Campaigns Hub
Email automations
Email automations help a useful follow-up happen after a defined customer action. A lead form can start an automation after someone submits it, but the contact must still be eligible for the email channel before marketing email is sent.
Use automation to make a clear, repeatable next step easier to maintain. Keep the message tied to the customer context and make sure the business address, unsubscribe link and verified sending domain remain part of every marketing email.
Campaign work is easier to trust when every message begins with a clear purpose and the right contact context. Keep email and text choices separate, use the shared contact record before you send and make the next follow-up useful to the person receiving it. A considered audience is more valuable than simply sending to the largest possible list.
How to approach it
- 01
Start with the trigger
Choose the customer action or lead-form outcome that should begin the follow-up.
- 02
Check email eligibility
Use only contacts who are subscribed for the marketing email channel.
- 03
Review the message
Keep the follow-up accurate, useful and complete with the required email details.
This isn’t legal advice — check the rules that apply to your business.