Why Use Automations?
Automations reduce repetitive tasks, ensure timely communication, and create a seamless experience for your users. You can focus on growing your business while FEA Create handles the rest.
What Do I Need Before Starting?
Email templates ready (Social Media & Emails > Emails > Templates)
Courses or memberships set up
Tags or contact fields prepared for segmentation
A clear plan of what you want the automation to do
How Long Will It Take?
Basic automations take 5–15 minutes. Templates are quicker, while multi-step workflows with conditional logic may take longer. Planning first will save time and reduce errors.
When to Use Automations
Automations are ideal when you want something to happen based on a user action. Common examples:
For time-sensitive emails like newsletters or workshop reminders, use Marketing Email Campaigns instead.
Step 1: Set Up Your Trigger
Go to Automations > Create New Workflow and choose a template or start from scratch.
The trigger tells your automation when to start. Include necessary filters and keep triggers to a maximum of two to avoid errors.
Step 2: Add Workflow Steps
Build your workflow by adding steps such as:
Sending an email
Waiting a set number of days before the next action
Granting course or membership access
Adding a tag to a contact
Using conditional logic to customize actions
Step 3: Test Your Automation
Use test contacts to simulate the trigger. Check that:
Triggers activate correctly
Workflow steps run in order
Emails send correctly
Memberships, courses, and tags apply as intended
Step 4: Publish Your Automation
When testing is successful, publish your workflow to make it live. Remember to save your work frequently.
Ready-Made Automation Templates
FEA Create includes pre-built workflow automations with swipe copy to help you get started quickly.
Tips for Successful Automations
Edit email templates before connecting them to a workflow
Organize workflows using folders in the Automations dashboard
Use multiple workflows if needed
Plan workflows before building to make it easier
Popular combinations: "form submission → tag → email series" or "purchase → grant course access → follow-up email"
If unsure, contact chat support with your account details and workflow name