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Follow up when a customer takes an action.
Start a workflow from a customer event and organize the follow-up messages around the information you have about that contact. Keep the workflow's version and run history available to your team.
Who it helps
Product and customer teams building event-triggered follow-up, such as an onboarding message after a product action or a relevant customer update.
Business value
Turn repeatable follow-up into a workflow the team can review. Use run history and failures to see where attention is needed instead of relying only on the final email.
How it works
- Create a workflow draft for a project and its triggering event.
- Review the workflow and publish the intended version.
- Inspect its runs and failures as events trigger the workflow.
Choosing the right message path
Automated delivery does not remove the need to classify a message correctly or honor promotional-email preferences. Keep the purpose of each message clear.
Plans and availability
Automated sends share your workspace's email allowance. Your contact allowance still applies to the audience you maintain. Compare plan limits.
Next steps
Open Visual workflows · Read the API reference · Review Email activity.