaigns. Additionally, you can monitor customer interactions with CleverAutomations emails, including:

• Number of sent emails
• Number of delivered emails
• Number of opened emails
• Number of clicks (customers clicked the call-to-action in an email)
• Number and type of bounces to help you identify out-of-date contact information for your subscription customers