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How To Create An Email Flow

Updated this week

Email Flows are available on the Rally.Fan Pro plan. Need the upgrade? Head to Settings → Billing or check our pricing page for details.


What’s an Email Flow?

An Email Flow is a pre-scheduled sequence of messages that fires automatically when a subscriber enters a trigger—usually a purchase, sign-up, or tag. Think of it as your 24/7 sales assistant: every email lands on time, in the right order, without you pressing “send.”


Why Use Email Flows?

Benefit

How It Helps You

Automation

Build once, nurture forever—focus on product, not inbox.

Consistency

Subscribers hear from you at just the right cadence, building trust.

Personalisation

Send different sequences to buyers, freebie hunters, or VIPs.

Lead Nurturing

Warm up new leads with education before the pitch.

Higher AOV & LTV

Timely upsells and cross-sells lift revenue without extra ad spend.


Create Your First Email Flow

  1. Open your Dashboard → Marketing → Email Flows → Get Started

  2. Import (or skip) your contacts
    Upload a CSV now or come back later.

  3. Add your legal business address
    Required by anti-spam laws—this appears in every footer.

  4. Click Add Flow

    • Name your flow (e.g., “New Customer Welcome”).

    • Audience: choose “All buyers,” a segment, or a tag.

  5. Draft Email #1
    Use our templates or start from scratch. Hit Save Draft when you’re happy.


Add More Emails

  1. In the flow timeline, click + Add Email.

  2. Write the next message and Save Draft.

  3. Repeat until the series is complete.

  4. Test Send any email to your own inbox for a final check.

  5. Hit Publish when ready—your flow goes live instantly.

Heads-up: Once you publish, new subscribers will begin receiving the series immediately.


Edit Timing & Content

For any email in the flow, you can adjust:

  • Delay – Minutes, hours, or days after the previous step.

  • Subject Line – Grab attention; emojis allowed 👍

  • Body Copy – Drag-and-drop blocks or raw HTML.

  • Media – Inline images & GIFs are supported. (For PDFs or videos, link to a Rally Landing Page for best deliverability.)


Best-Practice Checklist

✔︎ Do

✘ Don’t

Map the entire journey on paper first

Cram every offer into Email #1

Aim for 4–5 emails minimum (7+ touches converts best)

Send only one follow-up

Sprinkle in case studies & testimonials

Talk only about features

Keep delays logical (e.g., 1 day, 3 days, 7 days)

Blast daily without context

Always include a clear CTA

Hide links in long paragraphs

Need one-off broadcasts instead of an automated series?

Check out Email Broadcasts in the Settings tab of your individual product.


Frequently Asked Questions

  1. Are flows and broadcasts different?
    Yes—flows are automated sequences; broadcasts are one-time sends to a list or segment.

  2. Can I attach files?
    Attachments are disabled to protect deliverability. Host the file on a private Rally Landing Page and link to it instead.

  3. How many flows can I create?
    Unlimited on Rally.Fan Pro—segment away!

  4. Can I pause or edit a running flow?
    Absolutely. Toggle the flow OFF, make changes, then ON again.


Need Help?

Drop us a line at friends@rally.fan with your account email and a quick description of where you’re stuck—we’ll get you flowing in no time!

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