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.

2 min read · Updated 31 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.

Birthday offer: trigger Upcoming Birthday, then choose Days Until Next Birthday. Guests need a date of birth, so ask for it on your Wi-Fi login page or a form.
Welcome after a form: trigger Form Submitted and pick the form, then add a Wait step and a Send Email step.
Thank you after a visit: trigger Booking Completed. For guests who did not turn up, use Booking No Show.
Win back: trigger Booking - Last booked at, then choose Last Booked X Days Ago.

Edit what an email says under Emails in the left panel. Workflow emails are not in Email Templates.
To change which venues it runs at, click Edit, then change Venues.
There is no copy option. To run a similar workflow, build a new one.

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.
Not sending? See an automation has not fired.
Only Admin, Moderator and Marketing can see Marketing.