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Powerful Automation Journeys

Automate High-Impact Journeys Without the Complexity

StoneShot’s Workflow Journey Builder helps you create seamless, personalized client experiences automatically. Trigger emails, nurture leads, follow up after events, and stay connected at every stage of the client lifecycle.

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Workflow journey builder
Visualize every touchpoint

Drag and Drop Builder

Visualize Every Touchpoint with Ease

Our intuitive interface lets you build and visually map every step in a client journey—from onboarding and education to reengagement and retention—and automate it all based on real-time behavior. Just drag, drop, and deploy.

Trigger-Based Personalization

Maximize Engagement with Precision Targeting

Launch workflows based on client's behavior, such as email clicks, form submissions, event attendance, and more, so you can deliver timely, relevant content tailored to each client. Even better, set up alerts to stay informed of a client action or update, all in real time - so you never miss an opportunity for engagement.

Maximize engagement with precision targeting
Trigger on real people not bots

Reliable Automations

Trigger Journeys Based on Real People—Not Bots

StoneShot’s BotShield technology filters out fake bot interactions, so only genuine human behavior can trigger your workflows. When bots "click" links or "open" emails before your real prospects do, your automation can jump the gun—skipping steps, triggering the wrong messages, or pushing leads further than they’re ready to go. That’s not just annoying, it’s harmful to your funnel. Protect the integrity of your automation. Let your workflows work for humans. BotShield will handle the rest.

Conditional Logic & Smart Branching

Launch Multi-Step Journeys in Minutes

Our visual builder makes it easy to set delays, add conditions, loop contacts back in, and trigger messages based on behavior, demographics, or preferences. Build complex journeys without a complex tool.

Launch multi-step journeys in minutes
Track performance at every step

Real-Time Reporting & Optimization

Track Performance at Every Step

From opens to conversions, you’ll see what’s working in real time—and tweak workflows to improve performance. Make data-driven improvements, fast.

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

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Frequently Asked Questions

What is StoneShot Journey Builder?
Journey Builder is a tool for creating automated, personalized email workflows that nurture leads, engage clients, and move contacts through your marketing funnel.
How does Journey Builder work?
You set triggers based on actions, behaviors, or time delays. The system then sends tailored emails or updates contact data automatically.
What types of journeys can I build?
You can create welcome series, nurture campaigns, event follow-ups, product education sequences, and re-engagement programs.
Can I personalize emails in a journey?
Yes. You can use dynamic fields, conditional content, and audience segmentation to make every message relevant.
Does Journey Builder integrate with my CRM?
Yes. It connects to your CRM so triggers and contact updates stay in sync, ensuring accurate targeting and reporting.
Is it hard to set up?
No. Journey Builder uses a visual interface with drag-and-drop elements, so you can create and adjust journeys without coding.
Can I track performance for each journey?
Yes. You’ll see opens, clicks, conversions, and drop-off points so you can refine your workflows for better results.
Is there a limit to the number of journeys I can run?
No. You can run multiple journeys at the same time, each with its own goals, audiences, and automation rules.
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Boost Engagement &
Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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