Introduction
Automation flows allow you to nurture leads, onboard customers, and follow up automatically without needing to send each message manually. With automation, you can set triggers, actions, and conditions so that your contacts always receive the right message at the right time.
Creating Your First Automation Flow
Go to Automations → Create New Flow.
Give your automation a name.
The builder opens where you can start with your Trigger - what event will start the flow.
Adding Steps to Your Flow
Delay – Add a wait time before the next step (e.g., 1 hour).
Send Email – Create or select an email template, personalize it with tags (like first name), and save it.
If/Else Conditions – Split contacts into different paths based on properties (e.g., “Country = Australia”).
Actions – Tag a user, update properties, unsubscribe, or delete a contact.
Tip: Use tags and custom properties to organize your contacts and keep flows highly targeted.
Triggers
You decide when someone enters the automation. Current triggers include:
When a contact joins a list
When a contact fills a form
When a tag is applied
When a purchase is made
Or other specific user actions
You can add multiple triggers for flexibility.
Goals
Define a goal to automatically exit users once they complete the desired action (e.g., making a purchase).
Example: If a user gets tagged “Completed Checkout,” they exit the automation.
This ensures they don’t keep receiving irrelevant follow-ups.
Managing and Editing Your Flow
Reorder Steps – Move actions up or down in the sequence.
Add Notes – Leave sticky notes on steps to remind yourself or your team about their purpose.
Enable/Disable Repeat – Choose if a user can re-enter the automation multiple times or only once.
Analytics & Tracking
From the automation dashboard you can monitor:
Total entries – how many people started the flow.
Completions – how many reached the end.
Goal completions – how many achieved your defined outcome.
Email performance – open rates and click rates for each step.
Waiting vs. Executed steps – see where users are in the journey.
Best Practices
Start with a Welcome Email Flow for new subscribers.
Use Delays to avoid overwhelming users with back-to-back messages.
Always define a clear goal for each flow.
Keep flows concise - complex branching is powerful but should remain purposeful.
Regularly review analytics to optimize messaging and timing.