Automations overview

An automation is a workflow that runs by itself. You set it up once; from then on, whenever a customer does something — abandons a cart, places a first order, joins a list — the automation responds with the right message at the right time. Campaigns are something you send; automations are something you switch on.

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How an automation works

Every automation has three parts:

1. A trigger — the event that starts the flow for a contact, like “checkout started but not completed” or “subscribed to list”. See Triggers.
2. Steps — what happens next: send an email, wait two days, check a condition, generate a coupon. See Steps.
3. Exit and re-entry rules — when a contact should leave the flow early (for example, they completed their purchase) and whether they can enter it again later.

You build all of this on a visual canvas — boxes connected by arrows, no code.

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Start from a template

The fastest way to get value is the template gallery (Automations → Templates). Each template is a complete, proven flow with pre-written emails: Templates list their prerequisites (like a connected store for cart recovery) and show whether each is fulfilled before you publish. Not sure which to run? The Use cases library walks through the most popular, highest-ROI automations — what each is for and the sequence that works.

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Draft, publish, pause

• Draft — you’re editing; nothing runs.
• Published (Active) — live; new trigger events enter the flow.
• Paused — no new contacts enter.

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