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Scenario Steps

Scenario steps describe what happens after a contact enters an automation flow.

Step types

StepUse
WaitDelay the next action by minutes, hours, or days.
ConditionBranch by field value, segment membership, label, or engagement.
Send emailSend the next message in the flow.
Update contactApply a label, update a field, or move lifecycle status.
FinishEnd the flow intentionally.

Common mistakes

  • Sending too many messages without wait steps.
  • No exit condition after conversion.
  • Branching on contact fields that are often empty.
  • Reusing a campaign email without checking whether the content still matches the automation context.