Automation Rules and Triggers

Automate repetitive tasks with trigger-based rules that respond to email engagement and contact activity.

How Automation Works

1. Trigger: An event occurs (e.g., email opened, link clicked)
2. Condition: Optional criteria are checked (e.g., after 3 days, if score > 50)
3. Action: An automated action executes (e.g., send follow-up, update status)

Available Triggers

• Email Opened: Contact opened your email
• Link Clicked: Contact clicked a link in your email
• No Open: Contact didn't open after X days
• No Click: Contact opened but didn't click after X days

Available Actions

• Send Follow-Up Email: Automatically send a follow-up
• Enroll in Sequence: Add contact to an email sequence
• Update Contact Status: Change status (e.g., to "Qualified")
• Send Notification: Alert you or your team

Creating a Rule

1. Go to Automations in the sidebar
2. Click Create Rule
3. Select your trigger event
4. Configure conditions (time delays, thresholds)
5. Choose the action to execute
6. Enable the rule

Example Rules

• "If email opened but no click after 2 days → send follow-up"
• "If link clicked → update status to Qualified"
• "If no open after 5 days → enroll in re-engagement sequence"