How do I send a welcome email to new contacts?  

Use the Welcome Onboard template from the Welcome and Getting Started category, or build it yourself with the Added To List trigger and a Send Email action.

1. Add the Added To List trigger and select the list new contacts get added to.

2. Choose Allow entry of contacts that enter this list from now. This limits the workflow to contacts who get added after activation, not everyone already on the list.

3. Click Save to confirm the trigger.

4. Add a Send Email action after the trigger and click Create Email Campaign to build the welcome email. This could be a simple introduction or a more detailed onboarding message that sets expectations and introduces your brand.

5. Optionally, add a Time Delay action after the first email if you're planning follow-up emails. This spaces out communication so new contacts aren't overwhelmed right away.

Can you create a birthday workflow?  

You can use the Birthday Wishes template for this, or continue with the steps below to build it yourself.

Yes. Use the Date Field trigger with the Custom date field option, pointed at the contact's date of birth field.

1. Add the Date Field trigger and choose Custom date field under Trigger contact entry.

2. Use the Select field dropdown to pick the birthday field from Contact Attributes.

3. Choose when contacts should enter: Any time during the selected date, Within a specific time, or At a particular time. Check Trigger before the scheduled date if you want the workflow to fire a few days ahead instead of on the day itself.

4. Click Save to confirm.

5. Add a Send Email action and select the birthday campaign. Personalize it with the recipient's name or a special offer using merge fields.

6. Optionally, add a Time Delay action and a second Send Email action to extend the birthday experience with a reminder or follow-up message.

How do I follow up if someone doesn't open the email?  

You can use the Email Response followup template for this, or continue with the steps below to build it yourself.

Use Check Email Activity to branch on the Unopened status, then send a follow-up email down that path.

1. Add a Check Email Activity process component after the email step and click Configure Email activity.

2. Choose the email to evaluate (Specific email or Workflow email).

3. Under Select branches to add, check Unopened.

4. Click Save. An Unopened branch node appears on the canvas.

5. Connect the Unopened branch to a Send Email action and create the follow-up. Use a revised subject line or different messaging to recapture attention without repeating the original content.

6. Optionally, add a Time Delay action before the follow-up to give recipients time to open the first email.

Can I remove un-engaged contacts from a list?  

Yes. Use Check Email Activity to identify un-engaged contacts, then route them into a Remove From List action.

1. Add a Check Email Activity component and configure it against the relevant email campaign.

2. Under Select branches to add, check Unopened and Not clicked on any link.

3. Click Save.

4. Connect the un-engaged branch to a Remove From List action and select the list these contacts should be removed from.

Combining Check Email Activity with Remove From List keeps your lists focused on engaged contacts, which helps deliverability and overall campaign performance.

How do I move contacts from one list to another?  

Start with an Added To List trigger on the source list, then use Remove From List and Add to List actions to shift contacts to a new one.

1. Add the Added To List trigger and select the source list.

2. Click Save to confirm.

3. Add a Remove From List action and select the same source list, so contacts are removed cleanly.

4. Add an Add to List action and choose the destination list.

5. Optionally, add a Time Delay action before the move if the transition should happen after a specific time or campaign activity.

Can I tag contacts based on campaign behavior?  

Yes. Use Check Email Activity (or Check WhatsApp Activity, Check SMS Activity) to branch on specific behaviors, then apply tags with Assign Tag.

1. Choose a trigger that enrolls contacts into the workflow, such as Added To List or Email Action.

2. Add a Check Email Activity component and configure it against the campaign you want to track. Check the branches you care about, such as Opened, Any link clicked, or Specific link clicked.

3. Click Save.

4. Under each branch, add an Assign Tag action and select the relevant tag, or click Create Tag to add a new one.

You can assign different tags to different branches, which builds behavior-based segmentation you can use for targeted campaigns later.

Can I automate feedback requests after purchase?  

You can use the Simple post purchase feedback or Advanced Post purchase feedback template for this, or continue with the steps below to build it yourself.

Yes. Use the Purchase Follow-Up trigger and a Send Email action with the survey.

1. Add the Purchase Follow-Up trigger. This requires an active e-commerce integration; if you don't have one, click Integrate on the configuration panel to set it up first.

2. Set Product scope (Any product or specific products) and, optionally, a Purchased Amount filter.

3. Click Save.

4. Add a Time Delay action to define when the feedback request should go out, such as a few days after delivery.

5. After the delay, add a Send Email action and select the survey or feedback email. Personalize it using contact or purchase-related fields.

Can I send different emails based on contact location?  

Yes. Use If/Else for a two-way split, or Multi-way Split for three or more regions, based on a location field.

1. Choose a trigger, such as Added To List or Form Submission.

2. Add an If/Else or Multi-way Split process component and click its Configure option.

3. Choose a location field (for example, from Contact Attributes) and set the condition or branch values for each region.

4. Click Save.

5. Under each location branch, add a Send Email action and select the email tailored to that region.

How do I combine the paths after an A/B test is done?  

Use Merge to bring the two Random Split paths back into a single flow before the next common step.

1. Add a Random Split component and set the percentage split between Path A and Path B.

2. Under each path, add a Send Email action with a different email version.

3. Add a Merge component and connect both Send Email branches into it.

4. Connect Merge's output to the next shared action, such as a follow-up email or an Assign Tag step.

How do I ensure that all contacts get a follow-up SMS after testing two emails?  

Split contacts with Random Split to test two email versions, then use Merge to reunite them before sending the SMS.

1. Add a Random Split component and set the percentage split between Path A and Path B.

2. Add a Send Email action under each path with a different email version.

3. Optionally, add a Time Delay action under each path to allow time for delivery.

4. Add a Merge component and connect both paths into it.

5. After Merge, add a Send SMS action to deliver the follow-up message to all contacts, regardless of which email version they received.

How do I apply a tag to all users after completing different actions in separate paths?  

Add a Merge component after the separate paths, then apply the tag once to the combined group.

1. Build your separate paths using process components such as If/Else, Multi-way Split, or Check Email Activity.

2. Let contacts in each path complete their respective actions.

3. Add a Merge component and connect the end of each path into it.

4. After Merge, add an Assign Tag action and apply the tag, for example "Engaged User" or "Completed Test".

After using different follow-ups for buyers and non-buyers, how do I end the flow together?  

Split contacts with If/Else based on a purchase-status field, then bring both paths back together with Merge.

1. Add an If/Else component and set the condition on an e-commerce or contact field that indicates purchase status.

2. Add a different Send Email action, or sequence, under each branch to address buyers and non-buyers separately.

3. Once the follow-up actions are complete, add a Merge component after both branches.

4. After Merge, let the workflow end, or add a final shared action if you need one.

Is it possible to segment new users based on how they signed up?  

Yes. Use Multi-way Split or If/Else on a custom field that records the sign-up source.

1. Choose a trigger such as Form Submission, scoped to specific forms, or Added To List, so contacts enter the workflow right after signing up.

2. Add a Multi-way Split component and set the criteria to the sign-up source field, or your relevant custom field.

3. Define a branch for each sign-up source, and use the Else branch to catch anything that doesn't match.

4. Click Save.

5. Under each branch, add actions such as Add to List or Assign Tag to segment the contacts accordingly.

Can I send different product recommendations based on user interest?  

You can use the Product Recommendation template for this, or continue with the steps below to build it yourself.

Yes. Branch on an interest field with If/Else or Multi-way Split, or on link clicks with Check Email Activity, then send the matching product email.

1. Choose a trigger such as Added To List or Email Action.

2. Add a Multi-way Split component and set the criteria to your interest field, or add a Check Email Activity component and check Specific link clicked for each product link.

3. Create a branch for each interest category or link.

4. Under each branch, add a Send Email action with the matching product recommendation.

Can I send a special offer to contacts who clicked a specific link?  

Yes. Use Check Email Activity with the Specific link clicked and Not clicked on any link branches.

1. Send the initial email containing the tracked link with a Send Email action.

2. Add a Check Email Activity component, click Configure Email activity, and choose the same email.

3. Under Select branches to add, check Specific link clicked, choosing the link from the Select link dropdown, and Not clicked on any link.

4. Click Save.

5. Under the Specific link clicked branch, add a Send Email action with the special offer.

6. Under the Not clicked on any link branch, add a Send Email action with a reminder or a different call to action.

How do I stop sending emails to users who unsubscribe?  

This happens automatically. Once a contact unsubscribes from all topics, they exit any active workflow they're in and stop receiving further communication from it. There's nothing to configure in the workflow itself. This is handled at the account level and keeps you compliant with email regulations while protecting your sender reputation.

How do I send a survey only to people who opened the last email?  

Use Check Email Activity with the Opened branch, and route the Unopened branch to a resend instead.

1. Send the primary email campaign through a Send Email action.

2. Add a Check Email Activity component and configure it against that email.

3. Under Select branches to add, check Opened and Unopened.

4. Click Save.

5. Under the Opened branch, add a Send Email action with the survey email.

6. Under the Unopened branch, optionally add a Send Email action to resend the original message or a modified version.

Can I track interest in different product links from a newsletter?  

Yes. Add a separate Check Email Activity component for each link, each configured with the Specific link clicked branch.

1. Send a newsletter containing distinct, trackable links for each product with a Send Email action.

2. Add a Check Email Activity component for each link you want to track. Configure each one against the newsletter with Specific link clicked selected and the relevant link chosen in the Select link dropdown.

3. Under each branch, add actions such as Assign Tag, Add to List, or a Send Email action related to that specific product.

How do you automate reminders for webinar registration if the email wasn't opened?  

You can use the Event Attendee Engagement Series template for this, or continue with the steps below to build it yourself.

Send the invite, wait, then use Check Email Activity's Unopened branch to resend it.

1. Send the webinar invitation email with a Send Email action.

2. Add a Time Delay action to allow time for recipients to open it.

3. Add a Check Email Activity component and configure it against the invitation email, checking Opened and Unopened.

4. Under the Unopened branch, add a Send Email action and resend the invitation with a revised subject line.

5. Under the Opened branch, let the workflow proceed or end, depending on your webinar flow.

Which component will help me test the effectiveness of an email?  

Use Random Split to send two versions, then compare results with Check Email Activity or the workflow's Reports tab.

1. Add a Random Split component and set the percentage split between the two versions.

2. Add a Send Email action under each path with a different email version.

3. Add a Check Email Activity component under each path to track opens and clicks, or compare performance later from the workflow's Reports tab.

4. Route contacts accordingly: continue with the winning version, or trigger follow-ups for unresponsive users.

How do I stop a workflow for inactive users automatically?  

You can use the Continue Workflow for Engaged Customers template for this, or continue with the steps below to build it yourself.

Use Check Email Activity's Unopened and Not clicked on any link branches, then remove inactive contacts after repeated checks.

1. Send a sequence of emails through Send Email actions.

2. Add a Check Email Activity component after each email and check Unopened and Not clicked on any link.

3. Route contacts who stay unengaged through that branch after each check.

4. After two or three unengaged checks, add a Remove From Workflow action, or route contacts into a separate re-engagement workflow with Move to Another Workflow.

Can I trigger a feedback request after a user engages with a promotional email?  

Yes. Use Check Email Activity's Opened or Any link clicked branch to trigger the feedback email.

1. Send the promotional email with a Send Email action.

2. Add a Check Email Activity component and check Opened and Any link clicked.

3. Click Save.

4. Under the engaged branch, optionally add a Time Delay action, then a Send Email action with the feedback or survey request. Offer a reward for completing the survey if that fits your campaign.

Can I exclude contacts from further emails if they didn't engage at all?  

You can use the Continue Workflow for Engaged Customers template for this, or continue with the steps below to build it yourself.

Yes. Use Check Email Activity to check for no opens or clicks, and remove repeat non-engagers with Remove From Workflow.

1. Send one or more emails through Send Email actions.

2. Add a Check Email Activity component after each email and check Unopened and Not clicked on any link.

3. Route contacts with no engagement through that branch.

4. After repeated inactivity checks, add a Remove From Workflow action.

How do I welcome someone immediately after they sign up?  

Place a Send Email action right after the sign-up trigger.

1. Add a Form Submission trigger, scoped to the relevant form, or an Added To List trigger.

2. Click Save to confirm.

3. Add a Send Email action immediately after the trigger and select your welcome email. Keep it focused on setting expectations and introducing your brand.

Can I automate promoting limited-time offers?  

Yes. Use a Time Delay action to control timing, followed by a Send Email action with the offer.

1. Choose a trigger that enrolls contacts into the workflow, such as Added To List or Added To Segment.

2. Add a Time Delay action to control when the promotional email should go out.

3. After the delay, add a Send Email action and select the limited-time offer campaign.

How do I send product tips to new users three days after signing up?  

You can use the Welcome Onboard template for this, or continue with the steps below to build it yourself.

Use a Time Delay action set to three days after the sign-up trigger.

1. Add a Form Submission or Added To List trigger so the workflow begins when a new user joins.

2. Add a Time Delay action and set it to 3 Day(s).

3. After the delay, add a Send Email action and select the product tips email.

How do I follow up after a webinar invite?  

You can use the Event Attendee Engagement Series template for this, or continue with the steps below to build it yourself.

Send the invite, then use Check Email Activity to branch a reminder or thank-you message.

1. Send the webinar invitation with a Send Email action.

2. Add a Time Delay action to allow time for engagement.

3. Add a Check Email Activity component and check Opened and Unopened.

4. Under each branch, add a Send Email action with a reminder or a thank-you message, based on engagement.

Can I create an onboarding series with multiple emails?  

You can use the 10-Day Welcome Series template for this, or continue with the steps below to build it yourself.

Yes. Chain multiple Send Email actions with Time Delay actions in between:

• Day 0: Welcome

• Day 2: Product Tour

• Day 4: Tips and Tricks

• Day 6: Upgrade Offer

1. Choose a Form Submission or Added To List trigger.

2. Add the first Send Email action for the welcome message.

3. Add a Time Delay action between each email to control timing.

4. Continue adding Send Email actions for each onboarding stage.

Can I send different emails based on gender?  

Yes. Add an If/Else or Multi-way Split component before the Send Email actions.

1. Choose a trigger such as Added To List or Form Submission.

2. Add an If/Else component for a two-way split, or a Multi-way Split component if you want more than two branches, and set the condition on the Gender field.

3. Click Save.

4. Under each branch, add a Send Email action with the corresponding content.

Can I send a thank-you email after a purchase?  

You can use the Simple post purchase feedback template for this, or continue with the steps below to build it yourself.

Yes. Use the Purchase Follow-Up trigger and a Send Email action right after it.

1. Add the Purchase Follow-Up trigger. This requires an active e-commerce integration.

2. Click Save.

3. Add a Send Email action immediately after the trigger and personalize the message using purchase or contact details.

Can I automate re-engaging inactive users with a special email?  

You can use the Win back customers template for this, or continue with the steps below to build it yourself.

Yes. Use Check Email Activity to check for inactivity, then send a re-engagement email down that branch.

1. Send regular campaigns through Send Email actions.

2. Add Check Email Activity components to monitor Unopened and Not clicked on any link.

3. Route inactive contacts through that branch.

4. Add a Send Email action with a "we miss you" message or a discount offer.

Can I send product recommendations based on interest?  

You can use the Product Recommendation template for this, or continue with the steps below to build it yourself.

Yes. Use Check Email Activity's Specific link clicked branches to route contacts to matching content.

1. Send an email containing separate, trackable links for each product or interest category.

2. Add a Check Email Activity component for each link and check Specific link clicked, selecting the relevant link.

3. Under each branch, add a Send Email action with the corresponding product recommendation. Personalize the content further using merge fields.

How do I follow up with a reminder for users who didn't complete a form?  

Use a Wait Condition to pause contacts until the form is completed, and send a reminder if it times out first.

1. Send the initial email containing the form link with a Send Email action.

2. Add a Wait Condition component. Set the condition on the relevant Form Attributes field and set the Wait Duration to 2 Day(s).

3. Click Save.

4. Under the Time out branch, add a Send Email action to send a reminder with the form link again. The On condition met branch can end the workflow or continue to whatever comes next.

Can I test whether to use an image banner or plain text?  

Yes. Use Random Split to send both versions and compare engagement.

1. Add a Random Split component and set the split, for example 50/50, between the two versions.

2. Add a Send Email action under each path: the image-based email in one, the text-only email in the other.

3. Add a Check Email Activity component under each path to track opens or clicks, or compare results later from the Reports tab.

How do I move someone from a welcome flow to your regular newsletter list?  

Add an Add to List action at the end of the welcome workflow.

1. Let contacts complete all steps in the welcome workflow.

2. At the end of the flow, add an Add to List action and select the newsletter or main communication list.

How do I move someone from a welcome list to a main list?  

Use Remove From List to take them off the welcome list, then Add to List to add them to the main one.

1. Let contacts complete the welcome workflow.

2. Add a Remove From List action and select the welcome series list.

3. Immediately after, add an Add to List action and choose the newsletter or main list.

Can I create a time-based drip campaign?  

Yes. Chain Send Email actions with Time Delay actions in between to space messages over days or weeks.

1. Choose a trigger to enroll contacts into the drip campaign.

2. Add a Send Email action for the first message.

3. Add a Time Delay action between each email, for example 7 Day(s), 14 Day(s), or 30 Day(s), to control spacing.

4. Continue adding Send Email actions after each delay.