---
title: Marketing automation walkthrough - Designing the process
related:
  - https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/working-with-the-automation-process-designer.md
---

> Agent instructions:
> **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown.
>
> - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version.
> - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt).

> **Info:** **Enterprise license required**
>
> Features described on this page require the **Kentico Xperience Enterprise** license.

Now that you have created the trigger that automatically runs the process for certain contacts, use the process designer to define the flow of the process:

1. As _Travis,_ open the **Marketing automation** application.
2. **Edit** () the _Coffee Merchandise Lead Nurturing_ process.
3. Switch to the **Process** tab (in **Design** mode).
   - You can see the two default steps, **Start triggers** and **Finished**, connected by a line.
4. Click the connection and press the Delete key to remove the connection.

## Adding a condition step

The process starts only for contacts created with UK or USA as their country attribute. Let's assume you need to distinguish customers from New York City, so you can send them an email inviting them to your local cafes.

1. [Place](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/working-with-the-automation-process-designer/managing-automation-process-steps.md) the **If/Else** step onto the designer grid.
2. Edit the step's first condition case, and set its properties:
   - **Condition**: Add the _Contact field contains value_ condition. Specify the field to _City_ and the value to _New York_.

     ![Adding a location based macro condition](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/adding_location_macro_condition.png "Adding a location based macro condition")
   - **Designer label**: If contact is from NY
3. Click **Save** and close the case properties dialog.
4. Edit the step by clicking it in the grid.
5. Select the **Advanced** tab of step's parameter configuration dialog.
6. Fill in the **Display name** value: _New York customer_
7. Click **Apply**.
8. [Connect](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/working-with-the-automation-process-designer/connecting-automation-process-steps.md) the **Start triggers** step to the **New York customer** step.

![Connecting the Start step to the New York customer step](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_start_to_condition_step.png "Connecting the Start step to the New York customer step")

## Adding a Send transactional email step

You are now able to distinguish users that come from New York, so you can send them an email informing about the cafes you have set up in the area.

1. Place the **Send transactional email** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the values as follows:

   - **Display name**: New York cafe email
   - **From**: CoffeeCo@coffee.com (for example)
   - **To**: {% Contact.ContactEmail %}
   - **Based on**: HTML formatted text
   - **Subject**: Visit one of our Cafes!
   - **Body**: any text

> **Info:** The value you entered into the **To** field is a [macro expression](https://docs.kentico.com/13/macro-expressions.md) that dynamically loads the email address of the contact in the process.

4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _New York cafe email_
6. Click **Apply**.
7. Connect the source point of the **New York customer** step's only condition case to the **New York cafe email** step.

![Connecting the New York customer condition step to the New York cafe email step](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_condition_step_to_email_step.png "Connecting the New York customer condition step to the New York cafe email step")

## Adding Wait step #1

Add a waiting interval to give contacts time to receive and read the email.

1. Place the **Wait** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the **Wait settings** as follows: Select **Specific interval** and enter **7 days.** You can set a shorter interval such as 3 **minutes** for testing purposes.
4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _New York cafe wait_
6. Click **Apply**.
7. Connect the **New York cafe email** step to the **New York cafe wait** step.

![Connecting the New York cafe email step to the New York cafe wait step](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_email_step_to_wait_step.png "Connecting the New York cafe email step to the New York cafe wait step")

## Adding Send marketing email step #1

Now add a step that sends a marketing email to both contacts that are and are not from New York:

1. Place the **Send marketing email** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the values as follows:

   - **Site**: make sure the correct site is selected
   - **Email feed**: choose the email feed, _Coffee Co Merchandise Newsletter_
4. Click **New** next to the **Email** property.
5. In the opened dialog, enter _Coffee Co Merchandise #1_ as the email's **Name**.
6. Click **Create**.
7. [Compose](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing/composing-marketing-emails.md) a short email containing a link to your website.
8. Close the email dialog.
9. Click **Apply** to save the properties of the _Send marketing email_ step.
10. Select the **Advanced** tab and fill in the **Display name** value: _Merchandise issue #1_
11. Click **Apply**.
12. Connect the ELSE source point (red) of the **New York customer** step to the **Merchandise issue #1** step.
13. Connect the **New York cafe wait** step to the **Merchandise issue #1** step.

![Connecting the Merchandise issue 1 step to the preceding steps](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_newsletter_issue1.png "Connecting the Merchandise issue 1 step to the preceding steps")

## Adding Wait step #2

Add another **Wait** step into the process to give contacts time to receive the newsletter issue:

1. Place the **Wait** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the **Wait settings** as follows: Select **Specific interval** and enter **3 days.** You can set a shorter interval for testing purposes (e.g. 3 **minutes**).
4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _Merchandise issue wait_
6. Click **Apply**.
7. Connect the **Merchandise issue #1** step to the **Merchandise issue wait** step.

## Adding Send marketing email step #2

Add a step that sends a second marketing email from the same newsletter:

1. Place the **Send marketing email** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the values as follows:

   - **Site**: make sure the correct site is selected
   - **Email feed**: choose the email feed, _Coffee Co Merchandise Newsletter_
4. Click **New** next to the **Email** property.
5. In the opened dialog, enter _Coffee Co Merchandise #2_ as the email's **Name**.
6. Click **Create**.
7. [Compose](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/email-marketing/composing-marketing-emails.md) another email containing a link to your website.
8. Close the email dialog.
9. Click **Apply** to save the properties of the _Send marketing email_ step.
10. Select the **Advanced** tab and fill in the **Display name** value: _Merchandise issue #2_
11. Click **Apply**.
12. Connect the **Merchandise issue wait** step to the **Merchandise issue #2** step.

## Adding Wait step #3

Add another **Wait** step into the process to give contacts time to receive the second newsletter issue:

1. Place the **Wait** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the **Wait settings** as follows: Select **Specific interval** and enter **3 days.** You can set a shorter interval for testing purposes (e.g. 3 **minutes**).
4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _Merchandise issue wait 2_
6. Click **Apply**.
7. Connect the **Merchandise issue #2** step to the **Merchandise issue wait 2** step.

## Adding a condition step with multiple cases

Add an **If/Else** step to decide where the process moves next based on whether the contact clicked on the links in the previous email:

1. Place the **If/Else** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Select the **Advanced** tab and fill in the **Display name** value: _Newsletter link decision_
4. Click **Apply**.
5. Connect the **Merchandise issue wait 2** step to the **Newsletter link decision** step.

### Modifying the first case

1. Switch to the **Cases** tab.
2. **Edit** () the first case and modify the values as follows:

   - **Designer label**: Subscribe to monthly newsletter
3. Click **Edit** next to the **Condition** field.
4. Add the _Contact has clicked a link in marketing email_ rule. Select the _Coffee Co Merchandise #1_ email under the _Coffee Co Merchandise Newsletter_.
5. Confirm by clicking **Save & Close**.
6. **Save** the changes and close the case editing dialog.

### Creating the second case

1. Add a **New case** to the step and set its properties:

   - **Designer label**: Set status to prospective client
2. Click **Edit** next to the **Condition** field.
3. Add the _Contact has clicked a link in marketing email_ rule. Select the _Coffee Co Merchandise #2_ email under _Coffee Co Merchandise Newsletter_.
4. Confirm by clicking **Save**.

The [If/Else step](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/working-with-the-automation-process-designer/defining-automatic-decisions-in-processes.md) automatically decides how the process continues.

![Connecting the Merchandise issue wait 2 step to the Newsletter link decision step](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_wait_step2_to_newsletter_decision.png "Connecting the Merchandise issue wait 2 step to the Newsletter link decision step")

## Adding an alternative Finished step

Add a Finished step that concludes the marketing process for contacts who do not click any of the newsletter links:

1. Place the **Finished** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Type _Unsuccessful_ into the **Display name** property.
4. Click **Apply**.
5. Connect the ELSE source point (red) of the **Newsletter link decision** step to the **Unsuccessful** step.

![Connecting the Newsletter link decision step to the Unsuccessful finished step](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_newsletter2_step_to_unsuccessful.png "Connecting the Newsletter link decision step to the Unsuccessful finished step")

## Adding a Newsletter subscription step

Add a step that subscribes the contact to the _Coffee Co Monthly Newsletter_ email feed:

1. Place the **Newsletter subscription** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Modify the values as follows:

   - **Newsletter**: Select _Coffee Co Monthly Newsletter_
   - **Action**: Subscribe to newsletter
4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _Merchandise monthly subscription_
6. Click **Apply**.
7. Connect the source point of the first case from the **Newsletter link decision** step to the **Merchandise monthly subscription** step.

## Adding a Set contact status step

Add a step that sets the contact's status to _Prospective client_:

1. Place the **Set contact status** step onto the grid.
2. Edit the step by clicking it in the grid.
3. Select the _Prospective client_ status for the **Status** property.
4. Click **Apply**.
5. Select the **Advanced** tab and fill in the **Display name** value: _Set status to prospective client_
6. Click **Apply**.
7. Connect the source point of the second case from the **Newsletter link decision** step to the **Set status to prospective client** step.

![Connecting the Newsletter link decision step to two following steps](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/connecting_decisions.png "Connecting the Newsletter link decision step to two following steps")

## Finishing the process design

You have now finished creating all the necessary steps. You only need to connect the last two steps to the original **Finished** step.

1. Connect the **Merchandise monthly subscription** step to the **Finished** step.
2. Connect the **Set status to prospective client** step to the **Finished** step.

The design of the process is now complete.

![The whole marketing automation process](https://docs.kentico.com/docsassets/13/marketing-automation-walkthrough-designing-the-process/finished_process.png "The whole marketing automation process")

## Enabling the process

Now that you have finished designing the process, activate it by clicking the **Enable** button above the designer toolbar.

With the whole marketing automation process complete, you can [see it in action](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/walkthrough-creating-a-marketing-automation-process/marketing-automation-walkthrough-managing-the-process.md).

**Next page**: [Managing the process](https://docs.kentico.com/13/on-line-marketing-features/managing-your-on-line-marketing-features/marketing-automation/walkthrough-creating-a-marketing-automation-process/marketing-automation-walkthrough-managing-the-process.md)