Automations let you work smarter by running in the background—removing repetitive manual tasks and sending the right message to the right contact at the right time.
They can be used for:
Welcoming new subscribers
Following up on purchases
Re-engaging inactive customers
Automations improve consistency, boost engagement, and free you up to focus on strategy instead of day-to-day execution.
Create a new automation
From the left sidebar, go to Campaigns > Automations.Click + New automation.
Choose to:
Build Your Own automation from scratch, or
Select one of our customizable automation templates.
Build an automation from scratch
Name your automation
This name will appear internally in your dashboard.
Select an entry trigger
The entry trigger controls how a contact enters an automation. Common triggers include:
Signing up via a capture tool
Entering a segment
Purchasing a ticket
A contact’s birthday
Add global rules
Define who can enter and move through the automation. Click Global rules > Add rules, select filters, then click Continue (required even if you don’t add rules).
Note: Global rules are applied before every step in an automation. If a contact no longer meets the criteria, they’ll automatically be removed from the flow.
Set delays
Delays control the timing between the trigger and the first action, or between multiple actions.
Pro tip: Once you add an action, you can’t insert a delay before it, and steps can’t be rearranged—plan your sequence first.
Add actions
Actions define what happens to a contact inside your automation—for example, sending an email or SMS, adding or removing them from a segment, unsubscribing them, or entering them into a contest.
In this article, we’ll focus on the email action.
For example, send an email using your chosen template, subject line, and preview text.
To create branching paths, add an automation split. Learn more about splits here.
Add additional steps
Insert more delays or follow-up messages as needed.
To remove a step, click it, then select Delete in the top-right corner of the details panel.
Save and activate
Click Save automation in the top-right corner.
Toggle from Paused to Live.
Automations only trigger moving forward—they don’t run retroactively.
Automation settings
Open an automation and click the gear icon next to its name. Here you can:
Update the automation’s name.
Adjust re-entry timing (default is 30 days). Extend this if you want to prevent contacts from re-entering too soon.
Example: Abandoned cart automation
An abandoned cart automation might include:
Four time delays
Four follow-up emails
This sequence encourages shoppers to complete their purchase while balancing timing and frequency.