With Automation, now you can automate interaction with your customers, attract visitors’ attention and pursue your customers through multiple channels. You no longer need to rely much on the availability of agents.

To create a new Automation, go to the Create New Automation section and perform the following steps:

Enter a Name and Description for Automation

You can create Automation with one or more concurrent conditions.

Add a name for Automation

Select the condition for Automation

Select the condition to determine which Automation will target. To fill in the conditions, at first select the type of condition:

Select the condition

Then you enter the value for that condition to create a complete condition.

Click Add condition when you want to add another condition. You can add more than 1 condition for an Automation.

Add more conditions

You should refer to the list of conditions, with instructions on how to use it and the following specific examples:

CONDITION

USAGE

EXAMPLES

User

Name

Execute automation with specific user’s name

Send a special greeting or promotional email to the user named DavidCondition: Name – contains – David

Email

Execute automation with specific user’s email

Send a special greeting or email to all users whose email address contains subiz.comCondition: Email – Contains – subiz.com

Phone

Execute automation with specific user’s phone number

Send greetings or emails to users whose phone number is unknownSend automatic SMS to users whose phone number is known (only applicable when SMS channel is integrated into Subiz)

Country

Execute automation based on user’s country nameUse the country name in English, only capital first letter of the word. Example: Vietnam, United StatesSee detail in the list of country code

Send greetings to customers in Vietnam with automation message in Vietnamese.Condition: Country – is – Vietnam

Country Code

Execute automation based on user’s country codeLook up the country codes in ISO Code (2 characters), Example: Viet Nam = VN, Australia = AU, China = CN…

Send greetings to customers in Vietnam with automation message in Vietnamese.Condition: Country code – is – VN

City

Execute automation based on user’s cityUse the city name in English, only capital first letter of the word. For example, Hanoi, Ho Chi Minh City, New York, Hong Kong…See list city code of each country (Click into each country to look up city name)

Send greetings to customers in Hanoi.Condition: City – is – Hanoi

Event data

Page title

Each page typically focuses on a specific topic, you can set up an automation with each page to support customers at right time

Send greetings to customers who are viewing pages about “camera”.Condition: Page Title – Contains-Camera

Page URL

Execute automation when customers visit a particular page URL

Send a message to the customers who are viewing the pricing pageCondition: Page URL – is – https://subiz.com/en/pricing.html

Automation run in which channels?

You can select channels to run Automation. Each channel will have corresponding actions.

Automation's channel

The Action set for Automation

Each Automation will take only one action.

Action on Subiz Chat
Action on Subiz Email

With the Subiz Chat channel, you can take one of two actions:

  • Send message to user: You can send an auto message as soon as customers enter your website, or send a specific message to specific customers.

  • Ask for email address: It can be used when you are not online or cannot answer immediately. Customers will enter their email address so that you can contact later.

Select action send message to user

Users will see auto messages/emails as a messages/ emails sent from that Agent.

Auto messages sent from Agent.
  • Capture leads: Collect and store leads information with powerful Automation capture lead - Ask for customer information.

Atomation Capture leads

With Email channel, you can take action Send email to users.

This action only can be taken with users whom you have already got their email.

Choose action Send email to user on Email channel

Select action send email to user

Select agent to send email, email title and fill in the email's content

Select agent to send email, email title

Check email content preview

Email's preview

How are messages/emails sent automatically?

  • You can choose an agent to send messages and emails.

  • You can customize the message more vividly (bold/italic/insert link /send image) via custom text tool.

Save Automation

After all, click Create to finish.