Custom Email Workflow Automation

Service Scope

Custom Email Workflow Automation is a fixed-scope email automation service for one business, one email marketing platform, and one custom workflow designed around a defined business process.

Build a custom email automation when the required journey does not fit a standard welcome, nurture, ecommerce, follow-up, or date-based template.

Map the Custom Workflow Logic

We document the business objective, enrollment conditions, data requirements, decisions, delays, emails, branches, exclusions, and completion criteria.

• Business objective
• Enrollment criteria
• Required properties or events
• Decision points and delays
• Exit and completion rules

Build the Custom Workflow

We configure one custom workflow with up to four automated emails, up to fifteen native actions, and up to five conditional branches.

• 1 custom workflow
• Up to 4 automated emails
• Up to 15 workflow actions
• Up to 5 conditional branches
• Enrollment, suppression, and exit logic

Testing and Validation

We test representative records across the main paths and verify actions, conditions, delays, personalization, exclusions, and completion behavior.

• Enrollment validation
• Main-path testing
• Branch testing
• Action and delay review
• Exit-condition validation

What's Included

• 1 custom workflow
• Up to 4 emails
• Up to 15 actions
• Up to 5 branches
• Custom enrollment logic
• Testing and activation
• Workflow documentation

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• Written business rules and desired workflow outcome
• All properties, events, or integrations required by the requested logic

Delivery and Revisions

Standard delivery is 7–10 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Custom-coded workflow actions
• API or middleware development
• More than 4 emails, 15 actions, or 5 branches
• Full CRM process redesign
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic