Email Marketing Automation: The Complete Guide
Pablo Díaz · 23 Jun, 2026 · Email marketing avanzado · 7 min
Surely this is not the first time you’ve read the terms automation or marketing automation. This concept has gained a lot of popularity lately due to the advantages it offers and the increasingly advanced technology we can use. In this article, you will understand what email marketing automations are, the benefits they can bring you, and how to create an
5.2 Name and Description
You need to give the automation a name and description.
5.3 Designing the Automation
It’s time to create the flow: In the first step, you will need to select the list to which the emails will be sent.
5.4 Start Event
Once the list is selected, you will need to choose the event that will start the flow, which can be a sign-up to a specific list or a specific date.
5.5 Add Modules
Once the list and initial event are selected, you can add modules to the flow. When adding a new module, you can choose between a wait time, an email template, or a condition.
5.6 Wait
By selecting the wait module, you will indicate a period of time that must pass before moving on to the next module.
5.7 Send Template
The selected email template will be sent to the subscribers in this node.
5.8 Configure the Template
Here you can choose the template and customize the campaign name, sender email, name, subject, link control, and sending domain.
5.9 Condition
The condition module allows you to create a fork or split according to one or several conditions you choose or not. This will create a split in the send flow depending on the path that each subscriber chooses through their interaction or lack thereof.
By combining these options, you can carry out as many possibilities as you want, preparing a different and adapted communication for each of them.
Discover all the automation functionalities.
In this video tutorial, you can see the entire process.
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