Build Complex User Journeys with Visual Workflows
Got an advanced automation case? Userlist can solve it. Use our professional logic to build omnichannel workflows that reflect your customer journey.
View workflow docs
Workflow features
Best-in-class automation logic
Trigger workflows based on what users and companies do (or don’t do) inside your product
Start your workflow regularly on a time-based schedule (e.g. monthly reports or weekly reminders)
Trigger workflows for users (or companies) who are celebrating a monthly or annual anniversary
Add multiple triggers to the same workflow to create complex journeys
Send a classic email message, and personalize it with user, company, and event data
Send an in-app message inside your web application to onboard and engage users
Send an email to your own team’s address, e.g. sales or support
Modify a property for a user or a company (works much better than tags)
Create a new event in the timeline of the user or company
Use a webhook to trigger your own instruments and send data Coming soon
Use our Zapier and Make(/docs/integrations/make/) integrations to enable actions in thousands of other apps
Use a Teleport in workflows to advance the user to further locations
Keep repeating the actions until certain outcome happens
Keep cycling through a production system (a set of rules) until a system finds the matching one
Randomly split your journeys in up to 5 paths to measure performance
Measure conversions with custom time windows anywhere in your journeys
Company Accounts
Company-level automation, done right
Organize users under companies for account-level visibility, perfect for B2B SaaS teams
Enjoy a separate set of segments for your company accounts, based on company-level data
Trigger workflows based on account-level events, helping you automate B2B lifecycle communication
Trigger workflows when user joins or leaves a company down the road, and onboard them with the right messaging
Our data model reflects the complexity of your SaaS business. Userlist supports properties for users, companies, and relationships
We offer libraries for popular frameworks and languages: Ruby, Ruby on Rails, JavaScript, and PHP
Using Segment for your product? The same company structure will be reflected in your Userlist account
Email Editor
Dynamic email composer
Draft, edit, and launch emails quickly with an intuitive, distraction-free composer
Personalize messages at scale with powerful Liquid customization for conditional logic and dynamic content
Reuse and update common content snippets to save time and ensure consistency
Keep emails on-brand with customizable design themes that adapt to your company’s style
Simply copy and paste images directly into the email editor from your clipboard
Paste Markdown content directly, or use shortcuts in the editor to speed up formatting
As you preview emails, switch between real user profiles to see dynamic content in action
Get advanced with conditions and logic
Move around, delete, and duplicate your nodes
Randomly split your users into 2-5 weighted paths for testing performance
Test entire journeys, not just individual messages
Fast editing with the dynamic composer
Use Markdown shortcuts and reusable snippets
Get to the body of your message in one click: no more tedious wizards
Testimonials
Listen to our happy customers
These SaaS companies are scaling their growth and marketing with Userlist. You could be doing that, too.
“Userlist team helped us set up lifecycle campaigns for both of my companies. It was like having an in-house marketing genie guiding the way.”
“Userlist has provided a really nice onboarding experience, and continued support is phenomenal. We are very, very grateful.”
“Userlist has the most flexible data model. It’s the only tool that can handle n:m relationships between users and companies. And the API is awesome.”
“We put off updating our trial onboarding campaign for years. Then we found Userlist. The project went from someday to done in just a few weeks.”
“It’s not like other tools don’t have support available. But Userlist was so intentional about letting me know I should take advantage of their support. I felt so comfortable learning the system.”
“The customer service has been top notch, the experience is simple, and the power of this platform is truly remarkable. We’re thriving.”
“We cut our churn by 25% in three months, which has a big impact on our growth. We did that through a couple messages in Userlist.”
“Take my money! Userlist is a game-changer. Almost too easy. The integration was like, write these two lines of code, and then you have this beautiful tool.”
“100% recommend Userlist. It’s the only tool with the account-user relationship done right. Also, great customer service by very technical people.”
“I’m telling everyone about Userlist, still excited about the tool. It’s the best spot for me to see what happened. It’s literally my user list.”
“Our previous solution just didn’t feel right. In-app messages, especially in-app broadcasts, are the absolute sweet spot for us.”
“Feels like you built this tool exactly for me. It’s like using cheat codes for better user onboarding. I banged out three campaigns in about two hours!”
“It’s time for the landscape to shift. Moving from Intercom to Userlist has freed up a lot of pressure on the costs side of things.”
“The tool is fantastic. The templates are so well thought-out. It literally saved me days compared to creating the emails from scratch.”
“Yesterday I switched from Intercom to Userlist. Night. And. Day. Every startup/SaaS should switch to Userlist.”
“This is exactly how workflow builders should work. Excited to see where the team takes this. Excited to use this for our email marketing.”
“Userlist is data-driven. It’s so much better than tag-based automation. Really enjoy the simplicity and attention to detail in the product.”
“No other email automation tool supports companies so well. Now I can record a company-level event once, and start a campaign for all users from that company.”
Integrations
Integration is a breeze
Connect Userlist with your favorite tools. Get clean data from the right sources, so you never have to worry about manual sync again.
Book your discovery demo
Let’s see how Userlist fits into the bigger picture of your SaaS business. You’ll learn about our automation features, integrations, proven lifecycle frameworks, and how we can help you hit your SaaS growth targets.