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What are automations?

Automations are multi-step workflows that send emails, wait, check conditions, and call webhooks — all triggered automatically when contacts enter through a list or segment. Once active, they run on autopilot without any manual intervention.

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Automation lifecycle

You can only edit an automation’s workflow when it’s in Draft status. Active automations must be paused first.

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Building a workflow

Automations use a visual graph-based builder. You connect steps together to define the flow contacts go through.

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Step types

Trigger

The entry point. Defines how contacts enter the automation — via a contact list or a segment.

Email

Sends an email using a template. Supports personalization with contact variables and properties.

Delay

Pauses the contact for a set amount of time before moving to the next step. Configurable in minutes, hours, or days.

Condition

Splits the flow based on whether a contact meets a condition. Creates Yes and No branches.

Webhook

Sends an HTTP request to an external URL when a contact reaches this step.

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Trigger (entry point)

Every automation starts with a trigger that defines how contacts enter:

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Email steps

Email steps send a message using one of your templates. The template’s subject, sender, and body are used, with personalization variables replaced per contact. All the same personalization variables from campaigns are available — {{FIRST_NAME}}, {{EMAIL}}, custom properties, etc.

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Delay steps

Delay steps pause the contact’s progression through the workflow. You configure:
  • Duration — A numeric value
  • Unit — Minutes, Hours, or Days
For example, a delay of 3 Days means the contact waits 3 days before moving to the next step.

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Condition steps

Conditions check whether a contact meets a specific criteria and split the flow into two branches:
  • Yes branch — Contact meets the condition
  • No branch — Contact does not meet the condition
Available conditions: This lets you build responsive workflows — for example, send a follow-up only to contacts who didn’t open your first email.

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Contact enrollment

When a contact enters an automation, they’re tracked individually through each step. You can see:

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Re-entry

By default, a contact can only go through an automation once. You can enable Allow re-entry to let contacts be enrolled again if they match the trigger conditions a second time.

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Example workflow

Here’s a typical onboarding automation:
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Trigger: Contact added to 'New Users' list

A contact is added to your “New Users” list (via API, import, or manually).
2

Email: Welcome message

Immediately sends a welcome email with getting started instructions.
3

Delay: 2 days

Waits 2 days before the next step.
4

Condition: Opened welcome email?

Checks if the contact opened the welcome email.
5

Yes: Send tips email / No: Resend welcome

  • Yes — Sends an advanced tips email
  • No — Resends the welcome email with a different subject line

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Sending limits

Like campaigns, automations respect your account’s sending limits:
  • Domain warmup — Emails are paused if your daily warmup limit is reached
  • Daily limit (Free plan) — Free plan accounts are limited to 100 emails per day
  • Monthly quota — Your plan’s monthly email limit is enforced

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FAQ

No. You must pause the automation first, which moves it back to a state where you can modify the workflow. Contacts already in progress will resume when you reactivate.
They stay at their current step. When you reactivate, they continue from where they left off.
Yes. Automations are independent — a contact can be enrolled in as many as they qualify for.
They exit the automation immediately. No further emails are sent.
Each step is processed individually per contact. Emails are dispatched as soon as a contact reaches an email step (after any delays).