Email automation & workflows
Video walkthroughs for building email automation workflows and setting up workflow actions.
By Megan1 author8 articles
- Video Tutorial: Add and Remove Contact Tag in WorkflowsLearn how to use the Add Contact Tag and Remove Contact Tag actions in Email Automation to automatically organize contacts as they move through your workflows.
- Video Tutorial: Email Automation OverviewLearn how to create Email Automation workflows with AI, templates, or from scratch, and explore the available triggers and workflow actions.
- Video Tutorial: How to Use the Update Contact Action in WorkflowsLearn how to use the Update Contact action in Email Automation to automatically add or update information in a contact’s profile.
- Video Tutorial: How to Use the Invite to Funnel Action in WorkflowsLearn how to use the Invite to Funnel action in Email Automation to guide contacts from one funnel to another.
- Video Tutorial: How to Use the Send Email Action in WorkflowsLearn how to configure the Send Email action in Email Automation to create personalized follow-up emails for your contacts.
- Video Tutorial: How to Use the A/B Test Action in WorkflowsLearn how to set up an A/B Test in Email Automation and compare two different workflow paths.
- Video Tutorial: How to Use the Conditional Logic Action in WorkflowsLearn how to use the Conditional Logic action in Email Automation to split contacts into different workflow paths based on their data, results, or engagement.
- Video Tutorial: Wait Action in WorkflowsLearn how to use the Wait action in Email Automation to pause a contact’s journey before the workflow continues to the next step.