Automations That Work — Tips, Tricks & Proven Strategies

About this training:

Whether you’re new to Automation Center or leveling up existing journeys, this practical session shows you how to design, ship, and scale programs that actually convert. We’ll cover foundations, real-world use cases, and hands-on platform tips so you leave with methods you can implement right away. 

Content highlights:

Join Ben Transfield, Senior Training Manager & Technical Consultant, and Josh Cooper, Client Success Manager, as they take us on a whistle-stop tour of Automation Center where they’ll share: 

• Automation 101: Automation overview, when to use Automation Center vs. Interaction programs, entry nodes, waits, filters, and decision splits. 

• Build a high-performing welcome flow: Step-by-step design with purchase recency checks, email behavior checks, and smart follow-ups. 

• Tactics that save time: How to start from pre-built programs (e.g., abandoned browse - top category), choose channels, and dial in AI-optimized vs. RFM logic. 

• Channel add-ons that lift conversions: Add Web Channel, SMS, and Digital Ads the right way (including add/remove rules and surfacing welcome offers on site). 

• Pro tips & QA must-haves: Copy/paste branches, left-to-right flow hygiene, Measurement and Update Contact List node, and targeting only the latest browsing session. 

Watch on demand now and turn these strategies into high-performing programs.