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Automation

Email Sequences

10 min read

Set up automated email campaigns that nurture leads and drive conversions on autopilot.

Creating Your First Sequence

Navigate to Automation → Email Sequences → Create New:

  1. Give your sequence a name (e.g., "Welcome Series")
  2. Choose a trigger (form submission, tag added, purchase, etc.)
  3. Add your first email
  4. Set the delay before sending
  5. Continue adding emails to your sequence

Email Timing

Control when emails are sent:

  • Immediate - Send as soon as trigger fires
  • Delay - Wait X days/hours before sending
  • Scheduled - Send at specific time/day
  • Smart Send - Optimize send time based on engagement

Personalization

Use merge tags to personalize your emails:

  • {{first_name}} - Subscriber's first name
  • {{email}} - Email address
  • {{company}} - Company name
  • {{custom_field}} - Any custom field

Testing Your Sequence

Before launching, always test your sequence:

  1. Use the "Send Test Email" feature
  2. Check formatting on desktop and mobile
  3. Verify all links work correctly
  4. Test personalization tags
  5. Review email deliverability score

⚡ Best Practice

Keep your sequences focused on one goal. A welcome series should welcome, not sell. Use A/B testing to optimize subject lines and improve open rates!