Automations

1. 1
   Name & Description
2. 2
   Select Trigger

   What starts it (see below).

3. 3
   Build Email Sequence

   Add emails, each with a delay in minutes, hours, days or weeks.

4. 4
   Exit Conditions

   When someone leaves the sequence early.

5. 5
   Select Recipients
6. 6
   Configure Settings

   Then activate it.

Triggers#

Work on their own

Welcome (when a contact signs up), Birthday (from a birthday custom field), Anniversary, Custom date, Re-engagement, Win-back and Segment qualification.

Need Shopify or WordPress connected

Purchase, Abandoned cart, Back in stock, Price drop, Upsell & cross-sell, Product review, Feedback & survey and Milestone. The app prompts you to connect a store.

From the WordPress plugin

Form submission, Page visit (also from the Shopify page-visit pixel), Download complete, Webinar registration, Event reminder, Course completion and Subscription renewal. Tag added runs when a purchase adds a tag.

Exit conditions#

Purchase made takes someone out of the sequence when they buy; abandoned-cart automations always stop when the order is placed. Contacts who unsubscribe are never emailed.

Statuses and limits#

• Automations are draft, active, paused or archived.
• Automations keep sending when you reach your plan's email limit, so welcome and order emails aren't missed. Those emails still count towards your usage.