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Dries Augustyns
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---
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title: Common Workflow Patterns
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description: Reusable workflow templates
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icon: Layers
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---
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## Linear sequence
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Send a series of emails with delays between them.
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```
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[Trigger: event]
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↓
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[Send Email 1]
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↓
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[Delay]
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↓
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[Send Email 2]
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↓
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[Delay]
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↓
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[Send Email 3]
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↓
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[Exit]
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```
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**Use for:**
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- Onboarding series
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- Educational drip campaigns
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- Feature introduction sequences
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**Example timing:**
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- Day 0: Welcome
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- Day 1: Getting started guide
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- Day 3: Tips and tricks
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- Day 7: Feature deep dive
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## Wait and branch
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Pause for an event, then branch based on outcome.
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```
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[Trigger: event]
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↓
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[Wait for Event: timeout X days]
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├─ Event occurred → [Send success email] → [Exit]
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└─ Timeout → [Send reminder email] → [Exit]
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```
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**Use for:**
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- Trial conversion (waiting for subscription)
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- Activation campaigns (waiting for key action)
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- Re-engagement (waiting for login)
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**Example:**
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```
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[Trigger: trial_started]
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↓
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[Send: Welcome to trial]
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↓
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[Wait for: subscription_created, timeout: 7 days]
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├─ Subscribed → [Send: Thanks for subscribing] → [Exit]
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└─ Timeout → [Send: Last chance offer] → [Exit]
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```
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## Conditional branch
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Split workflow based on contact data.
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```
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[Trigger: event]
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↓
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[Condition: check contact field]
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├─ True → [Send email A] → [Exit]
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└─ False → [Send email B] → [Exit]
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```
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**Use for:**
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- Personalization by plan/tier
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- Segmented messaging
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- Feature availability checks
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**Example:**
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```
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[Trigger: signed_up]
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↓
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[Condition: plan equals "enterprise"]
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├─ True → [Send: Enterprise onboarding] → [Exit]
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└─ False → [Send: Standard onboarding] → [Exit]
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```
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## Multi-condition cascade
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Chain multiple conditions for complex logic.
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```
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[Trigger: event]
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↓
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[Condition: is premium?]
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├─ True → [Send: Premium content] → [Exit]
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└─ False ↓
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[Condition: trial active?]
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├─ True → [Send: Trial content] → [Exit]
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└─ False → [Send: Free content] → [Exit]
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```
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**Use for:**
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- Tiered content delivery
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- Progressive feature reveals
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- Access-based messaging
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## Wait chain
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Multiple wait steps with progressive urgency.
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```
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[Trigger: cart_abandoned]
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↓
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[Delay: 1 hour]
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↓
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[Send: Gentle reminder]
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↓
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[Wait for: purchase, timeout: 23 hours]
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├─ Purchased → [Exit]
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└─ Timeout ↓
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[Send: Discount offer]
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↓
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[Wait for: purchase, timeout: 48 hours]
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├─ Purchased → [Exit]
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└─ Timeout → [Send: Final reminder] → [Exit]
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```
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**Use for:**
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- Cart abandonment
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- Multi-touch re-engagement
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- Escalating incentives
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## Segment entry drip
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Triggered when contact joins segment.
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```
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[Trigger: enters "Inactive Users" segment]
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↓
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[Send: We miss you]
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↓
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[Delay: 3 days]
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↓
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[Condition: still in segment?]
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├─ Yes → [Send: Special offer] → [Exit]
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└─ No → [Exit]
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```
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**Use for:**
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- Churn prevention
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- Win-back campaigns
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- Behavior-based sequences
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**Important:** Segment must have `trackMembership: true` enabled.
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## Schedule with filter
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Runs on schedule, filtered by conditions.
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```
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[Trigger: daily at 9am]
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↓
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[Condition: trial expires in 3 days]
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├─ True → [Send: Trial expiring] → [Exit]
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└─ False → [Exit]
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```
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**Use for:**
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- Trial expiration reminders
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- Subscription renewal notices
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- Scheduled checks with conditional sends
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## Update and continue
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Modify contact data mid-workflow.
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```
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[Trigger: signed_up]
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↓
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[Send: Welcome]
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↓
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[Update Contact: onboardingStep = 1]
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↓
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[Delay: 1 day]
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↓
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[Send: Getting started]
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↓
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[Update Contact: onboardingStep = 2]
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↓
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[Exit]
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```
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**Use for:**
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- Tracking workflow progress
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- Triggering other systems via segment changes
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- Marking completion milestones
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## Webhook integration
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Call external API during workflow.
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```
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[Trigger: purchase_completed]
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↓
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[Send: Order confirmation]
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↓
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[Delay: 7 days]
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↓
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[Webhook: Create review request in external system]
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↓
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[Send: Review request]
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↓
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[Exit]
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```
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**Use for:**
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- Syncing with CRM
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- Triggering other automation tools
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- Logging workflow events
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## Complex multi-path
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Combine patterns for sophisticated flows.
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```
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[Trigger: trial_started]
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↓
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[Send: Welcome]
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↓
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[Delay: 1 day]
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↓
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[Send: Feature tour]
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↓
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[Wait for: feature_used, timeout: 3 days]
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├─ Used ↓
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│ [Send: Great job]
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│ ↓
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│ [Delay: 3 days]
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│ ↓
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│ [Condition: trial ending in 1 day]
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│ ├─ True → [Send: Upgrade reminder] → [Exit]
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│ └─ False → [Exit]
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│
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└─ Timeout ↓
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[Send: Help offer]
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↓
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[Wait for: feature_used, timeout: 3 days]
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├─ Used → [Send: Nice work] → [Exit]
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└─ Timeout → [Update Contact: needs_help = true] → [Exit]
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```
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**Use for:**
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- Advanced onboarding
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- Complex user journeys
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- Adaptive content delivery
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## Best practices
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**Keep it simple** — Start with 3-5 steps. Add complexity only when needed.
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**Exit explicitly** — Every path should end at an Exit step.
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**Handle both outcomes** — Conditions and waits need success + failure paths.
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**Test incrementally** — Build and test each section before adding more.
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**Use meaningful delays** — Don't spam. Minimum 12-24 hours between emails.
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**Name clearly** — "Send Welcome Email - Day 0" not "Email 1".
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**Monitor drop-off** — Check execution stats to see where contacts exit.
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**Prevent loops** — Never create circular paths. Workflow should always progress forward.
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## Performance tips
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**Batch schedule triggers** — If using schedules, run at off-peak hours to spread load.
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**Limit concurrent waits** — Long waits (weeks/months) keep executions in memory. Use scheduled workflows for very long delays.
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**Avoid deep nesting** — More than 3-4 condition levels becomes hard to maintain.
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**Use segments over conditions** — If filtering many contacts, segment-based triggers are more efficient than in-workflow conditions.
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## Next steps
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- [Build conditional logic](/automation-patterns/conditional-branching)
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- [Understand execution context](/automation-patterns/advanced-execution-context)
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- [Troubleshoot workflows](/automation-patterns/troubleshooting-workflows)
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