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

• 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