Create a journey (automation)

The Marketing Automation/Journey feature is included in our Marketing Automation-subscription.
It is also available as a separate add-on.
👉 Contact Ungapped Support if you’d like to upgrade or purchase this feature.

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🚀 How to Create a New Journey (Step by Step)

1️⃣ Go to Automation -> Journeys in the left-hand menu.

2️⃣ Click the 'New Journey'- button

3️⃣ Choose 'New empty journey'

A blank canvas will open.
In the right-hand panel, you’ll see different nodes you can drag onto the canvas.

4️⃣ Drag in a List Node.

This is the starting point of the journey.
👉 The list is often connected to a CRM or membership system and updates automatically.

5️⃣ Click the List Node.

In the right-hand panel, choose the contact list.
👉 The contact list must already exist in your Ungapped account.

6️⃣ Drag in an Action Node – for example, an e-mail Node.

 

7️⃣ Click the E-mail Node.

In the right-hand panel, select which e-mail to send.
👉 The email must also already exist in your Ungapped account.

 

8️⃣ Connect nodes.

• Draw a line between the List Node and the Email Node.
• Make sure the line is solid (not dashed).
• If the line is dashed, the nodes are not properly connected—you’ll notice this if you move the nodes up or down.

 

9️⃣ Add conditions (optional)

For example, drag in a Wait Node to delay sending the email by 3 days after the contact has entered the list.

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🛠 Final Steps Before Launch:

• Go to Settings (gear icon) in the right-hand panel.
• Give your journey a title, optional description, and tags.
• Click Save.
   

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▶️ How to Start the Journey:

1. Click the pink Schedule button in the right-hand panel.
2. Set how often the journey should run—for example:
   Every Tuesday at 10:30 or the first weekday of each quarter.
3. Click and hold the large pink “Click and hold to activate”-button to launch the journey.
    

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✅ Done! Your journey is now live and running.