Trigger Pelcro Automation Worrkflows from Event-Based Segments

πŸ” Problem Statement

As a marketer running Pelcro automations, I cannot trigger workflows from event-based segments, which prevents behavior-driven outreach like dunning reminders or app-download nudges.

πŸ’‘ User Story

As a marketer, I want to attach an automation workflow to an event-based segment, so that users matching behavioral criteria automatically receive an email, SMS, or in-app/on-site notification.

🎯 Definition of Done (DoD)

βœ” Given an event-based segment exists, when a marketer creates a workflow in Pelcro, then that segment is selectable as the workflow's audience source.

βœ” Given a user enters an event-based segment, when the workflow's trigger condition is met, then the configured action (email, SMS, or in-app/on-site notification) is dispatched to that user.

βœ” This change will impact UI, API, and Integration, specifically the Pelcro workflow builder, the automation execution engine, and the email/SMS/in-app notification dispatch layers.

βœ” This solution will include the following limitations: depends on FR β€” Event-Based Segmentation; SMS dispatch requires an SMS gateway/provider integration [clarify: vendor and account ownership]; push notifications out of scope for v1.

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Upvoters
Status

Planned

Board
πŸ’‘

Pelcro Product

Date

6 days ago

Author

Rana Haleem

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