Automation FAQs

How do I start an automation from a form?

Use the Form Submitted trigger and choose any form, a website page form, or a funnel form.

Can I send different emails to people who opened the first one?

Yes. Branch on whether the email was opened or clicked, and put different emails on the yes and no paths.

How long should I wait between emails?

Two to three days for a welcome flow, one to two for a sales flow, four to seven for nurture.

Why is nothing sending?

Check the status is Active, the trigger is configured, every email step has content, and the contact is not unsubscribed or suppressed.

Can someone go through twice?

Not while they are inside it. Once they finish or exit, the trigger can put them in again unless a tag and a branch stop it.

What happens if I edit a live automation?

New entrants follow the new steps. People already inside finish the version they started.

How do I stop someone receiving more?

Pause the automation, add an Exit step, or branch them out on a tag or a purchase.

Automations or Email Series?

A series is linear and the same for everyone. An automation branches on behaviour and can route people into series.

How do I test?

Use your own address with a plus tag, activate, trigger it, and watch your inbox and the automation's counts.