Automation overview

Learn about automation, what it is, and how to use it.


Automation is a powerful tool to set up scheduled actions for the future. Best used for your repetitive tasks, automation saves time and lets you focus on other things.

You can set up three types of automation on your account:

  • Programs
    Create and build programs through a graphical interface, called the program builder, that lets you automate your workflow without writing a single line of code.
    To learn more, check out Getting started with the program builder.
  • Triggered campaign content
    Create email campaigns that can be used for automation through a graphical interface (called EasyEditor).
    To learn more, check out Create a triggered campaign.
  • Default autoresponder
    Choose a triggered email campaign that automatically sends to recipients who reply to any of your email campaigns.
    To learn more, check out Trigger an automatic response to campaign replies.

What can I automate?

We offer built-in automation options as well as program channel extensions, which let you communicate with your contacts through different platforms and different channels.

Here are just some examples of what you can automate with the program builder: 

Actions on our platform

Communication through different platforms and different channels

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