Automations and sequences

Automations send email for you, triggered by what your contacts do — no manual sending required. They're how you deliver welcome series, onboarding, and re-engagement at scale.

Sequences vs automations

• A sequence is a linear drip: step 1, wait, step 2, wait, step 3. Ideal for a welcome series or a course.
• An automation is a branching flow on a visual canvas: send an email, wait, check a condition, then take different paths depending on the answer. Ideal for behaviour-driven journeys.

Triggers

An automation starts when a contact:

• joins a list,
• is tagged with a specific tag, or
• takes a web action you track.

Building a sequence

1. Go to Sequences → New.
2. Add an email step, then a delay (e.g. wait 2 days), then the next email.
3. Set the trigger — for example, when added to the Newsletter list.
4. Activate it. From then on, every new matching contact is enrolled automatically.

Building a branching automation

On the automation canvas, drop nodes and connect them: trigger → email → delay → condition. A condition node splits into yes and no paths — so you can send a different follow-up to people who clicked versus those who didn't.

A reliable first automation

A three-step welcome series is the highest-value automation for most senders:

1. Immediately: welcome + what to expect.
2. After 2 days: your best content or a getting-started guide.
3. After 4 days: a gentle call to action.

New subscribers are at their most engaged — a welcome series converts that attention while it's fresh.