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Automations

Automations send follow-up emails and organize contacts for you, automatically. You pick a trigger (when it starts) and a list of steps (what happens), and every matching contact flows through the steps in order.

Create an automation

  1. Open Automations in the sidebar and give your automation a name.
  2. Choose when this happens (the trigger):
  3. Contact added — a contact is added in the app or through any funnel form.
  4. Funnel lead captured — a visitor submits a form on one of your funnels. Pick a specific funnel, or leave it on "Any funnel".
  5. Tag added — a tag (e.g. vip) is applied to a contact, including by another automation's Add tag step.
  6. Click Create — you land in the builder.

Add steps

Steps run top to bottom. Three step types are available:

  • Send email — subject + MJML body. The same merge tags as campaigns work here ({{firstName}}, {{lastName}}, {{email}}), and the unsubscribe footer is added automatically — it can't be removed.
  • Wait — pause the contact for a number of minutes before the next step (60 = 1 hour, 1440 = 1 day, up to 30 days per wait step).
  • Add tag — applies a tag to the contact. If another automation watches that tag, the contact enters it too — that's how you chain flows.

Reorder steps with the arrows; delete with the button. Changes apply to contacts that reach that point of the flow after you save.

Good to know

  • Each contact enters an automation once. A returning lead won't get your welcome sequence twice, and chained automations can't loop forever.
  • Pause stops new entries only. Contacts already mid-flow finish their remaining steps. Delete the automation to stop those too.
  • Unsubscribed or suppressed contacts are never emailed. The email step is skipped, but the rest of the flow (tags, waits) still runs.
  • CSV imports do not trigger automations — importing 5,000 contacts will never send 5,000 surprise emails.
  • Recent activity at the bottom of the builder shows the last 50 contacts through the flow: where they're waiting, when they finished, and the exact error if a step failed.