Marketing Automation

Set up automated workflows triggered by customer actions.

Overview

Marketing automation lets you send the right message to the right customer at the right time — automatically. Set up flows once, and they run on autopilot.

How It Works

  1. Choose a trigger — the event that starts the flow
  2. Add actions — emails, delays, conditions
  3. Activate — the flow runs automatically for matching customers

Available Triggers

  • Customer signs up — New account creation
  • First purchase — Customer completes their first order
  • Abandoned cart — Items left in cart without checkout
  • Order placed — Any completed order
  • Segment entered — Customer matches a segment rule
  • Date-based — Birthday, anniversary, subscription renewal

Building a Flow

The visual flow builder lets you create automation sequences:

Actions

  • Send email — Choose from your email templates
  • Wait — Delay for hours, days, or weeks
  • Condition — Split the flow based on rules (opened email? purchased? location?)
  • Tag customer — Add or remove tags
  • Update segment — Move customer to another segment

Example: Post-Purchase Flow

  1. Trigger: Order placed
  2. Wait: 2 days
  3. Send email: "How was your experience?" review request
  4. Wait: 7 days
  5. Condition: Did customer leave a review?
    • Yes: Send "Thank you" email with discount
    • No: Send reminder email
Tip

Start with 2-3 core automations (welcome series, abandoned cart, post-purchase) before adding more complex flows.

Monitoring Automations

View automation performance:

  • Emails sent per flow
  • Open and click rates
  • Revenue generated
  • Conversion rates

Next Steps