Automation Quick Reference

Steps

Step	Does
Trigger	Starts the flow: New Signup, Form Submitted, Tag Added or Removed, Purchase Made, Cart Abandoned, Joins Your Community, Visits a Page, Email Opened or Clicked, Link Clicked, Entered or Left Segment, Manual Enrollment
Send Email	A template or an email you write; tokens {{first_name}}, {{last_name}}, {{email}}, {{company_name}}, {{creator_name}}
Wait	Minutes, hours, days or weeks
Branch	Yes and no paths on Has Tag, Has Purchased, a custom field, or email engagement
Action	Add Tag, Remove Tag, Add to Sequence, Remove from Sequence, Call Webhook, Send Notification, Update Custom Field
Goal	Marks the flow as achieved for that contact
Exit	Ends the flow for that contact

Statuses

Status	New contacts	People inside
Draft	No	None
Active	Yes	Continue
Paused	No	Continue
Archived	No	Stopped

Before activating

A trigger; content in every email; a selection in every action; a duration in every wait.

Patterns

Welcome: Form Submitted, email, wait 2 days, email, wait 3 days, offer. Post-purchase: Purchase Made, thank-you email, wait 7 days, ask for a review, Goal. Tag-based nurture: Tag Added, branch on Has Purchased, yes Exit, no series.