Create automation flow

  • 28/02/2023
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This article will show you how to build an automation flow in NestSend for personalized and automated communications to your customers, and learn how to set up your first automation flow.

Step-by-step instructions

  1. Go to your NestSend dashboard > New automation flow
Automation flow in NestSend

2. You can choose Create from scratch or choose automation flow templates

Create email from scratch

Understand and choose your trigger and flow filters

You’ll then select a trigger for your new flow — a flow’s trigger is what sets the automated series in motion. 

You will be able to choose one of 2 options outlined below: action or segment

  • Action-triggered: People will enter an action-triggered flow when they take a specific action(s)
Choose action trigger in NestSend
  • Segment-triggered: People will enter a segment-triggered flow 

Choose segment trigger in NestSend

Add elements to a flow

After you select a trigger and add any desired trigger or flow filters, you’re ready to add additional elements into your flow.

Flow elements come in 4 types:

  • A/B testing, also known as email split testing, is an experiment where two or more versions of the same email are shown to subscribers at random, such as versions A and B (or variations 1 and 2).
  • Time delay: A time delay can be added before an action in order to schedule the action relative to the trigger or another action. A time delay must have a live or manual status action immediately after it in order to function.
  • True/ False branch is used to branch your flow into multiple paths based on specific criteria. A conditional split can branch based on information related to the person currently in the flow whereas a trigger split can branch based on information related to the event that triggered the flow.
  • Email

Drag and drop a element flow

  1. To add a step into your flow, such as a email, click on the element in the sidebar and drag it onto the visual canvas. Every “droppable” location for an email will appear a “Drag a flow element here” message as you get close to a drop point.

Drag and drop element in NestSend
  1. Once a message is dropped onto the canvas, you can configure it in the left-hand sidebar.
Edit element in NestSend

Schedule a step in a flow (time delay set up)

When you have multiple actions, especially sending emails, it is important to add time delays between each action so that they do not all occur at once. 

For example, adding a 24 hour (or longer) delay between your first email and your second email will give someone enough time to receive and read the first email before receiving another.

Set up a time delay

If you would like a time delay before the next step in your flow, drag in the ‌time delay element from the left sidebar. The example below shows multiple time delays included in the flow.

Time delay in NestSend

Note that after you set a delay, you can always adjust it by clicking on the time delay component. Keep in mind that updating a time delay before a message will not impact any already scheduled messages. The updated timing will only impact newly scheduled messages moving forward.

Time delays can also be set to wait until a specific time of day or a specific day of the week which will change the behavior of how the time delay schedules each recipient. 

Need any help?

If you have any questions, you can read more in our help center or reach out to our team for support: [email protected]

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