SmartrMail

Learn how Automations allow you to setup multi-step automations based on your customer journey

Introduction to Automations

Learn how to create a multi-step automation

Creating an Automation

Learn how to automate abandoned carts as a Neto store.

How to Install the Abandoned Cart Add-on in Neto

Learn how to trigger an automation if a customer joins a specific list

Create a List-Triggered Automation

Learn how to create an automation when a subscriber joins a smart segment

Create a Segment-Triggered Automation

Learn how to create a multi-step automation after a subscriber

Create an Order-Triggered Automation

Learn how to create a multi-step automation when a cart is abandoned

Create a Cart-Triggered Automation

Learn how to create a multi-step automation when a subscriber abandons a browse session

Create a Browse Abandonment Automation

Learn how to add an email to an automation

Add an Email to an Automation

Learn how to add a delay between steps in your automation

Add a Time Delay to an Automation

Learn how to split your automation into two distinct paths

Add a Conditional Split to an Automation

Getting Started with Automations

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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