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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.