Automations

Automations send emails on your behalf when something happens — like following up on enquiries, welcoming new members, or checking in at the right time. Set them up once and they run in the background, so no one falls through the cracks.

Create an automation

Go to Messaging → Automations and click New automation.

Name

Give the automation a descriptive name so you can identify it in the list, for example "New member welcome" or "Enquiry follow-up".

Trigger

The trigger determines when the automation starts. Available triggers:

• Enquiry submitted — fires when a new lead submits an enquiry form
• Student membership started — fires when a student starts a new membership

Steps

Each step sends an email. Add one or more steps using Add step.

For each step, select an email template. You can create a new template inline by clicking the + button next to the template selector, or edit an existing one with the pen icon.

By default, steps run immediately. To wait before sending, click Add delay on a step and enter a duration in minutes, hours, days, or weeks. For example, set a delay of 1 day before a follow-up email.

Steps run in sequence — each one waits for the previous to complete before starting its delay timer.

Save

Click Save when you're done. The automation is Active immediately and will start firing for new triggers.

Pause and resume

On the Automations page, use the toggle on each automation to switch between Active and Paused. Paused automations won't fire for new triggers, but any steps already in progress will still complete.

Edit an automation

Click an automation to open it, then make your changes and click Save.

If the automation has steps currently in progress (shown by the in-progress indicator), changes to the steps may not affect emails that are already scheduled.

Email templates

Templates are reusable email content shared across automations. You can manage them directly from the automation form by clicking + to create or the pen icon to edit.

Each template has:

• Name — internal label to identify the template
• Subject — the email subject line
• Body — the email content

A live preview is shown as you type.