Automation
Visual Builder
Build workflows with drag-and-drop
Canvas controls
- +/- — Zoom in/out
- Fit — Center workflow
- Auto-Layout — Arrange nodes
Step types
| Step | Description |
|---|---|
| Trigger | Starting point (event, segment, schedule) |
| Send Email | Send a template |
| Delay | Wait minutes, hours, or days |
| Wait for Event | Pause until event or timeout |
| Condition | Branch based on contact data |
| Webhook | Send HTTP request |
| Update Contact | Modify contact fields |
| Exit | End workflow |
Building
- Click step to configure
- Connect steps by dragging
- Conditions require both true/false paths
Tips
- Keep workflows to 5-10 steps
- Use descriptive step names
- Test with a test contact before enabling
- Space emails 12-24 hours apart