In Emailchef, email automation workflows are called Flows. A Flow is a sequence of automated actions that are triggered one after another based on rules you define. Each automation is represented visually as a diagram.
Each Flow is made up of five types of elements:
- Entry points: define the condition that brings a contact into the Flow, for example, subscribing to a list, opening an email, or an inbound API call.
- Events: check whether a specific action has occurred and move the contact through the workflow accordingly.
- Conditions: allow you to branch the Flow based on the contact’s characteristics or behaviour.
- Wait: introduces a pause between one action and the next.
- Actions: define what happens to the contact at each step (sending an email, updating a field, moving them to another list, unsubscribing them, and more).
To create a Flow, log in to Emailchef and select Automations from the left sidebar. Then click + Create a Flow in the top right corner.
The Drag & Drop editor will open, made up of two main areas:
- Left sidebar: contains all available elements, organised by category (Entry Points, Events, Conditions, Wait and Actions).
- Central workspace: this is where you build your email automation diagram by dragging elements from the sidebar.
Every Flow must start with at least one Entry Point, which defines when and for whom the workflow is triggered.
Add the remaining elements in the order you prefer: you can place them at the end of the Flow or insert them between two existing blocks. To configure an element, double-click on it or click Edit properties.
When the workflow is ready, click Activate Flow in the top right corner to start running it. You can save a draft at any time by clicking Save.
