Engagement Builder

You can build marketing and sales workflows using our Engagement Builder. With the engagement builder, you can easily create fully automated workflows according to your business needs. Workflows can save you time, help you stay organized, and make more money, by improving your marketing and sales processes. After a workflow is set up, it can run with no input from you.
A workflow is a chain of actions that runs automatically when a trigger that’s defined by you is triggered. It’s 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 start workflows. In other words, triggers are the primary door that your contacts must open to enter a workflow. All triggers pertain to events that occur for a contact.
Triggers determine how the contacts are added to 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 on how you can leverage them to create powerful workflows.

Account Event

This category of triggers relates directly to your contacts in Kapitalwise. We have three triggers under this category.

Account is Added

This trigger starts a workflow when a contact is added to Kapitalwise using our Add a Contact API. This includes contacts added as prospects via use of Calculator Campaigns. You may want to use this trigger to:
  1. Send welcome emails
  2. Create an onboarding sequence

Account is Updated

This trigger starts a workflow when a contact’s information is updated in the contact details page. You may want to use this trigger to:
  1. Notify people in your organization that a contact has been updated
  2. Send follow-up sequences

Account is Deleted

This trigger starts a workflow when a contact is deleted from Kapitalwise. You may want to use this trigger to:
  1. Notify people in your organization that a contact has been deleted

Tag

This category of triggers are related to the tags attached to your contacts in Kapitalwise. We have two triggers under this category.

Tag is Added

This trigger begins 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 this trigger to:
  1. Begin a sequence of emails and messages
  2. Create a tag specific sequence

Tag is Removed

This trigger begins a workflow when a tag you specify is removed from a contact using contact details page or a workflow action. You can use this trigger to:
  1. Begin a series of follow-up messages
  2. Update a contact's field
  3. Notify someone in your organization

Campaign Event

This category of triggers are related to how your contacts have interacted with your email campaigns. We have six triggers under this category.

Opened an Email

This trigger begins a workflow when a contact opens an email campaign you have specified. You could use this trigger to:
  1. Send a reply after the email is opened
  2. Start a drip campaign for contacts who have already engaged with a piece of content
  3. Create a deal in your CRM

Clicked a Link

This trigger begins a workflow when a contact clicks a link within the specified email campaign. You can use this trigger to:
  1. Add "interested in something" tags
  2. Trigger follow-up messages or emails
  3. Update contact information (eg. increase engagement score)
  4. Create a deal in your CRM

Sent an Email

This trigger begins a workflow when you send an email campaign to a contact. You can use this trigger to:
  1. Send follow-up emails after a wait time
  2. Send a SMS

Unsubscribed

This trigger begins a workflow when a contact unsubscribes from the email campaigns. You can use this trigger to:
  1. Notify someone internally that a contact has unsubscribed
  2. Send a parting message

Complaint

This trigger begins a workflow when a contact marks an email campaign as spam. You can use this trigger to:
  1. Notify someone internally that a contact has marked an email as spam

Bounce

This trigger begins a workflow when an email bounces when sent to a contact. You can use this trigger to:
  1. Notify someone internally to re-verify contact’s email

Web Event

This category of triggers are related to how your contacts have interacted with your web page campaigns. We have two triggers under this category:

Page View

This trigger begins a workflow when a contact views a published web page campaign specified by you. You can use this trigger to:
  1. Send follow-up emails
  2. Add "interested in something" tag
  3. Recommend a blog or an offer

Clicked a Button or a Link

This trigger begins a workflow when a contact clicks a button or a link in a published web page campaign specified by you. You can use this trigger to:
  1. Send follow-up emails
  2. Add "interested in something" tag
  3. Create a Deal based on type of button or link clicked

Calculator Event

This category of triggers are related to calculations performed by your contacts on the calculators published by you using our web page campaigns.

We have a calculation trigger for each calculator under this category.
  1. Mortgage Comparison Calculation
  2. Mortgage Calculation
  3. Simple Auto Loan Calculation
  4. Auto Loan Calculation
  5. Amortization Schedule Calculation
  6. College Savings Calculation
  7. Credit Card Payoff Calculation
  8. Debt Payoff Calculation
  9. Debt To Income Calculation
  10. Investment Calculation
  11. Personal Loan Calculation
  12. Refinance Calculation
  13. Savings Calculation
  14. Compound Interest Calculation
  15. Current Ratio Calculation
  16. Annuity Calculation
  17. Quick Ratio Calculation
  18. Gross Profit Margin Ratio Calculator
  19. CD Interest Calculation
  20. Savings Goal Calculation
  21. Line Of Credit Calculation
  22. Become A Millionaire Calculation
  23. Home Equity Loan Payment Calculation
  24. Should I Refinance Calculation
  25. Advanced Credit Card Payoff Calculation

You can use these triggers to:
  1. Send offers related to the calculation performed
  2. Start an email sequence
  3. Create a deal in CRM
  4. Notify someone in the sales team that a contact has used a calculator

External Event

This category of triggers are related to events created by you using Kapitawise events and triggers section under Tags menu. It includes both events with triggers and events with schema. Each event created by you is available as a trigger under this category.

Examples:
  1. Suppose you have created an Add to Cart event, then you can use this trigger to send checkout offers
  2. Suppose you have created a Branch Visit event, then every time a contact has this event you can 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.
  1. Overdraft
  2. Tax Refund
  3. Line of Credit
  4. Travel
  5. Bonus Payment
  6. Job Change
  7. High Checking Account Balance
  8. FICO Score Up
  9. FICO Score Down
  10. Auto Loan Close
  11. New Mortgage
  12. Low Saving Balance

Examples:
  1. Use Low Saving Balance trigger to Recommend a Savings Goal
  2. Send a notification or sms to the contact when there is an Overdraft

Actions

Actions are a series of processes or tasks that a contact proceeds 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 on how you can leverage them to create powerful workflows.

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 contact uses an Investment Calculator.

Trigger 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 as well. These notifications can be displayed using the kapitalwise App Recommendation widget and can also be 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 for Overdraft warning to your contact.

Account 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.

Subscribe

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 Kapitalwise Platform. The actions are specific to each app you have installed. Some app related actions like for 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 can also be 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 can also be 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 Hubspot app on Kapitalwise, you would have 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 Zoho app on Kapitalwise, you would have 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 Freshworks app on Kapitalwise, you would have 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 Salesforce app on Kapitalwise, you would have 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 workflows.

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 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 “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:
  1. Click Create Workflow under the Engagement Builder menu.
  2. Enter the name and description of the workflow.
  3. Check Rerun on trigger 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” trigger, 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.
  4. 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.
  5. In the workflow builder, drag and drop the trigger category you want to use to “Add a trigger” placeholder.
  6. In the trigger configuration window, choose a trigger from the left panel. On the right panel, fill out the inputs as needed.
  7. Optionally, you can apply advanced filters to your triggers. If you have selected advanced filters, then the contact would enter the workflow only if those conditions are met. Click proceed when you are done.
  8. You can add multiple triggers by following the same steps.
  9. Now drag and drop an action on the “Add an Action” placeholder. Fill the input as needed and click on proceed when you are done.
  10. Add more actions as per your requirement by following the same steps.
  11. Click exit button on the top-right when you are done

View/Edit a Workflow

Follow these steps to view/edit a workflow:
  1. Go to All Workflow under the Engagement Builder menu.
  2. Click on the edit icon for the workflow you want to edit. It is present under the "Actions" column for each workflow.
  3. 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.
  1. Go to All Workflow under the Engagement Builder menu.
  2. 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.
  1. Go to All Workflow under the Engagement Builder menu.
  2. 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.
  1. Go to All Workflow under the Engagement Builder menu.
  2. 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 workflows 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:
  1. Campaign Email Sent: Total number of email campaigns sent in a workflow
  2. Internal Notifications Sent: Total number of internal notifications sent in a workflow
  3. Text Messages Sent: Total number of text messages sent in a workflow
  4. Push Notifications Sent: Total number of push notification sent in a workflow
  5. Deals Created: Total number of deals created in your crm through a workflow