Create an automation
Choose how to start:| Way | Description |
|---|---|
| Editor | A drag-and-drop canvas. Add nodes and connect them to design the flow. |
| Templates | Start from a proven flow: Welcome sequence, Onboarding (SaaS), Win-back, Birthday/Anniversary or Re-engagement. |
| Assistant flow builder | Switch to Chat and describe your goal in plain language, and the assistant generates the whole flow on the canvas, which you then review and refine. See Building with the assistant. |
Triggers
A trigger is what starts the flow for a subscriber:- Subscriber joins list (subscribes to a topic)
- Enters segment
- Leaves segment
- Custom event
- Manual
Nodes
Build the flow from these node types:| Node | Purpose |
|---|---|
| Trigger | The entry point. |
| Send an email. | |
| Delay | Wait a period of time. |
| Condition | Branch on a rule. |
| A/B split | Randomly split the path for testing. |
| Goal | Mark a conversion. |
| Webhook | Call an external URL. |
| Topic action / Segment action | Subscribe/unsubscribe or add/remove from a segment. |