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Email Automation

Create automated email sequences that run on autopilot.

Automation Types​

Welcome Series​

Emails sent when someone subscribes.

Nurture Sequences​

Educational content over time.

Re-engagement​

Win back inactive subscribers.

Transactional​

Triggered by specific actions.

Creating Automation​

Step 1: Choose Trigger​

What starts the automation:

  • List subscription
  • Tag added
  • Form submitted
  • Date/anniversary
  • Custom event

Step 2: Build Workflow​

Add actions:

  • Send Email - Email from sequence
  • Wait - Time delay
  • Condition - If/then logic
  • Update Contact - Change properties
  • Notify - Alert team member

Step 3: Set Conditions​

Define who enters:

  • Segment filters
  • Tag requirements
  • Custom conditions

Step 4: Activate​

  1. Review workflow
  2. Set to Active
  3. Monitor performance

Workflow Elements​

Time Delays​

  • Minutes
  • Hours
  • Days
  • Business days only

Conditions​

Branch based on:

  • Email opened
  • Link clicked
  • Contact property
  • Score threshold

Goals​

Exit automation when:

  • Purchased
  • Replied
  • Reached threshold

Best Practices​

  • Start simple, expand later
  • Test before activating
  • Monitor performance weekly
  • Update stale content

Next: Email Analytics →