What automation templates are available?

This article refers to the classic automation editor. To learn more about the new automation editor, check our dedicated article About the new automation editor [BETA].

Creating an automation helps automate repetitive tasks related to marketing and contact management. You can either use a template to create your automation or create your own custom automation by combining the entry points, actions, and conditions of your choice. 

In this article, we'll provide a list of available automation templates for the classic automation editor.

Before you start

If this is your first time creating an automation, you can learn more about the different elements involved in the process in our dedicated article Available entry points, actions, and conditions in an automation.

🛒 Abandoned Cart


An abandoned cart occurs when a potential customer adds products to their shopping cart but leaves without completing the purchase, leaving the items in the cart. By setting up an Abandoned Cart automation, you can encourage them to finalize their purchase. This is done by sending a personalized email reminding them of the items left in their cart, along with a link to return and complete their purchase.

➡️ To learn more, check our series of dedicated abandoned cart articles.

🛍️ Product Purchase


Sending an email to your customers after they purchase a product on your website can be useful to thank them, collect their feedback regarding their shopping experience, or offer them a promo code for their next purchase. This simple email automation can help you build a stronger relationship with your customers.

➡️ To learn more, check our dedicated article Product Purchase: send an email to your customers after their purchase.

👋 Welcome Message


When someone subscribes to hear from your brand, it's a key moment in the customer journey. This is your chance to welcome and introduce new contacts to your business and products when they're most likely to be interested and engaged using a thoughtful welcome email automation. This simple email automation example shows your audience you care and lays the foundation for a lasting relationship.

➡️ To learn more, check our dedicated article Welcome Message: send a welcome email to your new contacts.

✉️ Marketing Activity


Keep your customers engaged and invested in your business by regularly rewarding them for interacting with your email campaigns. For example, you can automate the process of sending a promo code or a free ebook whenever they engage with your emails.

➡️ To learn more, check our dedicated article Marketing Activity: send an email when a contact interacts with your email campaign.

🎂 Anniversary Date


Show your customers you care by automatically sending them a special discount on their birthday or the anniversary of when they became a customer. Personalized anniversary emails are an excellent way to build loyalty and keep your brand top of mind. They also provide customers with an incentive to make another purchase or maintain their subscription.

➡️ To learn more, check our dedicated article Anniversary Date: send a birthday email to your contacts.

🌐 Website Event


Stay proactive with your contacts by sending them an email after they perform a specific action on your website. For example, you can use this automation to automatically follow up with contacts who click the "Request a demo" button or add a specific item to their cart. This timely engagement helps nurture their interest and encourages further interaction with your business.

➡️ To learn more, check our dedicated article Website Event: send an email to contacts who perform a specific action on your website.

✉️ Transactional Activity


Help your contacts take important actions and improve your processes by sending targeted emails based on their interactions with your transactional emails. For example, if a contact opens or clicks one of your emails, you can provide additional information about a specific process, like updating their credit card information, or request feedback on their experience.

➡️ To learn more, check our dedicated article Transactional Activity: send an email when a contact interacts with your transactional email.

💻 Page Visit


Boost your website traffic and potentially increase your revenue by sending targeted emails to contacts who visit specific pages on your site. Remind them of their interest, offer a discount code, or provide additional information to encourage further engagement and purchases.

➡️ To learn more, check our dedicated article Page visit: send an email to contacts who visit your website.

⏭️ What's next?

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