Create an automation
1
The creation panel
Automations → New automation: a name (“Welcome series”), a
list, and what starts it. See
Triggers.
2
Write the e-mails
The e-mails of a journey are automation e-mails, written once and
reusable. The Automation e-mails button at the top of the page. See
Automation e-mails.
3
Build the actions
The Actions tab: Add an action, then Add below on each
action. See Actions.
4
Set the goal and the ways out
The Settings tab, optional: see below.
5
Start it
Start at the top right. It needs at least one action.
The states
Pause and Start switch between active and paused.
Starting an automation does not bring in the subscribers already on the
list: only the events that happen afterwards set it off. To bring existing
people in, add them from the Subscribers tab.
The settings
The Settings tab, saved with Save the settings.Automation
Name, List and Who may enter: the whole list, or a segment. A subscriber outside the segment when the trigger fires does not come in.What starts it
The trigger and its settings. See Triggers.What it is for: the goal
Whoever does what the automation is pushing them towards leaves it, instead of being reminded again. It is checked at every step:Leaving early
- Someone who unsubscribes leaves (on by default).
- A tag that lets someone out: a tag that ends the journey,
customerin a prospect reminder, say.
The journeys: the Subscribers tab
Each person who came in has a journey:
The table shows the current action, the next step (with its time) and the date they came in; filter by status.
Add subscribers brings in up to 100 addresses at once; they have to be on the automation’s list already.
A person never travels through the same automation twice at once. Once
their journey is over they may come back, if the trigger happens again (a
tag removed then added, a birthday the following year).