Automation Actions

What is an Automation Action?

An Automation Action is the action that takes place as a result of triggers in an Automation. Once a trigger starts an Automation, actions can send messages to Contacts, update Contact Profiles, update Automations, or pass information using a webhook.

In This Guide

This guide explains what each type of Automation action is and how to set them up.

Send Message

Use Send Message actions to send email or SMS messages to your Contacts, or to send simple notification emails.

Click the + icon to add a new node to your Automation. Click Send Message under Actions, then select the type of message to send.

Email

Click Email under Send Message. You can create a new email by clicking Create New Email or duplicate an existing email within the Automation by clicking the Select Email dropdown.

Enter or edit a name to identify your email (this is not the subject line). Select any advanced features you'd like to use, then select a Sender Profile. Click Next: Content to build your email. 

Enter a subject, preheader text, and click Edit Email to customize your email. Check out our guide to Building the Perfect Email, create your email, then click Save and Continue when you're satisfied!

Click Activate at the bottom of the left-hand sidebar to make your email live and start sending to Contacts who meet your triggers' criteria. Emails will not send until you click Activate.

SMS

Click  SMS under Send Message.

Review the SMS Content section of the How to Send an SMS Campaign guide for detailed instructions on creating effective marketing SMS messages.

🚨 Important Note

SMS messages will only be sent to Contacts once per day

Notification

Notifications can be used to send simple email messages when Contacts' reach certain nodes of an Automation.

Click Send Email Notification under Send Message. Fill out From name and From email with the sender information that should appear in recipients' inboxes. Fill out the Send to field with the email address that should receive the notification (separate multiple email addresses with commas.) Enter a Subject and Message for your notification, then click Done to save!

Update Contact Property

Use the Update Contact Property actions to make edits to a Contact's profile

Subscribe to List Add the Contact to a specified List
Unsubscribe from List* Remove the Contact from a specified List
Add Tag Add the specified Tag to a Contact's profile
Remove Tag Remove the specified Tag from a Contact's profile

🚨 Important Note

If your Automation unsubscribes Contacts from a List that triggers the Automation, make sure the Unsubscribe from List action is the last action in the Automation

Update Automation

Use the Update Automation actions to change Automations

End & Start New End the current Automation and begin another specified Automation
End Other End another specified Automation

Webhook

Use a Webhook action to pass information to Sendlane when Contacts reach a node in your Automation.

Check out our Webhook guide for detailed instructions on using Webhooks in Automations!

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