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Automate Workflow Actions

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Automate Workflow Actions

This course is part of multiple programs.

Instructor: ansrsource instructors

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3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Configure workflow triggers, actions, and branching logic in HubSpot and Klaviyo
Design multi-step onboarding and nurture sequences with effective timing
Analyze workflow performance using key metrics like open rate and trigger accuracy
Diagnose and fix automation issues such as audience mismatch and flow drop-off

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Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

Marketing automation can save time, but only when it’s built and managed correctly. This course teaches you how to design workflows that behave as intended, deliver relevant experiences, and improve over time.

You’ll start by learning how automation actually works. You’ll configure triggers, actions, and branching logic to control who enters a workflow and what happens next. Then, you’ll design multi step sequences that guide subscribers through onboarding and nurturing journeys with the right timing and message flow. Next, you’ll move beyond setup and focus on performance. You’ll learn how to interpret automation metrics, identify issues like trigger drift or audience mismatch, and diagnose why workflows succeed or fail. Throughout the course, you’ll apply your skills using HubSpot and Klaviyo in a consistent e-commerce scenario. You’ll build workflows, create sequences, and analyze real performance data, developing both technical and strategic automation skills. This course is best suited for email marketers, marketing automation specialists, CRM marketers, and other marketing professionals responsible for designing, managing, or optimizing customer communication workflows. Basic familiarity with digital marketing concepts or email marketing tools is helpful for success in this course. By the end of the course, you’ll have the skills to design, evaluate, and improve marketing automation workflows that support more effective customer engagement and business outcomes.

Marketing automation is only effective when workflows are built with clear logic, accurate triggers, and reliable decision paths. This module introduces the operational foundations of automation design, including triggers, actions, conditional branching, and workflow sequencing within HubSpot. You will explore how automation logic shapes customer experiences and practice configuring workflows that respond dynamically to subscriber behavior. The module emphasizes structured workflow thinking and execution accuracy rather than platform memorization. By the end of this module, you will be able to configure automated workflows using triggers, actions, and branching logic that support scalable lifecycle marketing operations.

What's included

2 videos3 readings2 assignments

2 videosTotal 10 minutes

Automation Logic: If/Then/Else4 minutes
Configuring a Workflow in HubSpot5 minutes

3 readingsTotal 14 minutes

About the Course Expert2 minutes
Branching Logic: Conditions, Splits, and Paths7 minutes
Exemplar for Hands-On Activity: Configure a Workflow5 minutes

2 assignmentsTotal 25 minutes

Hands-On Activity: Configure a Workflow20 minutes
Knowledge Check: Triggers, Actions, and Branching5 minutes

Automated sequences allow marketing teams to deliver timely, personalized communication at scale without relying on manual execution. This module focuses on designing multistep onboarding and nurturing sequences that guide customers through a structured engagement journey. You will examine how sequence timing, message progression, and behavioral triggers influence customer experience outcomes, then apply those principles in Klaviyo through a practical workflow build. The module emphasizes repeatable automation strategy and workflow integration across marketing operations. By the end of this module, you will be able to create multistep automated sequences that support onboarding, engagement, and customer nurturing objectives.

What's included

1 video2 readings2 assignments

Building automation workflows is only part of the process; marketers also need to evaluate whether those workflows are performing as intended. This module focuses on analyzing automation performance through flow reports, trigger accuracy, engagement metrics, and conversion behavior across HubSpot and Klaviyo environments. You will practice interpreting workflow data to identify operational weaknesses, audience friction points, and opportunities for optimization. The module emphasizes analytical decision-making and continuous workflow improvement within real marketing operations. By the end of this module, you will be able to assess automation performance and identify workflow adjustments that improve engagement and lifecycle progression.

What's included

2 videos1 reading2 assignments

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Instructor

ansrsource instructors

277 Courses18,009 learners

Offered by

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Frequently asked questions

This course is best for learners with basic marketing knowledge or exposure to email tools. It introduces platform workflows but focuses more on applying logic and strategy than beginner concepts.

You’ll work with HubSpot and Klaviyo to build workflows, design sequences, and analyze automation performance using real platform features.

This course builds skills in marketing automation, lifecycle strategy, and performance analysis. These are essential for roles such as CRM specialist, lifecycle marketer, and marketing automation manager.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.