Automation Workflows

Best practices for marketing automations with FlowBuilder.

Automation Principles

• **Start Simple** - Begin basic, add complexity later
• **Map the Journey** - Understand customer path first
• **Personalize Thoughtfully** - Helpful, not creepy
• **Test Everything** - Always test before activation
• **Monitor & Iterate** - Ongoing optimization needed

Essential Workflows

Welcome Series

Day 0: Welcome email (thank + set expectations)

Day 2: Value email (quick win or tip)

Day 4: Feature highlight

Day 7: Engagement check (branch based on activity)

Abandoned Cart

Hour 1: Reminder email (no discount)

Hour 24: Second reminder + social proof

Hour 72: Final email + urgency

Lead Nurturing

Lead Created → Segment by Interest →

Week 1: Related content

Week 2: Case study

Week 3: Webinar invite

Week 4: Direct offer

Key Metrics

Testing Checklist

• ✅ All emails reviewed
• ✅ Links tested
• ✅ Personalization working
• ✅ Timing appropriate
• ✅ Exit conditions set
• ✅ Analytics tracking enabled