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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. Five 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.
  • Send SMS — a text message with the same merge tags. Contacts without a phone number are skipped. See Text messages (SMS).
  • 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).
  • Wait until (webinar) — pause until a moment relative to the registrant's webinar start, e.g. 60 minutes before. This is how you build "starting soon" reminders: trigger Webinar registration → Wait until 60 before → Send email. Only meaningful on webinar automations — runs from other triggers skip straight through, and someone who registers after the moment has passed gets the next step immediately.
  • 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. The same applies to texts for contacts who replied STOP.
  • 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.