Automated Flows are the primary automation tool within the CRM. They allow you to automate processes, streamline communication, and manage member engagement based on behaviour or status changes.
Flows are particularly useful for:
Automating repetitive communication
Tracking engagement outcomes
Managing member lifecycles (onboarding, renewals, lapsed follow-ups)
Responding to member activity (event registrations, profile updates)
Actions define what the CRM should do when a trigger is activated. These may include:
Sending a templated email
Adding/removing a tag
Scheduling a task for an admin
Delaying the next step using a timer
Example:
When a new member signs up, send a welcome email → wait 2 days → send a second email introducing networking groups → wait 5 days → send an email about accessing member-only resources.
Logic allows you to branch contacts based on their status, tags, or other criteria. Useful when different types of members should receive different sequences.
Example:
If the contact is tagged as “Student Member”, send a tailored email with discounted resources. Otherwise, send a professional development overview for full members.
Logic branches are evaluated only at the moment the contact reaches them—they do not retroactively change.
The tag member-active is applied to their contact record, which starts this funnel.
2. Action: Send Welcome Email
An email is sent immediately.
Content: “Welcome to the community! We’re thrilled to have you. To get started, we recommend completing your member profile.” This email would also include login details and links to important resources.
3. Delay: Wait 3 Days
The flow pauses. This gives the new member time to settle in and read the first email without being overwhelmed.
4. Benchmark (Goal): Profile Is Completed
This step continuously checks if the member has completed the desired action.
Trigger: The tag profile-complete is applied. (This tag would be automatically added when a member saves their profile information for the first time via the Agend Member Portal.)
Action: If this tag is applied, the contact is immediately pulled to the end of the funnel. This is the crucial step that stops them from receiving unnecessary reminders.
5. (Else) Action: Send a Reminder Email
If 3 days have passed and the profile-complete The tag has not been applied, so this second email is sent.
Content: “Just a friendly reminder to complete your member profile! A complete profile helps you connect with peers and get the most out of your membership.”
A contact can re-enter a flow if a designated entry trigger is activated again (e.g. a form is re-submitted or a tag is reapplied). This is useful for recurring actions.
Example:
Every time a lapsed member logs in, restart the re-engagement sequence.