Scenario Steps
Scenario steps describe what happens after a contact enters an automation flow.
Step types
| Step | Use |
|---|---|
| Wait | Delay the next action by minutes, hours, or days. |
| Condition | Branch by field value, segment membership, label, or engagement. |
| Send email | Send the next message in the flow. |
| Update contact | Apply a label, update a field, or move lifecycle status. |
| Finish | End 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.