Automations
Build automated email workflows — welcome sequences, course drips, lead-magnet delivery, re-engagement, and more.
What are automations?
Automations are email workflows that run in the background. Set one up once, and it sends emails, applies tags, or branches based on what each subscriber does.
Common use cases
Welcome sequence
A series of welcome emails when someone subscribes — set expectations and your best work.
Course drip
Deliver a multi-day or multi-week course one lesson at a time.
Lead magnet delivery
Send a freebie when someone signs up via a specific Magic Link or form.
Re-engagement
Reach out to subscribers who haven't opened recently — or who have entered a "Lost Connection" segment.
Creating an automation
Open Automations
From the sidebar, click Automations.
Create and name it
Give it a clear name — e.g., "Welcome Series" or "Free Guide Delivery".
Set a trigger
Choose what starts the automation: subscriber joins, tag added, segment entered, form submitted, or a date condition.
Add actions
Build the sequence — emails, waits, conditions, tag changes — in the order they should run.
Test it
Send a test email from any action to preview how it looks.
Activate
Turn it on. New subscribers who match the trigger flow through automatically.
Triggers
| Trigger | What starts it |
|---|---|
| Subscriber joins | New subscriber added (any source) |
| Tag added | A specific tag is applied |
| Tag removed | A specific tag is removed |
| Segment entered | Subscriber matches a saved segment for the first time |
| Form submission | Sign-up through a specific Magic Link, Bio Page, or form action URL |
| Date condition | Anniversaries, days after subscribing, etc. |
Actions
- Send email — Compose an email or use an existing draft post. Each action has its own subject line and content.
- Wait — Pause for a duration (1 day, 3 days, a week) or until a specific weekday/time of day.
- Add or remove tags — Track progression through your funnel.
- Update a custom field — Set or change subscriber data.
- Condition / branch — If/then split based on tags, fields, or behavior (opened, clicked).
- End — Explicitly stop the workflow for this subscriber.
Reordering and editing
Drag actions to reorder them. Duplicate an action with the menu — useful when two emails share most of their structure. Edits to a running automation only affect new subscribers entering after the change; subscribers already mid-flow continue on the version they entered.
Managing automations
From the Automations page you can pause, resume, edit, or delete any workflow.
- Pause — Stops new subscribers from entering, but doesn't kick out subscribers already mid-flow.
- Delete — Removes the workflow entirely; mid-flow subscribers stop where they are.
Start simple — a 3-email welcome sequence is plenty for most newsletters. Add complexity only when there's a clear reason.
Last updated 3 weeks ago
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