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Understand automation steps

A highly customizable automation is the key to the free-and-easy, experience; therefore a various type of action steps is included.

Here are all available steps and conditions:

Continue the workflow in a different way depending on whether conditions are matched.

Set a delay between workflow steps.

A newsletter which will be sent to a subscriber.

An SMS which will be sent to a subscriber.

Change subscriber’s details or group membership, notify yourself or send a web-hook.

Detailed description

Condition step is one of the most effective ways to create unique route for a different occasions. What activity can be selected?

  • Subscriber details (any custom field can be chosen),
  • Subscriber status
  • Workflow email activity 
  • Campaign activity 
  • Group membership (e.g. move to different group)

 

Delay can be set for:

  • Minutes
  • Hours
  • Days
  • Weeks
  • Months

Email step is pretty basic, enter these fields:

  • Email title 
  • From name
  • Sender’s email address
  • Email subject
  • Email preview text (optional)

Then choose how you want to design the campaign:

  • Drag and drop builder
  • Plain text
  • Custom HTML

Action step is used for executing activities for specific conditions. These are possible actions:

  • Move subscriber to another group
  • Copy subscriber to another group
  • Remove subscriber from a group
  • Mark subscriber as unsubscribed
  • Update subscriber’s custom field
  • Remove subscriber’s custom field
  • Notify me
  • Send webhook

That’s it!

If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or support@sender.net – we’re here to help 24/7.