Home Help Center Email Marketing Service Automations Automation Builder: Overview and Navigation
A short instruction to start your email marketing journey
How to start and complete onboarding Tracking your onboarding progress: a step-by-step guide Claiming your onboarding reward and using the coupon code What happens if you skip or end onboarding early
Email & contact metrics Understanding email performance metrics: Sent, Deliverability, Open rate, Click rate Why the number of sent emails doesn't match your contact list Working with recent lists
Creating an account on Sendigram Recovering your Sendigram account password Changing your Sendigram password Changing your account login (email address) Deleting your account
Plans differences Email Plan Guide Purchasing & renewing a package Auto top-up feature Switching between different plans Unused package credits Using a discount coupon Refunds
Understanding domain statuses: Verified, Processing, Unverified Managing sending domains Why DNS records matter for email deliverability Adding & verifying DNS records (SPF, DKIM, DMARC) Checking & resolving domain blacklist issues Managing sender email addresses Sender address requirements and best practices What to do if a sender address is in use by active campaigns Understanding shared vs. dedicated IP addresses Connecting or disconnecting a domain to/from an IP address Buying & managing dedicated IP addresses
User roles & statuses User status explained: active and deleted users How to add a new user: user invitations and registration Managing user permissions and access rights Default permissions for additional users Deleting users Transferring admin rights to another user What happens after admin rights are transferred? What happens when permissions are disabled for a user?
Adding & editing contacts Technical Requirements for Your Contact List Fields Adjusting contact list settings Managing contact groups Creating & managing segments Creating & managing groups Managing contact attributes Adding and managing custom fields Adding and managing tags
How to create your first email campaign Campaign card overview: General, Contacts, Email template, Scheduler Naming and renaming campaigns Understanding campaign statuses: Waiting, In progress, Paused, Finished Saving progress and navigating between campaign blocks How to set up the sender email address and name Managing reply-to addresses in campaigns Selecting and managing IP addresses for sending How to select recipients: Contacts, Groups, Segments Excluding contacts and groups from a campaign Understanding contact limits and subscription packages What to do if you exceed your email sending limit Validating contacts before sending: Email Checker explained Choosing and editing email templates for campaigns Uploading custom HTML Writing effective subjects and preheaders Personalizing Your Subject Lines and Preheaders Adding and managing UTM parameters Scheduling campaigns: send now or later Setting up delivery dates, times, and days of the week How to calculate and adjust sending volume over time Managing dedicated IP expiration and renewal How to preview and test your campaign Managing and editing your test email group Using the campaign calendar: viewing, filtering, and creating campaigns Understanding campaign statuses: Active, Scheduled, Completed Viewing campaign details and quick actions from the calendar Navigating the campaign list: columns and filters Searching and filtering campaigns by name, date, and status Campaign card: overview, timeline, and audience How to pause, continue, or delete a campaign Understanding campaign statuses: Planned, Active, Paused, Finished Campaign performance & analytics Using heatmaps to analyze email engagement
General email performance Comparing campaign variants Ratings and trends Comparing your results with Industry benchmarks How multilevel sorting works Monitoring your email marketing performance
What is Sendigram Email Builder How to create a new template How to manage your templates list Template Tags
Automations Overview Creating a New Automation Understanding Automation Templates Managing Your Automations List Automation Builder: Overview and Navigation Setting Up Automation Details (Name, Description, Tags) Working with Triggers Working with Actions Managing Elements in the Workflow Canvas Running and Pausing Automations Automation Settings Panel Managing Emails and Templates Inside Automations Contact Management Inside Automations

Automation Builder: Overview and Navigation

The Automation Builderb> is the visual workspace in Sendigram EMS where you create, edit, and manage your automated workflows. It lets you connect triggers, actions, and rules into a single chain — a logical sequence that defines when and how your automation interacts with your contacts.

The Builder uses a drag-and-drop interface, making it easy to visualize and adjust even the most complex workflows.

Accessing the Builder

You can open the Automation Builder in several ways:

  • From the main menu: Automations → New Automation.
  • From the Automations List: click Edit next to an existing automation.
  • From a duplicated automation: once saved, it opens automatically in the Builder.

Builder Interface Overview

The Builder workspace is divided into three main areas:

1. Left Panel – Tools

This is where you choose elements to add to your workflow. It includes three main tabs:

  • Triggers – define when automation starts.
  • Actions – define what happens.
  • Rules – define timing and conditional logic.

You can expand or collapse the panel using the toggle button to get more space on the canvas.

2. Canvas – Workflow Area

This is the central part of the Builder, where your automation sequence is visualized.

Here you can:

  • Drag and drop new elements.
  • Rearrange existing ones.
  • Connect elements visually to define the flow.
  • Click elements to open their settings panel.

Each element is represented by a block, connected by arrows showing the automation path.

3. Right Panel – Settings

When you select any element (Trigger, Action, or Rule), its configuration settings appear here.

From this panel, you can:

  • Edit or update element parameters.
  • Save changes with Save.
  • Clear settings with the Trash icon.
  • Close the panel with the X button.

If an element has no settings yet, a message will appear prompting you to configure it.

Adding Elements to the Workflow

There are multiple ways to add new elements to your automation:

1. Drag and Drop

  1. Click and hold an element from the left panel.
  2. Drag it to the canvas where you see a glowing "+" symbol.
  3. Release to place it — the settings panel opens automatically.

2. Click on "+" Button in the Flow

  • Click the "+" node between existing steps.
  • Choose a new element from the side panel or pop-up menu.

3. Right-Click Menu

  • Right-click on a "+" node in the flow.
  • A context menu appears, letting you select from Triggers, Actions, or Rules.

4. Left Panel Shortcut

  • Select an element category from the left panel, then click directly on the desired element.
  • Available insertion points in the workflow will highlight automatically.

Managing Elements

Each element in the workflow supports several controls when you hover or click on it:

  • Replace – switch an element type or category.
  • Duplicate – create an identical element nearby.
  • Delete – remove the element after confirmation.
  • Edit – reopen settings for editing.

If you remove a key element (like a Trigger), linked steps may need reconfiguration before saving.

Canvas Navigation and Zoom

For large workflows, you can easily navigate the canvas using:

  • Drag-to-move — click and hold an empty area to move the view.
  • Zoom controls — adjust the scale from 50% to 200% using the zoom bar or keyboard shortcuts.
  • Mini-map navigation (optional feature) — click a section of the mini-map to jump to that part of the flow.

Connection Lines and Redirects

To better visualize flow logic:

  • Enable "Show connection lines" in Builder settings to highlight all redirect paths.
  • Lines display relationships between elements, including special Redirect connections that loop contacts back to earlier steps.
  • You can toggle this visibility at any time.

Auto-Save and Manual Save

  • The Builder automatically saves your changes every 60 seconds.
  • You can also click Save at any time to manually record changes.
  • The time of the last save appears in the upper corner (e.g., Last saved at 03:22 PM).

Undo and Redo

The Builder supports Undo / Redo actions for up to 100 steps.

Use these to quickly correct mistakes or revert recent edits:

  • Undo (Ctrl+Z) — revert the last change.
  • Redo (Ctrl+Y) — reapply the reverted change.

Exiting the Builder

To leave the Builder and return to the Automations list:

  • Click the ← Back to Automations button at the top-left corner.
  • All saved changes will remain available in My Automations.
Still have questions?
Contact Us