How Automations Work
Automations are email sequences that send automatically when a specific event occurs. Once set up, they send a series of emails to a contact on a predefined schedule — for example, an email on Day 0, Day 1, Day 3, and Day 7 — without any manual action from you.
Automations require a Pro plan.
Creating an automation
Your Automations page shows only the automations you actually use: the New Contact automation, which fires for every new subscriber, and every automation you have created for a product or a tag. This keeps the list focused on what actually sends emails for you.
To create one:
- Go to Automations in your dashboard and click Create an automation.
- Choose what starts it: someone buys one of your products, a tag is added to a contact, or a new contact joins your list.
- Pick the product or tag, then confirm. You land directly in your new automation, ready to write its first email.
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 but stay saved: create the automation again for the same product or tag and you will find them back.
Adding emails to an automation
Inside an automation, you add emails one by one. For each email, you set:
- The day — when to send it relative to the trigger (Day 0 = immediately, Day 1 = next day, etc.)
- Subject line and preview text
- Content — written in the same editor as all other emails
Common uses: welcoming new members, following up after a purchase, delivering a free email course day by day, or nurturing new subscribers over several days.