Our recipe book
Automations are incredibly flexible, but it can sometimes be hard to map your particular use case to an automation workflow. The recipes we've collected provide some common use cases that you can use to achieve a particular goal or to get ideas for your own automations.
Recipes typically have some Ingredients that we’ll tell you about: a few things that need to be in place to use the recipe. These are things like attributes A key-value pair that you associate with a person or an object—like a person's name, the date they were created in your workspace, or a company's billing date etc. Use attributes to target people and personalize messages. Something that a person in your workspace did. Events can trigger automations, add people to segments, etc, and you can use properties from events to personalize messages.
But you can always adapt a recipe to fit your needs. Just add a dash of your own use case; a pinch of your data; and a splash of your creativity.
Greet people right after they sign up, while their first impression forms.
Send a message every year on a date stored in a profile’s attributes.
Bring people back to finish a purchase or any other flow they dropped out of.
Ask new subscribers to confirm their address before you send them anything else.
Show new users how to get value from your app in their first days.
Test and optimize email copy automatically with Just Words.
Remind people that their trial is ending so they can upgrade in time.
Assign people to random cohorts to test something other than message content.
Send different messages to people depending on their role.
Email your audience each time you publish a new post.
Send a reminder before each of several upcoming dates stored on one person.
Delete leads and users who stay inactive, to protect your deliverability and lower your bill.