Automations let you create powerful workflows that run automatically when specific events happen. Instead of manually performing repetitive tasks, you can set up automations to handle them for you — from welcoming new members to rewarding loyal customers.
Getting Started
Navigate to Engage > Automations in your dashboard to access the automations page.
Note: Automations are a PRO/Engage feature. You'll need an active Engage subscription to create and run automations.
The Automations List
The automations list page shows all of your automations at a glance. For each automation, you'll see:
Name — the name you gave the automation
Trigger type — what event starts the automation (e.g., signup, birthday, order received)
Status toggle — whether the automation is currently enabled or disabled
Use this page to quickly monitor and manage all your workflows in one place.
Creating a New Automation
Click the Create Automation button to get started. You have two options:
From scratch — build a brand-new automation with a blank canvas
From template — choose a pre-built template to get started quickly and customize it to your needs
The Visual Automation Builder
The automation builder uses a visual flow diagram where each step is represented as a connected node. You'll build your automation by adding and connecting nodes in sequence:
Trigger node — the starting point that fires when a specific event occurs
Condition nodes (optional) — if/else branches that check member attributes before continuing
Action nodes — the tasks that get executed (give credit, send notification, add tag, etc.)
Delay nodes (optional) — pause the flow for a set duration before continuing
Drag, drop, and connect nodes to design your workflow visually. The flow diagram makes it easy to see exactly what will happen and in what order.
How Automations Work
When an automation runs, it follows this sequence:
Trigger fires — the specified event occurs (e.g., a new member signs up)
Conditions checked — any conditions are evaluated to determine which path to follow
Actions executed — the actions in the flow are carried out in order, respecting any delays between them
Each automation runs independently for each member who matches the trigger. If 10 members sign up, the automation runs 10 separate times.
Enabling and Disabling Automations
Use the status toggle on the automations list page or within the builder to enable or disable an automation at any time.
Enabled — the automation is live and will fire when its trigger conditions are met
Disabled — the automation is paused and will not fire, even if the trigger event occurs
Disabling an automation does not delete it. You can re-enable it whenever you're ready.
Testing Automations
Before enabling an automation for all members, test it thoroughly:
Create a test member in your account
Enable the automation and trigger the event for your test member
Verify that each action executes as expected
Check the execution history for any errors
Execution History and Status Monitoring
Each automation tracks its execution history so you can monitor performance and troubleshoot issues. You'll see:
When the automation was triggered
Which member triggered it
Whether each step completed successfully or encountered an error
The current status of in-progress automations (e.g., waiting on a delay)
Use execution history to verify your automations are working correctly and to diagnose any problems.
Tips
Start simple — create a basic automation first, then add conditions and delays as needed
Use descriptive names so you can quickly identify each automation in the list
Always test with a test member before enabling for your full audience
Use delays strategically — for example, wait 24 hours after signup before sending a follow-up notification
Review execution history regularly to catch and fix any issues early
Combine automations with other Engage features for maximum impact