The Library / Building and Tech

✦Building and Tech

Workflows and Automation

Rules that tag, email and move people based on what they do.

Workflows run automatically when something happens: an opt-in, a purchase, a click. They tag the contact, send emails, wait, check conditions and move people into the next sequence.

Build them slowly and test each path with a test contact.

Do it step by step

  1. Write the trigger: what starts it?
  2. Add a tag first so you can see who entered.
  3. Add emails with waits between them.
  4. Add a goal that removes people who buy.
  5. Test with your own email.