Automation

Build a workflow

Automations send the right email at the right moment, hands-free. A workflow starts with a trigger, then runs a series of steps — emails, delays and branches — for each contact who enters it.

Anatomy of a workflow

Trigger — what starts it: a contact subscribes (optionally only from one specific signup form), abandons a checkout, adds to cart without buying, places an order, or has a birthday.
Email step — an email built in the same drag-and-drop builder as campaigns.
Delay — wait a set time before the next step.
Split — branch contacts down different paths based on a condition.
Exit condition — remove a contact when something happens (e.g. they purchase).

Create one

Go to Automations and create a workflow (template or blank).
Choose the trigger.
Add an email step: set subject, preheader and sender (personalization works here too), then Edit content to design it.
Add delays and, if needed, splits between emails.
Set an exit condition so buyers stop receiving the sequence.
Click Start workflow to make it live.

Personalization in automations

Automation emails support the same merge tags as campaigns — {{ contact.first_name }}, {{ contact.last_name }}, {{ contact.email }} — plus, in abandoned cart/checkout workflows, {{ abandoned_checkout_url }} and {{ abandoned_cart_url }} for the recovery links. All rendered per recipient at send time.

Frequency capping

The trigger settings protect contacts from over-mailing:

Cooldown — skip contacts already enrolled in this automation, either ever or within the last 24 hours / 7 days / 30 days.
Cross-automation guard — skip contacts currently in, or that recently completed, another automation, so overlapping flows don't pile up in one inbox.

Common workflows

Welcome / first purchase

Trigger on a new subscriber, greet them, and introduce your brand or a first-order incentive.

Abandoned cart / checkout

Trigger when a shopper adds to cart or reaches checkout without buying, wait, then remind them — with cart items and, optionally, a unique discount code. Exit on purchase.

Birthday

Trigger on a contact's birthday (captured by a form's date field) with a treat.

Measure it

Each workflow shows lifetime performance and attributed revenue. See Reports for the automation breakdown.