Automation basics

SendPulse Automation is a tool designed to automate marketing campaigns. It helps you build automated flows, which are sequences of actions or messages triggered by specific events or conditions.

Build automated flows by dragging and dropping ready-made elements into the workspace. Link these elements, then set their timing and branching.

Key features:

• Built-in email service, CRM system, chatbot builder, and webhooks.
• 9 elements to build flows, from simple greetings to complex sales pipelines.
• Variables and tags to store user data, personalize messages, and segment your audience by various criteria.
• In-depth statistics on each contact’s behavior at every stage of your flow.

Let’s talk about how to create and run automated flows in SendPulse.

Build a flow

An automated flow is a set of automated actions triggered by a specific event. This can be a newsletter subscription, order placement, CRM status update, or any other event.

Before you create your flow, define its goal, whether it is to reengage customers, upsell, deliver a thank-you message, request feedback, or send a reminder.

Go to Automation > Dashboard, click Create flow, and choose a start trigger. Available triggers will vary based on the SendPulse tools you’re using.

Here are the elements you can use to build an automated flow:

• Email, SMS, Viber, and Messaging app send messages through your selected communication channel, respectively.
• Condition and Filter branch your flow based on user actions, tags, or variables.
• Action updates variables, adds tags, or sends webhooks to other systems.
• Pause sets a delay before the next action starts.

You can also use ready-made flow templates to reengage customers, encourage repeat purchases, or send a reminder. Adjust your flows' content, behavior, and integrations to match your needs.

Learn more: Work with the Automation builder and Automation scenarios.

Add an event

To trigger flows using an event from an external system, create a custom event. This is a signal sent to SendPulse through the API.

Every flow event you create comes with a unique URL. Send a POST request with customer data to this URL to trigger its associated flow. This helps you react to changes in external tools. For example, when a user pays for an order, you can automatically send them a message.

Learn more: Create events and Send events to SendPulse.

Create dynamic segments

You can automatically create contact segments based on specific conditions. The system updates them in real time and adds contacts based on their behavior or updates from other SendPulse tools.

To give you an idea, you can segment subscribers who opened your emails in the last month and run a flow for them. This helps you send messages that closely match each segment’s preferences.

Learn more: Create a dynamic segment and Manage dynamic segments.

View statistics

Every automated flow has a Statistics tab to track key performance metrics. The chart shows how many times your flow was triggered and completed within a selected timeframe.

Click any element to view a detailed report on it. For example, the Email element shows the number of delivered messages, opens, and clicks. This gives you a clear picture of how contacts interact with your automated campaign.

You can view statistics on each flow or all flows. When you export statistics on all flows, you also get access to extended insights.

Learn more: View your automation statistics.

Integrate with other SendPulse tools

You can exchange data between Automation and other SendPulse tools to create a single environment where you collect, update, and process contact data, staying in touch with your leads.

All SendPulse tools recognize contacts using their email addresses or phone numbers.

Here’s how you can pass data to other SendPulse tools:

Choose a pricing plan

You can try SendPulse for free. To unlock more features, you'll need to pick a paid plan. Pricing in SendPulse Automation is based on your email service, chatbot builder, or CRM system pricing plans.

Choose or create your own pricing plan using the custom pricing plan builder.

Last Updated: 11.08.2025