Email Automation

Email automation lets you send emails automatically when specific events or conditions occur, without manual intervention.

How Automation Works

graph LR
    E[Trigger Event] --> R[Evaluate Rules]
    R -->|Conditions Met| T[Select Template]
    T --> RES[Resolve Recipients]
    RES --> S[Send Email]
    R -->|Conditions Not Met| SK[Skip]

Automation Rules

An automation rule defines:

Trigger Types

Automation rules fire based on configured trigger types. Triggers correspond to events within the platform, such as:

• Record creation or status change
• Scheduled time-based triggers
• Form submission events
• Custom application events

Creating an Automation Rule

1. Navigate to Communications > Automation
2. Click Create Rule
3. Select a Trigger Type from the available options
4. Configure any conditions to narrow when the rule fires
5. Select the email template to send
6. Define the recipients (static addresses, dynamic resolution, or recipient list)
7. Enable the rule and save

Managing Automation Rules

Rule List

Enable / Disable

Toggle rules on or off without deleting them. Disabled rules do not fire even when the trigger event occurs.

Testing Rules

Before enabling a rule in production:

1. Use template preview to verify the email content
2. Test with a small recipient set
3. Check analytics after the test send

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