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Getting Started

Templates are added often and we’re always open to taking suggestions!

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Building a Workflow

A Workflow is an email sequence that can be triggered by different events, and containing emails, delay timers and branches.

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Triggers

You have four trigger options:
  • Contact added to list: Triggered whenever a contact is added to a specific mailing list.
  • Contact removed from list: Triggered whenever a contact is rempved to a specific mailing list.
  • Contact is in a segment: Triggered whenever a contact is added to a segment.
  • On event triggered: Enter any custom event name to trigger an email based on interactions.
You can read more about triggers here.

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Timer

A Timer adds a fixed duration between the trigger and the action. Select the “Immediately” option to bypass the timer or any increment of time to extend the duration of the Workflow.

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Metrics

Click over to the Metrics tab to view simple metrics inline within the builder. Click View full metrics to view detailed metrics for your Workflow.