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., "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
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
Available Goals for this trigger
Lead purchases a subscription: Stops the automation when the lead converts to a paying subscriber
Lead purchases a bundle (NEW): Stops the automation when the lead purchases any bundle
💡 TIP: Use these goals to make sure leads stop receiving conversion-focused emails the moment they take action, whether they subscribe or buy a bundle. To target a specific bundle, use the Bundle Access filter.
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 through non-admin channels, such as automatically through the Publisher API or Zapier.
This trigger does not fire when an admin manually assigns a subscription from the People page, or when an admin cancels or ends a membership. All admin-initiated subscription changes bypass automations.
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
📝 NOTE: Admin-initiated subscription changes (assigning, cancelling, or ending a membership from the People page) are intentionally excluded from automation triggers to prevent unintended emails when admins are managing accounts directly.
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
📝 NOTE: This trigger fires when a member cancels their own subscription from the User Dashboard. It does not fire when an admin cancels a membership from the People page.
Subscription Ended
Triggers when a member's subscription has completely ended. Different from the "Subscription Cancelled" trigger, which begins when the cancellation is first requested.
Common use cases
Win-back campaigns for members who have fully lost access
Re-engagement sequences for annual subscribers who cancelled months ago
Last-chance offers timed to when access ends (not when they cancelled)
Available Goal: Member renews membership
💡 TIP: Use Subscription Ended when you want to reach members at the moment they lose access. This is especially powerful for annual subscribers, who may have cancelled 11 months ago but are only now losing access. Pair it with a special offer to bring them back.
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 Goals for this trigger:
Lead purchases a subscription (NEW)
Other dynamic goals based on your workflow
💡 TIP: Use the "Lead purchases a subscription" goal when offering free bundles to leads. This ensures they stop receiving bundle-related emails once they convert to paying subscribers.
Tag Added
Fires when a tag is added to a member. This can occur from any of the following sources:
A specific email capture form
A manual assignment from the People detail page
Creating a new tag and applying it to an audience using Apply to Audience
Inviting new members and assigning a tag during the invite wizard
Common use cases:
Alternate welcoming messaging based on email capture origin
VIPinsights for specific membersTrigger onboarding sequences when tagging new invitees
📝 NOTE: The Tag Added trigger does not fire in the following scenarios:
Bulk task: Adding tags to members via a bulk task, performed by our Support team, does not trigger this automation. These internal bulk operations are treated as admin-initiated actions and bypass automation triggers.
API: The
PUT /customers/{id}endpoint does not currently support atagsfield, so tags cannot be assigned via this method, and therefore, this trigger cannot be fired via the API at this time.
Tag Removed
Fires when a tag is removed from a member. This could occur from a manual removal from the People detail page, an API integration, or a separate automation.
Common use cases:
Member finishes onboarding and now enters a different lifecycle
Member reached out on social media, and you want to reward them directly
Member stops watching
Fires when a member has stopped watching videos for a specific number of days. By default, this is set to 7 days, but can be adjusted per Automation.
Common use cases:
Re-engage users who have not watched content
Make suggestions for new or classic content to engage with
📝 NOTE: This trigger has a built-in 30-day cooldown period. Once a member enters an automation with this trigger, they cannot re-enter the same automation for 30 days, even if they meet the criteria again. This prevents members from being repeatedly enrolled in the same re-engagement sequence.
Member becomes inactive
Fires when a member has shown no activity for a specific number of days.
This includes a lack of sign-in, a lack of video watching, commenting, liking, community posting, or live chatting. By default, this is set to 14 days, but can be adjusted per Automation.
Our coaching and insights recommend this period to catch churning users.
📝 NOTE: This trigger also has a built-in 30-day cooldown period. Once a member enters an automation with this trigger, they cannot re-enter the same automation for 30 days, even if they meet the criteria again.
Common use cases:
Re-engage users who are showing signs of potential churn
Make suggestions for new or classic content to engage with
Make suggestions for community forums to engage with
Member watches a video
Fires when a member finishes watching a specific video. You can select multiple videos to trigger this automation.
How it works:
A video is considered "watched" when a member has viewed 90% or more of it, or moved the playback bar close to the end
When you select multiple videos, finishing 90% of ANY of those videos will trigger the automation; the member does not need to watch all of them
The trigger fires on the transition from "unwatched > watched" status
If a member re-watches the same video, it won't create a second automation run (the trigger is idempotent)
Common use cases:
Send follow-up content recommendations after completing a specific lesson
Trigger upsell sequences after members watch key sales videos
Deliver bonus content or resources after course completion
Celebrate milestones when members finish important videos
ℹ️ INFO: If you select 5 videos in your automation trigger, a member only needs to finish watching one of those 5 videos (at 90%+ completion) for the automation to fire!
⚠️ Admin-Initiated Actions Do Not Trigger Automations
When an admin performs subscription management actions from the People page, automations are not triggered.
📝 NOTE: This is intentional behavior. When an admin is manually managing a member's account, it's assumed to be a deliberate action since automations like churn win-back campaigns should not fire in these cases.
Actions that bypass automations:
Admin cancels a membership
Admin ends a membership immediately
Admin adds a member to a subscription (with or without a free trial)
Actions that still trigger automations:
Member self-cancels from their User Dashboard
Member signs up or starts a trial through the storefront
💡 TIP: If you want to send a manual follow-up after an admin-initiated change, use Email Broadcasts to reach that specific member directly.
🔗 Learn more about Email Broadcasts
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
Activity Date (new)
Filter by how recently a member has been active on your platform. When selected, a modal appears asking for the number of days, for example, "active in the last 30 days."
Activity is defined broadly and includes:
Watching videos
Favoriting content or saving to playlists
Commenting, liking, or posting in the community
Participating in challenges or direct messages
Signing in to the platform
📝 NOTE: Activity Date filters for platform engagement, not email opens or clicks. If a member has signed in but hasn't watched or interacted with content, they may still qualify depending on your threshold.
When to use
Re-engage members who haven't been active recently before they churn
Reward your most engaged members with exclusive content or offers
Combine with Subscription Status to target active subscribers who are disengaging
💡 TIP: This filter works similarly to the Member becomes inactive trigger, but in reverse. Use it to find members who are active, rather than those who aren't.
🔗 Learn more about Member becomes inactive trigger
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.
Creation Source
Filter by how a user's account was originally created in your system.
Admin Invite: account created by an admin invitation
API: account created via the Publisher API
App Sign Up (Apple + Android): account created through a mobile app
Bulk Invite: account created via bulk invite task
Donation: account created through a donation
Gift Card: account created via gift card redemption
Migration: account migrated from another platform
Team Subscription Invite: account created via a group subscription invite link
Web: account created through the web storefront
Zapier: account created via a Zapier integration
When to use
Send tailored onboarding to users who joined via mobile vs. web
Target users who were bulk-invited or admin-assigned for manual follow-up
Exclude migrated users from campaigns designed for organic sign-ups
Identify and engage users who joined via a specific integration (e.g., Zapier)
📝 NOTE: Creation Source is different from Lead Source. Lead Source tracks how a lead was captured (e.g., email capture form, YouTube funnel). Creation Source tracks how the user account was technically created in the system.
Date Created
Filter by the date a user's account was created. Allows you to target members who joined during a specific time period.
When selected, a modal opens with From and To date pickers. You can:
Set both a start and an end date to target a specific date range
Set only a start date to target users created after a certain date
Set only an end date to target users created before a certain date
When to use
Target founding members or early adopters with anniversary campaigns
Segment users who joined during a specific promotion or launch
Exclude recently created accounts from campaigns intended for established members
Build re-engagement sequences for users who joined but never converted
💡 TIP: Combine Date Created with Subscription Status to find users who signed up during a specific period but never converted to a paid plan, a powerful segment for win-back campaigns.
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
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.
Subscription Access
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.
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
Subscription Activity Status
Filter by a member's current subscription activity status, a temporary label that indicates a recent change to their subscription.
Available values:
New: first-time subscriber who started paying recently (or trial converted)
Reactivated: a former subscriber who came back after churning
Upgraded: moved to a higher-priced plan or longer duration
Downgraded: moved to a lower-priced plan or shorter duration
Pending Cancellation: subscription is scheduled to cancel at the end of the current period; member still has access
Pending Pausing: subscription is scheduled to pause at the end of the current period; member still has access
When to use
Target New subscribers with onboarding sequences
Target Reactivated members with a "welcome back" campaign
Target Pending Cancellation members with win-back offers before they lose access
Target Upgraded members with premium content highlights
Target Downgraded members with re-engagement or upsell messaging
📝 NOTE: Subscription Activity Status is a temporary label, which reflects a recent change, not a permanent state. A member who is simply "Active" with no recent plan change will have a blank Activity Status. This is expected behavior.
🔗 Learn more about Activity Status
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
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
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 one or more tags to track member journeys or segment audiences. You can now select multiple tags at once instead of adding them one at a time.
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 one or more tags when members progress through your workflow. You can now select multiple tags at once to remove them simultaneously.
When to use
Clean up temporary workflow tags
Move members between segments
Reset behavioral markers
Date
The Date action lets you specify an absolute date range during which the automation should run. Unlike the Wait action (which uses a relative delay), the Date action uses calendar dates.
Set a Start Date and End Date to define the active window
If the current date is outside the range, the automation pauses
Useful for time-limited campaigns, seasonal promotions, or drip sequences that should only run during a specific period
💡 TIP: Use the Date action when you want an automation to run only during a specific calendar window. For example, if you sell a bundle with a 2-month purchase window, you can use a Date action to start a drip campaign for everyone beginning in Month 3.
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?
If your trigger has configuration options, any customer not meeting those criteria will not be enrolled. For example, a Bundle Assigned trigger lets you choose which bundles to filter against. Only users assigned those bundles will be enrolled.
Filters added as additional steps are checked after members are enrolled.
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.
For example, the New Lead trigger supports these goals:
Lead purchases a subscription: exits the lead from the automation once they subscribe
Lead purchases a bundle (NEW): exits the lead from the automation once they purchase any bundle
To target a specific bundle with the "Lead purchases a bundle" goal, add a Bundle Access filter to your automation.
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.