Automations

Automation Flows

Automations are trigger-based message sequences that run automatically when customers take specific actions. Build flows once and let them drive revenue on autopilot.

How Automations Work

Each automation consists of:

1. Trigger — The event that starts the flow (e.g., customer places an order)
2. Steps — A sequence of emails, SMS messages, delays, and conditions
3. Exit conditions — Rules that remove contacts from the flow

Available Triggers

• Welcome series — When a customer subscribes to your list
• Abandoned cart — When a customer adds items to cart but doesn’t complete checkout
• Abandoned checkout — When a customer begins checkout but doesn’t complete the order
• Post-purchase — After a customer completes an order
• Browse abandonment — When a customer views products without purchasing
• Winback — When a customer hasn’t purchased in a defined period
• Custom event — Trigger on any custom event you send via the API

Building a Flow

1. Navigate to Automations > Create Automation
2. Choose a trigger or start from a pre-built template
3. Add steps to your flow using the visual builder:
   • Send email — Send an email using a template
   • Send SMS — Send a text message
   • Wait — Add a time delay between steps
   • Condition — Branch the flow based on customer attributes or behavior
   • Update profile — Tag or update customer properties
4. Configure timing and exit conditions
5. Set the automation to Live

Pre-Built Templates

Get started quickly with ready-made automation templates:

• Welcome series (3-email sequence)
• Abandoned cart recovery
• Post-purchase thank you
• Review request
• Winback campaign
• Birthday/anniversary