Answer
With email automation you send emails automatically based on triggers, such as a new signup, completing an assessment, or a contact joining an email list. You configure automations via the email section of the dashboard.
Steps
- Go to Email > Automations to open the automations overview.
- Click "New automation" and choose a trigger (e.g. new contact signup, assessment completed, purchase made, or contact added to a list).
- Set the delay: send immediately, or after a certain number of hours or days.
- Write your email or choose an existing template. Use personalisation fields such as name and company.
- Activate the automation with the toggle. You can pause or edit the automation at any time.
Tips
- Test your automation by creating a test contact via Email > Contacts and manually triggering the event.
- Keep automations short and relevant. A welcome email of 3 to 5 lines converts better than a long story.
- Combine automations with tags to target specific segments.
- Use the "contact added to list" trigger to automatically enroll subscribers into a sequence the moment they join a specific email list. This works well for welcome flows tied to newsletter signups. Contacts are enrolled as soon as they confirm their subscription via the double opt-in email.
- You can add a newsletter signup form directly to your pages using the Newsletter CTA type. When a visitor submits their email, they are added to the chosen list and any matching automations start automatically after confirmation.