How to Create Automation Flows in Your Funnel
Michele Barard
Last Update a year ago
Overview
Automations help you streamline marketing, onboarding, and lead nurturing by executing pre-set actions based on user behavior. With Big Easy Website Creation, you can build automated flows using triggers, emails, delays, conditional logic, and goals. This guide shows you how to build powerful, personalized automation sequencesâno coding required.
Step-by-Step Instructions
1. Create a New Automation
- Go to Marketing > Automations.
- Click + New Automation.
- Name your flow and click Create.
2. Set a Trigger
- Click on the Trigger block at the top.
- Select + Add New Trigger.
- Choose a trigger type, such as:
- When a user joins a list
- When a form is submitted
- When a tag is added
- Choose or create the corresponding list or tag and click Confirm.
đ Optional: Enable re-entry so users can rejoin the automation multiple times if triggered again.
3. Add a Delay (Optional)
- Click + Add Step.
- Select Delay and choose the wait time (e.g., 1 hour) before the next action.
4. Send an Automated Email
- Click + Add Step and select Send Email.
- Enter a subject lineâuse personalization tags like {first_name}.
- Click to design your email using a template or start from scratch.
- Save your email and return to the flow.
5. Add Conditional Logic (If/Else)
- Click + Add Step and select If/Else Rule.
- Choose a property (e.g., Country = Australia).
- Define separate actions for each path (e.g., tag, update profile, send email, unsubscribe).
6. Add a Goal to Exit the Flow
- Click Set Goal in the top-right corner.
- Choose what defines goal completion:
- A tag being added
- A product purchase
- A form submission
- Once achieved, users exit the automation and wonât receive further steps.
7. Organize and Annotate Your Flow
- Reorder steps using the arrows or drag-and-drop.
- Add Notes to steps for documentation or collaboration.
- Notes are timestamped and can be pinned for visibility.
8. Activate and Monitor Your Automation
- Click Save and Turn On the automation.
- Track performance via the automation dashboard:
- Number of people who entered, completed, or are still in the flow
- Goal completions
- Open and click rates for each email
9. Clone and Optimize
- You can duplicate any automation to test different strategies.
- Use A/B testing in subject lines or flow structure to optimize results.