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Marketing Automations

Tyler Hatfield edited this page Jul 13, 2026 · 1 revision

Marketing Automations

Automate subscriber journeys, sequence campaigns, and create behavioral rules using the visual flow builder.


🏗️ Visual Flow Builder Canvas

Design multi-step email sequences visually by linking nodes on the automations canvas.

                  +-------------------------+
                  | Trigger: Join List      |
                  +-------------------------+
                               |
                               v
                  +-------------------------+
                  | Delay: Wait 2 Days      |
                  +-------------------------+
                               |
                               v
                  +-------------------------+
                  | Action: Send Welcome    |
                  +-------------------------+
                               |
             +-----------------+-----------------+
             |                                   |
             v (If VIP)                          v (Else)
  +--------------------+               +--------------------+
  | Send VIP Discount  |               | Send Promo Intro   |
  +--------------------+               +--------------------+

🚦 Automation Node Types

1. Trigger Node

The entry point for subscriber journeys.

  • List Join: Triggers when a subscriber is added to a specific list. Select "Any Mailing List" to capture all new subscriptions.

2. Action Node

Perform actions automatically:

  • Send Email: Select a campaign template to compile and send to the subscriber.

3. Delay Node

Pause journeys for a set period:

  • Configure wait intervals in minutes, hours, or days before moving to the next node.

4. Filter Node

Check contact properties:

  • Check if custom fields, tags, or locations match specific values.

5. IF/ELSE Branch Node

Split journeys into parallel paths:

  • True Route: Directs subscribers down the IF TRUE pathway if they match your filter rules.
  • False Route: Directs subscribers down the IF FALSE ELSE pathway if they do not match.
  • Rejoin: Branches can merge back into a single main sequence later in the flow.

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