How Automations Work

An automation sends a series of emails to a contact on its own, as soon as something specific happens: a purchase, a tag or a sign-up. Once it's set up, the emails go out on the schedule you chose, for example on Day 0, Day 1, Day 3 and Day 7, without any action from you.

Note

Automations require a Pro plan.

Creating an automation

Your Automations page shows only the automations you have created: for a product, for a tag, and the New contact automation, which starts for every new contact, including the ones you import. On a new account the list starts empty.

To create one:

1. Go to Automations in your dashboard and click Create an automation.
2. Choose what starts it, A purchase or A tag, then click the product or tag in the list.
3. You land directly in your new automation, ready to write its first email.

The third tab, A sign-up, creates the New contact automation. It only appears when you don't have one yet: on a new account, or after you removed it.

Click on any automation in the list to open it and add or edit the emails inside.

If you no longer need an automation, hover over its row and click the trash icon. Its emails stop sending and go back to draft, but stay saved: create the automation again for the same product or tag and you will find them back. Publish them again to start sending.

Adding emails to an automation

Inside an automation, you add emails one by one. For each email, you set:

• Send on day: when to send it relative to the trigger. Day 0 means immediately. From Day 1 on, you also choose the time it goes out (9:00 by default, in your timezone). You can go up to day 360, with at most 3 emails on the same day.
• Subject line and preview line
• Content: written in the same editor as all other emails
• Exclude contacts (optional): this email isn't sent to contacts who have one of the tags or products you pick.
• Tag the contact on send (optional): adds a tag to each contact who receives this email, for example to start another automation.

Common uses: welcoming new members, following up after a purchase, sending a free email course day by day, or staying in touch with new contacts over several days.

Stopping an automation for a contact

Some contacts should leave an automation before the end. Picture an automation that promotes your program: once someone buys it, the remaining sales emails make no sense. In the automation's sidebar, click Add a stop condition, then choose whether the automation stops when the contact Buys a product or Receives a tag. The contact no longer receives the remaining emails, and anyone who already has that product or tag receives none of them.