Receive the signal
Validate the event type, source identity and business timestamp before placing it in the processing queue.
- Receives
- Form, product or commerce event
- Produces
- Accepted event envelope
Marketing automation
Turn customer signals into purposeful journeys with clear triggers, thoughtful timing and visible controls.
Let’s connect
An event becomes an eligible customer action
Treat enrollment as a decision. Receiving an event should not automatically send a message or restart a journey.
Check eligibility
Resolve the person, current consent, suppression status and active journey state before selecting a next action.
- Receives
- Event and current customer context
- Produces
- Eligibility result with reason
Coordinate the action
Use a stable business action key to prevent repeated events from enrolling the same person twice.
- Receives
- Eligible event and journey policy
- Produces
- Journey enrollment reference
Close the loop
Record the channel response and update journey state without treating a delivery receipt as a commercial outcome.
- Receives
- Enrollment and delivery events
- Produces
- Journey history and exception record
Step 1 of 4
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Source application | Includes the source and business event identity. | |
| Preference system | Evaluated for the intended channel and purpose. | |
| Automation owner | Defines enrollment, waiting, completion and exit behavior. |
Resolve the important decisions.
Reentry policy
Specify whether a repeated event resumes an active journey, creates a new instance or has no effect.
Late events
A delayed signal may no longer be relevant. Compare its business time with the allowed activation window.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
Automation is most useful when the decision behind it is well understood. UniLink designs nurture, onboarding and engagement workflows around customer context, data availability and the actions your team can support. We define when a person should enter a journey, what can change while they are in it and when that journey should stop.
A workflow also needs an operational design. Consent changes, missing attributes, repeated events and unavailable systems must have an agreed response. We work through these cases before release so campaign teams can understand and manage the automation over time.
What we help you build.
Lifecycle journeys
Design welcome, education, qualification, onboarding and retention sequences with explicit entry, progression and exit conditions.
Behavioral triggers
Translate approved website, product and event signals into useful actions while controlling duplicate events and message frequency.
Lead and form operations
Validate submissions, enrich approved fields, assign ownership and record the origin of each enquiry.
Webinar and event orchestration
Coordinate registration, reminders, attendance updates and follow up while keeping CRM and event records aligned.
Personalization rules
Use agreed profile and behavioral attributes to select relevant content with safe defaults when information is missing.
Operational monitoring
Expose failed executions, unusual enrollment patterns and delivery dependencies through an agreed reporting and escalation process.
How the work comes together.
Specify the journey
Document the audience need, desired action, available signals and communication constraints before choosing workflow steps.
Prepare the data
Check identity, consent, required properties, event quality and the consistency of connected systems.
Build and simulate
Test branching, enrollment repetition, suppression, time zones and contact state changes with representative records.
Release and observe
Launch the agreed scope, monitor operational health and review journey performance with the team responsible for it.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Which automation platform should we use?
The choice depends on your CRM, channels, audience volumes, data requirements and internal skills. We assess fit before recommending a platform or extending an existing one.
Can automated journeys include a human handoff?
Yes. A journey can create a task, request an approval or notify an owner. We define the response expectation and what happens if that handoff is delayed.
How do you prevent overlapping messages?
We design suppression rules, audience exclusions, journey priority and frequency controls based on the capabilities of the selected platform.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.