Marketing Automations in Uscreen help you nurture leads, onboard new members, and keep your audience engaged with behavior-driven email sequences.
Whether you're starting with a ready-made template or building a custom workflow from scratch, you'll have everything you need to create intelligent automations that deliver the right message at the right time.
Getting Started: Two Ways to Build
Navigate to Marketing > Automations
Click New Automation
, and you'll see two options:Select a Template: Launch proven sequences in minutes
Start from Scratch: Create custom workflows tailored to your needs
Option 1: Using the Template Library
The fastest way to get started is with pre-built automation templates created by Uscreen's Coaching team. These templates are based on proven strategies that drive conversions, reduce churn, and keep members engaged.
Available Templates
Templates are organized by purpose to help you quickly find what you need:
Growth 
Free Bundle Lead Nurture: Warm up leads who've accessed your free content and guide them toward becoming paying subscribers
Email Capture Lead Nurture: Educate and engage leads who've signed up through email capture forms to move them closer to conversion
Retention 
30 Day Member Check-In: Reach out to members after their first month to reinforce value and encourage deeper engagement with your content
Upsell to Annual: Convert satisfied monthly subscribers to annual plans by highlighting cost savings and commitment benefits
1 Year Milestone Celebration: Recognize and reward long-term members while reinforcing their decision to stay subscribed
Welcome 
Free Trial / New Member Onboarding: Guide new trial users and members through their first experience to maximize activation and reduce early churn
Win-back 
Churned Member Win-Back: Re-engage former members by reminding them what they're missing and offering an incentive to return
💡 TIP: All templates include pre-written email copy with tips on what to write and why. Customize them to match your brand voice before publishing.
How to Use a Template
Navigate to Marketing > Automations
Click New Automation
Browse the template library and select a template that matches your goal
Click Use Template
Review the automation flow and edit if necessary
triggers, filters, actions, and goals are already configured by default
Customize the email content to match your brand and messaging
Click Publish
when ready
Why Use Templates
Launch automations in minutes instead of hours
Follow proven strategies from Uscreen's Coaching team
Reduce guesswork with pre-configured triggers, filters, and goals
Get helpful tips inside each email about what to write and why
⚠️ WARNING: Templates include placeholder text and tips to guide your writing. Make sure to customize all emails before publishing to avoid sending generic content to your members.
Option 2: Building from Scratch
For complete control over your automation workflow, you can build from scratch using Uscreen's visual builder.
Creating Your Automation
1. Choose Your Trigger
Select the event that will start your automation:
Lead Created: When someone becomes a lead
Trial Started: When a member begins a free trial
Subscription Purchased: When someone purchases a subscription
Subscription Assigned: When a subscription is assigned
Subscription Canceled: When a member cancels their subscription
Bundle Assigned: When a bundle is assigned to a member
💡 TIP: For a new member onboarding sequence, select Subscription Purchased or Subscription Assigned.
2. Add Filters (Optional)
Narrow your targeting with optional filters:
Subscription: Target specific subscription plans
Bundle Access: Filter by specific bundles
Subscription Status: Active, In Trial, Churned, or Paused
User Type: Member or Lead
Lifetime Spend: Filter by amount spent (great for excluding free users)
Tags: Include or exclude based on tags
Lead Source: Filter by acquisition channel
🔗 Learn more about Automation Filters
💡 TIP: Add a Lifetime Spend filter set to "More than $0" to exclude free trial users and target only paying members.
3. Build Your Action Sequence
Add the steps members will go through once enrolled, using the Available Actions:
Send Email: Deliver personalized emails using the visual email builder
Wait: Add time delays (hours, days, or weeks) between actions
Add Tag: Apply tags to track member journeys or create segments
Remove Tag: Clean up tags as members progress through your workflow
🔗 Learn more about Automation Actions
4. Set a Goal (Optional)
Goals are dynamic and depend on your selected trigger. When a member achieves the goal, they automatically exit the automation.
🔗 Learn more about Automation Goals
💡 TIP: For a lead nurture sequence, set the goal to Subscription Purchased so leads stop receiving nurture emails once they convert.
5. Customize Your Emails
Click on any Send Email action to open the visual email builder:
Write compelling subject lines
Use personalization tokens (member name, subscription details, etc.)
Add images, buttons, and formatted text
Include clear calls-to-action
Preview your email before saving
Best Practices:
Keep subject lines clear and compelling
Use personalization to increase engagement
Include one clear call-to-action per email
Test emails before publishing
Publishing Automations
Draft vs. Published
Draft: Automation is saved but not active. No members will be enrolled.
Published: Automation is live. Members who match the trigger and filter criteria will automatically be enrolled.
Activating Your Automation
Review your complete automation workflow
Test all email content and links
Verify your trigger, filters, and goal settings
Click Publish
in the top right cornerConfirm publication
📝 NOTE: Once published, members who meet the criteria will automatically enter the automation. Make sure all emails are finalized before publishing.
FAQs
Can I edit an automation after it's published?
Can I edit an automation after it's published?
Yes, you can edit published automations. However, changes will only affect new members entering the automation, not those already enrolled in the sequence.
What happens to members already in an automation if I unpublish it?
What happens to members already in an automation if I unpublish it?
Members already enrolled will continue through the sequence. Unpublishing only prevents new members from entering.
Can I test an automation before publishing?
Can I test an automation before publishing?
Yes, you can save automations as drafts and review all emails in the visual builder. You can also create a test automation with yourself as the target to see how emails appear.
How do I know if my automation is working?
How do I know if my automation is working?
The Automations dashboard shows how many members have been enrolled in each automation.
Can I use the same trigger for multiple automations?
Can I use the same trigger for multiple automations?
Yes, you can create multiple automations with the same trigger. Use filters and tags to ensure members don't receive duplicate messaging.
What's the difference between starting with a template vs. building from scratch?
What's the difference between starting with a template vs. building from scratch?
Templates provide pre-built sequences with proven strategies and email copy to help you launch faster. Building from scratch gives you complete control to create custom workflows tailored to your specific needs.
Do I need to customize template emails before publishing?
Do I need to customize template emails before publishing?
Yes! Templates include helpful tips and placeholder text to guide your writing. Make sure to customize all content to match your brand voice and messaging before publishing.
Can I duplicate a template to create variations?
Can I duplicate a template to create variations?
Yes, you can duplicate any automation (including those created from templates) to create variations for different segments or test different approaches.
💬 We’re actively improving Automations based on feedback. We'd love to hear from you, so here's how you can submit feedback.