Automate Your Marketing Actions with ConvertMate Workflows ⚙️

That's exactly why we build workflows.

and unlike other workflow builders, we wanted to make it super simple for anyone to use.

No drag and drops, no complicated conditions, webhooks, etc.

The first thing you need to do here is to go on the workflows page and click Create workflow.

We have a bunch of templates already ready to go for you to use today.

all of them are marketing related, covering analytics, advertising, SEO, competitor tracking and more.

So typically on a regular basis you might want to for example check your Google Analytics insights.

So the way we set it up is by setting up a trigger.

The trigger can be either a frequency, let's say every day at 9:00am or an event.

An event based trigger is when something happens on your website.

Typically the standard trigger would be when you receive an order.

You want to do this.

For this example I'm going to use a scheduled trigger.

So we're going to do every day at 9am and an action.

So the way we set it up is having one trigger and one action.

As simple as that.

And the action is a plain text.

You can literally type anything in there.

And the The magic of this feature is that we will orchestrate what is actually happening in the backend here.

I'm going to pull Google Analytics data for yesterday, the session bounce rate, top pages, conversion goals and traffic sources.

I want to generate actionable insights and trends analysis from the analytics data highlighting significant changes or opportunities.

I'm ready.

I'm just going to save the workflow now.

It's taking from 30 to 45 seconds on average because we need to build up the actual workflow behind the scenes and it is ready to go.

Now you have your workflow ready every day at 9am you will receive an email with your daily Google Analytics insights.

Because I have already connected my Google Analytics account here.

This is a prerequisite for it to work because we need, of course, you have your GA4 account connected so that we can pull data from it and you can select which account you want to use for this to happen.

There you have it.

This is just one simple example, but you have already more than 20 templates, ready for you to use and you can create your own.

You can literally type anything you want and try it for yourself.

You can now give it a try and let us know what you think.

Thank you for watching and see you in the next one.

Bye.

Bye.