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Build your first automation

Send emails on their own when something happens, such as a new signup. You build it once as a flow of steps.

Who can do this: Workspace owners, admins and marketers.

Before you start

  • An email template to send (you can make one in Templates).
  • A verified sender (see "Set up your sender and domain").

Steps

  1. Step 1: Open Automations

    Go to Automations. Click Start From A Recipe to begin from a ready-made flow, or Visual Journey Builder to start from a blank canvas.

    Open Automations

  2. Step 2: Name it

    Type a name at the top of the builder so you can find it later.

  3. Step 3: Choose what starts it

    In the Triggers group of the step list, pick what starts the flow, for example Joins a list, Submits a form, Contact created or Gets a tag. Click a step to add it, or drag it onto the canvas.

  4. Step 4: Add the next steps

    Add actions such as Send Email, and Flow Control steps such as Wait or If/Else. To add a step straight after another one, click the small dot at the bottom of that step and pick from the menu.

  5. Step 5: Set up each step

    Click a step to open its settings. For Send Email, choose the Email template and write the Subject Line. For Wait, set how long to wait.

  6. Step 6: Save and activate

    Click Save, then Activate. If something is missing, Envoi lists what to fix first. You can Pause an active automation at any time.

  7. Step 7: Watch it run

    Once it is active, the top of the builder shows how many people have Entered, are Active and have Completed the flow.

Good to know

  • An automation only sends to subscribed contacts, and it follows the same unsubscribe and suppression rules as campaigns.
  • Start small: one trigger and one email. You can add waits and branches later.