How Automation Actions Work
Email automation uses predefined rules and behaviors to send the right message to the right person at precisely the right time, without manual work. It saves time, boosts customer retention, and scales lead nurturing. Email automation involves setting up triggers and actions that send relevant messages automatically based on user behavior.
There are four categories of Automation Actions. All of them are described briefly below.
Action Categories:
- Send an email - Use this when you want to automatically send an email to the contact. Example: Sending a welcome email when a user signs up. Learn more →
Use this for:
- Welcome emails
- Promotions
- Follow-up emails
- Birthday emails
- Product updates
- Conditional Split Settings - Use this when you want the automation to follow different paths based on a condition. Example: You send an email, then check; Did the contact click the email link? If yes, send a special offer. If no, send a reminder email. Learn more →
Use this when you want to branch the workflow based on:
- Email opened
- Email clicked
- Contact has a tag
- Contact property matches a value
- Contact behavior
- Time Delay - Use this when you want the automation to wait before continuing. Example: A contact subscribes, you add 1 day delay, then send the next email. Learn more →
Use this for:
- Waiting before a follow-up
- Spacing emails apart
- Creating drip campaigns
- Avoiding sending too many emails at once
- Operation - Use this when you want to update the contact’s information or status. Example: A contact clicks a pricing link and you add an operation to add a custom tag like Interested in Pricing. Now you can target this contact later. Learn more →
Use this for:
- Adding tags
- Removing tags
- Updating contact properties
- Changing subscription status
- Organizing contacts automatically
Updated on: 04/06/2026
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