Engagement Builder

Kapitalwise engagement builder lets you create and manage Workflow for your customer experience automation, sales, and marketing. Workflows can save you time, help you stay organized, and improve sales and marketing conversions by improving your sales and marketing processes. After a Workflow is set up, it can run without any input from you.
A Workflow is a chain of Actions that runs automatically when a pre-set Trigger defined by you is Triggered. A Workflow is a combination of Triggers, Actions, and conditional Workflow nodes. Using our engagement builder, you can mix and match these elements in unique ways to create Workflows that accomplish a wide variety of tasks.

Workflow in Kapitalwise has three major components - Triggers, Actions, and Workflow Nodes. We will go through each component one by one in the next section.

Triggers

Triggers are events that will determine when a workflow should be triggered. In other words, Triggers are the primary door that your Contacts must open to enter a workflow. All Triggers pertain to events that occur during Contacts are engaging with your Campaign or content. Triggers determine how the Contacts are processed through a workflow. You can add multiple Triggers so that the same workflow can start in multiple ways. We will discuss all the Triggers provided by Kapitalwise in detail, which will give you an idea of how you can leverage them to create powerful workflows.

Contact Event

This category of Triggers relates directly to your Contacts in Kapitalwise. We have three Triggers under this category.

Contact is Added

These Triggers start a Workflow when a Contact is added to Kapitalwise using our Add a Contact API. This includes Contacts added as prospects via a Web Form or a Calculator Campaign. You may use these Triggers to:

Send a welcome email.
Create an onboarding sequence.

Contact is Updated

These Triggers start a Workflow when a Contact’s information is updated on the Contact details page. You may want to use these Triggers to:

Notify people in your organization that a Contact has been updated.
Send follow-up sequences.

Contact is Deleted

These Triggers start a Workflow when a Contact is deleted from Kapitalwise. You may want to use these Triggers to:

Notify people in your organization that a Contact has been deleted.

Tag

These categories of Triggers are related to the tags attached to your Contacts in Kapitalwise. We have two Triggers under this category.

Tag is Added

Triggers start a Workflow when a tag you specify is applied to a Contact. This is Triggered when a Tag is applied to a Contact(s) from their details page while adding a Contact using API or a Workflow Action. You could use these Triggers to:

Begin a sequence of emails and messages.
Create a tag-specific sequence.

Tag is Removed

These Triggers begin a Workflow when a tag you specify is removed from a Contact using the Contact details page or a Workflow Action. You can use these Triggers to:

Begin a series of follow-up messages.
Update a Contact's field.
Notify someone in your organization.

Campaign Event

This category of Triggers is related to how your Contacts have interacted with your email campaigns. We have six Triggers under this category.

Opened an Email

Triggers start a Workflow when a Contact opens an email campaign you have specified. You could use these Triggers to:

Send a reply after the email is opened.
Start a drip campaign for Contacts who have already engaged with a piece of content.
Create a deal in your CRM.

Clicked a Link

Triggers start a Workflow when a Contact clicks a link within the specified email campaign. You can use these Triggers to:

Add "interested in something" tags.
Triggers follow-up messages or emails.
Update Contact information.
Create a deal in your CRM.

Sent an Email

Triggers start a Workflow when you send an email campaign to a Contact. You can use these Triggers to:

Send follow-up emails after a wait time.
Send an SMS.

Unsubscribed

Triggers start a Workflow when a Contact unsubscribes from the email campaigns. You can use these Triggers to:

Notify someone internally that a Contact has unsubscribed.
Send a parting message.

Complaint

Triggers start a Workflow when a Contact marks an email campaign as spam. You can use these Triggers to:

Notify someone internally that a Contact has marked an email as spam.

Bounce

Triggers start a Workflow when an email bounces when sent to a Contact. You can use these Triggers to:

Notify someone internally to re-verify Contact’s email.

Web Event

This category of Triggers is related to how your Contacts have interacted with your web page campaigns. We have two Triggers under this category:

Page View

Triggers start a Workflow when a Contact views a published web page campaign specified by you. You can use these Triggers to:

Send follow-up emails.
Add an "interested in something" tag.
Recommend a blog or an offer.

Clicked a Button or a Link

Triggers start a Workflow when a Contact clicks a button or a link in a published web page campaign specified by you. You can use these Triggers to:

Send follow-up emails.
Add an "interested in something" tag.
Create a Deal based on type of button or link clicked.

Calculator Event

This category of Triggers is related to calculations performed by your Contacts on the calculators published by you using our web page campaigns.

We have calculation Triggers for each calculator under this category.

Mortgage Comparison Calculation
Mortgage Calculation
Simple Auto Loan Calculation
Auto Loan Calculation
Amortization Schedule Calculation
College Savings Calculation
Credit Card Payoff Calculation
Debt Payoff Calculation
Debt To Income Calculation
Investment Calculation
Personal Loan Calculation
Refinance Calculation
Savings Calculation
Compound Interest Calculation
Current Ratio Calculation
Annuity Calculation
Quick Ratio Calculation
Gross Profit Margin Ratio Calculator
CD Interest Calculation
Savings Goal Calculation
Line Of Credit Calculation
Become A Millionaire Calculation
Home Equity Loan Payment Calculation
Should I Refinance Calculation
Advanced Credit Card Payoff Calculation

You can use these Triggers to:

Send offers related to the calculation performed.
Start an email sequence.
Create a deal in CRM.
Notify someone in the sales team that a Contact has used a calculator.

External Event

This category of Triggers is related to events created by you using the Kapitawise Events and the Triggers. It includes both events with Triggers and events with schema. Each Event created by you is available as a Trigger under this category.

Examples:

You have created an Add to Cart event, then you can use these Triggers to send checkout offers.
You have created a Branch Visit event, then every time a customer visits your branch, you want to send a follow-up email to collect feedback.

Signals

Kapitalwise uses your Contact’s transAction and personal data and feeds that into custom-built AI and ML tools to identify the moments of truth to help you better engage with your customers. These events are exposed in the Kapitalwise application as Signals.

Each Signal is available as a Trigger under this category.

Overdraft
Tax Refund
Line of Credit
Travel
Bonus Payment
Job Change
High Checking Account Balance
FICO Score Up
FICO Score Down
Auto Loan Close
New Mortgage
Low Saving Balance

Examples:

Use Low Saving Balance Trigger to Recommend a Savings Goal.
Send a notification or SMS to the Contact when there is an Overdraft.

Actions

Actions are a series of processes or tasks that Contact progress through once they enter a Workflow. As a Contact moves forward in a Workflow, each Action in its path gets executed. You can use Actions to perform a wide variety of tasks automatically, be it any external task like communicating with your Contacts via email/SMS or an internal task like adding or removing a tag.
We will discuss all the actions provided by Kapitalwise in detail, which will give you an idea of how you can leverage them to create a powerful Workflow.

Delivery Channels

This category of Actions can be used to send different kinds of messages. We have four Actions under this category.

Internal Notification

This Action can be used to send an email notification to someone. For example, you can send an internal notification to your sales team when a customer uses an Investment Calculator.

Triggers Campaign

This Action can be used to send an email campaign to the Contacts who have entered the Workflow. For example, you can start a drip campaign. You can send another campaign to Contacts based on their interAction with previous campaigns.

Push Notification

This action can be used to send a push notification to your Contacts. This notification can be set to be a one-time notification and can have an expiry time. These notifications can be displayed using the Kapitalwise App Recommendation widget and integrated with your existing applications.

Send SMS

This Action can be used to send a text message to your Contacts. For example - You can send an SMS Overdraft warning to your Contact.

Contact Action

This category of Actions can be used to make changes to your Contacts. We have four Actions under this category.

Add Tag

This Action will apply a specific tag to a Contact when they reach this step.

Remove Tag

This Action will remove a specific tag from a Contact when they reach this step.

This Action will mark the Email Marketing Status of a Contact as subscribed.

Unsubscribe

This Action will mark the Email Marketing Status of a Contact as unsubscribed.

Apps

This category of actions contains actions related to the Apps that you have integrated with the Kapitalwise Platform. The actions are specific to each app you have installed. Some app-related actions like Calculators, Offers, and Blogs are available by default in the Workflow. For other apps to be available in Workflow, you need to install and configure them using the Apps menu.

Smart Goals

Recommend a Goal

You can use this Action to recommend a goal to your Contacts. The recommended goals would be displayed to your Contacts when they use the Goals App.

Nudge

You can send a notification to your Contacts regarding the amount they should invest towards their goal. These notifications would be displayed to your Contacts on the Goals app.

Calculators

Recommend a Calculator

You can use this action to recommend a published calculator to your Contacts. The recommended calculator can be displayed to your Contact using the Kapitalwise App Recommendation widget and integrated with your existing applications..

Offers

Recommend an Offer

You can use this action to recommend a published offer to your Contacts. The recommended offer can be displayed to your Contact using the Kapitalwise App Recommendation widget and integrated with your existing applications.

Blogs

Recommend a Blog

You can use this Action to recommend a published blog to your Contacts. The recommended blog can be displayed to your Contact using the Kapitalwise App Recommendation widget and can also be integrated with your existing applications.

Hubspot

If you have installed and configured the Hubspot app on Kapitalwise, you would have the below action available to be used in Workflow:

Create a Deal

You can use this Action to create a deal with specified details in your Hubspot account when a Contact reaches this step.

Zoho

If you have installed and configured the Zoho app on Kapitalwise, you would have the below action available to be used in Workflow:

Create a Deal

You can use this Action to create a deal with specified details in your Zoho account when a Contact reaches this step.

Freshworks

If you have installed and configured the Freshworks app on Kapitalwise, you would have the below action available to be used in Workflow:

Create a Deal

You can use this Action to create a deal with specified details in your Freshworks account when a Contact reaches this step.

Salesforce

If you have installed and configured the Salesforce app on Kapitalwise, you would have the below action available to be used in Workflow:

Create an Opportunity

You can use this Action to create an opportunity with specified details in your Salesforce account.

Workflow Nodes

Workflow nodes are special kinds of Actions that you can use to add logic to your Workflow.

Wait

Wait Action pauses the Workflow for the Contact at this step. You can specify how long they wait before proceeding to the next Action.
Max Wait Time: This is the maximum amount of time a Contact will wait before proceeding to the next Action.
Exit Wait When: If you select conditions under this section, Contacts will wait in this Action until those conditions are met. If the conditions are met before the max wait time is reached, the Contact will exit the wait and proceed to the next Action. Otherwise, the Contact will exit the wait when the max wait time is over.

If/Else

If/Else Action divides a Workflow into two paths: “Yes” and “No”. The “Yes” path is for Contacts who match the conditions you define, and the “No” path is for Contacts who do not match the conditions. This Action is useful for treating Contacts differently depending on the conditions.

Create a Workflow

Follow these steps to create a Workflow:

Click Create Workflow under the Engagement Builder menu.
Enter the name and description of the Workflow.
Check Rerun on the Triggers checkbox if you want this Workflow to re-run for each Triggering event for the same Contact. For example: If you have used “Clicked a Link” Triggers, then the Workflow would re-run for the same Contact each time it clicks a link. If left unchecked, the Workflow would run only once for a Contact.
We have a number of pre-build Workflow templates for you to get started. Select one of our pre-built templates or start from scratch to build your Workflow from scratch.
In the Workflow builder, drag and drop the Triggers category you want to use to “Add a Triggers” placeholder.
In the Triggers configuration window, choose a Triggers from the left panel. On the right panel, fill out the inputs as needed.
Optionally, you can apply advanced filters to your Triggers. If you have selected advanced filters, the Contact will enter the Workflow only if those conditions are met. Click proceed when you are done.
You can add multiple Triggers by following the same steps.
Now drag and drop an Action on the “Add an Action” placeholder. Fill in the input as needed and click on proceed when done.
Add more Actions as per your requirement by following the same steps.
Click the exit button on the top-right when you are done.

View/Edit a Workflow

Follow these steps to view/edit a Workflow:

Go to All Workflow under the Engagement Builder menu.
Click on the edit icon for the Workflow you want to edit. It is present under the "Actions" column for each Workflow.
You can use the search bar to search for a Workflow by its name or description.

Pause/Activate a Workflow

You can pause a Workflow if you don’t want it to run for any future Triggers. You can activate it at any time later.

Go to All Workflow under the Engagement Builder menu.
Under the status column, you would see a toggle button. Click on the toggle button to activate or pause the Workflow.

Clone a Workflow

You can clone an existing Workflow. If you want to create a Workflow similar to an existing Workflow, you can use our clone feature to create a copy of that existing Workflow. Then you can edit the cloned Workflow as per your requirement.

Go to All Workflow under the Engagement Builder menu.
For the Workflow you want to clone, click on the clone icon present under the “Actions” column.

Delete a Workflow

You can permanently delete a Workflow from Kapitalwise.

Go to All Workflow under the Engagement Builder menu.
Click on the delete icon for the Workflow you want to delete.

Workflow Logs

You can view a list of Contacts that have entered your Workflow, i.e., the Contacts for whom a particular Workflow has run till now. The list contains “Email”, “Run Time”, and “state” for each run. Click on the Logs icon in the “All Workflow” page to view the logs.

Workflow Report

We provide a consolidated report with some useful analytics for each Workflow. You can view the Workflow report by clicking on the report icon on the All Workflow page. The content of the reports are:

Campaign Email Sent: The total number of email campaigns sent in a Workflow.
Internal Notifications Sent: Total number of internal notifications sent in a Workflow.
Text Messages Sent: The total number of text messages sent in a Workflow.
Push Notifications Sent: Total number of push notifications sent in a Workflow.
Deals Created: Total number of deals created in your CRM through a Workflow.