Using the Site Abandonment Automation Template

Modified on Mon, Jul 1 at 2:34 PM

In this article, we’ll go through a step-by-step process of creating a multi-week automation campaign designed to entice the return and re-engagement of a participant who has not logged into their portal for two weeks. 


To create a course abandonment automation, enter the admin website:

  • Go to the Settings section
  • Enter the Portal Management module
  • Choose the portal you want to set up the automation for
  • Click on “Automations” from the CONTENT section of the menu on the left side


Here, you can view the table that lists all automations in the portal. To create a new automation, click the CREATE button above the table’s top-right corner.

Here, you can view the table that lists all automations in the portal. From here, click the CREATE button above the table’s top-right corner. Now you are viewing the automation template.

  1. Click on the tile title "Course Progression Encouragement".
  2. Click on the Start From Template button.

Reviewing and Customizing the Automation

You are now in the Automation editor where you can review the settings for the automation and the content. The template is set up to send one engagement email when a member has not logged in for 10 days. 

The automation contains one email with the following text:

Subject line: Don’t let your progress stall…

It's been a little while since you've logged into your portal and we're hoping you check in again soon so you can keep working towards your goals. Even if you only have a minute or two, it's important to spend time on your goals consistently so it becomes habit! 

If these settings are to your satisfaction, then you don't need to do anything other than save and publish:


Once published, the automation is active in the portal and it will send the email communication to any member who has not logged in for 10 days.  

If you want to make any adjustments to the automation—like changing the message content or adding more messages to the automation in case members don't respond to the first one—continue reading this article...

Customizing the Automation

To edit basic automation settings like the title, the keywords, or the description, you can click on the gear icon in the upper left corner to open the editor on the right.


To change the timing of the message, click inside the Start tile (1) and then edit the days after trigger and the time (2), if you choose:


If you want to send another email after the first one in case the member still hasn't logged in, you can add another day to the automation. 

  1. Click on "Add Day" beneath the first component.
  2. Click inside the tile that appears.
  3. Choose the timing for this component (we're setting it at 10 days in this example).

Now we will set the new email component by dragging the “Send an Email” component from the left into the builder field:


To create the content of the message, click in the tile and put your message into the editor on the right:


Now we have built an automation that:

  • Begins when a member logs in.
  • Sends an email after 10 days of not logging in.
  • Sends an email after two weeks of not logging in.
  • Sends another email with a flow after three weeks of not logging in.


This article provided an example of an abandonment campaign, but remember: You can craft your messages and the components, and set your dates and times, as you see fit. 

Before going, click on Save Draft and Publish in the upper-right corner and the Automation will be in use for the portal. 

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