Marketing automation screen examples

Navattic

Form builder canvas where the user configures fields like company name, job role, and custom labels to design a lead capture form.

• Form
• Edit

Mailchimp

Settings page where the user manages webhooks to keep their audience synced with a local list, showing a successfully created webhook and a trial countdown banner.

• Webhooks
• Success

Chatwoot

List view for SMS campaigns showing an empty state with a prompt to create a new campaign overlaid on faded placeholder cards.

• Empty State

Bird

Design editor where the user configures the content, styling, and targeting rules for a sign-up form modal.

• Design Editor
• Edit

Durable

Feature page where the user learns about generating a complete brand identity, including a website, logo, and social media assets, using AI.

Gumloop

Marketing page detailing how the AI workflow builder can be used for SEO tasks like competitor keyword research and content audits.

Typeform

Workflow editor canvas where the user configures a trigger to start an automation when a contact is created.

• Workflow Builder
• Automation

Attio

Design editor where the user configures an automated welcome email sequence, setting delivery windows, exit criteria, and composing the email content.

• Automation
• Edit

Loops

Help center article explaining how to build and configure email sequences using the loop builder, including triggers, emails, timers, and audience filters.

Capsule

Marketing use case page where the user learns how the CRM helps teams attract leads, run email campaigns, manage projects, and automate workflows, ending with an integration showcase and a free trial CTA.

Outseta

Feature page explaining how to build customer segments using CRM data, featuring a product screenshot of the segment builder and a bottom call to action to start a free trial.

Zapier

Marketing page detailing how RevOps teams can use the platform for lead management, data centralization, and workflow automation, featuring feature breakdowns, integrations, and customer metrics.