Getting started with automation

Sendimpactt automation builder feature helps you build a highly conversion-optimized abandoned cart automation sequence easily as shown below.


NOTE: Below automation sequence will work only when you have correctly integrated your Sender account with your online store.


1. Click on “Automation” -> “Create New Workflow” to enter the automation flow builder.


2. Give your abandoned cart sequence a name that is easy to place.


3. Choose your trigger as “A cart is abandoned”.


4. Next, add a delay step of 12 hours. Say because we would like to wait for 12 hours from the time the cart is abandoned, before sending the first email or SMS.


5. Choose an email step to go next. This will be your first cart abandonment email reminder.


6. Configure the email settings as shown below.


7. Click “Create” and use the email editor to create an abandoned email if you don’t already have one.


8. Add a delay of 2 hours.


9. After a delay of 2 hrs from the 1st reminder email, let’s now send the subscriber an SMS reminder.


10. Compose your SMS using the dashboard on the right hand side.


11. After the SMS step, add a 12hr delay step, again to be followed by your email reminder number 2.


When done, below is how your automation map will look like.


Remember that you can fully customize any aspect of the above abandoned cart sequence.


For example, you could send your first abandonment message in as little as 6hrs and following this up with another email every 6 hrs, for the next 2 days, with no SMS involved.

Use Sendimpactt step-by-step automation builder feature to build a welcome series automation in minutes.


Click on “Automation” -> “Create New Workflow” to enter the automation flow builder.


Give your welcome sequence a name that is easy to place.

Choose the trigger. Your trigger is the event or action that will cause the automation to fire. In this case, let’s choose “Subscriber added to a group”.


Select your trigger and choose the name of the group on the right hand side. This group name will be the one that your subscribers filling up your signup form are getting added to.


You can verify the group name from the main dashboard -> “Forms” -> Edit your form    -> “Settings” tab -> “Group”.


Click the “+” sign at the bottom of the trigger you just created and choose the “Email” step.


Next, configure your email settings to the right hand side.

You can personalize the subject line and preview text with subscriber details such as their first name, custom field data you might have collected using forms etc.


Hitting “Save” will save all the changes you just made.


Clicking on “Create” will take you to the email editor screen to help you compose the first email of your welcome series.


Clicking the “Save & continue” button will save your email design and bring you back to the automation map screen.


Under the email step you just added, click the “+” sign and select “Delay”.


Let’s add a delay of 1 day to wait for the subscriber to open the email.


Next, let’s check to see if the subscriber has opened this email using the “Condition” step.


Give your condition a name and choose the condition type as “Workflow email activity”. 


Under “Select Workflow Email” choose the welcome email you just created. 


Set the “Activity Type” to “Opened the campaign” since we want to check whether the said email was opened or not.


Click “Save” to come back to the automation map which now shows two branches under the condition step you just added: Yes and No.


Click the “+” sign below the “Yes” conditional branch and add an “Action” step.


Configure the action step as under:


We are moving those subscribers who’ve opened their welcome email into a separate group called “Confirmed”.


Next click the “+” sign under the No conditional branch and add an “Action” step there too, to move subscribers who have not opened this same email, to a group called “Not Confirmed”.


This is how your automation map will look now.


You could add another email to this welcome sequence. Maybe you want to send this email only to those subscribers who opened the first email and let’s assume you would like to do this after a delay of 2 days.


Your automation flows will forever be in “draft” mode until and unless you manually click “Activate” on the top right hand corner.


Once activated, you can test the workflow on a particular email address by clicking the “Test workflow” button and entering the email address you would like to run it on.


You can add as many email steps as you would like, interspaced with reasonable delays.

Yes! To create a plain text campaign in automation add an Email step.

Yes! To create an HTML campaign in automation add an Email step. 

  • Ecommerce sales reports
  • Form reports
  • Automation reports
  • Email campaign reports
  • SMS campaign reports

Email automation triggers

An automation workflow is a sequence of steps triggered by a specific date, event or action triggered by the subscriber. You can use automation to send a series of emails automatically when your subscribers sign up or join a new group.

All automation workflows start with an automation trigger. This trigger determines how the workflow is started. Once a subscriber meets the requirements of your trigger, they will immediately begin the workflow.

If you are using the new version of Sendimpactt with an Advanced plan, you can add up to three triggers to each automation, allowing you to set up multiple entry paths to a single workflow. To see how to use multiple triggers , check How to set up multiple triggers in your automation workflow.

All the steps in the workflow are processed straight away, one after the other in a sequence until the workflow is complete.

If your workflow contains multiple email steps with no delay steps in between, your subscribers will receive all of the email steps at the same time.

Additionally, a new step can’t be processed if the previous step failed. Picture your workflow as a sequence of stepping stones; you can’t reach the next one if the one before it is broken. You can monitor subscriber movement in your workflow in the automation activity tab.

To create an automation workflow, navigate to the Automations page and click Create workflow. This will open up the workflow editor. Choose to create your workflow from scratch, or use one of our automation templates.

To create a simple workflow:

  1. In the sidebar, name your workflow and select a Workflow trigger. The trigger will be the event that causes a subscriber to begin the sequence automatically. For example, When a subscriber joins a group.


  1. Click Save to set your workflow trigger.

  2. Click the plus icon to add the first step to your workflow. In this example, let’s select the Email step.


  1. In the sidebar, enter your email subject, sender name, and sender email address.


  1. Click Design email and choose a campaign editor in which to design your workflow email.

  2. When you’ve finished creating your workflow email, click Done editing.

You now have a simple automation workflow that automatically sends an email when a subscriber joins a group. If you wish to add more steps, click the plus icon.

To activate your automation, toggle your workflow from off to on on the top-right corner of the page.


For visual examples and instructions for recreating common automation workflows, such as a welcome sequence or freebie email, check out our Automation gallery.

To make changes to an active automation, you must first pause it or turn it off.

To pause an automation workflow:

  1. Navigate to the Automation page.

  2. Find the workflow you wish to pause and access the editor.

  3. Toggle the workflow from Active to Paused on the top-right corner of the page.


When an automation workflow is paused, subscribers are paused on the step they’re up to at the moment that you pause it. When the automation is activated again, all subscribers in the automation sequence continue at the steps they’ve been waiting for.

If subscribers were paused on a delay step, and the delay time passed while the automation was paused, then the subscribers won’t be able to continue the sequence.

For example: If you have an automation that contains a delay step of one day and you pause the automation for three days, all subscribers that were queued on the one-day delay step will be canceled from the workflow.

These subscribers can be found under Automation activity when you toggle to view Canceled subscribers.


If your workflow is already up and running and you wish to change the workflow name, you can! To rename an automation workflow:

  1. Find the workflow you want to rename.

  2. Next to the Edit button, click the downward-facing arrow.

  3. Select Rename.

An automation trigger is an event that will automatically kick start your automation workflow as soon as that event takes place. Selecting a trigger is the first step in creating an automation workflow.

Automation history allows you to track, review and restore changes made to the steps in your automation sequence, as well as when the automation was turned off/on.

To locate your automation history:

  1. Navigate to the Automations page.

  2. Click on the Overview button of the automation of which you want to review the history.

  3. Select the History tab.

Automation steps

Growing business and Advanced plan users can now split-test certain elements of their workflows. With A/B testing for automation, you can test up to 3 versions of Delay and Email steps.

There are many ways you can use the A/B split test step. For example, you can:

Test different automation email subject lines: Find out which version yields the most opens/clicks

  • Test different sender names: See if subscribers resonate more with a person or a brand
  • Test emails with different content: Find out what kind of newsletter engages more subscribers
  • Test different delay times: Find the appropriate time to send follow-up emails that get more conversions

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