Set up an automated workflow

Build a workflow that sends emails automatically when a guest does something, then switch it on and follow each guest's run.

1 min read · Updated 21 October 2026

In short: create a workflow, add a trigger and steps, then switch it on. It then runs by itself.

Customers

Marketing

Data Exports

Workflow Automations

Forms

Inbox

where to find it

Create the workflow

Go to Marketing › Workflow Automations.
Click New workflow.
Click a template on the left to preview it, or click Start blank.
Click Use template (or Start blank) at the bottom.
Type a Name. Under Venues, leave All venues or pick venues.
If you see Loyalty scheme, pick the scheme to use.
Choose a Cool-down (how long before the same guest can enter again), then click Create.

it runs by itself once active

In the left panel, click Triggers, then Add trigger.
Choose a Trigger type, add any conditions, then click Store trigger.
No steps yet? Click Triggers again, then Add node.
Choose from Actions, Conditions, Events or End Workflow, fill it in, then click Create node.
To keep building, click a step on the designer, then Add next node.
Click Emails in the left panel to edit the emails it sends.

The badge next to the name says Active, and the Runs tab shows guests going through.

Workflows are part of Marketing Plus. Without it, you see Marketing Plus is not on your plan.
To stop it, click the switch, then Pause, and it stops processing new trigger events.
Explain in the left panel gives a plain-language summary of the workflow.
Only Admin, Moderator and Marketing can see Marketing.