Create an Automation Flow
Use this guide to create an automation flow that sends a sequence after a trigger.
1. Pick the trigger
Choose a trigger that represents a clear customer action, such as form submission, label added, or segment match.
2. Add the first send action
Create or select the email that should be sent after the trigger. Confirm sender, subject, body, tracking, and unsubscribe handling.
3. Add wait and condition steps
Use wait steps to avoid sending too quickly. Use condition steps when contacts should receive different follow-up based on behavior or profile data.
4. Set the finish step
End the flow when the contact converts, unsubscribes, leaves the segment, or reaches the last message.
5. Test before launch
Run the flow with test contacts that represent expected paths. Confirm entry, email rendering, timing, and exit behavior.