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Workflows

Newsletter workflows are automated, multi-step sequences that deliver personalized email campaigns based on subscriber actions, timing, or data. They help you create sophisticated nurture sequences, welcome series, and lifecycle automations without manual intervention.

How Workflows Work

Workflows operate like a flowchart where each step (called a "node") performs a specific action:

  • Triggers initiate the workflow when specific events occur (new subscriptions, date-based events, or manual/API calls)
  • Email nodes send messages at strategic points in the sequence
  • Delay nodes add waiting periods between communications
  • Condition nodes create branching logic based on subscriber data
  • Action nodes update subscriber information or group memberships
  • Webhook nodes send data to external systems for integrations
Workflows run automatically once triggered, ensuring consistent timing and personalization across your subscriber base.

Getting Started

To create your first workflow:

Choose a trigger

Select what event will start your automated sequence

Build your sequence

Add email, delay, and condition nodes using the visual editor

Test and launch

Send test emails and activate your workflow for live subscribers

Workflow Management

Workflow Editor

The Newsletter Workflow Editor allows you to create automated, multi-step sequences that trigger based on subscriber actions or time-based events. Build sophisticated nurture campaigns, welcome sequences, and lifecycle automations with conditional logic and external integrations.

Workflow Reports

Learn how to view detailed reports and analytics for your newsletter workflows, including run statistics, email performance metrics, and individual send tracking.

Workflow API

Start newsletter workflows programmatically using the Workflow API. Trigger automated sequences from your application, e-commerce platform, or any external system.

Start with the Workflow Editor if you're new to automation, or check Workflow Reports to analyze existing campaign performance.
Automate with AI: You can also create entire workflows from a description, update existing ones, and configure individual email nodes using Copilot or any MCP-compatible client. Try "Create a welcome workflow that sends 3 emails over 2 weeks after someone subscribes" — the AI builds the full node structure. See the Newsletter Tools reference for details.
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