If you’re running abandoned cart sequences (or any other workflow), you need to know how to keep your automations clean and efficient. One of the most powerful tricks is using tags and removing workflows to streamline your customer journey.

👉 Reflect Today: Are your automations cluttered and overlapping, or are they flowing smoothly like a well-oiled machine?

Here’s how to manage your automation like a pro:

1️⃣ Remove from Workflow When Necessary
Sometimes you don’t want a customer stuck in multiple workflows. Use the “Remove from Workflow” action to take them out of specific sequences as soon as they purchase or complete a key action.

2️⃣ Tag Your Customers
Think of tags like digital post-it notes. They label your contacts based on their actions or behaviors—like “Purchased XYZ Product” or “VIP Member.” This helps you know who has done what without digging through data.

3️⃣ Keep Tags Clean and Relevant
Don’t overload your system with random tags. Be intentional and consistent. This way, you can use them later for targeted marketing and follow-ups.

4️⃣ Delete Unnecessary Actions
If a step no longer serves your automation, simply press delete and clear it out. Keep your workflows efficient and lean!

💡 Want to master your business automation and build efficient, powerful workflows? Join Legends Lab and learn how to take your automations to the next level with Tekmatix.
👉 Join Legends Lab at www.sarahcordiner.com/legends

BusinessAutomation #AbandonedCartRecovery #EfficientWorkflows #CRMStrategy #LegendsLab

Sarah x