Automations

Create sophisticated automated email workflows that engage your audience at the right time. Automations trigger based on events, conditions, or schedules.

What are Automations?

Automations are email sequences that send automatically based on specific triggers. They help you nurture leads, re-engage subscribers, and maintain consistent communication without manual intervention.

Automation Triggers

Automations can be triggered by various events:

Contact-Based Triggers

  • • Contact added to list
  • • Contact tagged
  • • Contact updated
  • • Contact created

Behavior-Based Triggers

  • • Email opened
  • • Link clicked
  • • Email not opened
  • • Link not clicked

Date-Based Triggers

  • • Specific date
  • • Birthday
  • • Anniversary
  • • Custom date field

Segment-Based Triggers

  • • Entered segment
  • • Left segment
  • • Segment qualification

Building Automation Sequences

Create multi-step email sequences:

  1. Add Emails: Create emails for your automation sequence using the email builder
  2. Set Delays: Configure time delays between emails (e.g., wait 3 days)
  3. Add Conditions: Create if/then branches based on contact behavior
  4. Multiple Steps: Add as many emails and delays as needed
  5. Visual Workflow: See your automation flow in a visual diagram

Exit Conditions

Define when contacts should exit the automation:

  • Unsubscribe: Contact unsubscribes from emails
  • Link Clicked: Contact clicks a specific link
  • Purchase Made: Contact makes a purchase (if integrated)
  • Manual Removal: Manually remove contact from automation
  • Sequence Complete: All emails in sequence have been sent

Automation Creation Steps

Follow these steps to create an automation:

  1. Name & Description: Give your automation a name and description
  2. Select Trigger: Choose when the automation should start
  3. Build Email Sequence: Create emails and set delays
  4. Set Exit Conditions: Define when contacts exit
  5. Select Recipients: Choose who can enter this automation
  6. Configure Settings: Set sender identity and other settings
  7. Activate: Review and activate your automation

Best Practices

  • Start with simple automations and gradually add complexity
  • Test your automation with a sample contact before activating
  • Use delays strategically - not too frequent, not too sparse
  • Monitor automation performance and optimize based on results
  • Set clear exit conditions to avoid sending unwanted emails

Related Documentation