A Complete Guide to Automations in MailerLogic

Automations help you send the right message to the right contact, automatically. Instead of manually sending emails or updating contacts, you can create workflows that run in the background based on specific triggers.

This guide explains how automations work, how to create and manage them, and how to build effective workflows using steps like email, wait, tagging, and branching.

What is Automation?

Automations are workflows that start when a trigger occurs,

such as when a contact joins a segment or gets a tag.

How Automations Work

1. Trigger – An event starts the automation (e.g., contact added to a segment)
2. Enrollment – The contact enters the workflow
3. Steps Execution – Actions run in order (wait, send email, tagging, branching)
4. Completion – The workflow ends when the contact reaches an End step

Create Your First Automation

Step 1: Start Automation

Go to 'Marketing' → 'Automations'. Click 'New Automation'

Step 2: Add Basic Details

Fill in the details such as 'Name', 'Description', and select 'Trigger' from the dropdown. Once done, click 'Create'.

Step 3: Build the Workflow

In the automation builder, click the '+' (plus) icon below the trigger.

Step 4: Add First Step

Choose the 'Step type' from the dropdown (e.g., Send email). Fill in the required details and click 'Save'.

Step 5: Add Next Step

Click '+', select 'Wait' (or any step based on your requirement), enter the 'Delay Duration', and click 'Add Step'.

Step 6: Add Another Email

Click '+' again, select 'Send Email', fill in the details, and click 'Add Step'.

Step 7: End Workflow

Click '+', add an 'End' step to complete your automation. This creates a simple nurturing flow for trial users.

Step 8: Activate the Automation

Click 'Activate' in the top bar. Your automation is now ready to run

Editing an Automation

Step 1: Settings

Open the automation and click 'Settings'.

Step 2: Update & Save

Make the necessary changes and click 'Save' to apply them.

View Activity

The History tab shows automation activity:

• Contact progress through steps
• Status (sent, skipped, failed)

You can filter results by 'Email' and 'Date Range'.

Fix Failed Runs

Shows failed executions (dead letter).

If issues occur:

• Review the error
• Fix the issue
• Replay the run

Pause & Resume Automation

To temporarily stop the automation, click 'Pause'.

When paused:

• No new contacts enter
• Existing runs may stop

Click 'Activate' to resume.

Triggers

Triggers define when a contact enters an automation.

Step Types

Entry Policy

Suppression Behavior

With the right setup, automations help you improve engagement, save time, and scale your email campaigns efficiently.