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How to set up and activate automations in Seguno Email Marketing

Learn how automations work in Seguno Email Marketing, including trigger types, email series components, and how to activate them.

Automations in Seguno Email Marketing are triggered email workflows that send to individual subscribers based on specific actions or events, such as signing up, making a purchase, or receiving a customer tag. Use automations to send timely, targeted emails without manual effort.

Seguno's ready-to-activate automations include built-in best practices and require no custom scripting or theme updates.


Types of automations

Automations in Seguno Email Marketing watch for subscribers to take specific actions. Each subscriber determines which automated emails they receive based on their behavior. There are five trigger categories:

  • Subscriber activity - Triggers based on a new subscriber signing up or a subscriber having an expiration date for a Seguno-issued discount code approaching.

  • Commerce activity - Triggers based on order data and order status changes. Use these for purchase-based marketing across the customer lifecycle.

  • Product purchased - Triggers when a subscribed customer purchases a specified product or collection and that order has been fulfilled. Use this for care tips, reorder reminders, and similar follow-ups.

  • Customer tagged - Triggers when a specific customer tag is applied to a subscriber. These automations are flexible and powerful when paired with an effective tagging strategy.

  • Blog post announcement - Scans recent blog posts to find any that have not been shared with your subscribers, then creates an announcement newsletter using a Seguno template.

Note:

Commerce activity, customer tagged, and product purchased automations are not a substitute for Shopify transactional notifications for order status. Seguno only sends emails to subscribers who have opted in to marketing. These emails are intended exclusively for marketing purposes.


Components of an automation

Each automation in Seguno Email Marketing has three structural components: a Start card, an email list, and an End card. An optional Exclusion card is also available.

Start card

The Start card defines the qualifying action or event that enrolls a subscriber into the automation. Click Edit to view and configure sending options. Sending options vary by automation type.

start card

Email list

Automations can include a single email or a series of emails. Each email card displays:

  1. Delay - The time between the previous step and this email send

  2. Email preview - Click the preview image to open the email editor

  3. Reporting metrics - Stats specific to this email within the series

  4. Discount icon - Appears when a discount is active; click it to view discount details

  5. Activation button - Toggle individual emails on or off within the automation

  6. Actions drop-down - Update content, assign a discount, preview the email, view recipient engagement, or delete the email

  7. Drag handles - Click and hold to reorder emails in the series

  8. Subscriber count - Displays how many subscribers are at each stage

email card

Note:

If an automation contains only one email, you cannot delete that email. To stop sending, use the toggle on the automation summary card instead.

End card

The End card defines the qualifying action or event that removes a subscriber from the automation. Depending on the automation type, additional end criteria options may be available. Click Edit to view and configure those options.

exclusion card

Exclusion card

To prevent an otherwise eligible subscriber from starting or continuing in an automation, apply a tag to their customer record and assign that tag as an exclusion for the automation.


How to activate an automation

  1. Open Seguno Email Marketing and navigate to the Automations page.

  2. Locate the automation you want to activate.

  3. Toggle the switch on the automation summary card to the on position.

Once activated, any new qualifying event will trigger the automation for eligible subscribers. To stop all sending from an automation, toggle the same switch to the off position.

automation toggle

Note:

Automations are not retroactive. Subscribers who met the trigger criteria before the automation was activated will not receive emails.


FAQs

Can I send an automation to subscribers who signed up before I activated it?

  • No. Automations in Seguno Email Marketing are not retroactive. Only subscribers who trigger the qualifying event after the automation is activated will receive emails.

Can I have more than one email in an automation?

  • Yes. Automations support a series of emails. Use the delay setting on each email card to control the timing between sends, and use drag handles to reorder emails in the series.

What is the difference between an automation and a newsletter in Seguno Email Marketing?

  • A newsletter is a one-time send to a defined list of subscribers. An automation is a triggered workflow that sends to individual subscribers based on a specific action or event, such as a purchase or a new signup.





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