Create a Marketing Automation Flow
Use marketing automation flows to automatically send targeted emails, tag contacts, and accomplish other important tasks.
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Marketing automation flows help you build dynamic, automated marketing paths for your contacts. Create an automation flow with multiple triggers, branches, and unique actions to personalize the experience for each of your contacts.
In this article, you’ll learn about marketing automation flows.
Here are some terms you'll come across as you build your automation flow.
An automation flow is composed of specific triggers, actions, and rules that you set based on your marketing goals. To build your flow, you’ll choose and arrange these elements on an automation flow map.
After you design and activate your flow, any contact who matches a trigger condition will begin their flow. When a contact reaches an action or rule, we automatically do the “work” for you.
For example, let's say you create a flow that includes the trigger “signs up,” the rule “delay for 1 week,” and the action “send email.” This means that any contact who signs up to your audience after you activate your flow will receive an email after 1 week.
A trigger is an event or action that adds a contact to an automation flow. When you create a new flow map from scratch, the first thing you’ll do is choose a trigger. To learn about the different triggers, check out All the Marketing Automation Flow Triggers.
Add up to 3 triggers with a Standard plan or higher. For example, you could have one trigger that adds contacts who are added to a specific group, and another trigger that adds contacts who buy a certain product. If a contact meets either condition, they’ll be added to the flow.
Add a filter
When you add a trigger, you can configure it further with a filter. Filters let you be more specific about who will start a flow. Add up to 5 filters to add contacts that best fit your flow’s purpose.
After you choose your triggers, you’ll then add steps. These are the rules and actions that do all the “work” in your workflow. Add up to 4 steps to your flow with an Essentials plan or higher. Add up to 200 steps with a Standard plan or higher.
Here are the different types of steps.
Rules
Actions
To add a step, click and drag rules and actions from the side panel onto your flow. Or, use the plus icon (+) on the map, then select the rule or action you want to add.
The Automation flows page is where you’ll create, view, and manage your automation flows. To access this page, click Automations. We’ll show you some of your recent flows, and some of our flow templates.
To look at all of your flows, click View my flows. The All flows page displays all of your flows in the Automation flows tab. Use the drop-downs to filter by Audience, Status, or Objective.
If you’ve built any single-email automations or classic automations, you’ll also see them on this page in the Classic Automations tab.
We display a label to indicate your automation flow status so you can quickly tell whether things are working as expected. Here are the possible status conditions for a flow.
If you don’t yet have a specific plan in mind for your contacts, check out our flow templates for email and SMS. Navigate to the Automation flows page to see some of our options. Click See all flow templates to view all the available flow templates.
Our flow templates include default triggers, rules, and actions to help you get started. You can customize the template you choose to fit your marketing needs.
Now that you know how marketing automation flows work, take a look at these resources to get started with your own.
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Use marketing automation flows to automatically send targeted emails, tag contacts, and accomplish other important tasks.
Learn about the triggers you can use to add contacts to your automation flows.