Automations
Flows that send the right email at the right moment.
- Activate and test an automationA new automation is a Draft and enrols nobody. It does nothing at all until you activate it.2 min read
- Automation triggersEvery automation starts with one Trigger node. It defines who enters the flow and when.2 min read
- Building a conditionA Condition step splits the people in a flow into two paths — a Yes path and a No path — based on what you know about them. A Goal uses exactly the same builder to describe an outcome.3 min read
- Condition recipesWorked examples. Each one is a real rule you can build in the Condition step.3 min read
- Create an automationAn automation sends email on its own in response to something a contact does, rather than on a date you pick. A welcome series, an abandoned checkout nudge, a birthday email.1 min read
- Delays and Smart WaitTwo steps control timing, and they answer different questions.2 min read
- Editing an automation that is already runningYou can edit an active automation. What you cannot do is change what has already happened, and the difference produces most of the confusion.2 min read
- The steps you can add to an automationSteps in the builder are grouped into four families.2 min read
- What an AI Step costsThe AI Step generates content while the flow is running. Apart from the emails a flow sends, it is the only step that costs credits, and it is charged every time it runs, for every contact.2 min read
- Why has nobody entered my automation?Work through these in order — the first two account for most cases.2 min read
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