Design Marketing Automation Workflows

Marketing Automation Workflow Designer helps map customer journeys and translate them into trigger-based campaigns. Guidance covers journey stages from awareness through retention and advocacy, segment-specific paths, progressive profiling, and orchestration across email, SMS, push, social, and direct mail. Example triggers include page visits, email engagement, form submissions, event attendance, time delays, anniversaries, cart inactivity, and lead scores.

The examples describe lead scoring, dynamic segments, welcome sequences, abandoned cart flows, channel preferences, frequency caps, suppression rules, A/B tests, key performance indicators, and multi-touch attribution. Implementation guidance includes data validation, consent management, staged rollouts, error handling, retry mechanisms, monitoring, and documentation of trigger logic.

Use this skill when planning or reviewing a marketing workflow that responds to customer events and moves people through a defined journey. It can help teams specify triggers, conditions, content, channel choices, testing, and measurement in a way that is reviewable before activation.

Do not copy the sample discounts, score thresholds, send frequency, KPI targets, timing, attribution half-life, or retention periods as validated defaults. They are illustrative and must be confirmed for the business and its audience. Do not send messages without appropriate consent, channel permissions, suppression checks, and unsubscribe handling. Verify privacy and retention requirements with the organization's compliance owner. Avoid treating attribution output as causal proof of campaign impact.

Inputs include journey stages, audience segments, customer events, contact permissions, lead scoring rules, channel availability, content, business goals, suppression criteria, and measurement definitions. Specify what happens when conditions are false, when a customer converts, or when data is missing. Document frequency caps and stop conditions so a person does not receive conflicting or repeated communications.

The output can be a workflow diagram, trigger specification, automation configuration, A/B test plan, or monitoring dashboard. Define each step's entry condition, wait, action, branching logic, and exit. Measure engagement, conversion, timing, completion, quality, and unsubscribe signals as appropriate. Stage workflow changes and monitor unexpected drops or spikes.

Integrations include email, SMS, push notifications, social media, direct mail, retargeting ads, CRM, data warehouses, APIs, and event-driven systems. Examples use YAML, JavaScript, SQL, Python, Mermaid, and JSON. Integration requirements include data validation, API rate-limit monitoring, deliverability, and secure handling of customer data. No specific automation vendor is required.

This skill is for marketing operations, lifecycle marketing, CRM, and analytics teams responsible for customer journeys and campaign orchestration. It helps connect triggers and content to explicit rules and measurable outcomes. Review permissions, business logic, and stop conditions before enabling automated sends.

triggers:
  behavioral:
    - page_visit: \"/pricing\"
    - email_open: \"product_demo_series\"