Feature · Automations

Emails that send themselves. At exactly the right moment.

ConvertNow automations are event-triggered email sequences: welcome flows, onboarding sequences, re-engagement campaigns, post-purchase follow-ups, and date-based triggers. ConvertNow's automation builder supports triggers, delays, conditional branches, and tag actions. ConvertNow automations are included on every plan including the free tier and use the same editors available in ConvertNow campaigns.

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The automations every business needs

Start with these five automations and you have covered 80% of the email revenue opportunity for most businesses.

1

Welcome sequence

Trigger immediately when someone subscribes. Introduce your brand, deliver your lead magnet, set expectations, and guide them to a first action. The most opened sequence you will ever build.

2

Onboarding flow

For SaaS and apps, trigger on signup and walk new users through activation steps. Each email drives one specific action. Dramatically improves trial-to-paid conversion rates.

3

Re-engagement campaign

Trigger when a subscriber has not opened an email in 60+ days. A 3-email sequence that either wins them back or gives you clean data to suppress them. Protects your sender reputation.

4

Post-purchase follow-up

Trigger after a purchase or conversion event. Thank the customer, deliver the product, cross-sell related items, request a review. Zero acquisition cost revenue.

5

Birthday and anniversary emails

Trigger on a stored date field: birthday, signup anniversary, renewal date. The most personal automated email you can send. High open rates, high conversion.

How ConvertNow automations work

Every automation starts with a trigger, follows a set of actions, and can branch based on subscriber behaviour.

Triggers

A subscriber joins a list. A tag is added. A custom event fires via the API. A date arrives. A subscriber does or does not open an email. Triggers start the automation for each individual subscriber.

Delays

Wait 1 hour, 2 days, or 1 week before the next step. Or wait until a specific time of day in the subscriber's timezone. Delays make automations feel natural, not robotic.

Email steps

Send a campaign email at any point in the flow. Each email in an automation uses the same editor as your manual campaigns: drag-and-drop, HTML, or plain text.

Conditions and branches

Branch your automation based on whether a subscriber opened the previous email, clicked a specific link, or has a particular tag. Send different paths to different subscribers.

Tag and segment actions

Add or remove tags at any automation step. Move subscribers between segments based on their behaviour. Keep your audience data up to date automatically.

Automation analytics

See how many subscribers are at each step, what percentage completed the full flow, and which emails in the sequence are getting the best engagement.

Frequently asked questions

What can trigger a ConvertNow automation?

A subscriber joining a list, a tag being added, a custom event fired via the API, a specific date arriving, or a subscriber opening or not opening a previous email. Each subscriber moves through the automation independently based on their own trigger event.

Can I add delays and conditional branches?

Yes. You can wait a set number of hours, days, or weeks between steps, or wait until a specific time in the subscriber's timezone. Branches let you send different paths based on whether a subscriber opened or clicked a previous email, or holds a particular tag.

Does ConvertNow have a welcome sequence template?

You build your own welcome sequence using the automation builder, triggered on new subscriber sign-up. Most accounts start with a 3 to 5 email welcome flow introducing the brand, delivering a lead magnet if there is one, and guiding the subscriber to a first action.

Do automations use the same email editor as campaigns?

Yes. Every email step in an automation uses the same drag-and-drop, HTML, or plain text editor available for manual campaigns, so there is nothing new to learn.

Are automations available on the free plan?

Yes. The visual automation builder, all trigger types, and unlimited automation steps are included on the free plan with no upgrade required.

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