Automations send emails and run actions automatically when something happens—no manual send each time.
When to use automations
| Use automations for | Use campaigns for |
|---|---|
| Welcome series | Monthly newsletter |
| Post-purchase follow-up | One-off announcements |
| Re-engagement after click | Promotional blasts |
| Tag-based nurture | Time-sensitive sales |
Core concepts
- Trigger — Starts the automation (e.g. subscriber joins list)
- Workflow steps — Run in order (send email, wait, add tag, branch)
- Automation emails — Messages created under Automations → Emails
- Status — Draft (setup incomplete), Paused (ready), Live (running)
Before you go live
- Have at least one list with subscribers (or test with yourself)
- Draft the full flow, send tests, then go live from Activate