Automations
An automation sends email on its own when something happens - a welcome note when someone subscribes, a thank-you after an order. You set it up once and it runs.
Where to find it
Email marketing > Automations.
Build one
- New Automation, give it a name.
- Pick the Trigger - what starts it.
- Add one or more Steps - the emails to send, and how long to wait first.
- Set it Active and save.
Triggers
| Trigger | Fires when |
|---|---|
| When someone subscribes | A new subscriber joins your list. |
| When a contact form is submitted | Someone sends you a message through a form on your site. |
| When an appointment is booked | A booking is made. |
| When an order is paid | A shop order completes payment - not when the cart is created. |
| When a rental item is reserved | A rental reservation is made. |
Which triggers are useful depends on what your site does: a shop gets most from order-paid, a salon from appointment-booked.
Steps
Each step is an email plus a delay before it. A welcome sequence might be: send immediately, then another after three days, then a third after a week. The same merge fields work here - First name, Full name, Email, Business name - and Email preview shows the result before you save.
Active and Paused
An automation is either Active or Paused. Pausing stops new runs starting; it does not chase down emails already scheduled from earlier triggers. Pause while you rewrite a step, then resume.
Good to know
- Automated sends count towards your monthly allowance, the same as campaigns - see What each plan includes.
- A trigger only fires forwards. Turning on a welcome automation does not email everyone who subscribed last year; it applies to people who subscribe from now on.
- Test with a real event. Subscribe yourself with a spare address and watch the sequence arrive - reading the steps on screen misses timing mistakes.