Marketing
Email marketing journeys
Move people into the right lists, segments and journeys based on what they do across your other systems.
- Integration
- Automation
- Business rules
Sounds familiar?
The work below is usually already happening. It's just happening manually.
Segments are built from a CSV that stopped being accurate the day it was exported.
Someone buys, or cancels, and keeps receiving the sequence for people who have not.
What a person did in your product or community never reaches the email platform.
Tags have accumulated for years and nobody is sure which ones are still being used and for what purpose.
How it works
This is how each workflow works. The details change to fit your systems and your business rules.
Watch the source systems
Purchases, sign-ups, attendance, cancellations, product activity — whatever should change how you talk to someone.
Apply the rules
Decide what the event means: which segment they belong in now, which journey they should enter or leave.
Update the email platform
Tags, custom fields, lists and journey membership updated through the API rather than by import.
Keep it reversible
When someone's situation changes back, the workflow removes them from the journey as readily as it added them.
What it connects
Typical systems for this workflow. If you have a different system, let's talk.
What you end up with
- Segments that reflect what people did, not what a CSV said last month.
- People leaving a journey automatically when it stops being relevant.
- One place where the rules live, written down.
- No pre-send export and re-upload.
Built in a one week sprint
This workflow is built as an Automation Sprint: one focused week to map, design and build it around your systems and your rules. Fixed price and duration, scope agreed before anything starts.
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.