Building a flow in the automation builder

When you first open the builder, the canvas shows a prompt: "Start your automation, choose a trigger from the library or start from a proven template."

Four ready-made templates are offered right there to speed things up:

• Welcome Flow
• Abandoned Cart
• Winback
• Post Purchase

Picking one of these builds out a starting structure for you automatically, which you can then customize, rather than starting completely from a blank canvas every time.

This is your toolbox. You build a flow by dragging nodes from this panel onto the canvas.

There's a search bar at the top, "Search nodes...", if you know exactly what you're looking for, and a Favorites and Recently used section to speed up repeat work.

Nodes are organized into categories:

Triggers

• Trigger — defines what starts this automation, such as a customer action like abandoning a cart or subscribing

Messaging

• Send Email
• Send Push
• Send WhatsApp
• Channel Fallback — lets you set up a backup channel. If a message on one channel doesn't get delivered or engaged with, the flow can automatically try a different one

Flow Control

• Wait / Delay — pauses the flow for a set amount of time before continuing
• Condition — branches the flow based on whether something is true, for example, "did they open the previous email?"
• Exit — ends the flow for that contact

Data — a further category of nodes, collapsed by default, for more advanced data-related logic.

You build your automation by dragging nodes from the left panel onto the canvas and connecting them together. This becomes your visual flow, step by step.

The canvas has its own toolbar for Undo, Redo, Auto layout (automatically tidies your flow's positioning), Fit (zooms to show your whole flow), zoom controls, a Grid toggle, a Minimap for navigating large flows, and a lock icon.

Above the canvas, you can switch between Design (building your flow) and Analytics (seeing how it's performing once live).

This panel has three tabs:

Configure — shows your Flow Health details, Total nodes, and Connections currently in your flow. Until you've added anything, you'll see a helpful nudge: "Drag nodes from the panel onto the canvas to get started."

Analytics — once your flow is live and contacts are moving through it, this is where you'll see how it's actually performing.

History — a record of changes made to this automation over time.

Along the bottom of the builder, once your automation has real activity, you'll see:

• Enrolled
• Completed
• Completion rate
• Conversion rate
• Revenue
• Avg. journey time

Until contacts start entering the flow, these show as empty dashes rather than zeros, a way of distinguishing "no data yet" from "genuinely zero."

There's also a "Top performing path" section. Once enough contacts have moved through your flow, this highlights which specific route through your automation is performing best. This is especially useful if your automation has multiple Condition branches and you want to know which one is actually working hardest.

Rather than building from a blank canvas, start from one of the four proven templates: Welcome Flow, Abandoned Cart, Winback, or Post Purchase, since they already reflect a sensible structure.

From there, adjust the Wait/Delay timing and message content to match your brand, rather than rebuilding the whole logic yourself.

Keep an eye on your Flow Health score as you build, and don't Publish until it's no longer flagging "Needs attention."