Journeys, Signals & Email

Signal rules, the Journey Orchestrator, email & success-plan templates, and surveys/NPS.

Signal rules: automation triggers

Fire actions — create an Action, send an email, apply a playbook — when conditions are met.

Where automated customer communications live — the tabs of the Automation Hub.

Build a journey on the canvas — trigger, steps, branches — and activate it.

Build reusable templates with merge fields, used by journeys, campaigns, and manual sends.

Design, send, and read surveys — NPS, CSAT, and custom — through one engine.

Sending domains, the unsubscribe page, compliance, frequency caps, and bounce rates.

Call an external system from a journey or a signal rule with a templated payload.

Save a reusable, dynamic filter and target journeys, surveys, rules, and reports with it.

The signal rules that ship enabled in a new workspace — what each one watches for and what it does. All are fully editable.

The shared field vocabulary that powers signal rules, segments, program audiences, and journey enrollment.