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Automations can really help save you time, while increasing your conversions or simply updating subscriber information automatically in the background.
Automation simplifies workflows, boosts engagement, and improves efficiency. Here are just a few creative ways users are leveraging automation:
  • Sending Ebook Downloads – Instantly deliver digital products upon signup or purchase.
  • Welcome Emails via Form Submissions – Automate onboarding to create a seamless user experience.
  • Updating Customer Information – Ensure profiles stay accurate with real-time updates.
  • Drip Email Campaigns – Nurture leads through scheduled, engaging content.
  • Course Onboarding – Guide new students through structured learning pathways.
  • Webinar Registrations & Follow-Up Emails – Drive engagement with strategic reminders.
  • Course Content Distribution – Deliver lessons on a timed schedule for better retention.
  • Business Updates – Keep users informed with important announcements.
  • Newsletters – Maintain engagement through consistent, valuable content.
With thousands of automation possibilities, refining your strategy ensures efficiency and increased engagement!

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Create an automation

Select the automations tab as shown below.

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Select the automation type you require

For this example we will select Blank automation. But you can read more about the Abandoned cart below. Abandoned Cart

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Automation flow basics

Automations are built from three basic components:
  • Triggers > Whether someone visits your website, opens an email or updates their information. Your automation is ready to go 24/7.
  • Conditional logic > Create complex automations, or create individual automation rules with a simple “if this, then that” functionality.
  • Actions > Send them an eBook, update their information or even send your automated email campaigns.

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Adding notes

By selecting the notes function, you or your team members can leave helpful notes at each step of the automation funnel. This can be really helpful, to remind you of the step information, or simply adding instructions for your team to complete. Write it, save it, pin it.

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Analytics

Watch in real time how your automations are going, track open rates, who clicked what and how many people have completed your automation.

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Setting goals

Setting goals will help you gauge if your automation is successful. When a subscriber reaches your specific goal it considers that as a win and registers it as a goal in your analytics dashboard. Once the user has reached your set goal, they will be removed from that automation.
Last modified on September 2, 2026