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We may earn commissions if you buy through links on our site. Learn more. automation lets you create rules and workflows to allow processes to run automatically. 

Setting various admin tasks such as course enrollment or email campaign subscription on autopilot is beneficial since it can save you a lot of time and effort.

Key Takeaways:

  • Set basic automation “rules” based on a single trigger and event
  • Create complex automated workflows with a variety of outcomes

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What Can You Automate in

The automation feature is quite comprehensive and allows you to set a number of processes on autopilot. Here’s what it can do:

  • Add or remove contact tags
  • Subscribe or unsubscribe a contact to an email campaign (a series of emails)
  • Send a single email to an individual
  • Enroll someone in a course
  • Send a webhook (to perform an action in third-party software)

How to Create a Automation (Step by Step)

There are two ways to create automation within The first is by creating “rules,” which are basic trigger/action events. 

The second is by creating workflows. These are more detailed automation processes that include several steps and multiple triggers/actions.

Here’s how to create a basic automation:

How to Create a Automation

Step 1: Log into your account and click on the Automations tab from the top menu. A dropdown will appear, click on Rules. In the next screen, click on the blue Create button in the top-right corner. account

Step 2: The next page asks you to determine the trigger and action for your automation:

  • The trigger is what happens to set off the automation process.
  • The action is what happens once the trigger is activated.

For example, a trigger could be someone completing a form and clicking Submit. This is then followed by the action of automatically sending an email.

You add a trigger or an action by clicking on the + sign to the right of each one.

Funnel step form subscribed has a list of triggers that you can choose from. Select the one you would like to use.

can choose from

Step 3: Depending on which trigger you have chosen, you may be asked to provide more information. In the example of this screenshot, you can see we selected the “Funnel step form subscribed” trigger, and it’s now asking us which of our funnels we want to assign the trigger to.

Ensure you have added any additional information before you move on to the next step.

automation process

Step 4: Once you have completed your trigger, you must now do the same for the action. Again, provides a list of actions you can choose. Select the relevant one and complete any additional information that it asks for.

additional informatio

Step 5: Once you are happy with your choices, you can go ahead and click the blue Save Rule button in the bottom right corner.

Congratulations! You have now completed your first automation process in

For example, in order to have a “completed form” trigger, you must first have actually created a funnel or blog with a form. Or, if you want the action to be an automated course enrollment or for an email to be sent, you also need to have also first created these within

How to Add Automations to Workflows (Step by Step)

Here’s how to create more detailed automation processes using workflows.

How to Add Automations to Workflows

Step 1: Log into your account, select Automations from the top menu, and then select Workflows. Now click on the blue Create button in the top-left corner.

Create button in the top-left corner

Step 2: Give your workflow a name and hit Save.

workflow a name and hit Save

Step 3: Click on the three dots to the right of where your newly named workflow is listed and select Edit.

newly named workflow

Step 4: The workflow creation screen will now open. You kick off the process by clicking on the green “create your first trigger” button. You will then be invited to select a trigger from the dropdown menu provided. 

Much like adding a trigger in the previous method, you will now need to add any additional information it asks for. For example, the “funnel form subscribed” trigger asks which funnel to use.

funnel form subscribed

Step 5: Once you have completed your chosen trigger, you will be taken back to the workflow screen.

For example, if you have a contact form on a sales funnel and another contact form on a blog, you can create a trigger for each of these. Then, when either form is submitted, it will kick off the next stage of the workflow.

create a trigger for each of these

Step 6: Once you have set your triggers, click on the + below them and a pop-up will appear with several options:


Create an action to occur after the trigger (the same as the previous process).


Add a delay before the next stage of the workflow takes place. This can be set to the desired number of minutes, hours, or days.


Decision lets you divide the workflow path according to certain criteria. This is more complex, but it is beneficial if you have two or more actions that you want to take place simultaneously. Let’s look at an example. 


You have a sales funnel that invites people to complete and submit a form which then automatically subscribes them to an email campaign. This email campaign promotes a product and encourages people to buy it.

If someone purchases the product midway through the campaign, you don’t want them to continue receiving the emails for that campaign because they would now be irrelevant (and probably annoying) for them.

In this situation, the Decision option lets you set criteria for the following:

  • If no purchase is made, keep sending emails for the original campaign until completion,
  • If a purchase is made, stop sending emails for the original campaign and move the contact onto a different campaign.

In summary, the Decision option lets you have more control over what you do – and don’t –  want to happen for each of your workflows. By splitting the workflow, you can provide a more tailored and relevant experience for each of your contacts.

different campaign

Step 7: Move through your workflow and set as many Actions, Decisions, and Delays as needed until you are satisfied with the end result. When you are ready, click on Exit in the top-right corner.

Actions, Decisions, and Delays

Step 8: Your workflow will remain dormant (inactive) until you choose to activate it. To do this, click the three dots to the right of where your workflow is listed and click on Activate. Then, click the blue Confirm button on the pop-up that appears.

Your workflow is now live, and all your automations will take place whenever the triggers occur. 

If you want to switch off your workflow, Follow Step 8 again but choose Deactivate instead.

Frequently Asked Questions automation refers to the various processes that can be automated within the platform. For example, email campaigns, course enrollment, contact tagging, and more, can all be set to run automatically.

Automation is available on all plans. However, depending on your plan, there are limits to how many automation processes you can have. This ranges from one automation on the free plan to unlimited automations on the unlimited plan.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over fifteen years of experience in course development. Sam enjoys researching and experimenting with the latest tools in the industry. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about online course platforms. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.