REBEL ONE
Digital Marketing Automation System
Training Manual
What Are Workflows?
Workflows are your restaurant’s digital crew. These are automated sequences that trigger based on actions — like someone submitting a form, missing a call, or leaving a review.
Once they fire, they do the work for you: tagging customers, sending messages, alerting staff, and keeping your marketing machine running 24/7.
No extra hires. No forgetting to follow up. Just set it, tweak it, and let it roll.
Email Segmentation Workflows
Why Workflows Matter for Restaurants
Reality Check: a lot of restaurant operators struggle with follow-up. Not because they’re lazy — because they have a lot on their plate.
Between running shifts, writing schedules, ordering food, produce, liquor, beer, wine, and covering call outs — who’s got time to send a thank-you email or chase down a birthday promo?
That’s where workflows step in.
Workflows
Catch leads automatically (and don’t let go)
Fire off messages in real-time
Keep your team in the loop
Help you drive revenue without lifting a finger
How to Turn On and Customize Workflows in REBEL ONE
You don’t have to build from scratch. We’ve preloaded five high-impact workflows into every Rebel One account. Here’s how to activate and make them your own:
Step-by-Step Instructions
Log into Rebel One
Get inside your account and click on the Automation tab in the left-hand menu.
Open the ‘Workflows’ Section
You’ll see a list of prebuilt workflows under the “REBEL ONE Email Work Flows" Folder
Click on a Workflow to Open It
Start with one — we recommend “New Contact → Welcome Email” to begin.
Turn It On
Top-right corner: flip the toggle from Draft to Published. That’s it — it’s live.
Customize the Messages
Inside each workflow:
-Click on the Send Email or Send SMS step
-Edit the message with your tone, offer, and branding
-Hit Save
Edit Triggers (Optional)
Want it to fire off a different action? Click the Trigger at the top to adjust when it runs.
Test It!
Submit your own form, miss a call, or trigger an event to see the automation fire. Debug if needed.
Need extra help customizing your workflow? Send an email to Michael@restaurantrebellion.com with the subject line "REBEL ONE Workflow Help" and we will schedule a live call to help you out.
The Prebuilt Workflows in REBEL ONE
New Contact → Welcome Email
Trigger: Contact created
Actions: Apply tag, send welcome email, notify staff
Form Submitted → Tag + Confirmation
Trigger: Form submitted (e.g., Birthday Club)
Actions: Apply tag, auto-reply email, notify staff
Inactive Contact (60 Days) → Win-Back
Trigger: Last email open > 60 days
Actions: Apply Dormant tag, send “We miss you” message
Positive Review → Thank You
Trigger: Review left (Google/Facebook)
Actions: If 4–5 stars, send thank-you message, apply Happy Customer tag
Final Word: Keep It Simple
Start with one or two workflows. Get them live. Watch how they perform. Then refine and expand.
You don’t need a giant "tech stack" — you need systems that work while you’re working— or taking a day off (You deserve it).
Ask for help if you need it — Send us an email and we'll get on a call to get you what you need.
Remember, Automation doesn’t replace the human touch — it amplifies it.
