Use Cases
Can you create a time-based drip campaign?
Yes. Using multiple Wait Time components between emails allows you to gradually nurture leads over a period such as seven, 14, or 30 days.How can you move someone from a welcome list to a main list?
Once they finish the welcome flow, use Remove from List to remove them from the Welcome Series List and then use Add to List to add them to the Newsletter List.How can you move someone from a welcome flow to your regular newsletter list?
After they finish your welcome series, use the Add to List component to automatically add them to your general newsletter list so they start receiving regular updates.You’re unsure whether to use an image banner or plain text. Can you test this?
Absolutely. Send one version with a visual-heavy layout, and the other with simple text-only content. Let engagement (clicks or opens) decide the winner.How can you follow up with a reminder for users who didn't complete a form?
Use Send Email to send the form link (add in the content) and wait for two days. If it’s not clicked, send a reminder email using another Send Email component.Can you send product recommendations based on interest?
Yes. After a link click condition, use Send Email to send personalized content based on what they showed interest in.You want to re-engage inactive users with a special email. Can you automate this?
Yes. Add Email Activity to check for inactivity (no opens or clicks), then use Send Email to send a “We miss you” message or an email offering a discount.Can you send a thank-you email after a purchase?
Yes. Set a trigger as Purchase Follow-up, then use Send Email to deliver apersonalized thank-you note or a next-steps email.You want to send different emails based on gender. Can you do this?
Yes. Add a Simple Condition or Multi-Way Condition before the Send Email component. ● If Gender "is" Male, send Email A. ● If Gender "is" Female, send Email B.Can you create an onboarding series with multiple emails?
Yes. Use multiple Send Email components, spaced out with Wait actions in between: ● Day 0: Welcome ● Day 2: Product Tour ● Day 4: Tips and Tricks ● Day 6: Upgrade OfferYou want to follow up after a webinar invite. How do you do that?
Use Send Email to send the webinar invite. Use Email Activity to check for opens or clicks, then use Send Email again to send a reminder or thank you.How can you send product tips to new users three days after signing up?
After the sign-up trigger, add a Wait component for three days, then use “Send Email” to send helpful product usage tips.You want to promote a limited-time offer. Can you automate this?
Yes. Use Send Email to deliver your promotional offer at a scheduled time in your automation flow.How do you welcome someone immediately after they sign up?
Place a Send Email component right after the sign-up trigger. Send a Welcome email to introduce your brand and set expectations.You want to exclude contacts from further emails if they didn’t engage at all. Can you do that?
Yes. Use Email Activity to check the lack of engagement (no opens or clicks). After repeated inactivity, exit them from the workflow to protect your domain reputation.Can you trigger a feedback request after a user engages with a promotional email?
Yes. If a user opens or clicks a promotional email, use Email Activity to trigger a follow-up email asking for feedback or review, and offer a reward for completing the survey.How do you stop a workflow for inactive users automatically?
Use Email Activity to check if there’s no open or click over several emails. If still Not Engaged after two or three emails, remove the users from the journey or move to the re-engagement workflow.You want to test the effectiveness of an email. Which component helps?
Use Email Activity to analyze open and click behavior after sending an A/B tested email. Based on performance, you can: ● Continue with the best-performing version. ● Retarget unresponsive contacts.How do you automate reminders for webinar registration if the email wasn’t opened?
Use Email Activity on your webinar invitation email: ● If Not Opened within a day or two, resend with a different subject line to increase chances of opening. ● If Opened, no action is needed or it can proceed to the next step.You want to send a survey only to people who opened the last email. How do you do that?
Use Email Activity to check for emails opened. If Opened, send a follow-up with the survey link. If Not Opened, try resending the original message or send a different message.What if the email soft bounced?
A soft bounce is just a temporary delivery failure. It doesn’t necessarily mean that the email address is invalid or no longer active, so we’ll continue trying to send emails to these addresses. These are a few common reasons for a soft bounce: ● The ...What if the email hard bounced?
The contacts bounced (hard bounced) to your email will stop in that particular flow and will exit immediately from the workflow.How do you stop sending emails to users who unsubscribe?
The contacts unsubscribed to your email will stop in that particular flow and will exit from the workflow immediately.Can you send different product recommendations based on user interest?
Yes. Based on the interest field or product clicks: Interested in Product A = Send Product A details; Interested in Product B = Send Product B info; No preference = Send general catalog.You want to segment new users based on how they signed up. Is this possible?
Yes, you can segment new contacts who submitted through sign-up forms based on any custom field values according to your requirements.You used different follow-ups for buyers vs. non-buyers. How do you end the flow together?
Split the contacts using conditions like “Purchase = Yes/No.” After personalized follow-ups, use Merge to bring them back and exit the workflow in one place.How do you apply a tag to all users after completing different actions in separate paths?
Add the Merge component after each path is done, then apply the same tag (e.g., "Engaged User" or "Completed Test") to all merged contacts.You want to send a follow-up SMS after testing two emails. How do you ensure that all contacts get the SMS?
You can split your contacts to test two email versions. Once both groups receive their respective emails, use the Merge component to bring them back together and then send the same SMS to all.You ran an A/B test. How do you combine the paths after the test is done?
Once each test group (A/B) completes its path, use the Merge component to bring both groups back to a single flow and send them the next common email or action.Can you send different emails based on contact location?
Yes. You can either use the simple condition or multi-way processes after the trigger contact enters the workflow.Can you automate feedback requests after purchase?
Yes. Use the purchase follow-up trigger and send a survey email.Can you tag contacts based on campaign behavior?
Yes. You may use email activity conditions and then tag them accordingly.How can you copy the contacts from one list to another using a workflow?
You can use the “List Entry” trigger to fetch the contacts and “Add to List” actions to copy/add them to a new list.How do you move contacts from one list to another?
Use the “List Entry” trigger, followed by “Remove from List" and “Add to List” actions.Can you remove un-engaged contacts from a list?
Yes. Use the email activity condition to check their action and then use the “Remove from List” action.How do you follow up if someone doesn’t open the email?
You can use the email activity condition to check the unopened email activity , then send a follow-up email below it.Can you create a birthday workflow?
Yes. You can use the custom date field option in the “Date Field” trigger, in which you can select the birthday field of the recipients.How can you send a welcome email to new subscribers?
You can use the "Welcoming and Onboarding" pre-designed templates or use the “List Entry” trigger and send a welcome email.
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