Automation

Workflow builder

Drag‑and‑drop nodes; configure delays and branching logic.
Use entry points to start flows and define goals.
Preview paths and validate before activating.

Triggers

On subscriber signup; on tag added or removed.
On field change; at scheduled date/time.
On webhook events from integrations.

Actions

Send email; update fields; add/remove tags.
Add to campaign; notify team; call webhook.
Split test branches to optimize outcomes.

Best practices

Throttle sends; avoid over‑emailing new subscribers.
Use exit conditions to prevent duplicate messages.
Document workflows; keep naming consistent.