Skip to main content
An automation is a flow that runs on its own when something happens. You send a campaign; an automation sends itself, once per contact that matches the trigger. The classic case: someone subscribes → gets the welcome email immediately → two days later, a second email only if they didn’t open the first.

​
The trigger

Every flow starts with exactly one trigger. It’s what makes a contact enter. From your contacts From Shopify (requires a connected store) From your system: an event arrives by webhook.
A segment trigger also supports enroll now for the people already inside, instead of waiting for new ones to enter.

​
The steps

On top of the trigger you chain steps:

​
Branching on a condition

The Split flow step routes the contact down one branch or another. Available conditions:
  • Email engagement: opened, clicked, replied, bounced
  • Tag: has or doesn’t have a tag
  • Event received: your system reported a given event
  • Compare variable: a contact field against a value
  • Shopify: product purchased, order value, first purchase, repeat customer
This is what turns a send into a sequence: “wait two days; if they didn’t open, send the reminder; if they opened and didn’t buy, send the testimonial”.

​
Editing a live automation

Changes to an active flow are not autosaved, and once published, contacts already running through it see the new flow from their next step onward. There’s no undo for that.
If the change is substantial, pause the flow, edit it, and reactivate — rather than operating on it live.

​
Before you activate

  • Every email node needs its template. A flow with an email node missing a template won’t activate.
  • The trigger goes to exactly one path. If it has more than one outgoing connection, remove the extra.
  • Don’t end in nothing. A trigger wired straight to an end node is a flow that does nothing.