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Automations

Triggers & actions

Every trigger, action, and condition node available in the journey builder.

Trigger node

Every journey starts with one Trigger Event:

TriggerExtra configuration
New Subscriber Joined—
Made a Purchase (Shopify/WooCommerce)Store selector, optional min. order value, optional product/collection filter; leave fields empty to trigger on any purchase
Abandoned Cart (Shopify/WooCommerce)Store selector, optional min. cart value
Tag Added / Tag RemovedPick one or more tags
Added to Segment / Removed from SegmentPick a segment
Form SubmittedPick a published form
BirthdayReads the month_day custom field you designate for birthdays; fires daily
AnniversaryFires on the anniversary of a contact's subscribe date (contacts who subscribed today don't immediately fire)
Date Field MatchPick which month_day custom field to watch, with a shortcut to create one if you haven't yet
Preference UpdatedOptional filter by email category

Purchase triggers need a connected store

"Made a Purchase" and "Abandoned Cart" only appear once Shopify or WooCommerce is connected. See Connecting your store.

Send Email node

Configure the email three ways:

  • Start from Template: pick from the same built-in template set used in Broadcasts.
  • Use Existing Broadcast: copy the content of another broadcast — one that's been sent, is currently sending, or is still a draft.
  • Start Blank: opens the full block editor with a default logo + heading.

Once set, the node shows a subject/preview card with Edit Email and Replace buttons. It uses the same canvas as broadcasts; see The email builder. A contact who's unsubscribed or been suppressed since enrolling is automatically skipped at this step rather than emailed anyway.

Time Delay node

Set a Wait Pattern: a numeric amount plus Minutes, Hours, or Days. Subscribers pause at this node for exactly that long before continuing. (Delays are capped at 7 days per individual wait step; chain multiple waits for longer pauses.)

Condition node

Splits the journey into Yes and No paths based on a Logic Rule:

RuleExtra fields
Opened previous email / Clicked previous emailWithin N days
Clicked specific linkLink URL (or partial match) + within N days
Made a purchaseWithin N days
Has specific tagPick one or more tags
Is in segment / Is NOT in segmentPick one or more segments
Open rate is above %Threshold %
Inactive for N daysDays inactive
Custom field equalsField, operator (equals / does not equal / greater than / ≥ / less than / ≤), and a value; for equals/not-equals you can enter multiple comma-separated values at once

A/B Split node

Randomly routes contacts down one of several weighted branches, useful for testing different journey paths, not just different email content.

Add Tag node

Choose Add tags or Remove tags, then pick which ones. A simple, common way to mark where a contact is in your funnel (e.g. tag welcomed at the end of a welcome series so they're excluded from re-entering it).

Combine tags with re-entry rules

Since re-enrollment defaults to Never, an Add Tag node isn't required to prevent someone from re-entering the same journey, but it's useful for driving other automations or segments off of "has completed X flow."

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