Create an automated email that runs when a selected trigger condition is met.

📘
Before you start
Prepare the following before creating an automation:

Decide the trigger condition for the automated email.

Prepare the email template design you want to send.

Create or select the Contact List and Segment for the automation.

Decide when the email should be triggered.

Create an automation

Open Create Automation
Click Create Automation under Automation in the menu bar.
Select the trigger parameter
Select the type of parameter that should trigger the automated email. For example, to send a welcome email to new sign-ups, select When someone joins a list.

Enter basic details
Set up the automation by providing the required details:

Field	What to enter
Unique name	Enter a unique name so you can identify the automation later.
Trigger duration	Enter the duration for the email trigger.
Contact List	Select the contact list for the automation.
Segment	Select the segment for the automation.

Click Next after entering the details.

Choose the email template design
Select the email template design that should be sent when the automation is triggered.
Review and run the automation
Review the details and confirm that all parameters are correct. Click Save & Run to start the automation.
Check the automation status
After the automation is created, view it from List Automation.

Your automation is ready after you click Save & Run. Use List Automation to review and manage your active automations.