Automation Flows

To get started, click Relate and then Automation Flows:

Next, New:

Right after, you will set the Settings basic settings of your Automation Flow.

Name: The name that will be used to identify the Flow in the system.

Description: With this field, you can describe the reason why the automation flow was created, as well as note how it should operate. This field is highly recommended so that your company's Workflow remains organized.

Segments: Segmentation allows you to customize your marketing, sales and support actions, offering more suitable solutions for each audience profile.

If you leave the segments area empty, you can trigger the flow from other areas of the system through the "Change Automation Flows" action.

Published: For the flow to remain active, you must keep the "Yes" option selected.

Allow leads to restart the flow: If the lead triggers the same trigger, the flow will be restarted.

Then, click "Open Builder" to create your custom Automation Flow:

Now, you will get to know our Automation Flow creation tab. In this tab, you have the freedom to create your own flow, choosing the steps, conditions and actions you want to automate.

1- A trigger starts an automated process when a lead takes an action in the system, such as visiting a page or opening an email. Triggers make your tasks easier and faster. Below are some trigger options you can use

When adding, you also have the option to define the trigger details (which asset? Which email? Which public calendar? etc.) and how long the automation will wait before the trigger fires. It is also possible to limit it to a specific time or days of the week.

After creating your first block in the flow you have the positive and negative output, which means that if the lead did everything you wanted in the trigger, they follow the positive path (allowing better handling) and if the lead did not, they follow a negative path (allowing remarketing and greater care with the lead)

2- An action is an activity that the system performs automatically, such as sending an email or changing a lead's score, according to a trigger or a condition defined by you.

The biggest advantage of the new flow is precisely the possibility of grouping more triggers, conditions and actions instead of creating 100 blocks to perform what is necessary, hence the large grouping as an example.

3- A condition is a rule that allows you to perform different actions in your automation flow, depending on some information about the lead, such as their profile or their interest.

Conditions have the "AND" option for a group of conditions, "OR" so that if the first condition is not met, it proceeds to the next.

Now you will be able to build your flow the way you prefer, choosing the triggers, conditions and actions you want to automate. See an example below:

Click Close to return to the main page and save the changes.

To finish, click Save or, if you prefer, Save & Close.

Done, your Automation Flow will be created!