Getting Started with Automations

Create powerful email automation workflows to engage your audience at the right time.

Creating Your First Automation

  1. Navigate to Automations
    • Click "Automations" in the dashboard sidebar
    • Select "Create New Automation"
  2. Choose Your Starting Point
    • Start from scratch
    • Use a template
    • Let AI create one for you
  3. Set Up Your Workflow
    • Add trigger events
    • Configure actions
    • Set conditions and timing
  4. Test and Activate
    • Preview your automation
    • Send test emails
    • Activate the workflow

Key Components

Triggers

  • Subscriber Activity: Email opens, clicks, form submissions
  • Time-Based: Specific dates, delays, recurring events
  • Custom Events: API triggers, integrations

Actions

  • Email Actions: Send emails, update content
  • Subscriber Management: Update fields, add/remove tags
  • Flow Control: Delays, conditions, splits
Pro Tip: Start with a simple workflow and gradually add complexity as you become more comfortable with the system.

Best Practices

Planning

  • Define Goals: Set clear objectives
  • Map Journey: Plan the subscriber experience
  • Segment Audience: Target the right subscribers
  • Test Thoroughly: Verify all paths work

Monitoring

  • Track Performance: Monitor key metrics
  • Review Reports: Analyze automation data
  • Optimize: Make data-driven improvements
  • Update Content: Keep messages relevant

Common Use Cases

  • Welcome Series:
    • Introduce your brand
    • Set expectations
    • Provide valuable content
  • Onboarding:
    • Guide users through features
    • Share tutorials
    • Collect preferences
  • Re-engagement:
    • Target inactive subscribers
    • Offer incentives
    • Gather feedback