Automation overview

All automation workflows start with an automation trigger. This trigger determines how the workflow is started. Once a subscriber meets the requirements of your trigger, they will immediately begin the workflow.

The Automation page

The Automation page is divided into two areas. The Workflows tab shows all complete workflows, whether active or paused. This means the workflow contains all completed steps and can be activated. 

The Drafts tab shows all incomplete or workflows needing repair. This may mean that a group or form that was connected to an automation has been deleted, and the workflow needs to be edited before it can be activated.

To create an automation workflow, navigate to the Automations page and click Create workflow. This will open up the workflow editor. Choose to create your workflow from scratch, or use one of our automation templates.

To create a simple workflow:

1. Select a trigger from the Triggers tab in the left side bar and drag it into the workflow. The trigger will be the event that causes a subscriber to begin the sequence automatically. For example, Joins a group.

2. Click Save to set your workflow trigger.

3. Click the plus icon to add the first step to your workflow. The left side panel will open, showing various options for Rules and Actions.

4. In the right sidebar, enter your email subject, sender name, and sender email address.

5. Click Design email and choose a campaign editor in which to design your workflow email.

6. When you’ve finished creating your workflow email, click the Activate button on the top-right corner of the page.

You now have a simple automation workflow that automatically sends an email when a subscriber joins a group. If you wish to add more steps, click the plus icon.

If the workflow is incomplete, you will see a message prompting you to complete the workflow before it can be activated.

For more info, check out our guide: How to create an automation workflow