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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 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
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What is Sendigram Email Builder How to create a new template How to manage your templates list Template Tags
Automations 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

Creating a New Automation

You can create a new automation from the Automations section in your account.

In the left menu, select:

  • New Automation — to create a new workflow, or
  • My Automations → + New Automation — to start from your automation list.

Both options will open the Automation Creation page.

Step 1: Choose How to Create

On the Automation Creation page, you'll see three ways to start building your automation:

1. Manual

Start from a blank canvas and create your automation from scratch.

Use this option if you want full control over each step, trigger, and message.

2. Use One of Our Pre-Built Automations

Choose from ready-made templates designed for common goals.

Each template includes preconfigured triggers, timing, and example email content.

Available templates include:

  • Product Introduction – welcome new subscribers and introduce your service.
  • Educational Series – deliver a sequence of lessons or tips.
  • Reactivation – win back inactive subscribers.
  • Event Warm-Up – promote upcoming webinars or podcasts.
  • Abandoned Cart – remind customers about products left in their cart.

When you select a template, it automatically loads into the builder with all steps ready — you can customize every element as needed.

Step 2: Enter Basic Details

After choosing how to create your automation, you'll fill out its basic information:

  • Automation Name — required; used to identify the automation in your list.
  • Description — optional; add context or notes for your team.
  • Tags — optional; use tags to organize or filter automations later.

Step 3: Build the Workflow

The Automation Builder is the visual interface where you design your workflow.

You can drag and drop elements such as triggers, actions, and rules onto the canvas to form your automation chain.

Each automation must begin with a trigger — for example, a specific date, a user's signup, or an email open event.

You can then add follow-up actions like sending an email, updating contact data, or waiting for a set period before the next step.

You'll learn more about this in Working with Triggers and Working with Actions.

Step 4: Save and Launch

When your workflow is complete:

  • Click Save to store your progress.
  • Review all steps to ensure required fields are filled.
  • Click Run Automation to start the workflow.

If something is missing (for example, sender email, domain setup, or triggers), Sendigram will notify you with specific messages explaining what needs to be fixed before launch.

Managing Your Automation Later

After saving, your automation appears in the My Automations list.

From there you can:

  • Edit or pause active automations.
  • Duplicate an existing workflow to reuse its structure.
  • Delete old automations no longer in use.

Each automation shows its status, creation date, and last edit date, so you can easily track what's running or paused.

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