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Flows

Flows are event-driven automation sequences. When a trigger fires, the flow executes a series of steps for each qualifying contact.

Triggers

  • Contact added to list — fires when a contact joins a specific list
  • Event received — fires when a custom event is tracked for a contact
  • Tag added — fires when a tag is applied to a contact

Steps

Flows support multiple step types that can be chained together:
  • Send Email / SMS — deliver a message
  • Wait — pause for a specified duration
  • Condition — branch the flow based on contact data or behavior
  • Update Contact — set fields or add tags

Flow states

StateDescription
DraftBeing designed
ActiveRunning and processing contacts
PausedTemporarily stopped
ArchivedNo longer in use