Email automations
Send multi-step email sequences that start automatically when a lifecycle event occurs.
Where to find it: Settings → Automations (/dashboard/settings?tab=automations) holds your sending address and timezone; the link there opens Automation sequences (/dashboard/automations).
Automations send email sequences for you. A sequence is a series of steps with delays between them. It starts automatically when a trigger event occurs, for example a new request or message.
Before you start
Meet two requirements before a sequence can send:
- A connected Gmail account. Sequences send from your own Gmail address. See connect your channels.
- A complete business address. United States law (CAN-SPAM) requires a physical address in every automated email. Set your street, city, state, and ZIP at Settings → Automations. Pick your timezone on the same page.
The Automation sequences page shows a banner for each missing requirement.
How to create a sequence
- Open Automation sequences and create a sequence. Start blank, or start from a template.
- Add steps. Each step has an order, a delay value and unit, a subject, and a body.
- Set the trigger event that enrolls a customer.
- Optionally set category filters and an exit-goal event. When a customer completes the goal, they leave the sequence.
- Activate the sequence. Pause it at any time.
The templates gallery groups ready-made sequences by vendor type: universal, photographer, caterer, DJ, and wedding planner.
Statuses
| Status | Meaning |
|---|---|
| Draft | The sequence is not sending yet. |
| Active | The sequence enrolls customers and sends steps. |
| Paused | The sequence stops sending until you resume it. |
| Archived | The sequence is retired. |
Enrollments
Open a sequence and go to Enrollments to see who is in it. Filter by Active, Completed, or Exited. Each row shows the customer's current step and, for exits, the exit reason. A customer can exit when they unsubscribe, reach the exit goal, reply and engage, or when you remove them.
Unsubscribe list
The Unsubscribes page (/dashboard/automations/suppressions) lists every email address that opted out of your automated emails. Sequences never send to these addresses. Transactional emails, such as invoices and quotes, are not affected.