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Automation Pro Canvas Explained

Automation Pro Updated on May 23, 2023

The Automation Pro Canvas allows you to visualize your automation journey. Different shapes represent different nodes, and arrows enable you to create paths for your Journey.

This feature is only available in Pro and Enterprise plans, as well as any legacy plans.

Topics covered in this article:

Follow these steps to go to the canvas:

  1. Log in to your Benchmark account.
  2. From the dashboard, click on Automations, then on Automation Pro
  3. Click on the New Automation button. In the popup, give a name to your automation and click on Save
  4. You can start your automation from scratch or select a template. To better explain the canvas we selected, Start from Scratch.

Before continuing in the canvas, it’s essential you understand what triggers, actions, and conditions are, so you can continue reading to see every part of Automation Pro.

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Triggers set the path for your automation. Whether you’d like to target existing contacts in a list or in a segment, or even contacts who have interacted with your site, the trigger you choose will get you started. Check out the Triggers available below. 

Contact Joins a List
Contact Joins a Segment
Website Engagement
Date and Time

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Actions help automate and perform tasks.

Will delay an action based on Hours, Days, Weeks, and Months.

If you are using the Delay node after an email sent, the delay should be no less than 12 – 24 hours. Adding a delay of 12 – 24 hours or more will give your recipients enough time to interact with your email. Otherwise, you risk not capturing all of the opens.

Create a new email or choose from your past emails or templates.

Automatically add someone to a specific list based on their previous action.


When using the Add to List option, the contact will not be deleted from their original list. If that is an action wanted, you’ll need to use the action Remove From List.

Remove contacts based on their engagement or non-engagement.

Update your custom Facebook Audience by adding or removing people from those lists. You’ll first need to integrate the two services.

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Conditions allow you to create new journey paths based on subscriber events.

Multiple Conditions allow you to condition based on IF or Else, the options are In List, Not in List, Has Opened Email Has not Opened Email. If it meets the conditions, you will have to select what to do next, and if it does not meet the conditions, you can also assign it a condition such as Add Wait Time, Send Email, Add to List, Remove From List, etc.

Engage with contacts based on the lists they are in.

Engage with contacts based on the segments they are in or are not in.

Conditions are based on Website Activity, such as visiting any tracked page, Specific URL, or a page that contains a specific URL.

Conditions are based on email engagement, such as:


For Multiple Conditions using the Email Engagement node, the accuracy of engagement data will vary based on the email client. The “Has opened email” condition will include possible and confirmed opens. The “Has not opened email” condition may not capture all unopened emails.

After selecting a Condition, you can select an action to take place or select another condition.

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Additional Icons

Node Summary
Tracking Code
Connecting Arrows
Removing Connect Arrows
Trash Icon
Error Warning
Zoom Options
Reset View
Keyboard Shortcuts
Canvas Direction

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If you have any questions regarding the canvas and its icons, please feel free to contact our support team.