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Automation Workflows

Automation Workflows in WhautoMail help you send emails, tag contacts, trigger follow-ups, and streamline your communication—automatically and at the right time. Whether you're welcoming new contacts, nurturing leads, or managing billing events from Stripe/Chargebee, automations make everything seamless.

🚀 How to Set Up an Automation Workflow​

Follow the steps below to create your first workflow:

1️⃣ Open Automations​

  1. Log in to your WhautoMail app
  2. Navigate to the Automations menu section (left side)
  3. Click the + Add Automation button

2️⃣ Choose Your Workflow Type​

  • You'll see a list of predefined automation workflows
  • To create your own custom workflow, select Create Automation from Scratch

✉️ Example: Send a Welcome Email When a New Contact Is Created​

3️⃣ Set Up the Trigger​

  • Set Trigger as "When a contact is created"

4️⃣ Add Conditions (Optional)​

  • Add a Condition if needed (e.g., Tag = Subscriber)
  • This helps target specific contacts
  • Optional: You can skip this

👉 Learn more: Triggers & Conditions

5️⃣ Add an Email Action​

  1. Choose Action → Send Email
  2. Enter the Subject, Preheader Text, and From Email Sender
  3. Create your email using the:
    • Drag & Drop Editor
    • Simple Editor
    • Or use predefined email templates

👉 Learn more: Email Templates

6️⃣ Save Your Automation​

  • Click Save to finish
  • Test the workflow by adding a new contact — your welcome email will be sent automatically! 🎉

🧩 WhautoMail Predefined Automation Templates​

Save time by installing ready-made workflows:

  • Stripe / Chargebee:

    • Payment Failed Dunning Series
    • Subscription Activated - Onboarding
    • Subscription Cancellation Win-Back
    • Trial Ending Reminder
    • Trial Welcome Series

  • General:

    • New Contact Welcome Campaign
    • Contact Tag Added – Drip Campaign
    • Contact Tag Removed – Drip Campaign
    • Request Double Opt-In

🔄 Examples of Automation Use Cases​

✨ Welcome New Subscribers​

Automatically send a warm welcome email when a contact is created or tagged as a Subscriber.

📈 Lead Nurturing​

Send a sequence of follow-up emails when a contact's stage is updated to Lead.

🏷️ Auto Tagging​

Add or remove tags when a contact moves from one stage to another (e.g., Lead → Customer).

🔁 Re-engagement​

Send reminder or special-offer emails to inactive contacts.

👨‍💼 Team Notifications​

Trigger webhook actions to alert your team in Slack, CRM, or other tools when new leads are added.

⭐ Why Use Whautomail Automations?​

  • ⏱️ Save time by reducing manual work
  • ✉️ Deliver timely and relevant emails
  • 🧹 Keep your contact list clean and organized
  • 📈 Improve engagement & conversions
  • ✔️ Reduce manual errors and missed follow-ups
  • ⚡ Keep your marketing running—automatically, even when you're offline

With WhautoMail Automations, your email communication becomes smarter, faster, and more effective!