Details
Automations allow you to send email or SMS messages based on various triggers - such as date fields, information being received, forms being completed and so on. Our platform has two types of automations - Standard and Advanced.
When setting up & activating an automation for contacts that are being added / subscribed, it will only apply to new contacts. Contacts that join prior to the automation setup would not have the workflow apply to them.
Standard Automations
Standard automations allow for the sending of trigger- and date-based email & SMS. This can include welcoming a new subscriber, sending a series of email / SMS messages over a period of time to educate subscribers or nurture leads, or sending an email or SMS message on the anniversary of a date field.
Advanced Automations
Advanced automations are only available on some plans.
The advanced automation module allows you to engage your customers in real one-to-one marketing dialogue, providing huge value to both you and your subscribers. Imagine being able to send out highly relevant and targeted content to your contacts without having to log in and send the message out yourself!
Advanced automations allow for campaign workflows, automated data updating, segmenting - and the ability to use criteria such as time, action and profile-based segments.
Automation Triggers
Triggers for Standard Automations
- Subscribe (occurs after a contact subscribes via a web form)
- Unsubscribe (occurs after a contact is unsubscribed from a list)
- Update Profile (occurs after a contact updates their profile)
- Confirm Subscription (occurs after a contact confirms their subscription)
- A period on, before or after a date and time
- When a date field is reached
- When the anniversary of a date field is reached
- When a Contact is added from the API or Zapier
- Added from Eventbrite (occurs after a contact is successfully added via the Eventbrite integration)
- Updated from Eventbrite (occurs after a contact is successfully updated via the Eventbrite integration)
- Added from Xero (occurs after a contact is successfully added via the Xero integration)
- Added from Shopify (occurs after a contact is successfully added via the Shopify integration)
- Abandoned cart reminder (occurs after a checkout has been abandoned)
Triggers for Advanced Automations
- Subscribe (occurs after a contact subscribes via a web form)
- Bulk Upload (occurs after a Contact is uploaded via bulk upload)
- Confirm Subscription (occurs after a contact confirms their subscription)
- Unsubscribe (occurs after a contact is unsubscribed from a list)
- Leave Feedback (occurs after a contact leaves feedback after unsubscribing from a list)
- Update Profile (occurs after a contact updates their profile)
- Update Preferences (occurs after a contact updates their preferences)
- Manually Added (occurs after a contact is manually added to a List)
- Manually Updated (this event occurs after a contact is edited via the contact details popup)
- API Upload (occurs after a Contact is uploaded via the API (using the addContacts method))
- Time-based (occurs at a specific time in relation to a Date Field)
- Time Delay (occurs after a specific time in relation the time of a Date Field)
- Added from Eventbrite (occurs after a contact is successfully added via the Eventbrite integration)
- Updated from Eventbrite (occurs after a contact is successfully updated via the Eventbrite integration)
- Added from Xero (occurs after a contact is successfully added via the Xero integration)
- Added from Shopify (occurs after a contact is successfully added via the Shopify integration)
- Abandoned cart reminder (occurs after a checkout has been abandoned)
Automation Examples
Looking for automation ideas? We have a series of examples with how-to guides available here in our support centre. Search for automation examples.
Before getting started with your automations, we recommend that you plan the structure of your workflow first.