How to Create an Automation

Build sophisticated automated email workflows that engage your audience at the right time.

What are Automations?

Automations are email sequences that trigger automatically based on specific events, conditions, or schedules. They help you nurture leads, re-engage subscribers, and maintain consistent communication.

Step 1: Access Automation Builder

Navigate to Automations in your dashboard and click New Automation.

Step 2: Choose Automation Trigger

Select when your automation should start. Available triggers include:

Contact-Based

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

Behavior-Based

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

Date-Based

  • • Specific date
  • • Birthday
  • • Anniversary

Segment-Based

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

Step 3: Configure Trigger Conditions

Set up the specific conditions for your trigger:

  • Select the list, tag, or segment
  • Set date ranges if applicable
  • Add additional filters if needed

Step 4: Design Your Automation Emails

Create the emails in your automation sequence:

  1. Add the first email using the email builder
  2. Set delays between emails (e.g., wait 3 days)
  3. Add conditional logic (if/then branches)
  4. Create follow-up emails as needed

Step 5: Set Exit Conditions

Define when contacts should exit the automation:

  • Contact unsubscribes
  • Contact clicks a specific link
  • Contact makes a purchase
  • Manual removal

Step 6: Activate Automation

Review your automation workflow and activate it:

  1. Review the visual workflow
  2. Test with a sample contact
  3. Check all conditions and delays
  4. Click Activate to start the automation

Best Practices

Start with simple automations and gradually add complexity. Test thoroughly before activating, and monitor performance to optimize your workflows.

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