Automations is a powerful native tool that helps you create trigger-based email sequences directly within Uscreen.
Instead of relying on third-party platforms like Mailchimp, Drip, or Zapier, you can now build personalized, automated workflows that engage members based on their actual behavior, all from the same platform where you manage your content, community, and revenue.
What Are Automations?
Automations is a native automation tool that allows you to create trigger-based email sequences directly within Uscreen. Automations let you trigger email sequences based on member actions, like when someone becomes a lead, starts a trial, purchases a subscription, or cancels.
The feature uses a visual builder with three key components: triggers (events that start the automation), optional filters (conditions to narrow targeting), and actions (emails, wait steps, and tag management).
The automations run in the background, automatically sending emails based on member activities like starting a trial, making a purchase, or canceling a subscription.
With Automations, you can create:
Welcome sequences for new subscribers
Lead nurture campaigns to convert free users to paying members
Onboarding flows to activate new members
Re-engagement sequences to reduce churn
Win-back campaigns to bring back canceled members
Drip campaigns to keep members engaged with your content
ℹ️ INFO: Automations is currently an early-release feature and is now available on all plans. It is continuously being developed and improved.
Getting Started with Automations
To start building and managing your automations, explore these comprehensive guides:
Building an Automation Workflow: Step-by-step guide to creating your first automation from templates or from scratch
Automation Components (Triggers, Filters & Actions): Deep dive into each automation component and how to use them effectively
Managing & Optimizing Automations: Learn how to edit, pause, delete, and optimize your automations for better results
Why Use Automations?
Automations provides significant value by allowing customers to create personalized, timely communications that drive conversions and retention without leaving the Uscreen platform.
Key Benefits:
Save time by replacing manual follow-ups with automated workflows
Increase conversions at every stage of the member journey
Improve retention with timely, relevant touchpoints
Deliver personalized communication without extra work
Create a more consistent, guided member experience across your catalog
Eliminate external tools: This eliminates the need for external email marketing tools, reduces technical complexity, and leverages Uscreen's native understanding of member statuses and activities for more effective targeting
💡 TIP: Automations give you more control and more impact without extra workload. It can significantly save you time and reduce costs by removing the need for separate email marketing tools.
Current Capabilities
Automations include powerful components that work together to create sophisticated marketing workflows.
Quick Overview
Triggers: Events that start an automation (lead created, trial started, subscription purchased, subscription assigned, subscription canceled, bundle assigned)
Filters: Conditions to narrow targeting (subscription type, bundle access, tags, and more)
Actions: Steps in your automation (send email, wait, add/remove tags)
Goals: Exit conditions that stop the automation when members take a desired action (converting from lead to subscriber, for example)
Additional Features
With automation analytics, you can instantly see how your email sequences are performing. Insights like open rates, clicks, and unsubscribes help you understand your audience's behavior and optimize your automations for stronger engagement and better conversions
Templates give you ready-made, proven email automations built by our Coaching team that you can launch with just a few clicks. These templates cover the most important stages of the member journey, like nurturing leads, onboarding new members, preventing churn, and winning back cancellations, so you don't have to start from scratch or guess what to send. Simply choose a template, customize it to fit your brand, and turn it on
Visual email builder with personalization tokens
Duplicate automations to create variations
Pause and resume automations without losing data
🔗 Learn more about Automation Templates
💡 TIP: Start with pre-built templates to get up and running quickly, then customize them to match your brand voice and member journey.
Plan Availability
All Uscreen customers on all plans have access to Automations Beta. In the future, Automations may move to a usage-based or tiered limit model, but for most of the stores, Automations will remain effectively unlimited.
ℹ️ INFO: There is currently no limit on the number of automations you can create during the Beta period.
Roadmap & What's Next
Automations is being actively developed with new capabilities planned for 2026 and beyond.
Recently Released
Automation Goals (January 2026)
Automation Analytics (December 2025)
Automation Templates (January 2026)
Future Plans
New Automation Triggers: Create more powerful automated workflows with new tag-based triggers (tag added/removed)
More automation triggers beyond subscription events
Conditional logic blocks
Webhook actions
Automations beyond emails (SMS, push notifications)
Enhanced analytics and reporting
A/B testing capabilities
Import/export functionality
ℹ️ INFO: For the latest roadmap updates, check with your Customer Success Manager or watch for product announcements in your Uscreen dashboard.
FAQs
Can Automations replace my email marketing tool?
Can Automations replace my email marketing tool?
For most Uscreen customers, yes! Automations handle trigger-based sequences, and when combined with Email Broadcasts for one-time campaigns, you have a complete email marketing solution built into Uscreen.
What's the difference between Automations and Email Broadcasts?
What's the difference between Automations and Email Broadcasts?
Email Broadcasts are one-time emails sent to a specific audience (like announcing a new course or promotion). Automations are trigger-based sequences that run automatically based on member behavior (like a welcome series or win-back campaign). 🔗 Learn more about Email Broadcasts
Can I use Automations with my existing email marketing platform?
Can I use Automations with my existing email marketing platform?
Yes, but be careful not to create duplicate or conflicting messages. Many customers find they can fully replace external tools with Uscreen's native Automations and Broadcasts.
Can I see examples of successful automations?
Can I see examples of successful automations?
Yes! Check out the Email Automations Playbook for proven templates and strategies from our Coaching team.
Will my existing members be added to automations?
Will my existing members be added to automations?
No. Automations only work for new trigger events going forward, not retroactively for existing members. This prevents overwhelming your current audience with automated sequences.
🔗 Learn more about Uscreen Beta Features
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.