Automation Flow Builder

A Klaviyo-style visual automation builder that lets you create multi-step email sequences triggered by customer actions — no code required.

🔁 What Are Flows?

Flows are automated email sequences that run in the background based on what your attendees do. Once published, a flow enrolls contacts automatically and sends emails at the right moment — without any manual work.

Where to find it: Marketing → Automation Flows

⚡ Triggers

When creating a flow, you choose what action starts it:

Trigger	When it fires
User Registered	A new user signs up on the platform
Added to Cart	Tickets are added to cart
Checkout Started	User begins the checkout process
Purchase Completed	A ticket purchase is completed
Ticket Attended	A ticket is scanned at the event
Active on Site	User is active on the site

🎯 Scope

For event-based triggers, you can choose how broadly the flow applies:

• All Events — Fires for any event across your brand
• Specific Event — Fires only for a particular event
• Specific Event Date — Fires only for one date of an event

🧱 Building Blocks

The canvas gives you three types of blocks to drag and drop into your flow:

Actions

• Email — Send an automated email to the contact. You can design the email using the built-in email builder, with support for personalization tokens (first name, last name, event name, event date).

Timing

• Time delay — Wait a set amount of time before moving to the next step (e.g., wait 2 hours, then send a follow-up email).

Logic

• Conditional split — Branch your flow based on contact properties or behavior. Each path continues independently.

🖥️ The Canvas

The flow builder opens as a full-screen editor with a three-column layout:

• Left sidebar — Drag blocks from the palette onto the canvas
• Center canvas — Visual node graph of your flow. Pan and zoom freely. Click any node to configure it.
• Right inspector — Configure the selected step's settings (email, wait duration, split conditions)

Steps can be added by dragging from the palette, clicking the + button between steps, or inserting into an existing connection.

📧 Email Designer Integration

When you add an Email step, you can design the email directly from the flow builder. The built-in email builder opens in a full-screen modal, where you can:

• Set the email name and subject line
• Use personalization tokens in the subject (first name, last name, event name, event date)
• Design the email body with the drag-and-drop block editor
• Include discount codes if a discount is configured for the step

📊 Flow Statuses

Status	Meaning
Draft	Not live — no one is being enrolled
Live	Active — contacts are being enrolled and emails are being sent
Paused	Temporarily stopped — existing enrollments are paused

You publish a flow directly from the builder by changing the status dropdown. A confirmation prompt appears before going live.

📈 Flow Analytics

Each flow in the list has a View stats option that opens a side panel with:

• Overview metrics — Total enrollees, active, completed, and conversion rate
• Step performance — Open rate, click rate, and conversion per email step
• Enrollments list — Per-contact view of where each person is in the flow, with their current step and status

The analytics panel supports a custom date range filter (up to 180 days).

💡 Summary

• Setup wizard — 3-step modal to name your flow, choose a trigger, and set the scope
• Visual canvas — Drag-and-drop node editor with infinite pan/zoom
• Three block types — Email, Time delay, Conditional split
• Email designer — Built-in email builder with personalization tokens, launched from any Email step
• Status management — Draft → Live → Paused, with publish confirmation
• Flow analytics — Enrollee metrics, step performance, and per-contact enrollment list
• Unsaved changes guard — Prompts you to save before exiting