Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation How would you like to perform this operation? Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates Overview Forms Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
Rules Send an Automation email in the Action step of a Rule. Once a person triggers the Rule, the Automation email is sent. To send an Automation email with a Rule:
Go to Automations > Rules
Select the Rule you'd like to send an Automation email in
Select Send a one-off email under the Action step
Draft the email
Click Save Rule
Click Activate
Overview Account Dashboard Overview Overview User Settings Overview Settings OAuth Applications Subscriptions Overview Settings Overview Account Member Roles Email Setup Integrations Groups Templates Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Overview People Overview Active Inactive Segments Tags List Fields List Imports/Bulk Ops Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Profile Profile-Profile Fields Profile-Timeline Profile-Orders Profile-Website Sessions Profile-Workflows & Campaigns Profile- Emails Profile-Events Overview Custom Fields Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid List Overview Events Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Tags Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Workflows Overview List Create a Workflow Triggers Triggerless Workflows Actions Parallel Paths Decisions Goals Delays Split Test Exits Delete a Node Monitor a Workflow Workflow Settings Notification Emails Overview Rules Overview List Create a Rule Triggers Actions Notification Emails Overview Bulk Operations Overview Create a Bulk Operation How would you like to perform this operation? Select Automation Actions Schedule the Operation Unperformed Complete Overview Automation Email Overview Workflows Rules Overview Broadcasts Overview Create a Broadcast Schedule a Broadcast to Send Monitor a Broadcast Broadcasts Metrics Overview Campaigns Overview Create a Campaign Schedule a Campaign Send a Campaign Monitor a Campaign Opt-In Forms Overview Email Builder Overview Visual Builder HTML Builder Text Builder Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Fonts Background Images Change Email Templates Overview Forms Overview List Create a Form Widget Create an Embedded Form Create a Hosted Form Add Form Content Add a Drop-Down Selector, Radio Buttons, and Checkboxes to an Embedded Form Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Analytics Overview Subscribed People New People Unsubscribes Email Metrics Opens By Hour Clicks Hard Bounces Events Recent Activity Conversions Overview Billing Overview High Watermark System Annual Billing Monthly Billing Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Liquid Overview Intro to Liquid Objects Attributes Filters Tags Overview Shopify Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview Magento Overview Customer Events Cart Events Order Events Product Events Wishlist Events Newsletter Events Magento Setup Overview Integrations Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Overview RSS-to-Email Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content List Overview General Information Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service
