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Automated email scheduling

How to define emails sent as part of email automation

Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Automated messages can be sent as part of welcome emails, drip campaigns or date based automation such as birthday emails or renewal notices. Subsequent messages are sent relative to the date of the form submission. Here's how you can define which email are sent and when.

Step 1: Create the emails to be sent

Create your email messages the same way you would create any other message and leave them in draft state.

Step 2: Setup your message schedule

Create a new automated email sequence and add your messages to it. You can add an initial delay (number of days before the first message is sent) and specify delay between subsequent messages.

Step 3: Connect the automated message sequence to your form

You only need to do this step if you want the automated emails to be triggered when someone fills out a form.

In the form editor, click on any field to customize or add new fields. Click the "Add new field" button and select "Automation", then select the sequence you created in Step 2 to add to the form

Advanced settings

Only send emails once to the same contact

If you want to ensure that an automated message is only sent to the same contact once, even if they match the rule to receive the message again, you can now turn on the Only send emails once to the same contact option for your automated message sequence. The default setting is that contacts can receive the same automation more than once.


A second option allows you to Enable or Disable automated messages. They are enabled by default but you can disable them if you're not quote ready to send automated messages to your contacts.

Stop another automated message sequence

When one automated message sequence starts, you can stop others from sending.

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