Automations can help you engage with your audience with personalized email journeys and send data to integrations that are triggered by Contact updates or when someone submits your form. You can automatically send targeted emails to Contacts, internal team members, or send Slack messages that are triggered by Contact updates. Build dynamic workflows that respond in real time, like sending a welcome email immediately after a sign-up, then follow up a day later with a special offer. Run drip campaigns by adding time delays between messages to guide your leads through the funnel and keep your brand top of mind.
Automations are available as an add-on feature on the Plus, Business,Talent, Growth Custom, and Enterprise plans.
Automations are included in the Growth Flow plan at no extra cost.
Access Automations
To access your Automations manager, click Automations from your Workspace.
Here, you’ll see your Automations manager. This will give you a quick glance at all the Automations created. Automations are broken down into 2 categories:
- Form submissions - Automations that are triggered when someone completes your form.
- Contact activity/updates - Automations that are trigged when a contact is created or updated.
- Specific date (coming soon) - Automations created for a Specific date/time and Recurring events.
Click on the Date created dropdown to sort your Automations by Date created, Last updated, or Alphabetical.
Under the Status column, you'll see what status your automation is in:
- Draft
- Active
- Stopped
In the Trigger column, you can set the toggle to off to stop an automation.
Create Automations
Automations are created with triggers and actions.
- Trigger - An event that triggers an Automation to start. For example, when a Contact is created.
- Action - What happens after the trigger event occurs. For example, send an email or Slack message.
You can view your automation actions usage in the Plan & billing section of your Organization settings.
To create an Automation click + Create automation.
Then select what will trigger the automation, Form submission or Contact activity or updates.
Below are articles where you'll find more detailed instructions on how to set up automations:
When setting up your automation, you'll be able to choose what action you want to add. You can choose from the following actions:
- Send an email (you can choose to send it to contacts or to yourself/your team)
- Deliver a webhook
- Send to integration