Automation Actions

When creating an Automation, choosing an action is the second step. The first step is choosing a trigger that will determine when the action will occur. From sending an email to adding a tag to subscribers, you can choose from different types of actions and you can add one or multiple actions to the same Automation. A description of each action can be found below.

Delay

This action allows you to set a timeframe between a trigger and another action. It can also be placed in between two actions if your automation is composed of a series of actions. 

For instance, if you want to send an email asking your customers to review your product but want to give them some time to test the product, you can add the Delay action between an Order Status Changed trigger and the Send email action with the period of time you think it's enough for them to use the product. 

The time can be set in minutes, hours, days, or weeks, and this option can be found in the actions settings:

Note that adding a delay between a trigger and a Send Email action may determine whether the email will be considered transactional or marketing email, which may affect what subscribers receive it. You can read more about this here.

If/Else

This action can be used if you want to do different actions depending on the user's behavior or on a customer's order detail, for instance. 

Let's say you want to send an email when a customer places their first order on your website, but if it's not the first order, you'd like to add a tag to the customer instead (e.g., Recurring Customer). With an If/Else action, you can achieve that. It would look like this:

As you can see, you can select different conditions for this action on the right sidebar. It gives you a lot of power and it's a great action for designing automations to engage your customers.

Send email

With this action, you can send emails to your customers and subscribers for different purposes — to give more details about their orders, recover an item they left in the cart, or keep them engaged. It's a great tool for driving sales or keeping close to your customers.

In the actions settings, you can quickly edit a few aspects of the email, such as the subject, preheader, "from" address, and you can also click Design email to open the email editor and create your email content. You can also create an email from a template, just like you do via MailPoet > Emails menu.  

Add tag

This action adds tags to your subscribers. You can use it to better classify your subscribers and quickly differentiate them when looking at your lists or to create segments based on their tags, for instance.

In the action settings, you can choose not to trigger another automation when a tag is added by this automation. This may be useful if you have another automation set up to send an email after the Tag added to subscriber trigger. 

Remove tag

This action removes tags from your subscribers. It can be used for the same purposes described in the Add tag action above. 

In the action settings, you can choose not to trigger another automation when a tag is removed by this automation. This may be useful if you have another automation set up to send an email after the Tag removed from subscriber trigger.

Add to list

If you have different subscriber lists and need to add subscribers to specific lists based on some parameters, this action will suit you well. For instance, let's say you sell different subscription products (e.g. courses) and you want to send newsletters related to the course the customer subscribed to. You could set up an automation that looks like this:

In the action settings, you can select the list they will be added to. You can also choose not to trigger another automation when a subscriber is added to a list by this automation. This may be useful if you have another active automation to run when someone subscribes to a list. 

Remove from list