Automations
Welcome series and automation reporting.
5 articles
- Create an automationLearn how an automation works, build an example welcome flow step by step and activate it.
- Choose an automation triggerChoose what starts your automation: a list, tag, segment, a date such as a birthday, a website visit, email activity, a custom event or another automation.
- Notify your team from an automationSend your team a short notification email when a contact reaches a step you choose in a flow.
- Send a webhook from an automationWhen a contact reaches a step in your flow, send their details to your CRM or to a tool such as Make, Zapier or n8n.
- Monitor automation performanceRead flow results and understand when to pause, resume or stop an automation.
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