Configure Email Automation

Trigger verified-sender email from forms, contacts, appointments, orders, pipelines and automation flows.

Overview

Search Aliases: automated follow up email, email workflow, drip sequence, triggered email

Define the business goal.
Choose the trigger, such as contact creation, form submission, pipeline stage, appointment, order or external event.
Select the verified sender.
Create or select approved email content.
Map contact variables and fallback values.
Add conditions and delays.
Respect business hours where relevant.
Add suppression and opt-out checks for promotional email.
Add failure handling and human follow-up.
Test every branch using fictional contacts.
Publish.
Monitor logs and bounces.

Trigger: Course inquiry form submitted.

Action: Send programme guide from admissions@example.pk.

Delay: Two days.

Condition: Registration not completed and contact not suppressed.

Action: Send one follow-up and assign to admissions if the customer replies.

Automation does not start	Check trigger, published status and contact conditions.
Email uses wrong sender	Check selected connection.
Duplicate email	Review competing flows and repeated events.
Suppressed contact receives email	Review suppression check and audience refresh.

Last reviewed: 2026-07-13