All steps must be complete and validated before you can activate an automation. The builder highlights any incomplete or misconfigured steps during validation.
1
Open Automations and create a new workflow
Open Automations from the workspace sidebar and click New Automation. This opens a blank canvas in the workflow builder.
2
Name your automation
Enter a clear, descriptive name for the automation. The name appears in your automations list and in execution logs, so choose something you will recognise at a glance.
3
Choose a trigger
Select the event that starts contact enrollment. Common options include Contact joins audience and Date-based triggers. Open the trigger selector to see every trigger available on your plan and configure any required settings (such as which audience to watch).
4
Add conditions (optional)
Insert one or more condition nodes after the trigger to filter which contacts proceed. Conditions evaluate contact attributes or prior behavior and branch the workflow accordingly — contacts who do not match a condition exit or follow an alternative path.
5
Add a delay (optional)
Insert a Wait step to pause the workflow for a defined period before the next action. Specify the delay in minutes, hours, or days. Use delays to space out messages or wait until a meaningful moment (e.g., two days after sign-up).
6
Add a Send Email action
Insert a Send Email action node. Choose an existing email template from your library or create a new one inline. Confirm the template covers the message you want to send at this point in the workflow.
7
Set the sender name and sender email
Within the Send Email action, specify the sender name and sender email address contacts will see in their inbox. Use a verified sender address to avoid delivery issues.
8
Continue adding steps
Keep building by adding further delays, conditions, and actions as your workflow requires. You can chain as many steps as needed — for example, a follow-up email three days later, a tag applied on click, or a field update at the end of the sequence.
9
Review the workflow in the builder
Scroll through every node on the canvas and confirm each step has all required values filled in. Look for any node showing a warning indicator, which signals missing or invalid configuration.
10
Run validation
Click Validate (or the equivalent builder action) to run a full check of the workflow. The builder highlights any incomplete steps in place. Resolve each flagged issue before proceeding to activation.