Not sure which automation to build first? These five flows cover the most common and highest-impact use cases. Each includes a quick setup guide and a note on which nodes you'll need.
1. Welcome flow
Greet new subscribers immediately when they sign up — before they forget who you are.
Trigger | Form Submit (sign-up form) |
Nodes | Listen → Email → End Flow |
Entry Limit | 1 (once per profile) |
Pro tip | Add a Time Node and Check profile after the Email Node to build on your flow with more activities over time. |
2. Birthday flow
Send a personalised message or an offer on each subscriber's birthday.
Trigger | Date Attribute — Date of Birth, on birthday, every year |
Nodes | Listen (Date Attribute) → Email → End Flow |
Prerequisite | Date of Birth must be stored as a Date Attribute on the Profile. |
Bonus | Mile stone birthdays |
3. Re-engagement flow
Win back inactive subscribers before they churn.
Trigger | Segment entry — 'No email engagement in 90 days' (daily scheduled) |
Nodes | Listen → Email (re-engagement) → Time (7 days) → Check Profile (engaged?) → Yes: Update Profile / No: Email (last chance) → End Flow |
Entry Limit | Consider limiting to for instance 1 per 90 days (use Entry Limit with time-based restriction in flow settings) |
4. Follow-up flow after conversion
Follow up automatically after engages with your CTAs.
Trigger | CTA click (or segment on clicks) |
Nodes | Listen (Segment or CTA interaction) → Wait (x day/s) → Email (thank you + resources) → Wait (x days) → (Check profile)→ Email (feedback or next step) → End Flow |
5. Lead nurture flow
Route qualified leads to sales automatically based on engagement behaviour.
Trigger | Email Click — high-intent CTA (e.g. pricing page, demo request) |
Nodes | Listen (Email Click or Segment on clicks on specific campaign CTAs) (→ Check Profile) → Update Profile (tag: sales-ready) → Notification Node (alert sales) → End Flow |