Create Automation Flow

  • 07/12/2023
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In this post, you will learn on what automation flow, how to create & send it. Let’s get started now! 

Overview

An automation flow is a set of emails that are automatically sent based on specific conditions. An automated flow would typically target a specific segment of visitors, such as those who abandoned their carts or those who have visited your store. 

A flow is an automated sequence that is set in motion by a specific trigger and then includes one or more steps. Flows can help you easily grow your business and build strong customer loyalty.

All flows have a trigger that sets the flow in motion. The trigger can be when someone: 

  • qualifies for a segment/list of contacts (segment-triggered)
  • performs an action (action-triggered)

>>> Read more: What’s the differences between email campaign and automation flow

How to create & send automation flow 

  1. Navigate to Automation Flow section
  2. Click on New automation flow button 
NestSend create new automation flow

Select Flow Type 

Now you will see a library of various flow templates

You can choose Create custom workflow or choose automation flow template. 

NestSend automation flow template

Set up workflow & Edit email content 

Now you will enter the editor screen with 2 tabs: Design and Properties. 

In Design tab, you need to decide Flow trigger & Flow elements in the workflow.

Flow Trigger 

Flow trigger is the condition to activate an automation flow. You will be able to choose one of 2 options outlined below: Action or Segment

  • Action-triggered: People will enter a action-triggered flow when they take a specific action(s). For example: abandon checkout, place order, order fulfilled 
NestSend create new automation flow
  • Segment-triggered: People will enter a segment-triggered flow when they meet conditions to join a segment/group of contacts. 
NestSend automation flow segments triggered

>>> Learn more: How to create a segment 

Flow Elements 

After you select a trigger, you’re ready to add additional elements into your flow. A workflow can include multiple flow elements. 

Flow elements come in 4 types:

  • A/B testing: 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: This 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: You can select plain text email, pre-made template or blank template to start with. 

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 will appear a “Drag a flow element here” message as you get close to a drop point.

NestSend automation flow drag and drop

Once a message is dropped onto the canvas, you can configure it in the left-hand sidebar.

NestSend automation flow drag and drop

In Properties tab, you fill in following information.

  • Flow name: This name is internal so only you can view it
  • Tags: Add one or multiple tags to categorize your automation flow easily 
  • Description: Write short description or note about the automation flow 
NestSend properties

Send automation flow 

After you have all above settings done, you can now go live the automation flow.

  1. Hit on Save options button in the bottom right corner. 
  2. Then select Save as draft or Go live 

That’s done! Your automation flow has been well set and ready to go! 

>>> Read more: How to edit Active Automation Flow?


Need any help?

Feel free to contact us via live chat or email at [email protected]. Our support is happy to assist you!

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