Automations in Uscreen are powered by three core components that work together to create intelligent, behavior-driven email sequences.
🔗 New to Automations? Start with Automations Overview. |
Understanding how Triggers, Filters, and Actions work will help you build automations that engage the right members at the right time with the right message.
ℹ️ INFO: This article explains what each component does. Use the links below to explore the full options for each one.
The Three Core Components
Every automation workflow is built from three types of components:
Triggers are the events that automatically enroll members into your automation workflow. Choose the trigger that matches the member behavior you want to respond to, for example, when someone starts a trial, abandons a checkout, or cancels their subscription.
Filters are optional conditions that run after enrollment to narrow your audience further. You can target members by their subscription status, lifetime spend, how they were originally acquired, the tags they carry, and more. Filters are not required, but they help you send the right message to the right segment.
Actions are the steps members move through once they're enrolled: sending emails, adding pauses between messages, applying or removing tags, and assigning product access.
To understand how all three of these components work together, check out our article on Building an Automation Workflow.
💡 TIP: Automations aren't limited to a single sequence. Automation Chaining lets one automation's action serve as the trigger for a separate automation, for example, an Add Tag action at the end of one automation firing the Tag Added trigger on another. This lets you break a long member journey into smaller, connected automations instead of one long sequence.
ℹ️ INFO: These components give you the flexibility to create personalized member journeys without needing external tools like Mailchimp or Drip.
Goals
Goals ensure members stop receiving an email sequence once they've taken the action you wanted, like converting from a lead to a paying member.
How Goals Work
Set a goal when creating your automation (e.g., "Lead purchases a subscription" or "Lead purchases a bundle")
When a member achieves the goal, they automatically exit the automation
Track goal completion in your automation analytics to measure success
Goals are trigger-specific, and not all triggers support them. The New Lead trigger supports the "Lead purchases a subscription" and "Lead purchases a bundle" goals. The Subscription Ended trigger supports the "Member renews membership" goal, while the Subscription Paused trigger supports the "Member resumes subscription" goal
Why Use Goals
Stops nurturing emails after someone takes the desired action
Improves member experience and trust
Measures conversion effectiveness
Helps you understand how effective your messaging really is
💡 TIP: Setting goals prevents your members from receiving irrelevant emails and gives you a clear picture of how well your automation is working.
Terms to Remember
As you work with triggers, goals, and filters, keep these definitions in mind:
User: anyone in your Uscreen store; a Lead, a Member, or a One-Time Buyer. Actions that apply to "users" apply to anyone who performs them.
Lead: anyone who has not yet purchased from your store.
Member: anyone with access to subscription content.
One-Time Buyer: anyone with access to bundle content.
FAQs
What's the difference between a trigger and a filter?
What's the difference between a trigger and a filter?
A trigger is the event that enrolls a member into your automation, something they did or that happened to them. A filter is an optional condition that runs after enrollment to further narrow who continues through the workflow. Not all automations need filters.
Do I need all three components in every automation?
Do I need all three components in every automation?
No. Every automation requires a trigger and at least one action. Filters are entirely optional, but they help you be more precise about who receives your messages, and you can still build a fully effective automation without them.
What's the difference between a trigger and a goal?
What's the difference between a trigger and a goal?
A trigger starts an automation when a member meets a condition. A goal stops the automation early when a member achieves a desired outcome. Goals are optional and trigger-specific, so not every trigger supports them.
Where do I find the available goals for my trigger?
Where do I find the available goals for my trigger?
Available goals appear during automation setup, in the trigger configuration step. The options you see depend on which trigger you've selected.
Can I have more than one action in an automation?
Can I have more than one action in an automation?
Yes, most automations chain several actions together. A typical sequence might be: Add Tag → Send Email → Wait 3 days → Send Email → Wait 7 days → Remove Tag.
Can I use multiple filters at once?
Can I use multiple filters at once?
Yes. You can stack multiple filters and combine them using ALL (member must match every condition), ANY (member must match at least one), or NONE (member must not match any).
What goal options are available for my automation?
What goal options are available for my automation?
Available goals are dynamic and depend on which trigger you've selected. The system shows you only the relevant options.
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.