Setting Up Automation for Your Business with Negosyo Toolkit

Automation is a game-changer for your business. It saves time and streamlines operations, allowing you to focus on growth. Follow this step-by-step guide to create your first automation inside Negosyo Toolkit:

Step 1: Access Email Automation

1. Log in to your Negosyo Toolkit account.
2. Navigate to the Email Automation section and click on Automation.

Step 2: Create a New Automation

1. Click on Create New Automation to begin.

Step 3: Choose Your Automation Type

1. Select the type of automation you want to create. For this example, we’ll focus on e-commerce automation.
2. Name your automation by filling in the Internal Label field.
3. Select WooCommerce as the platform and choose Order Completed as the trigger.
4. Click Continue to configure additional details in the pop-up window.

Step 4: Configure Automation Details

1. Set the Subscription Status to Subscribed to add leads to your list.
2. Choose the target products for the automation.
3. Set the Purchase Type to Any Type of Purchase.
4. Enable the automation to restart automatically for the same contact by clicking the check button.
5. Click Save Settings.

Step 5: Add an Action/Goal

1. Click the (+) Icon to add an action or goal.
2. Select the action Apply List to capture contact details such as email addresses.

Step 6: Create and Add a List

1. Before adding a list, create one in the Email Automation section.
2. Save your progress after creating the list.

Step 7: Add a Custom Email Action

1. Click the (+) Icon to add another action/goal.
2. Select Send Custom Email to send personalized emails to your list.
3. Configure the email by filling in the following details:
   • Internal Label
   • Email Subject
   • Email Body
4. Save the settings.

Step 8: End the Funnel

1. Click the (+) Icon one last time.
2. Select End This Funnel Here to finalize your automation.

Your automation is now set up! You can customize further based on your business needs.