Automating Your Content

How to Make Changes to a Visual Automation Without Interrupting its Current Subscribers

Want to edit your Visual Automation without interrupting its Subscribers? Here’s how!

Written by Olivya
Updated over a week ago

Adding Notes to Visual Automations

How to add internal notes for your own reference to your visual automation nodes.

Written by Olivya
Updated over a week ago

Tagging Subscribers Who Clicked a Link in an Email

How to retroactively perform a bulk action on all of the subscribers who clicked a particular link.

Written by Olivya
Updated over a week ago

How to Retroactively Pull Subscribers into a Visual Automation

Do you need to pull certain Subscribers into an Automation, but set up the Automation a bit too late? We can fix that.

Written by Olivya
Updated over a week ago

How to Combine Visual Automation Entry Points into a Tag

Reached the maximum number of entry points for your Visual Automation? Here’s how to merge them into a single Tag!

Written by Olivya
Updated over a week ago

Troubleshooting: Link Triggers

How to resolve common causes of why your link trigger might not be firing or working correctly.

Written by Olivya
Updated over a week ago

How to Create a Sequence

The basics of creating a Sequence, including publishing emails and setting delays.

Written by Olivya
Updated over a week ago

How to Remove a Step from a Visual Automation

How to delete steps from your Visual Automations.

Written by Olivya
Updated over a week ago

Will My Existing Subscribers Receive New Emails Added to My Sequence?

This article explains how to determine which, if any, of your Subscribers will receive newly-added emails to a Sequence.

Written by Olivya
Updated over a week ago

Subscribers in Sequences: In a Visual Automation

Your Subscribers will show different behavior, within a Sequence, based on Visual Automations. Here’s what you need to know!

Written by Haley Chamberlain
Updated over a week ago

Video Tutorial: Getting Started With Visual Automations

Learn how to get started using Visual Automations with this video.

Written by CT
Updated over a week ago

How to View Waiting Subscribers in Visual Automations

How to see which Subscribers are waiting at a certain step in your Visual Automation.

Written by Olivya
Updated over a week ago

Visual Automations Library

A collection of Visual Automation templates to use and share!

Written by Haley Chamberlain
Updated over a week ago

How to Create an Automation Rule

Automatically trigger an action based on a Subscriber's choices.

Written by Kyle Adams
Updated over a week ago

What Is Evergreen Content?

Learn what Evergreen Content means, and how you can apply it to your Sequences!

Written by Haley Chamberlain
Updated over a week ago

Purchases Feature Setup and FAQ

Track purchases from your ecommerce platform with ease!

Written by Haley Chamberlain
Updated over a week ago

Visual Automations Training & Templates

In-depth Automations walkthrough, and downloadable templates!

Written by CT
Updated over a week ago

Visual Automations Events

Understanding and utilizing Events for calendar dates, Triggers, Purchases, Tags, Sequences, and more!

Written by Haley Chamberlain
Updated over a week ago

How to Share A Visual Automation

Help others get up and running with a Visual Automation template!

Written by Haley Chamberlain
Updated over a week ago

Visual Automations Conditions

Learn how to use "if/then" login for yes or no questions that determine your Subscribers path.

Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Looping Subscribers

Send Subscribers back into an Automation where they left off.

Written by Haley Chamberlain
Updated over a week ago

Migrating to Visual Automations

Written by Haley Chamberlain
Updated over a week ago

Visual Automations Glossary + FAQ Page

What you need to know to get started with Visual Automations

Written by Haley Chamberlain
Updated over a week ago

Tagging people who purchase from you

How to Tag your customers, and send them directly into your funnels!

Written by Haley Chamberlain
Updated over a week ago

Visual Automations: Actions

Learn how Actions work in Visual Automations to add or remove your Subscribers to Tags, Sequences, Delays, and more!

Written by Haley Chamberlain
Updated over a week ago