Automations
Email sequences, triggers, and workflow automation.
Setting Up Your First Automation Workflow
Build a multi-step automation with email triggered by pipeline changes.
8 min11 steps
Understanding Automation Triggers
Learn about all available triggers and when to use each one for maximum impact.
7 min7 steps
Building Multi-Step Email Sequences
Create drip campaigns with multiple emails, delays, and conditions.
7 min4 steps
Automating Renewal Reminders
Never miss a policy renewal with automated reminder sequences.
4 min3 steps
Birthday and Anniversary Automations
Send personalized birthday and policy anniversary messages automatically.
3 min3 steps
Using Automation Templates
Start from pre-built templates for common insurance workflows.
4 min4 steps
Automation Analytics
Track open rates, click rates, and conversions for your automations.
4 min3 steps
Conditional Branching in Automations
Create if/then logic to personalize automation paths.
5 min3 steps
Using Merge Tags in Automation Messages
Personalize automation emails with dynamic contact data and booking links.
5 min9 steps
Understanding Automation Logs & Analytics
Track automation performance, troubleshoot failures, and optimize your sequences.
5 min8 steps