Automations in Uscreen are powered by three core components that work together to create intelligent, behavior-driven email sequences.
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.
Every automation workflow is built using three types of components:
ℹ️ INFO: These components give you the flexibility to create personalized member journeys without needing external tools like Mailchimp or Drip.
Goals Function
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., "Subscription Purchased")
When a member achieves the goal, they automatically exit the automation
Track goal completion in your automation analytics to measure success
Why Use Goals
Stops nurturing emails after someone takes the desired action
Improves member experience and trust
Measure conversion effectiveness
Helps creators understand how effective their messaging is
💡 TIP: Setting Goals prevents your users from receiving irrelevant emails and gives you a clear understanding of your automation's effectiveness.
Available Triggers
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.
New Lead
Fires when someone becomes a lead in your system. Use this to nurture leads and convert them to paying members with welcome sequences, educational content, or special offers.
Common use cases
Lead nurture sequences
Lead conversion campaigns with coupon discounts
Educational drip campaigns
🔗 Learn more about the Lead User Type
Subscription Assigned
Automatically welcome and onboard new members with an email sent the moment they are granted access to a subscription.
This trigger fires when a subscription is assigned or granted to a member, regardless of how it was assigned, whether manually by an admin, or automatically through the Publisher API or Zapier.
This trigger does not initiate on Subscription purchase. Use "Subscription Purchased" for those customers.
Common use cases:
Instant welcome emails when members gain subscription access
Onboarding sequences for assigned subscriptions
Access confirmation communications
ℹ️ INFO: This triggers for both private and public subscription plans.
🔗 Learn more about Subscriptions
Subscription Trial Started
Triggers when a member begins a free trial. Perfect for onboarding sequences that help new trial users discover your content and activate quickly.
Common use cases
Trial onboarding and activation flows
Feature education sequences
Win-back campaigns for users who cancel during trial
Subscription Purchased
Fires when someone purchases a subscription, excluding trials. Use this to target all active new members outside of their trial period.
Common use cases
Welcome sequences for paying members
Paid member-only communications
Upsell and cross-sell campaigns
💡 TIP: This also triggers when a trialing user converts into a paid subscriber.
🔗 Learn more about the Member User Type
Subscription Canceled
Triggers when a member cancels their subscription. Essential for win-back sequences to reduce churn.
Common use cases
Re-engagement sequences
Feedback collection
Special win-back offers
Bundle Assigned
Fires when a bundle is assigned to a member via checkout, the admin panel, the API, or from a bulk assign task. Note that bundle triggers fire after payment is completed for paid bundles.
Common use cases:
Bundle-specific welcome series
Content access notifications
Bundle upsell sequences
📝 NOTE: Make sure you've selected Bundle Assigned as the trigger and not Subscription Assigned or Purchased when targeting bundle purchases. This is a common setup mistake.
Available Filters
Filters are optional conditions to narrow targeting, helping you create highly specific segments based on member attributes and behaviors.
When to Use Filters
Exclude coupon users: Use the Lifetime Spend filter to target only paying members
Target high-value customers: Set minimum spend thresholds
Segment by plan type: Send different messages to different subscription tiers
Prevent duplicate messaging: Use tag filters to exclude members already in other sequences
Filters use logical operations to combine multiple conditions:
ALL: Member must match all selected filter criteria
ANY: Member must match at least one of the selected filter criteria
NONE: Member must not match any of the selected filter criteria
Subscription
Target members based on their specific subscription plan. Perfect for sending plan-specific messaging or upselling to higher tiers.
When to use
Send tier-specific content recommendations
Promote upgrades to premium plans
Deliver plan-specific onboarding
💡 TIP: You may select multiple plans to target, and the filter works for both Public and Private plans.
Bundle Access
Filter by specific bundle products. Allows you to create bundle-specific communication flows.
When to use
Welcome sequences for specific bundles
Bundle-specific content highlights
Targeted upsells based on bundle ownership
💡 TIP: Same as the Subscription filter, the option allows you to select multiple bundles of different types.
Subscription Status
Filter by member status: Active, In Trial, Churned, or Paused.
🔗 Learn more about Membership Status
When to use
Target converted leads with Active/In Trial status
Identify churned users for win-back campaigns
Segment by lifecycle stage
Target paused subscriptions for re-engagement
User Type
Filter by whether the user is a Member or Lead.
🔗 Learn more about User Types
When to use
Separate messaging for leads vs. paying members
Target only leads for conversion campaigns
Exclude leads from member-only communications
Lifetime Spend
Filter by the amount a member has spent using three conditions: More than, Less than, or Equal to a specific amount.
When to use
Target only paying members (More than $0)
Segment by customer value
Exclude free trial or coupon users
Identify high-value customers (More than $100, $500, etc.)
Example: Set "More than $0" to exclude free or non-paying members.
💡 TIP: Useful for excluding users with coupons or filtering out free or non-paying members.
Tags
Include or exclude members based on specific tags they have (or don't have). Tags can be added manually or through automation workflows.
When to use
Prevent duplicate messaging across automations
Target specific behavioral segments
Exclude members already in other sequences
Lead Source
Filter by how the lead was captured in your system. Available sources include:
Abandoned Checkout
Email Capture
Live Event Preregistration
YouTube Funnel
Giveaway Funnel
When to use
Tailor messaging based on how leads discovered you
Target abandoned checkout leads with special offers
Segment by acquisition channel for better personalization
Track and optimize specific funnel performance
Available Actions
Actions are emails, wait steps, and tag management. The actual steps members go through once they're enrolled in your automation.
Send Email
Deliver a personalized email using Uscreen's visual builder. Emails can include dynamic content, images, buttons, and personalized member data.
Best practices
Keep subject lines clear and compelling
Use personalization tokens for member names
Include clear calls-to-action
Test emails before publishing
Wait
Add time delays between steps (minutes, hours, or days).
Common wait periods
1-3 days between onboarding emails
7 days before win-back attempts
Wait period equivalent to trial days for win-back sequences
Example: Wait 3 days before sending a follow-up email.
ℹ️ INFO: Wait steps are effective for creating drip campaigns and giving members time to take action.
Add Tag
Apply a tag to track member journeys or segment audiences. Tags can be used to label and create segments of users.
When to use
Track users passing through automations
Create behavioral segments
Label converted leads for easier tracking
Trigger other automations based on tags
Remove Tag
Remove tags when members progress through your workflow. Useful for preparing users to move to another segment.
When to use
Clean up temporary workflow tags
Move members between segments
Reset behavioral markers
FAQs
What's the difference between "Subscription Purchased" and "Subscription Assigned"?
What's the difference between "Subscription Purchased" and "Subscription Assigned"?
Subscription Purchased triggers only when someone actively purchases a subscription through checkout. Subscription Assigned triggers when a subscription is assigned to a member through any method: checkout purchase, manual admin assignment, API, or bulk assign task. It works for both public and private subscriptions, making it the most versatile trigger for welcoming new subscription members.
Can I use multiple filters in one automation?
Can I use multiple filters in one automation?
Yes, you can stack multiple filters to create highly targeted segments using ALL, ANY, or NONE logical operations.
What's the difference between ALL, ANY, and NONE filter logic?
What's the difference between ALL, ANY, and NONE filter logic?
ALL requires members to match every filter condition, ANY requires them to match at least one condition, and NONE excludes members who match any of the specified conditions.
What happens if someone meets the trigger but not the filter criteria?
What happens if someone meets the trigger but not the filter criteria?
They won't be enrolled in the automation. Filters must be met at the time of the trigger event.
How do I exclude free trial users from an automation?
How do I exclude free trial users from an automation?
Use the Lifetime Spend filter set to "More than $0" to target only members who have made a payment.
Can I target leads based on where they came from?
Can I target leads based on where they came from?
Yes, use the Lead Source filter to segment leads by acquisition channel (Abandoned Checkout, Email Capture, Live Event Preregistration, YouTube Funnel, or Giveaway Funnel).
What goal options are available for my automation?
What goal options are available for my automation?
Available goal options are dynamic and depend on which trigger you've selected. The system will show you relevant goal options based on your chosen trigger.
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.