What Are Email Automations?
Automations send emails automatically when a trigger event occurs. Once set up, they run without any manual intervention - saving you hours of repetitive work every week.
Common Automation Examples
- Welcome Series - A 3-email sequence sent over a week when someone subscribes.
- Post-Purchase Follow-Up - Thank the customer and request a review days after delivery.
- Abandoned Cart - Remind shoppers about items left in their cart.
- Re-Engagement - Win back subscribers who have not opened emails in 90 days.
- Birthday / Anniversary - Send personalised messages on special dates.
Building an Automation
- Go to Communications > Automations and click New Automation.
- Choose a trigger: subscriber joins list, tag added, purchase made, form submitted, date-based, or custom event.
- Add steps: send email, wait X days, add/remove tag, update subscriber field, or branch with if/else conditions.
- Write the email content for each send step.
- Click Activate to start the automation.
Monitoring Performance
Each automation shows real-time stats: how many subscribers have entered, completed, or dropped off at each step. Use this data to optimise your sequences over time.