About Nodes
A Marketing Automation Flow is a sequence of nodes that create an automated customer journey. By mastering actions and decisions, you can automate emails, SMS, list management, and more. Each node defines conditions that guide subscriber behavior, enabling you to build personalized, efficient, and relevant campaigns.
Try experimenting with different paths and conditions to optimize your results!
Working with Nodes in the Flow
Add a node: Click the green + icon.
Remove a node: Click the X icon at the top right of the node.
Remove a connection: Click the red – icon.
Connect nodes
Hover over the arrow on the source node.
Drag to the destination node until the line turns green.
Release the mouse to connect.
Action Nodes
Action nodes help you automate tasks within your flow.
Add to List
Add to List
Add subscriber to a new mailing list.
Webhook
Webhook
Use a Webhook node to POST/GET/PUT/DELETE data to external systems (e.g., Zapier).
Settings include:
Decisions under webhook
Based on the answer (callback) that we get back from the external system (for example True or False if you use the GET method), you can now decide what will happen in the next step. If you use a POST/GET/DELETE, you can often leave this setting in default mode Nothing.
Example: Double check if person A has had any support errands with us the last 3 months (callback to URL with GET as the method).
If they have (response equals True), send them email A and if they have not (response does not equal True), send them email B.
Assign
Assign
Assign a subscriber with a Relation, Owner, or Achievement.
Remove from List
Remove from List
Remove subscribers from the selected mailing list.
Decision Nodes
Decision nodes help control flow logic.
Multiple input
Multiple input
Connect multiple input paths into a single node using a Multiple Input node.
This is ideal for joining split test results. if you want to move a person from one side of the flow to the other, this node makes it possible for you to channel up to 4 outcomes into the same node, and then the flow will continue one way.
