Campaign automations

Automations are when → if → then rules that live inside a campaign.

Triggers

• Contact joins a segment
• Contact opens or clicks a campaign email
• Contact replies or comments on a campaign post
• A form is submitted
• A fixed delay after campaign start

Conditions

Filter by segment membership, lifecycle stage, channel, tags, or any custom field. Conditions are ANDed by default; use a branch for OR logic.

Actions

Send an email, add or remove a tag, move a lifecycle stage, create an inbox task, post a webhook, or wait.

Safety rails

• A contact can enter a given automation once unless you explicitly allow re-entry.
• Frequency capping at the workspace level limits total automated emails per contact per week.
• Quiet hours block sends outside a window you define in the workspace time zone.
• Every automation runs against a test contact before it can be activated.