Automation
Create powerful email automations with the visual workflow builder.
Workflow Builder
The visual workflow builder enables creating complex automations via drag-and-drop. Connect triggers, actions, and conditions to build powerful email series.
Triggers: Start workflows on events like signup, tag change, or date.
Actions: Send emails, assign tags, update fields.
Conditions: Create if-then paths based on contact data.
Wait Times: Define delays between steps.
Automation Types
Common automations: Welcome series, onboarding, re-engagement, birthday emails, order confirmations (with WooCommerce), and lead nurturing sequences.
Best Practice
Start with a simple welcome series (3 emails). Expand gradually based on performance data.
Monitoring & Optimization
Monitor your automations in real-time: active runs, conversions per step, and drop-off points. Optimize based on the data.