An Email Automation workflow will allow you to segment/filter leads using a number of conditions and then apply an action to those leads that match the conditions. The Action can include sending an email, setting value to a lead property, adding or removing the lead from a list, adding a delay, triggering a webhook, sending an internal email, and running javascript.

To start an Automation Workflow, first begin by deciding what conditions or criteria you want to apply in order to segment a specific audience. Examples of this could be users who:

  1. Are part of a list
  2. Viewed a specific page
  3. Received a email
  4. Opened a email
  5. Have over a certain lead score
  6. Converted on a specific campaign

Once you select which condition or conditions you want to apply, you can then decide which actions you want to trigger. Just like you can apply multiple conditions to a workflow, you can also trigger multiple actions.

Here’s an example of what a very basic workflow could look like.

Joins New Member Mailing List → Send “Welcome to Our Mailing List” email.

To set up an automation workflow:

  1. Click on “Email Automation”

2) Choose the type of automation. You can select Standard for now.
Tip: It is best to use the Standard Workflow as it does not contain any preset conditions or actions. The rest of the workflow types are already preset with certain conditions.

3) Choose which conditions will trigger the automation workflow. For more information on the different conditions, click here.

4) Scroll down and select the condition settings options.

Note: By default. workflows are only triggered for new leads that are captured after the workflow is launched live. Existing new leads are not counted for workflows. If you want the workflow to be triggered for existing leads as well, then the “Add leads who currently match these conditions” needs to be checked. Here you can also calculate to see how many existing leads match the conditions that you have selected.

5) Scroll down and select your actions. For more information on the different types of actions you can trigger, click here.

6) Click “Launch Workflow” on the top right of the page

7) Name the workflow, and click “Launch Workflow”

You have just set up a marketing automation workflow!

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