Email MarketingAll plans
Build an automation from a template
Launch a proven email journey, like a Welcome Series, from a prebuilt template and make it yours.
Start from a journey that already works.
The automation template picker showing the prebuilt options
Before you start
The automation builder needs a tablet or desktop (about 768px wide and up). Have a list or segment ready if your trigger uses one.
1
Open Marketing, then Automations.
2
Create a new automation and choose a prebuilt template: Welcome Series, Re-engagement, Birthday/Anniversary, or the new-contact welcome.
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Four prebuilt journeys to start from.
3
Review the prebuilt trigger and steps on the canvas.
4
Edit the email steps with your own copy and templates.
5
Adjust the enrollment settings (re-enrollment and which segment is eligible).
6
Move the automation from Draft to Active when ready. A draft enrolls no one; Active is live.
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Nothing happens until you go Active.
Tips and good to know
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A welcome automation is the best first automation for any account: every new subscriber gets greeted automatically.
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Creating and editing automations is an Admin capability. Location Managers can view automations and their enrollments.
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To edit a live automation, move it back to Draft first.
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On a phone the builder shows an "open on a larger screen" message. That is expected.
Common questions
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