Automations

Automations start from one trigger and move contacts through actions and flow controls. The builder saves draft changes automatically and checks the workflow before you publish it.

1. Create the workflow

1. Open Automations and choose New Automation.
2. Enter a name and create the automation.
3. In Workflow nodes, choose Triggers, then drag one trigger onto the canvas.
4. Use Actions and Flow to add the remaining nodes.
5. Connect each node to the next step and select a node to configure it.

The toolbar shows Saving…, Draft saved, or Save failed as the draft changes.

2. Choose the trigger

The trigger library includes:

• New Contact, Added to List, and Manual Entry
• Entered Segment, Exited Segment, and Score Threshold
• Email Opened and Link Clicked
• CRM Contact Synced
• Form Submitted, Form Abandoned, Known Contact Returned, and High-Intent Page Viewed
• Product Viewed, Checkout Started, Order Paid, Order Refunded, and Cart Abandoned

Website, form, and commerce triggers require a connected source that sends the matching activity. The Form Submitted trigger can be connected to an exact Connector and form.

3. Add actions and controls

The available actions are Send Email, Add to List, Remove from List, Update Field, and Notify Owner.

The Flow tab contains Delay, If/Else, Branch, A/B Split, Wait for Event, Goal, and End. Select any node on the canvas to enter its settings.

Send Email can select only a published email. If the intended asset does not appear, return to Emails, publish the ready version, and then select it in the automation.

4. Resolve publishing issues

When the builder finds a problem, the toolbar shows the number of issues and disables publishing. Select the issue count to open Validation Issues, then select or update the affected node.

The messages cover missing or unconnected nodes, invalid paths, incomplete node settings, deleted lists or segments, and email actions that no longer point to an available published email. The message itself tells you what needs to change; you do not need to run a separate manual checklist.

5. Publish and test

1. When Validation Issues is clear, choose Publish and activate.
2. Confirm the publish dialog. Contacts that match the trigger can now enroll.
3. For a Manual Entry trigger, choose Enroll contacts, select the contacts, and choose Enroll Selected.
4. Open Enrollments to see each contact’s progress.
5. After editing a published automation, choose Publish changes. You can add an optional note in What changed?

Publishing changes affects new contacts. Contacts already in progress continue with the automation version they started.

Monitor the workflow

Open Enrollments to see Active, Completed, Failed, Paused, and Cancelled states. Controls to pause, resume, or cancel appear when they are available for that enrollment. Analytics → Automation Activity shows source events and eligibility outcomes alongside automation email performance.

Choosing Deactivate cancels all active enrollments and stops the automation. The confirmation dialog states that no further emails or actions will be sent. A paused automation can be returned to service with Activate automation. Draft and paused automations can also be archived from the actions menu.

For source-based automation, see Install the website Connector and Forms.