Automation
Automation workflows
Use automations to draw simple flows: when a person enters, which emails they see, how long to wait, and how to branch based on their profile or actions. Think of it as a visual map of your email journey.
Builder layout
The automation builder has three main areas: blocks on the left, canvas in the center, and details on the right. You drag blocks into the canvas and connect them with arrows.
1. Blocks
Start, Email, Delay, Condition, Tag, A/B, and End blocks you can drag into your flow.
2. Canvas
The main area where your story lives. Blocks snap into a clean grid and arrows show direction.
3. Details
When you click a block, you can see and edit its settings such as delay time or which campaign to send.
Welcome series
New signups move through a short sequence of emails that introduce your product.
Plan-based flows
Show different journeys to Free vs Pro customers based on their plan or any custom field.
Re‑engagement
Nudge quiet contacts with a gentle reminder, and follow up only with the ones who react.
How a workflow looks
In the builder, a workflow is a canvas with blocks connected by arrows. You drag blocks from the side and connect them to draw a story:
Each block does one simple thing: send an email, wait, split traffic, or update a small piece of contact data like a tag.
Welcome series (visual)
A short journey new signups follow automatically after they join.
Pro vs Free (visual)
A single flow that branches based on each contact's plan.
Node types (visual)
Each block in the canvas is a different type of node. Here is how they look and what they do.
Top circle of the flow. Decides when people enter: when the workflow is on, a list changes, or a campaign starts.
Rectangle block with an envelope icon. Sends one campaign to the person at this step.
Timer-style block. Waits minutes, hours, or days before letting people move to the next block.
Diamond-style decision. Splits the line into "Yes" and "No" paths based on plan, country, score, tags, and more.
Block with two arrows out. Sends a percentage of people to path A and the rest to path B for testing.
Small tag-like block. Adds or changes a simple field like "segment", "tag", or "score" on the contact.
Block with an arrow-out icon. Notifies another system (like a CRM or Zapier) that this person reached this point.
Square block at the end of a path. When people reach it, the automation for them is finished.
Design a simple welcome flow
Here is a concrete example you can copy inside the builder:
- Start block – "When workflow is activated" so it begins as soon as you turn it on.
- Send email – choose your "Welcome" campaign to go out first.
- Delay – wait 1 day to avoid sending everything at once.
- Send email – choose "Feature highlights" to educate your new users.
- Stop – end the flow.
Visually, you will see five blocks in a row connected by arrows. You can always drag blocks around to adjust timing or add a decision in the middle later.
Split by plan (Pro vs Free)
A very common pattern is to show different content to paying vs free users. For example:
- Add a Start block.
- Add a Condition block and point it to something like "plan" inside your contact.
- From the "Yes" output, draw a line to a Pro email block.
- From the "No" output, draw a line to a Free email block.
- Add a Stop block at the end of each path.
Best practices
- Keep flows short and clear the first time you design them.
- Use delays to avoid sending multiple emails in the same hour.
- Use tags (Update field) to remember what people have seen.
- Use splits for experiments instead of creating many extra flows.
- Start with one simple automation per goal (welcome, upgrade, churn save, etc.).