Actions

​

Action Types at a Glance

​

Send Email

​

Configuration

• Subject line: Write your email subject. Supports merge tags for personalization (e.g., ”, your presave is confirmed!”)
• Email body: A full rich HTML editor powered by the Topol email builder
• From settings: Uses your default from name and email address (can be overridden in Flow Settings)
• Preview and Test: Preview the email and send a test to yourself before activating

​

The Email Editor

• Drag-and-drop blocks: Text, images, buttons, dividers, spacers, columns, social icons
• Image upload: Upload images directly or paste URLs
• Button styling: Customize colors, shapes, sizes, and link URLs
• Template library: Start from pre-built templates designed for music marketing
• My Templates: Save your designs as reusable templates
• Mobile preview: Toggle between desktop and mobile views

​

Merge Tags in Email

• {fan_first_name} — The fan’s first name
• {artist_name} — Your artist name
• {latest_title} — The title of your latest release
• {ai_dsp_link} — Smart link that routes fans to their preferred streaming platform

Tip: Always send yourself a test email to verify merge tags render correctly and the design looks good on mobile.

​

Send SMS

​

Configuration

• Message body: Write your SMS text. Keep it concise — SMS is a personal channel.
• Character counter: Displays the current character count and SMS segment count (160 characters per segment)
• Merge tags: Insert fan data for personalization
• Phone number: Uses your provisioned Telnyx phone number

​

Important Notes

• Only sends to fans with sms_opt_in = true — compliance is automatic
• Toll-free numbers send at 1,200 messages/min; local numbers at 2 messages/min
• You must have a provisioned phone number (set up in Settings, then Integrations)

​

Send Instagram DM

​

Configuration

• Message body: Write your DM text. Keep it personal — DMs feel like real conversations.
• Media attachment: Optionally attach an image or video
• Merge tags: Personalize with fan data

​

Important Notes

• Instagram requires the fan to have interacted with you within 24 hours for DM delivery
• Comment-to-DM triggers use the Human Agent 24-hour window, giving you more flexibility
• Your Instagram account must be connected via the Integrations page

​

Aura Send

​

How It Works

1. Write your core message once
2. Aura Send provides per-channel editors so you can customize the version for each channel (email, SMS, IG DM)
3. AI adapts your tone, length, and formatting for each channel’s best practices
4. The message sends to the fan on their preferred or most-engaged channel — or on all channels if you choose

​

Configuration

• Core message: Write the main idea of what you want to say
• Email version: Customize the email subject, body, and design
• SMS version: A shorter, punchier version for text
• Instagram DM version: Conversational tone for DMs
• Channel selection: Send on all channels, or let AI pick the best one based on fan behavior

​

When to Use Aura Send

• Release announcements: One message, every channel
• Important updates: Ensure fans see it regardless of their preferred channel
• Time-sensitive campaigns: Maximize reach by hitting email, SMS, and DMs simultaneously

​

Add to List

​

Configuration

• Select list: Choose from your existing fan lists (or create a new one)
• Behavior: If the fan is already on the list, nothing happens — no duplicates

​

Use Cases

• Add presave fans to a “Presave VIPs” list for release day priority
• Add ticket buyers to a “Tour Attendees” list for post-show follow-ups
• Segment fans by behavior — “Opened 3+ emails” list for your most engaged audience

​

Invite to Extra

​

Configuration

• Select Extra: Choose from your existing Extras
• Invitation message: Optional custom message delivered with the invitation

​

Use Cases

• Invite top fans to an early listening session
• Grant access to behind-the-scenes content
• Unlock exclusive merch drops for loyal supporters

​

Tag/Update Fan

​

Configuration

• Action: Choose to add a tag, remove a tag, or update a field
• Tag name: The tag to add or remove (e.g., “presaved”, “vip”, “tour-2026”)
• Field updates: Change fan profile fields like VIP tier, notes, or custom fields

​

Use Cases

• Tag fans who presaved: presaved-midnight-drive
• Update VIP tier after a purchase: Set tier to “Gold”
• Add notes for personal follow-up: “Met at Nashville show”
• Remove outdated tags: Remove “presale-eligible” after on-sale starts

​

Go to Flow

​

Configuration

• Target flow: Select the flow to redirect the fan to. Can be any flow in any launch (or a Quick Automation).
• Behavior: The fan exits the current flow and enters the target flow at its beginning. They will then proceed through the target flow’s actions.

​

Use Cases

• Modular design: Multiple triggers feed into a shared “Welcome Sequence” flow
• Cross-stage transitions: A Pre-Release flow sends fans to a Release Day flow when the time comes
• Conditional routing: Based on a condition, send fans to different flows for different experiences
• Reusable sequences: Build a “Thank You” flow once, reference it from everywhere

​

Important Notes

• The fan must match the target flow’s enrollment criteria (if any)
• Go-to-Flow creates a new enrollment in the target flow — the fan is tracked in both flows
• Target flows can be triggerless (no trigger node) — they are designed to be entered via Go-to-Flow

​

Execution Order

Trigger
  ↓
Action 1 (Send Email)        ← Executes first
  ↓
Delay (Wait 2 days)          ← Waits
  ↓
Action 2 (Send SMS)          ← Executes after delay
  ↓
Condition (Did they click?)
  ├─ Yes → Action 3a         ← This branch executes
  └─ No  → Action 3b         ← OR this branch executes

​

Tips and Best Practices

• Match the channel to the message: Quick alerts work great as SMS. Detailed content works better as email. Personal moments shine in DMs.
• Use Aura Send for big announcements: When the message is important enough for every channel, let Aura Send handle the adaptation.
• Tag aggressively: Tags are free and make future segmentation easy. Tag fans at every meaningful step.
• Keep SMS short: Text messages should be under 320 characters (2 segments) for best engagement.
• Always test emails: The Topol editor is powerful but emails can render differently across clients. Send test emails to yourself.
• Use Go-to-Flow for DRY automation: Do not rebuild the same sequence in multiple flows. Build it once and reference it.

​

What Happens Next