#6 - Automation Flows

Build Automations to Trigger Personalized Sequences

Automations in AudienceSend allow you to create logic-based flows that trigger actions like sending emails, tagging contacts, waiting between steps, or routing users based on behavior. You can use automations to send follow-ups, onboard new subscribers, or segment leads based on engagement.

How to Create an Automation

  1. Go to the main menu
  1. Click Create → Automation
  1. Click Create New
  1. Name your automation
  1. Choose whether or not to allow it to retrigger (i.e., should contacts re-enter the same automation in the future?)
  1. Click Create & Build to open the Automation Builder

Inside the Automation Builder

You’ll be taken to a visual builder where you can:

  • Drag and drop logic blocks
  • Double-click on any block to edit it
  • Connect blocks by dragging arrows from one to the next

Trigger Setup (Start the Flow)

  1. Double-click the Trigger node at the top
  1. Choose a List or Segment that the automation should apply to
      • Only contacts entering that list or segment will activate this automation
  1. Click OK to lock in your trigger audience

Filters: Conditional Logic

Filters allow you to run logic based on conditions like contact info or behavior.

  • Drag the Filter step into the flow
  • Double-click to open condition settings
  • Choose a condition type:
    • Contact Info (e.g., email, tag, list)
    • Engagement (e.g., Last Opened)
  • Complete the fields based on your condition
  • Click OK

You can chain filters together to create compound logic.

Events: Action-Based Triggers

Events let you trigger flows based on user behavior + delays.

  1. Drag in the Event block
  1. Choose from events like:
      • Subscribed to a list
      • Opened an email
      • Clicked a link
      • No activity
  1. Set the wait time before the action should trigger
      • Example: 1 hour after opening
  1. Choose which email to send as a result
  1. Click OK

Action Steps: What Happens Next

You can define what actions AudienceSend should take once a filter or event is true.

Common Actions Include:

  • Send Email
    • Double-click to open the editor
    • Name the email, write content, click OK
  • Event Listener
    • Use this to monitor activity (e.g., “if opened within 2 days, do X”)
  • Copy to List / Move to List
    • Automatically copy or move contacts to a new list at any stage
  • Split Test
    • Drag in a Split step and set a percentage to divide traffic for A/B testing
  • Webhook
    • Use this to POST data to external tools (e.g., CRMs, Slack)
  • Change Tag
    • Add or remove tags based on actions (e.g., “add replied tag if clicked”)

Wait Steps: Add Time Delays

  • Drag in the Wait step anywhere in your flow
  • Set wait time (days, hours, minutes)
  • Used for drip sequences, pause before follow-up, etc.

End: Close the Flow

  • The final step of any automation is Remove Contact
  • This stops further action and exits the contact from the automation
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Last updated on August 6, 2021