Add an Automation Workflow

Before You Start

Here are some things to know before you begin this process.

• Before you create a workflow, familiarize yourself with Automation terms and the differences between workflow types.

• Step-by-step instructions are different for the Abandoned Cart workflow than what is presented in this article. Find out how to use the Abandoned Cart workflow in our article  Create an Abandoned Cart Workflow.

• The From email address you specify for your workflow is used on each email in the series. To change the From email address on an individual email, manually update the email’s settings in the workflow.

• On Pay As You Go Plans, an email credit is used for each email that goes to a subscriber via the Automation workflow, including test emails.

• When you choose a workflow type, be sure the default trigger and delay settings fit your needs before you start the workflow.

• Automation Activity triggers aren’t available for the first email in a series.

Add a Workflow

Automation workflows are built in a series of steps, just like regular campaigns.  

To add a new workflow in the Automation Builder, follow these steps.

1. Navigate to the Automation page.

2. Click Add Automation.
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3. On the Explore Automations page, click the workflow you want to use, or search for a workflow that fits your needs.
   

4. Click Add Automation.
   

5. In the Add Automation pop-up modal, input the name of your Automation workflow and select a list from the drop-down menu.
   

6. Click Next.
   

Edit Emails

For each workflow type, we’ll automatically add a preset number of emails to the workflow for you. In the Emails step of the Automation Builder, you’ll design each email's content and add, remove, and reorder the emails in your workflow. You can also edit each individual email’s settings.

Design an Email

1. Click Design Email.
   
2. On the Setup step, input the Email name, Email subject line, From name, and From email address for the specific email you’re working with.

3. To display the numbered position of the email in the workflow, use Automation merge tags in your subject line.

4. Click Next.

5. On the Template step of the Email Designer, select your template.

6. On the Design step of the Email Designer, design your campaign.

7. Click Save and Return to Workflow, to return to your workflow timeline.
   To change the trigger, delay, schedule, segment, or activity settings, or to reorder emails in your workflow, edit the workflow on the Emails step of the Automation Builder.
    

Edit Workflow Settings

You can edit your Workflow name, From name, and From email address in the Setup step.  Change your workflow settings, or check the boxes next to any additional settings or tracking options that you want to include.

Confirm and Start Workflow

The Confirm step is where you’ll review your workflow.

1. Review the checklist provided, and test each of your emails if you haven’t already.
2. Click Resolve or Edit to make changes to any section of the workflow.
3. When you’re satisfied, click Start Workflow.