Email automation
Email Automation lets you create and manage email flows that communicate with your customers. Access it from Customer Hub → Email Automation.
In this guide:
- Access Email Automation
- View automation flows
- Manage automation status
Prerequisites
- Customer Hub access in your subscription tier.
Step 1: Access Email Automation
In the Customer Hub sidebar, click Email Automation.
You’ll see a list of automation flows organized as cards.
Step 2: View automation flows
Each automation card displays:
- Name — the automation’s label
- Status — current state (active, inactive, archived, or deleted)
- Date range — when the automation is/was active
Step 3: Manage automation status
You can update an automation’s status:
- Active — the automation is running
- Inactive — the automation is paused
- Archived — the automation is kept for reference but not active
- Deleted — the automation is removed
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Advanced features like visual template editor, multi-step automation canvas, A/B testing, and detailed send monitoring are in development.
Create or edit an automation
Click Create to start a new automation, or click on an existing automation card to edit it. You can set the automation name, define target audiences, choose communication templates, and configure scheduling.