Combining Automation & Personalization

With Workflows, you can create personalized, dynamic conversations with your customers based on the interactions they have with your brand. Build automated, behaviorally triggered campaigns to deliver highly relevant and engaging experiences that respond to your customer’s actions and preferences.

Campaigns can branch out and adapt based on how your users interact with each message in the multi-step campaign. With Workflows, you can go beyond sending standalone messages and start creating immersive experiences that reach across channels to provide a unique experience to each user.

How to Use Workflows for Mobile Customer Engagement

Craft abandoned cart campaigns that are sent automatically once an item is left in the cart for an extended period of time. Create a message flow that starts with a reminder, and then layer on discounts or free shipping offers to drive revenue from what otherwise could be a lost sale. And don’t forget to thank your purchasing customers and engage them for reviews – all within the same Workflows campaign.

Use workflows to create an automated, multi-step onboarding campaign, introducing your customers to useful and popular features. Take quick-serve restaurants for example. They can share tips on their online or mobile ordering features and restaurant locator, then send over coupons to improve adoption and LTV.

Bring customers back into your app or website with automated campaigns that target those who haven’t visited in a while. Offer an extended free trial on a news subscription for those customers who hit their monthly limit and never returned, and once you offer the free trial, automatically send push notifications or in-app messages showcasing content matched to their interests to seal the deal.

Make Your Workflows Even More Impactful


Deep Audience Segmentation

Combine historical, profile, behavioral, and location-based data from within Upland Localytics, as well as external sources via APIs, so you can segment audiences in more detail for more impactful and relevant interactions.

Engage Across Channels

Include multiple apps, app and web push, and in-app messages within one campaign, saving time in campaign creation and ensuring you engage on the channel that is best suited for your users and your message. You can also use data from other systems, like point of sale, order management, or email to trigger messages for a seamless omni-channel experience.

Measure Performance

View real-time metrics for every step and message, right in the Workflows Canvas. See total entries, open rate, unreachable users, users still waiting within the workflow, and more. You can also export your data for further analysis outside the Upland Localytics Dashboard.

Workflows Features

Location-Based Messaging Trigger a message based on geofences your customer has entered or exited, powered by our Places feature
Dynamic Content Dynamically personalize your notifications with details like customer name, their favorite category, and recent location visited
Rich and Personalized Creatives Add rich content like images, videos, and even personalized creatives powered by Movable Ink
Localization Send push notifications and in-app messages in multiple languages based on your users' settings
Flexible Entry Points Determine how customers enter a campaign using any behavioral and profile attributes, and add limits to how often they can return
Engage Across Channels Create dynamic campaigns using app push, web push, and in-app messages, all in one workflow

Ready to learn more?

We're just scratching the surface of what Upland Localytics can do for you. To see more, schedule a demo with one of our knowledgeable associates.