Ready to put your emails on auto-pilot?

There is virtually endless amounts of things you can automate when you use visual automations. Let's start creating yours!

When you go to your Automations page in your account, you can start a new automation.

"What is an automation?"

An automation is for subscribers to begin their journey through a series of different actions.

Think of it like a map. You're mapping out the course that these subscribers will take. Each "destination" on the automation is a piece that exists in your account, and you're simply bringing those together to guide your subscribers to each of those places on the "map."

When you first click to create a new automation, this is what you’ll see:

From here, you can choose a form, a tag, a custom field, or when a product is purchase to make this automation start for a subscriber. This entry step is what will trigger subscribers into the automation.

Once you select the first entry point, click the ➕  button on the side, in order to add more entry points. 

Additional entry points follow “OR” logic, that is, if " this form  or this tag" is triggered, then the automation will begin for that subscriber.

For example, you could have a subscriber who signs up to your form on your blog, and that can be a very basic entry point. Additionally, you might have a subscriber who receives a tag from a purchase. This tag could then begin the automation as well.

Then click the ➕  button below the entry points, in order to add subscribers through a series of actions.

Create Multiple Points of Entry

Part of the beauty of automations is that you don't have to stick with one entry point per automation. You can add an additional entry point by clicking the (+) next to your initial one.

TIP: You also have the option to select 'Any form' as an entry point, if you want the automation to trigger when a subscriber joins any of your forms or landing pages!

Note: If your automation is initially wider than the allowed entry points, you can split them into multiple automations. 

Another great option for multiple forms leading to an automation, would be to group all of those forms to a tag, and then have that single tag become your automation’s entry point.


"What's the difference between an automation and a sequence?"

Sequences are simply back-to-back emails. Each email has delays in between them, telling the system how long it should wait before sending out the next email in line. 

Automations are much more powerful, and can hold a sequence inside of it—or even multiple sequences! Automations are a string of multiple actions, based on specific steps, all coming together to create your funnel.  

"I created an automation with an entry point and an action step, but no one is in the automation. What did I do wrong?"

There are a few things you can check when this happens. Let's answer this question here:

 Troubleshooting Subscribers Waiting in a Visual Automation.

"Why are subscribers getting unsubscribed from sequences in my visual automation?"

When a sequence is inside of a visual automation, as subscribers go through all of the published emails in the sequence, they are marked as having completed that sequence. The visual automation unsubscribes them from that particular sequence once they've completed it, but does not unsubscribe them from your list altogether. The automation moves them forward to the next step.

If you have an automation rule that sends a subscriber to a sequence, when the subscriber makes it through all of the published emails, in this case they will not be unsubscribed from the sequence. They will still be an active subscriber in this sequence. 

If you were to add an email to this sequence later on down the road, this subscriber who was added via the rule will get that new email you added.

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