Note: Automations is currently in closed beta and not accepting new testers at this time. An open beta will be available soon.
What Are Automations?
Automations is a powerful tool in your Uscreen admin area that helps you nurture leads, onboard new members, and engage your existing audience. You can build custom workflows based on the full context of your member statuses and activities—without relying on third-party tools.
Using Automations can help you:
Convert free trials and leads into paying members
Welcome and guide new subscribers
Run drip campaigns to keep members active
Add or remove tags for better audience segmentation
Why Use Automations?
Email remains one of the most effective tools for running a subscription business. Automations allow you to send timely, personalized emails directly from Uscreen, potentially reducing or eliminating the need for third-party services.
💡 Automations can save you time and reduce costs by removing the need for separate email marketing tools.
How Automations Work
Each automation is made of three building blocks:
Trigger → The event that starts the automation (e.g., a subscription purchase)
Optional Filter → Conditions to narrow who qualifies (e.g., only monthly plans)
Actions → What happens next (e.g., send emails, add tags, wait for a time delay)
You can combine these to create custom flows tailored to your goals.
How to Create a New Automation
Go to Marketing → Automations in your Uscreen admin.
Click Create New Automation.
Select a trigger (e.g., subscription purchased).
Add filters if needed.
Add your actions:
Apply or remove tags
Send emails (customize subject, body, and CTAs)
Add delays with Wait steps
Customize your emails in the visual editor.
Click Publish when ready.
Once published, members who match your criteria will automatically enter the flow.
Example: Onboarding Sequence
Trigger: Subscription purchased
Filter: Plan is "Monthly Web" or "Yearly Web"
Actions:
Add tag:
web_onboardingSend Email 1: Welcome to your new membership!
Wait 24 hours
Send Email 2: How to get started
Wait 48 hours
Send Email 3: Download the app
Wait 72 hours
Send Email 4: Here’s a popular video to watch next
Remove tag:
web_onboarding
💡 This "tag sandwich" helps track when a member enters and exits a sequence.
Managing Automations
From the Automations dashboard, you can:
View and edit existing automations
Duplicate or delete automations
Set an automation to Draft or Published
Monitor how many members have entered each automation
Automations is a powerful new feature in the Uscreen admin area that helps you nurture leads, onboard new members, and keep your existing members engaged. You can build custom automations, based on the full context of your member statuses and activities.
Tags & Filters: Optional but Powerful
Tags let you track, segment, and personalize your marketing. While optional, they can be used for:
Filters within automations (coming soon)
Audience targeting for future email broadcasts (coming soon)
Current Capabilities & Future Plans
Automations currently supports:
Triggers:
Subscription Trial Started - This triggers the moment a member starts a trial period for a subscription plan.
Subscription Purchased - This triggers the moment a member makes their first successful payment on their subscription plan.
Subscription Canceled - This triggers the moment the member cancels, not when their subscription period ends.
Actions: Send emails, apply/remove tags, wait steps
Filters: Subscription, bundles, status, etc.
Planned improvements include:
More triggers
More filter logic
Additional action types
Expanded tagging options
Your Feedback Shapes the Future
We’re actively improving Automations based on feedback from beta testers. Try it out when it’s available, and let us know what works, what doesn’t, and what you’d like to see next.
Frequently Asked Questions
Q: Can I join the beta now?
A: Not yet. Automations is currently in closed beta, with an open beta coming soon.
Q: Do automations work with all member activity?
A: Right now, automations are limited to subscription-based triggers, with more activity types planned.