Flows
Flows are automated email sequences that trigger when a user performs a specific action — like signing up, adding to cart, or completing a purchase. Unlike one-off campaigns, flows run continuously in the background and send the right email at the right time.
Accessing flows
Go to Marketing → Flows.
Flows list
The flows table shows all your flows with:
| Column | Description |
|---|---|
| Name | Flow name |
| Trigger | The action that starts the flow |
| Status | Draft, Live, or Paused |
| Scope | All events, a specific event, or a specific event date |
| Last updated | When the flow was last modified |
Available actions
- Edit — Open the flow builder
- View stats — See performance analytics
- Publish — Make a draft flow live
- Pause / Resume — Temporarily stop or restart a live flow
- Delete — Remove the flow
Creating a flow
Click Create flow to open the setup wizard. It has three steps:
Step 1: Name your flow
Give the flow a descriptive name (e.g. "Welcome Series", "Cart Recovery").
Step 2: Choose a trigger
Select the user action that starts the flow:
| Trigger | Description |
|---|---|
| User Registered | A new user signs up |
| Added to Cart | Tickets are added to the 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 your site |
Step 3: Set the scope
For event-related triggers (all except User Registered and Active on Site), choose which events the flow applies to:
| Scope | Description |
|---|---|
| All Events | Applies to all events across your brand |
| Specific Event | Applies to a single event |
| Specific Event Date | Applies to a specific date of an event |
The flow builder
After creating a flow, you enter the visual flow builder — a full-screen drag-and-drop canvas.
Layout
- Left panel — Block palette with draggable actions
- Center — Visual canvas showing the flow as a connected graph
- Right panel — Inspector to configure the selected trigger or step
Adding steps
Drag a block from the palette onto the canvas, or click the + button on an edge to insert a step between existing ones.
Available step types
| Step | Description |
|---|---|
| Send Email | Send an email to the user. Select a template, customize the subject line with personalization tokens, and optionally attach a discount. |
| Time Delay | Wait for a specified amount of time before the next step. Minimum 5 minutes; configurable in minutes, hours, or days. |
| Conditional Split | Split the flow into two branches (Yes / No) based on conditions. Users matching the conditions go down the "Yes" branch; the rest go down "No". |
Trigger configuration
Click the trigger node to configure:
- Re-entry policy — Whether users can enter the flow more than once. Options: Once only or Multiple with cooldown (set cooldown days).
- Profile filters — Filter which users enter the flow using AND/OR conditions (same rule engine as automated segments).
Send Email step details
When configuring a Send Email step you can:
- Select an email template or create a new one using the built-in email builder
- Personalize the subject with tokens like
[Attendee Name],[Event Name], etc. - Attach a discount with a percentage, scope (tag, event date, or day of week), and optional min/max order constraints
- Add additional filters to skip the email for users who don't match certain conditions
Testing a flow email
From the Send Email step inspector, you can send yourself a test email before publishing the flow.
- Enter your email address in the test field
- Click Send
- Review your inbox to validate the subject, design, and content
In test emails, personalization tokens use sample values so the preview reads naturally instead of arriving with placeholders like [Attendee Name].
Conditional Split conditions
Conditional splits support the same condition types available in automated segments:
| Condition | Description |
|---|---|
| Behavioral event | User has (or has not) triggered a specific event |
| Profile stat | A numeric profile metric meets a threshold |
| Can receive marketing | User has opted in to marketing emails |
Flow statuses
| Status | Description |
|---|---|
| Draft | The flow is being built and won't run yet |
| Live | The flow is active and processing users |
| Paused | The flow is temporarily stopped; no new users will enter |
To go live, the flow must pass validation — all steps need to be fully configured.
Flow analytics
Click View stats on any flow to open the analytics panel. It includes:
Overview metrics
Enrollments, emails delivered, conversions, attributed revenue, opens, clicks, skipped, and failed.
Step performance
A per-step breakdown showing delivered, skipped, failed, opens, clicks, and open/click rates.
Enrollments list
A paginated table of all users who entered the flow, with their status, current step, and next scheduled step.
Users currently in the flow will stop progressing. When you resume, they continue from where they left off.
Only if the re-entry policy is set to "Multiple with cooldown". With "Once only", each user can enter the flow at most once.
Yes. You can update steps, add new ones, or remove existing ones. Save your changes and they take effect immediately.
5 minutes.
Yes. Flows handle automated, event-driven sequences while campaigns are one-off sends. They complement each other well.
Related articles
- Email campaigns — One-off promotional emails
- Segments — Target specific audiences
- Marketing analytics — Track performance