Welcome series (3-email pattern)

1. Trigger: Subscribes to list
2. Send: Welcome email (immediate)
3. Wait: 2 days
4. Send: Product tips email
5. Wait: 5 days
6. Send: Case study or offer

Engagement follow-up

1. Trigger: Clicked link in campaign X
2. Add tag: interested-product-a
3. Wait: 1 day
4. Send: Deep-dive email with CTA

Re-engagement

1. Trigger: Tag inactive-90d added by segment export or external job
2. Condition: Opened any email in last 30 days?
   • No → Send win-back offer
   • Yes → Remove tag, exit

Tips

• Keep the first email valuable—avoid delaying confirmation content when using double opt-in
• Use conditions instead of many separate automations when paths share a trigger
• Monitor automation email stats like campaigns; pause underperforming steps