Simple Follow-Up Plans

Automations

Automations run repeated follow-up when subscribers take an important action or match a rule.

  • Start follow-up from subscriber actions and rules.
  • Use waits, branches, tags, emails, and sequence actions.
  • Review the full flow before you let the automation run.
Mailrith create automation page showing a new automation canvas with trigger, wait, email, and tag steps.

Practical Use

What This Feature Helps You Do

See the everyday task this feature supports and the small decisions it helps you avoid handling by hand.

Reliable Follow-Up

Welcome messages, trial education, lead nurture, and re-engagement can run without manual reminders.

Different Follow-Up For Different People

Subscribers can receive different follow-up based on tags, clicks, rules, or progress.

Less Manual Work

Automations handle repeated steps so you can focus on the message and the subscriber rules.

When To Use This Feature

  • A subscriber action should trigger more than one follow-up step.
  • Different subscribers need different follow-up based on tags, fields, clicks, or timing.
  • You want the same process to run for each matching subscriber without rebuilding it each time.

When This May Not Be The First Thing To Set Up

  • You only need to send one newsletter or announcement.
  • The subscriber journey is not clear enough yet.
  • You have not written the emails or chosen the tags that the automation depends on.

Setup Steps

Simple Setup Steps

Follow these steps before you add more complex setup or automation.

  1. 1

    Write the goal of the automation in one sentence.

  2. 2

    Choose the trigger that starts the automation.

  3. 3

    Add waits, conditions, and actions only where they change the subscriber experience.

  4. 4

    Test each branch with sample subscribers before publishing.

  5. 5

    After the flow has been running, check where subscribers enter, pause, exit, and complete the automation.

Avoidable Problems

Common Mistakes To Avoid

Watch for these mistakes because they can make basic email setup and sending harder to troubleshoot.

Starting With A Complicated Flow

Start with the smallest automation that solves the problem, then add branches when real subscriber behavior shows they are needed.

Forgetting Exit Conditions

Decide when a subscriber should stop receiving follow-up, especially after buying, unsubscribing, or changing interest.

Never Reviewing Live Results

Automations need monitoring. Check where subscribers enter, pause, exit, and ignore messages.

Works With Other Features

How This Connects With The Rest Of Mailrith

Email work often uses several Mailrith screens. Use this section to see where Automations connects to related Mailrith features.

  • Sequences can handle a set of emails inside or beside an automation.
  • Magic Links can create click signals that automations use.
  • Tags and segments help decide which path each subscriber follows.
  • Delivery connections send the emails used by the automation.