{"id":788,"date":"2025-01-03T02:48:30","date_gmt":"2025-01-03T02:48:30","guid":{"rendered":"https:\/\/nt.jaygregorio.com\/support\/?post_type=ht_kb&p=788"},"modified":"2025-01-03T05:43:31","modified_gmt":"2025-01-03T05:43:31","slug":"setting-up-automation-for-your-business-with-negosyo-toolkit","status":"publish","type":"ht_kb","link":"https:\/\/nt.jaygregorio.com\/support\/knowledge-base\/setting-up-automation-for-your-business-with-negosyo-toolkit\/","title":{"rendered":"Setting Up Automation for Your Business with Negosyo Toolkit"},"content":{"rendered":"\n

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:<\/p>\n\n\n\n

Step 1: Access Email Automation<\/h3>\n\n\n\n
    \n
  1. Log in to your Negosyo Toolkit account.<\/li>\n\n\n\n
  2. Navigate to the Email Automation<\/strong> section and click on Automation<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Step 2: Create a New Automation<\/h3>\n\n\n\n
      \n
    1. Click on Create New Automation<\/strong> to begin.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Step 3: Choose Your Automation Type<\/h3>\n\n\n\n
        \n
      1. Select the type of automation you want to create. For this example, we\u2019ll focus on e-commerce automation.<\/li>\n\n\n\n
      2. Name your automation by filling in the Internal Label<\/strong> field.<\/li>\n\n\n\n
      3. Select WooCommerce<\/strong> as the platform and choose Order Completed<\/strong> as the trigger.<\/li>\n\n\n\n
      4. Click Continue<\/strong> to configure additional details in the pop-up window.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Step 4: Configure Automation Details<\/h3>\n\n\n\n
          \n
        1. Set the Subscription Status<\/strong> to Subscribed<\/strong> to add leads to your list.<\/li>\n\n\n\n
        2. Choose the target products for the automation.<\/li>\n\n\n\n
        3. Set the Purchase Type<\/strong> to Any Type of Purchase<\/strong>.<\/li>\n\n\n\n
        4. Enable the automation to restart automatically for the same contact by clicking the check button.<\/li>\n\n\n\n
        5. Click Save Settings<\/strong>.<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          Step 5: Add an Action\/Goal<\/h3>\n\n\n\n
            \n
          1. Click the (+) Icon<\/strong> to add an action or goal.<\/li>\n\n\n\n
          2. Select the action Apply List<\/strong> to capture contact details such as email addresses.<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n

            Step 6: Create and Add a List<\/h3>\n\n\n\n
              \n
            1. Before adding a list, create one in the Email Automation<\/strong> section.<\/li>\n\n\n\n
            2. Save your progress after creating the list.<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Step 7: Add a Custom Email Action<\/h3>\n\n\n\n
                \n
              1. Click the (+) Icon<\/strong> to add another action\/goal.<\/li>\n\n\n\n
              2. Select Send Custom Email<\/strong> to send personalized emails to your list.<\/li>\n\n\n\n
              3. Configure the email by filling in the following details:\n
                  \n
                • Internal Label<\/strong><\/li>\n\n\n\n
                • Email Subject<\/strong><\/li>\n\n\n\n
                • Email Body<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Save the settings.<\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n

                  Step 8: End the Funnel<\/h3>\n\n\n\n
                    \n
                  1. Click the (+) Icon<\/strong> one last time.<\/li>\n\n\n\n
                  2. Select End This Funnel Here<\/strong> to finalize your automation.<\/li>\n<\/ol>\n\n\n\n

                    Your automation is now set up! You can customize further based on your business needs.<\/p>\n\n\n\n

                    \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

                    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 Step 2: Create a New Automation Step 3: Choose Your Automation Type Step 4: Configure Automation Details Step 5:…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"ht-kb-category":[137],"ht-kb-tag":[],"class_list":["post-788","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-email-automation"],"_links":{"self":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/comments?post=788"}],"version-history":[{"count":5,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/788\/revisions"}],"predecessor-version":[{"id":805,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/788\/revisions\/805"}],"wp:attachment":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/media?parent=788"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=788"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}