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Marketing automation that turns your strategy into recurring revenue

Data4Sales Marketing Cloud: automated customer journeys that integrate your communication channels and are triggered by your customers’ behavior. An abandoned cart, a first purchase, or a customer who stops returning triggers the appropriate message through the channel that works best, and sales are attributed to the flow.

Schedule a demoView case studies with workflows
Abandoned CartActive
1
Trigger: Abandoned CartThe customer left items in the cart without purchasing them
2
Wait 1 hourThat gives you time to get back on your own
?
Did you make a purchase within 24 hours?Condition
Yes
Out of the flowAttributed sales
No
Email with couponProducts and 10% off
End of the tour
ShutterAbandoned Cart312 customers visit per week
Step 1 · WhatsAppYour products are waiting for youWith the items in each customer's cart
ConditionDid you buy it?Anyone who buys leaves the flow
Step 2 · Email10% Off CouponOnly for those who haven't purchased yet
Attributable revenueUSD 6,200to this week's cash flow
Why Use Workflows with Data4Sales?

Your strategy runs every day, without relying on manual submissions

The best times to reach out to a customer can't be planned manually: they happen at any time and involve thousands of customers at once. Workflows reach each customer when the time is right.

They are triggered by each behavior

Shopping carts, first purchases, life changes, or birthdays set each customer's journey in motion—without the need to create lists.

All Your Channels in One Place

Each step uses the channel that works best at that moment, based on the products and customer data.

Measured on a flow-by-flow basis

You can see how many customers came in, what prompted them to make a purchase, and how much revenue each customer flow generated.

Capabilities

Everything you need for automation, all in one place

Five capabilities that work together, from the moment you activate the flow to the sale it generates.

Behavior-Based Triggers

Every workflow begins with something the customer did

Choose what triggers the flow: an abandoned cart, a sign-up, a first purchase, or a change in the customer lifecycle stage. Data4Sales detects that moment in your data, and the customer is automatically added to the journey.

  • Purchase and shopping cart events from your e-commerce site and your stores
  • Stage transitions: from a one-time buyer to a frequent buyer, or from active to at-risk
  • Customer dates, such as their birthday
Choose the triggerNew workflow
He left a shopping cart behindShopping cart
You registered or made your first purchaseWelcome
He went from a one-time buyer to a frequent buyerLife cycle
Hasn't made a purchase in 90 daysReactivation
It's his birthdayDate

Illustrative example

Ready-to-use templates

Start with the best-selling collections

Data4Sales templates provide the structure, timing, and messaging of the workflows that work best in retail. You can activate them in minutes and customize them to fit your brand.

  • Abandoned Cart, the Top-Selling Workflow: 67% of the platform's workflow revenue
  • Onboarding, Repurchase, and Reactivation for Each Stage of the Customer Journey
  • Transactions by buyer type: one-time, frequent, and reactivated
TemplatesWorkflows
Abandoned CartWhatsApp and email with the items you left behind
WelcomeFrom Registration to First Purchase
RepurchaseFrom first to second purchase
ReactivationFor those who stopped buying
Frequent BuyersBenefits for Your Best Customers
Recovered CustomersSo they don't leave again
Conditions and Routes

Each customer follows the path that applies to them

Add delays and conditions between messages. If the customer makes a purchase, they exit the flow. If they opened the message but didn't make a purchase, they receive another message. If they're a VIP customer, they can follow a different path.

  • Waiting periods of minutes, hours, or days between steps
  • Conditions based on purchase, account opening, click, or segment
  • Automatic checkout when a customer makes a purchase
Condition · Did you open WhatsApp?Flow Editor
?
Did you open WhatsApp within 6 hours?Status after Step 1
No
Email NowThe same products, through a different channel
✓
Made a purchase at any stageIt is excluded from the flow and added to attributed revenue

Illustrative example

Personalized Messages with Orbis

Personalized messages throughout the journey

The messages for each step use the 360° profile and product affinity: the customer's name, the items in their cart, or the products they're most interested in. Orbis Creative writes the copy, and Orbis Copilot helps you determine which flow to activate.

  • Items in the cart or recommended in each post
  • Orbis Creative crafts messages in a tone that matches your brand
  • Orbis Support continues the conversation when the customer replies via WhatsApp
Step 1 · WhatsAppOrbis Creative
Hi [Name], you left [Product] in your cart. We've saved it for you and added 2 matching products.
Copilot: 38% of your shopping carts don't receive any messages. I suggest you enable the abandoned cart workflow.

Illustrative example

Attributed revenue

End-to-end measured results

Data4Sales connects customer journeys with the purchases made by customers who went through them, both online and in-store. You can see at which stage your customers make a purchase and how much revenue the entire journey generated.

  • Incoming customers, messages, and orders by flow
  • Step-by-step results to determine which message converts
  • Attributed revenue from online and in-store sales
Results · Abandoned CartLast 30 days
Customers who entered1,340
Orders48
Step 1 · WhatsApp1,290 sent31 orders$4,100
Step 2 · Email940 sent17 orders$2,100
Revenue attributed to the channel, combining online and in-store sales.
USD 6.200

Illustrative example

Connected to the entire cycle

Workflows don't operate on their own: they use and feed into everything else

Data Collection

Customer Data

  • Each customer's purchases and shopping carts
  • Life cycle stage of each customer
  • Product Affinity
Work with Orbis

Workflows

  • Copilot detects which flow to activate
  • Audiences determines who gets in
  • Creative crafts each message
  • Support handles the responses
Return to profile

Every interaction

  • Inputs and outputs for each flow
  • Open rates, clicks, and responses
  • Sales and Attributed Revenue
What each customer does in a workflow improves the next journey
Use Cases

The payment streams you can activate starting in the first month

Abandoned Cart

WhatsApp and email with the products he left behind. This is the sales funnel that generates the most sales on the platform.

Welcome

From registration to the first purchase, featuring best-sellers and your brand's benefits.

Buyback

From the first purchase to the second, when her cycle indicates that her period is about to return.

Reactivation

A tour for those who stopped shopping—before it's too late.

After-Sales Service

A thank-you note, an NPS survey, and complementary products related to what they purchased.

Birthday

A greeting with a benefit that is sent automatically on each customer's date.

Success stories

Brands Across Latin America That Are Already Boosting Sales With Their Data

View all cases
STIENDA Success StoryTechnology · UruguaySTIENDA+134% repeat purchases in MayHow STIENDA (Samsung Uruguay) Turned Automation into RevenueView case study47 Street Success StoryFashion · Argentina47 Street1.9x omnichannel customer value100 stores in a single conversationView case studyMarley Coffee Success StoryCoffee · ChileMarley Coffee15.9% conversion rateHow Brand Recognition Led to ProfitabilityView case studyFORUS Success StoryFashion · UruguayFORUS+46% in revenueGreater customer retention with WhatsApp as the leading channelView case studyTaTa Success StorySupermarkets · UruguayTaTa+10% increase in reactivated customersHow TaTa Reactivated and Built Loyalty Among Inactive Customers Using WhatsAppView case studyMonte de Piedad National Success StoryRetail · MexicoNational Monte de Piedad1:1 WhatsApp campaignsPredictive segmentation for sales eventsView case studySally Beauty Case StudyBeauty · ChileSally Beauty+46% in revenue during CYBERIts inactive customer base translated into a 46% increase in revenueView case studyGiani Dafirenze Success StoryFashion · ChileGiani Dafirenze+17% conversion rateTheir anniversary, turned into a sales powerhouseView case studyPawal Success StoryPets · ChilePawal50% increase in salesReactivation, repeat purchases, and new customer acquisition with WhatsAppView case studySuccess Story: The Chemist LookBeauty · UruguayThe Chemist Look+52% open rateCustomer segmentation as your best routineView case studyUndergold Success StoryFashion · ColombiaUndergold70% off Meta AdsUp to 70% lower cost on Meta Ads without losing impactView case study
Keep exploring

It works best in conjunction with the rest of the platform

MarketingWhatsApp MarketingWhatsApp Campaigns and Sales
MarketingEmail MarketingEmails Tailored to Each Client
MarketingSmart AudiencesSegments That Update Themselves
DataCustomer LifecycleFrom the First Purchase to the At-Risk Customer
MarketingProduct AffinityRecommendations based on what is purchased together
MarketingSales AttributionRevenue attributed to each campaign and channel
Integrations

Each workflow integrates with what you already use

Data flows surge based on what's happening in your systems: a purchase in-store, a shopping cart on VTEX or Shopify, a visit tracked by the Pixel. And they're sent through the channels you already use.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)Fenicio
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

Workflows in Data4Sales

Questions marketing and e-commerce teams often ask us before we get started.

What is a workflow in Data4Sales?

A workflow is an automated sequence that sends each customer the right message based on their actions: abandoning a shopping cart, making their first purchase, or stopping shopping. It combines email and WhatsApp, time delays and conditions, and uses 360° profile data to personalize each step. Each sale is attributed to the workflow that generated it.

Which flows can I activate?

You can start with ready-to-use templates: abandoned cart, welcome, repeat purchase and reactivation, and workflows for one-time, frequent, or returning buyers. You can also build your own workflows from scratch using the visual editor.

What channels does a workflow use?

Each step in a workflow can be an email, a WhatsApp message, or an SMS. You can combine them within the same workflow—for example, a WhatsApp message when a cart is abandoned and an email the next day for those who haven’t purchased yet. You can also add customers from the workflow to a Meta, Google Ads, or TikTok audience.

When does a customer leave the workflow?

Each flow has exit conditions. Typically, the customer exits when they make a purchase, so they don't receive messages that are no longer relevant to them. You can also define different paths depending on whether they opened the message, clicked a link, or made a purchase.

Do I need to know how to code to create a flow?

No. Workflows are built in a visual editor: you choose the trigger, add messages, wait steps, and conditions, and then activate the workflow. Orbis helps you identify which workflows are best suited for your data.

How do you measure the results of a workflow?

Data4Sales attributes to each flow the purchases made by customers who went through it, both online and in-store. You can see how many customers entered, how many messages were sent, open rates, orders, and attributed revenue—by flow and by each step.

Activate the revenue streams while your team develops the strategy

We'll show you which workflows you should enable first based on your business data.

Schedule a demo