Automation Flows
Email automation sequences, triggers, and campaign workflow diagrams
Email Automation Flows
This page covers email automation including triggers, sequences, and campaign workflows.
Automation Rule State Machine
stateDiagram-v2
[*] --> DRAFT: Create Rule
DRAFT --> ACTIVE: Activate
DRAFT --> DRAFT: Edit
ACTIVE --> PAUSED: Pause
ACTIVE --> ACTIVE: Running
PAUSED --> ACTIVE: Resume
PAUSED --> ARCHIVED: Archive
ARCHIVED --> [*]
note right of ACTIVE
Processing triggers
and sending emails
end noteTrigger-Based Automation Flow
flowchart TD
subgraph "Triggers"
T1[Contact Created]
T2[Form Submitted]
T3[Purchase Made]
T4[Page Visited]
T5[Date-Based]
T6[Segment Entry]
end
subgraph "Evaluation"
T1 --> EVAL[Evaluate Conditions]
T2 --> EVAL
T3 --> EVAL
T4 --> EVAL
T5 --> EVAL
T6 --> EVAL
EVAL --> MATCH{Conditions Met?}
end
subgraph "Actions"
MATCH -->|Yes| ACTION[Execute Actions]
MATCH -->|No| SKIP[Skip - No Match]
ACTION --> A1[Send Email]
ACTION --> A2[Add to Segment]
ACTION --> A3[Update Contact]
ACTION --> A4[Wait/Delay]
ACTION --> A5[Branch/Split]
ACTION --> A6[Notify Team]
end
A4 --> NEXT[Next Action]
A5 --> BRANCH{Branch Condition}
BRANCH --> PATH_A[Path A]
BRANCH --> PATH_B[Path B]
style ACTION fill:#e8f5e9Welcome Sequence Example
sequenceDiagram
participant User
participant System as Automation System
participant Queue as Email Queue
participant Email as Email Service
participant DB as Database
User->>System: Signs up (trigger)
System->>System: Evaluate rules
System->>DB: Add to welcome sequence
System->>Queue: Queue welcome email #1
Queue->>Email: Send immediately
Email->>User: Welcome email
Note over System: Wait 1 day
System->>System: Check engagement
System->>Queue: Queue email #2
Queue->>Email: Send email #2
Email->>User: Getting started tips
Note over System: Wait 3 days
System->>System: Check if converted
alt Not converted
System->>Queue: Queue email #3
Queue->>Email: Send special offer
Email->>User: Conversion offer
else Converted
System->>DB: End sequence
System->>DB: Move to customer segment
endDrip Campaign Flow
flowchart TD
START[Contact Enters Campaign] --> EMAIL1[Email 1: Introduction]
EMAIL1 --> WAIT1[Wait 2 Days]
WAIT1 --> CHECK1{Opened Email 1?}
CHECK1 -->|Yes| EMAIL2A[Email 2A: Product Details]
CHECK1 -->|No| EMAIL2B[Email 2B: Re-engagement]
EMAIL2A --> WAIT2[Wait 3 Days]
EMAIL2B --> WAIT2
WAIT2 --> CHECK2{Clicked Any Link?}
CHECK2 -->|Yes| EMAIL3A[Email 3A: Case Study]
CHECK2 -->|No| EMAIL3B[Email 3B: Benefits Recap]
EMAIL3A --> WAIT3[Wait 2 Days]
EMAIL3B --> WAIT3
WAIT3 --> EMAIL4[Email 4: Call to Action]
EMAIL4 --> WAIT4[Wait 5 Days]
WAIT4 --> CHECK3{Converted?}
CHECK3 -->|Yes| END_SUCCESS[End - Success]
CHECK3 -->|No| FINAL[Final Email: Last Chance]
FINAL --> END[Campaign End]
style END_SUCCESS fill:#e8f5e9Conditional Branching Logic
flowchart TD
TRIGGER[Trigger: Purchase Made] --> EVALUATE[Evaluate Purchase]
EVALUATE --> VALUE{Order Value?}
VALUE -->|> $500| HIGH[High Value Path]
VALUE -->|$100-500| MEDIUM[Medium Value Path]
VALUE -->|< $100| LOW[Standard Path]
HIGH --> VIP_EMAIL[Send VIP Thank You]
VIP_EMAIL --> VIP_TAG[Add VIP Tag]
VIP_TAG --> VIP_FOLLOW[Schedule Personal Follow-up]
MEDIUM --> THANK_EMAIL[Send Thank You]
THANK_EMAIL --> UPSELL[Send Upsell Sequence]
LOW --> BASIC_EMAIL[Send Order Confirmation]
BASIC_EMAIL --> REVIEW[Request Review in 7 Days]
subgraph "Category Branch"
EVALUATE --> CATEGORY{Product Category?}
CATEGORY -->|Electronics| ELEC[Electronics Tips Series]
CATEGORY -->|Clothing| CLOTH[Style Guide Series]
CATEGORY -->|Food| FOOD[Recipe Series]
endA/B Testing Flow
flowchart TD
CAMPAIGN[Create Campaign] --> AB{A/B Test?}
AB -->|Yes| VARIANTS[Create Variants]
AB -->|No| SINGLE[Single Version]
VARIANTS --> VAR_A[Variant A]
VARIANTS --> VAR_B[Variant B]
VAR_A --> SPLIT[Split Audience]
VAR_B --> SPLIT
SPLIT --> TEST_A[Send to 15% - Variant A]
SPLIT --> TEST_B[Send to 15% - Variant B]
SPLIT --> HOLD[Hold 70%]
TEST_A --> TRACK_A[Track Opens/Clicks]
TEST_B --> TRACK_B[Track Opens/Clicks]
TRACK_A --> WAIT[Wait for Results]
TRACK_B --> WAIT
WAIT --> ANALYZE[Analyze Performance]
ANALYZE --> WINNER{Winner Determined}
WINNER --> SEND_WINNER[Send Winner to Remaining 70%]
SEND_WINNER --> COMPLETE[Campaign Complete]
SINGLE --> SEND_ALL[Send to All]
SEND_ALL --> COMPLETE
style WINNER fill:#e8f5e9Automation Rule Sequence
sequenceDiagram
participant Event as Event Source
participant Engine as Automation Engine
participant Rules as Rules Engine
participant DB as Database
participant Queue as Email Queue
participant Email as Email Service
Event->>Engine: Trigger event (e.g., form_submit)
Engine->>Rules: Find matching rules
Rules->>DB: Query active rules for trigger type
DB-->>Rules: Matching rules
loop For each matching rule
Rules->>Rules: Evaluate conditions
alt Conditions met
Rules->>Engine: Execute actions
loop For each action
alt Send Email
Engine->>Queue: Queue email
Queue->>Email: Send
else Update Contact
Engine->>DB: Update contact
else Add to Segment
Engine->>DB: Add to segment
else Wait
Engine->>DB: Schedule next action
end
end
end
end
Engine->>DB: Log automation executionSegment-Based Automation
flowchart TD
subgraph "Dynamic Segments"
SEG1[New Subscribers<br/>Joined < 7 days]
SEG2[Engaged<br/>Opened 3+ emails]
SEG3[At Risk<br/>No opens 30 days]
SEG4[VIP Customers<br/>Spent > $1000]
end
subgraph "Automated Actions"
SEG1 --> WELCOME[Welcome Series]
SEG2 --> REWARD[Loyalty Rewards]
SEG3 --> WINBACK[Win-Back Campaign]
SEG4 --> EXCLUSIVE[Exclusive Offers]
end
subgraph "Entry/Exit Triggers"
ENTRY[Contact Enters Segment]
EXIT[Contact Exits Segment]
ENTRY --> START[Start Automation]
EXIT --> STOP[Stop Automation]
endAutomation Analytics
flowchart LR
subgraph "Tracking Points"
ENTER[Sequence Entered]
EMAIL_SENT[Email Sent]
OPEN[Email Opened]
CLICK[Link Clicked]
CONVERT[Goal Converted]
EXIT[Sequence Exit]
end
subgraph "Metrics"
FUNNEL[Conversion Funnel]
DROP[Drop-off Analysis]
TIME[Time to Convert]
REVENUE[Revenue Attribution]
end
ENTER --> FUNNEL
EMAIL_SENT --> FUNNEL
OPEN --> FUNNEL
CLICK --> FUNNEL
CONVERT --> FUNNEL
FUNNEL --> DROP
FUNNEL --> TIME
CONVERT --> REVENUE