To explore all help articles related to Automation Flows inside Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you directly to the Automation Flow Help Docs, where you’ll find detailed, beginner-friendly guides to building, customizing, and managing your workflows.
The Automation Flows section is your go-to resource for creating powerful workflows that handle lead nurture, follow-ups, confirmations, reminders, purchases, and more—all automatically.
Here’s what you’ll find inside:
A clear overview of what automation flows are, why they matter, and how they help streamline marketing, sales, and customer experience across the entire client journey.
Learn how to build your first automation, drag and drop steps onto the canvas, and choose the right trigger to start your flow—such as a form submission, tag added, or purchase completed.
Step-by-step instructions for setting or changing the start of your workflow based on behavior, form data, or actions. Includes advanced tips like segmenting flows based on form answers or purchase data.
Discover how to manually or automatically add contacts into an automation—even if they didn’t trigger it themselves.
Covers building emails inside flows using the visual builder, saving/loading templates, inserting dynamic merge fields, and automatically including unsubscribe links when needed.
Explore tutorials for:
✅ Pro Tip: Use dynamic conditions and merge fields to create personalized, responsive automations that adapt to each contact's behavior.
⚠️ Watch Out: Flows must always start with a trigger—even if you're sending a one-time broadcast. If you don’t set one, the automation won’t run.
After reviewing the Automation Flow Help Docs:
▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the full Automation Flow Help Docs and start building smarter workflows today.