Automation Flows
Build automated journeys with a visual, drag-and-drop flow builder. Send the right message automatically — triggered by what your subscribers do.
What Is a Flow?
A flow is an automated sequence built from three kinds of steps that you connect on a visual canvas:
⚡ Triggers
Start the flow — for example when someone joins a list, opens a campaign, or has a date field that matches today.
🔀 Conditions
Branch the journey based on subscriber data or behaviour, so different people get different paths.
🎯 Actions
Do something — send an email, wait a period of time, update a field, or move the subscriber to another list.
The Flows Dashboard
Your dashboard lists every flow with its status and key stats. From here you can create, duplicate, activate, or delete flows.
[Screenshot: Flows dashboard with status and stats]
Building a Flow
- Click Create Flow — start from scratch or pick a ready-made flow template.
- Add a trigger step to define what starts the journey.
- Drag in action and condition steps and connect them on the canvas.
- Open any step to configure it (choose the email to send, set a wait time, define a branch rule, and so on).
[Screenshot: Drag-and-drop flow builder canvas]
Starting From a Template
Flow templates give you a proven structure for common journeys. Choose Create from template and customise it to your needs.
Common Automations
| Journey | What it does |
|---|---|
| Welcome series | Greets new subscribers with a sequence of onboarding emails. |
| Post-purchase follow-up | Thanks buyers and suggests next steps or related products. |
| Re-engagement | Targets subscribers who haven't opened recently to win them back. |
| Date-based | Sends on birthdays, renewals, or anniversaries using a date field. |
Testing & Activating
- Use Run test with your chosen test subscribers to preview the journey before going live.
- When you're happy, Activate the flow so it starts running for real subscribers.
- Check the flow's stats over time to see how it's performing and refine it.