Automations

Automations are various processes that automatically perform actions based on criteria that you set. That's vague, so to get clearer, you might want to:

• Provide newcomers with a welcome sequence
• Automatically send an email to someone after they've been tagged
• Tag subscribers based on actions they perform
• Send automatic replies to subscribers when they write in
• Send weekly, monthly, or annual reminders
• Treat paid subscribers differently from free

In each of these cases, an automation might be useful.

For example, if you want to send a specific sort of welcome email to new subscribers from the European Union:

flowchart
  trigger["When a subscriber is created"] e1@--> |If the subscriber is from the EU| timing[Wait one day]
  timing e3@--> |then| action[Send welcome email]
  e1@{ animate: true }
  e3@{ animate: true }

First, go to Automations, then hit + New at the top right.

Each automation consists of four parts:

• A trigger, which is the event or circumstance that causes the automation to run.
• A filter, which determines whether the automation should run for the given trigger.
• A timing, which determines when the automation should run.
• An action, which is what the automation actually does. In most cases, you're sending an email.

Take a look at our lists of triggers & actions, and determine what kind of automations you wish to build.

Want a place to start? Our most common automation is the welcome sequence, where you welcome new subscribers with a custom series of emails. It's a good place to start!

If you change an email in your automation, it will be updated for all pending subscribers, even if the automation was triggered before the change you made.