Email Automation

The most common automation is an email that goes out on its own after something happens.

Build it

Trigger:  Survey completed  (your survey)
Step 1:   Wait 2 hours
Step 2:   Send email  (template: "Thanks for your feedback")
Step 3:   Add tag  "thanked"

Before you activate

• The email template exists and you have previewed it.
• Your sending address is verified.
• The trigger is scoped to the right survey, not "any survey".

Good uses

• Thank-you after a response. Short, and says what happens next.
• Welcome after a contact is created. What you do, what they can expect from you.
• Nudge before an event, driven by a tag applied when someone registers.

Getting the timing right

Immediate is right for a receipt or a confirmation. For anything that should read as considered, a Wait step of a few hours is better.

Watch the allowance

Automated emails count against your plan's monthly email allowance in exactly the same way campaign emails do. An automation triggered by a bulk import can spend a month's allowance in minutes.

Warning — Deactivate email automations before a large CSV import, then reactivate afterwards.