Automation

Automation lets you send Editions without pressing send each time — the platform delivers them on a schedule, over time, or in response to what a subscriber does. Reach for it whenever you want messages to go out on their own, from a welcome series to per-recipient transactional Broadcasts.

What you can do here

• Build drip campaigns and multi-step sequences that send Editions over time.
• Trigger an Edition or follow-up when a subscriber takes an action, such as a click or list join.
• Schedule recurring Broadcasts and date-based journeys like birthdays or renewals.
• Send personalized bulk or transactional Broadcasts from a spreadsheet.
• Test, start, pause, resume, and monitor your automations once they're live.

Start here

1. Choosing the right automation type — Compare the options so you pick the best fit.
2. Build a welcome series — Send a welcome Edition when a subscriber joins.
3. Build a multi-step drip sequence — Create Editions that go out over time.
4. Test an automation before it goes live — Confirm it works before starting it.
5. Troubleshooting automations — Resolve common issues such as a drip not starting.

In this section

• Troubleshooting automations — Resolve common issues such as a drip not starting or subscribers not entering the flow.

Concept

• Choosing the right automation type — Compare drip campaigns, triggered sends, recurring series, and transactional or bulk Broadcasts so you pick the best fit.

How To

• Build a welcome series — Automatically send a welcome Edition when a subscriber joins your audience.
• Build a multi-step drip sequence — Create a sequence of Editions that go out over time in the drip flow designer.
• Set up an auto-responder — Automatically reply with a set Edition when a subscriber meets a condition.
• Send an ad-hoc drip — Launch a quick, one-off drip to a chosen audience without a full campaign setup.
• Control drip timing and delays — Set the sending frequency and add wait steps between Editions in a drip.
• Choose who receives a drip — Select the list of subscribers a drip campaign sends to.
• Set what happens when a drip ends — Repeat the drip on a cycle or move subscribers into another drip when they finish.
• Send an Edition when a subscriber takes an action — Trigger an Edition or follow-up action from a subscriber event such as a click or list join.
• Schedule a recurring Broadcast — Set a Broadcast to send automatically on a repeating schedule.
• Send a personalized bulk Broadcast from a spreadsheet — Upload a spreadsheet to send a Broadcast personalized for each recipient.
• Send transactional messages — Automatically deliver per-recipient Editions such as receipts, confirmations, and reminders.
• Test an automation before it goes live — Preview and send test messages to confirm an automation works before starting it.
• Start, pause, resume, or end an automation — Control the run state of a live drip, trigger, or recurring series.
• Monitor your running automations — Track which automations are active, paused, or complete and how they are performing.
• Build a Birthday or Date-Based Automation — Common anniversary/renewal/date-triggered journeys aren't covered by the existing welcome/drip/action pages.
• Recover Abandoned Carts — Store/commerce integrations exist (Shopify, Magento, commerce section), yet the flagship revenue automation - abandoned-cart recovery - is missing.

Reference

• Automation statuses — Reference for what each automation status means, from scheduled through paused to complete.
• Spreadsheet file format for bulk and transactional sends — Reference for the required columns and personalization fields in a send spreadsheet.

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Terms: Author = the user; Edition = an email an Author builds; Folder (Project Folder) = where Editions are organized; Broadcast = an Edition that is sent out; subscriber = recipient.