Automated Emails

With Emails, you can create an email ahead of time (design the content, set the subject line, attach it to a form). Once it’s enabled for automation, the email will be sent automatically to a contact when they submit the form.

You can also pause, edit, duplicate, deactivate, or reactivate your automated emails. Below we elaborate on how to do so.

Pausing an automated email manually

Pausing an automated email is helpful if you want to make a quick change to an existing email template or if, for any reason, the emails should not go out right now.

To pause an automated email, click the three-dot dropdown and select Pause, as seen below:

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Note: Paused automations continue to build a queue and will send when the automated email is resumed.

After selecting Pause, you will be presented with options to Pause until I enable again or Pause until. Selecting Pause until I enable again will keep the automation paused until you manually resume it.

Selecting Pause until will automatically resume the automated email at the specific date and time you set.

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If you select Send to new users only, only new contacts will receive your emails after the automation has been resumed. Existing contacts will not receive any emails.

Automatic Pausing

Automated emails will be paused automatically when you reach your chosen limit, which can be set in the template Settings.

For example, let's say you have a daily limit of 1500 emails account-wide and you decide to focus on 15 landing pages, allocating 100 emails to each. If you set the daily limit of one email to 100 as shown in the screenshot, that particular email will be sent to the first 100 people who submit the form(s) that you attach it to, and then pause automatically.

 

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Deactivate/reactivate, edit, or duplicate your automations

You can deactivate an automation by clicking the three-dot dropdown and selecting Deactivate. The automation’s Status will then show Deactivated.

 

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Even after deactivation, you can edit, duplicate, or reactivate the automation for reuse later on.

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