Automation Planning Checklist

Use this before the mistake becomes expensive

Use this before building a welcome, nurture, abandoned cart, post-purchase, re-engagement, or winback flow.

Check these items before you move on

Automation Planning Checklist

Use this before building a welcome, nurture, abandoned cart, post-purchase, re-engagement, or winback flow.

1. Name the trigger and the entry condition.
2. Define the exit condition.
3. Map each email's job in the sequence.
4. Set wait times based on behavior and urgency.
5. Add exclusions and suppression logic.
6. Choose the flow success metric before launch.

Tips:
- Do not add emails just because the automation builder makes it easy.
- Audit automations after enough subscribers pass through them.

• Name the trigger and the entry condition.
• Define the exit condition.
• Map each email's job in the sequence.
• Set wait times based on behavior and urgency.
• Add exclusions and suppression logic.
• Choose the flow success metric before launch.

Make the checklist easier to use every time

• Do not add emails just because the automation builder makes it easy.
• Audit automations after enough subscribers pass through them.

Use these next if you found a gap