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Outreach Desk

Automations

Welcome series, win-backs, abandoned carts and more.

Triggers

  • Someone joins your list (signs up on a form and confirms).
  • Someone buys.
  • Someone is in a segment (checked every 15 minutes; each person goes through once).
  • Someone has a tag.
  • Someone abandons a cart in your connected store (after an hour without an order).
  • A date in their details, like a birthday, every year or once.

Steps

Wait, send an email, add a tag, remove a tag, and stop if they click, open, buy, reply or book a meeting.

Start from a recipe: welcome series, win-back, after a purchase, abandoned cart or birthday. Up to 20 automations per workspace.

Still stuck? Write to us from Help → Contact us in the app, or email burhanb53.work@gmail.com.