Automations
Set up automated email workflows — welcome sequences, course drips, lead magnet delivery, and more.
What are automations?
Automations are email workflows that run in the background. Set them up once, and they handle sending emails, applying tags, or triggering actions based on what your subscribers do.
Common use cases
Welcome sequence
Send a series of welcome emails when someone new subscribes.
Course drip
Deliver content over days or weeks with time delays between emails.
Lead magnet delivery
Automatically send a resource when someone subscribes through a specific link or form.
Re-engagement
Reach out to subscribers who haven't opened recently.
Creating an automation
Go to Automations
Open Automations from your dashboard sidebar.
Create and name it
Give it a clear name — e.g., "Welcome Sequence" or "Free Guide Delivery."
Set a trigger
Choose what starts it: subscriber joins, tag added, or form submitted.
Add actions
Build your workflow with actions that run in order.
Activate
Turn it on. It runs automatically for new subscribers who match the trigger.
Triggers
| Trigger | What starts it |
|---|---|
| Subscriber joins | New subscriber added (from any source) |
| Tag added | A specific tag is applied |
| Form submission | Signup through a specific Magic Link or Form Action URL |
Actions
- Send email — Write and send an email with its own subject line and content
- Wait — Pause for a set time (1 day, 3 days, 1 week, etc.)
- Add/remove tags — Automatically tag subscribers as they move through the workflow
- Condition — Branch based on criteria (has a tag, opened an email, etc.)
- External request — Call a webhook for integrations with other tools
Managing automations
From the Automations page: activate, pause, edit, or delete automations. Pausing stops new entries but doesn't affect subscribers already in the workflow.
Start simple — a 3-email welcome sequence. Add complexity later.
Last updated Mar 2, 2026
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