Automations

How automations work

Triggers, steps, and enrollments in plain terms.

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An automation is a journey that runs for a contact on its own — something happens (a trigger), and HexaFloww runs a series of steps for that contact.

The three ideas

  • Trigger — the event that starts the journey. For example "opened a campaign", "joined a segment", "sent a WhatsApp message", "opted in to WhatsApp".
  • Steps — what happens next, in order: wait, send an email, send a WhatsApp template, add or remove from a segment, or branch on a condition.
  • Enrollment — one contact's run through the journey. Many contacts can be enrolled at once, each at their own point in the steps.

Automation builder with a trigger and a chain of steps
Automation builder with a trigger and a chain of steps

Building one

  1. Open Automations → New Automation. Go to /admin/automations.
  2. Choose a trigger and configure it.
  3. Add steps on the canvas and set each one up.
  4. Activate. New matching events now enroll contacts.

See Build your first journey for a worked example, and Triggers & steps for the full list.

Status

  • Draft — created but never activated. It does nothing yet.
  • Active — running and enrolling.
  • Completed — it finished its current work (no one is enrolled right now). It flips back to Active automatically when a new event matches.
  • Paused — you stopped it (the Pause button); it won't enroll anyone until you activate it again.

Consent and frequency rules still apply inside automations. A WhatsApp step won't message a contact who hasn't opted in or who is frequency-capped.