Automation 360

How to set up an automation pipeline to manage user data and send triggered messages

Getting started

  • Automation basics

    Last Updated: 08.12.2025

    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.

  • Work with the Automation builder

    Last Updated: 08.12.2025

    With Automation 360, you can implement CRM, Courses, web push notifications, chatbots, and email campaigns in a single funnel and set up a flow scenario to automate your communication with customers.

  • Create an automated flow using AI

    Last Updated: 09.12.2025

    Use AI in Automation to create a flow layout based on your prompt. This approach is helpful when you need to quickly generate a ready-to-use flow with a specific set of elements.

  • Element execution time

    Last Updated: 08.12.2025

    You can choose exactly when to execute an element in the flow, such as sending an email and a message or filtering contact data, regardless of when the contact reaches that element.

  • Automation elements

    Last Updated: 08.12.2025

    With the help of flow automation, you can create custom scenarios and send out a series of emails to each customer branch triggered by any possible event and based on customer data. All of your flow elements can be dragged to the working field by left-clicking on them.

Flow builder

Triggers

  • Email service triggers

    Last Updated: 25.07.2025

    With SendPulse, you can send automated flows using triggers in the Email tool. When selecting Email triggers, corresponding Actions are available.

  • CRM triggers

    Last Updated: 27.01.2026

    With SendPulse, you can send automated flows using triggers in the CRM. When selecting CRM triggers, corresponding Actions are available.

  • Course triggers

    Last Updated: 24.07.2025

    With SendPulse, you can send automated flows using triggers in the Courses tool. When selecting course triggers, corresponding Actions are available.

  • Custom event trigger

    Last Updated: 24.07.2025

    With SendPulse, you can send automated flows using the custom event trigger. When selecting this trigger, corresponding Actions are available.

  • Dynamic segment trigger

    Last Updated: 24.07.2025

    With SendPulse, you can send automated flows using dynamic segment trigger. When selecting this trigger, corresponding Actions are available.

Actions

  • Email service actions

    Last Updated: 24.10.2025

    With the help of the Action element, you can make the contact undergo different processes when they get to the element.

  • Other actions

    Last Updated: 24.12.2025

    With the help of the Action element, you can make the contact undergo different processes when they get to the element.

  • CRM actions

    Last Updated: 24.10.2025

    With the help of the Action element, you can make the contact undergo different processes when they get to the element.

  • Course actions

    Last Updated: 24.10.2025

    With the help of the Action element, you can make the contact undergo different processes when they get to the element.

  • Set up sending webhooks to your system

    Last Updated: 24.10.2025

    A webhook is a mechanism for notifying a system about events. Using webhooks in Automation 360 is a way to notify your system about events that happen.

  • Use date and number formulas in the Action element

    Last Updated: 24.10.2025

    Formulas can help you calculate values in variables of the Number and Date types. This way, you can automatically determine the next event date, measure the time span between dates, or process numeric values.

Sending messages

  • Email element in Automation

    Last Updated: 06.01.2026

    With the help of the Email element, you can send an email to a subscriber to notify them about a new purchase, order status change, or new products on the site or invite them to a webinar.

  • Messenger element in Automation

    Last Updated: 06.01.2026

    You can implement multiple communication channels in Automation 360 autoflows and add sending messages from Instagram, WhatsApp, Facebook Messenger, or Telegram chatbots to your flows.

  • WhatsApp templates in the Messenger element

    Last Updated: 06.02.2026

    WhatsApp templates simplify customer communication through premade messages, such as order confirmations, event reminders, or answers to frequently asked questions. You can add these templates to your automated flows.

  • Viber element in Automation

    Last Updated: 10.02.2026

    In SendPulse's Automation 360, you can add a Viber element to send service messages, for example, about order confirmation and status, delivery of goods, or debiting or crediting bonuses.

  • SMS element in Automation

    Last Updated: 06.01.2026

    With the SMS element, you can include SMS campaigns in your automation flow.

Additional elements

  • Filter element in Automation

    Last Updated: 06.01.2026

    Use the filter to segment your audience by their preferences, client status, and other personal data. It can help you interact with your clients better: send targeted messages, send webhooks to your system, assign or update variables and tags, create deals in CRM, and more.

  • Condition element in Automation

    Last Updated: 06.01.2026

    Using the Condition element, you can build an automation flow based on the subscriber's actions.

  • Pause element in Automation

    Last Updated: 06.01.2026

    Pause is an element that helps control how contacts progress through your flow and set a start time and condition for your next element. For example, you can set a period of time during which a contact won't receive any messages. It can be a specific time, day of the week, date, or time interval.

  • Goal element in Automation

    Last Updated: 25.07.2025

    In business, a conversion happens when a user performs a target action. For automations, it could be opening an email, clicking on a link, launching a bot, getting a custom event like Purchase or Register, and so on.

Dynamic segmentation

  • Create a dynamic segment

    Last Updated: 01.12.2025

    Dynamic segments are groups of contacts created using predefined criteria. These segments automatically update in real time, reflecting changes in contacts' actions or data within SendPulse tools.

  • Manage dynamic segments

    Last Updated: 04.07.2025

    You can manage dynamic segments to update their conditions based on new data from SendPulse tools, create similar dynamic segments, or delete them.

Automation scenarios

CRM automation

  • Use CRM variables in Automation

    Last Updated: 24.12.2025

    Variables in Automation are used to access CRM data through automated flows. They allow you to insert current values from deals and contacts into messages, filters, or actions, automatically update data in the CRM system, or send it to external tools.

  • Automate product management

    Last Updated: 11.09.2025

    With SendPulse, you can create automated flows triggered by purchases. This helps you run more marketing campaigns and automatically pass product data into emails or filters.

  • Automate CRM deal management

    Last Updated: 04.08.2025

    With SendPulse, you can create an automation for creating a deal or changing a deal stage in CRM, for example, from New to In Progress.

  • Automate CRM task management

    Last Updated: 24.07.2025

    With SendPulse, you can work together with your team using our CRM system and streamline your task management using Automation 360. Create and remove tasks automatically to simplify your workflow and increase efficiency.

  • Automate CRM contact management

    Last Updated: 24.07.2025

    With SendPulse, you can create an automation for contacts in the CRM system.

Course automation

Campaign automation

  • Create an automation that starts on adding a subscriber to a mailing list

    Last Updated: 24.07.2025

    With SendPulse, you can create an automation that will be launched when a subscriber is added to your mailing list. For example, you can welcome those who have subscribed via your subscription form to receive useful information or company news.

  • Run an automated flow for a mailing list

    Last Updated: 21.07.2025

    You can run an automated flow for an entire mailing list again. With this option, you can run it for your contacts that were added to your mailing list before the start of your automated flow triggered by the Add Subscriber event.

  • Create an automation that starts when a variable value changes

    Last Updated: 21.08.2025

    You can set an automation to start when a variable in your mailing list changes its value. For example, you can launch the automation if a user’s location, order details, appointment date, or other data points have changed.

  • Create an Automation that starts on a special date

    Last Updated: 04.07.2025

    With SendPulse, you can send automated messages to subscribers on special dates specified in your mailing list. Send automations on your subscribers' birthdays, webinar dates, customer registration anniversaries, or first order dates.

  • Create an automation triggered by a contact webhook

    Last Updated: 24.07.2025

    With SendPulse, you can create an automated flow script that will be triggered by a contact webhook, for example, when they open an email or follow a link. Track subscriber interactions with your bulk email campaigns, send messages or manage subscriber data based on their actions.

  • Send push notifications in Automations

    Last Updated: 21.07.2025

    You can add an additional channel of communication with your clients and send messages that appear on their browsers. To do this, you need to add the push notification code to the site, configure the transfer of additional variables from the site to the SendPulse service, and integrate push notifications with the SendPulse email service. Let's take a look at each configuration step.

  • Send an order status SMS with Automation 360

    Last Updated: 04.07.2025

    With SendPulse, you can create an automation that sends personalized SMS messages triggered by an event in your system. For example, you can track abandoned carts, site registrations, or product purchases on your site and transfer your order and customer data to SendPulse.

  • Send a "Thank you" email after registration

    Last Updated: 04.07.2025

    With SendPulse, you can create an automation triggered by an event, for example, to thank the customer for registering on your site or purchasing your product or send them about an abandoned cart message.

  • Send an abandoned cart message

    Last Updated: 04.07.2025

    With SendPulse, you can create an automation triggered an event, for example, to thank the customer for registering on your site or purchasing your product or send them an abandoned cart message.

  • Send automated emails

    Last Updated: 04.07.2025

    The information here was outdated. Find current information in the Automation Scenarios section.

Event-based automation

  • Create an automated flow from a ready-made template

    Last Updated: 04.07.2025

    You can use ready-made automated flow templates with scenarios configured according to flow categories. Ready-made templates include flow start events and email and SMS templates and have a pre-built flow structure with the Filter, Action, and Condition elements. All you have to do is select a category and substitute the existing flow data with your own.

  • Create an automation triggered by an event

    Last Updated: 26.01.2026

    With event-triggered automation, you can send messages when certain actions or changes occur in the system. It's designed for cases where interactions or actions should only start once an event takes place.

  • Create dynamic emails triggered by events using pre-made SendPulse templates

    Last Updated: 24.07.2025

    Create dynamic emails to send to each of your clients' personalized information - for example, the status of their order in each stage. Because the templates are dynamic, you can include not only text, images, and links, but change lots of content using variables. Such templates can be expanded to several elements with cards of products based on the number of products a customer’s order

Events

  • Create events

    Last Updated: 07.08.2025

    An event is an external data signal sent to the specified SendPulse URL. When you create an event in Automation360, you receive a link to send a POST request to SendPulse with the required parameters.

  • Map event variables

    Last Updated: 16.10.2025

    If your webhook passes variables with custom names or nested structures, you can insert a JSON sample and manually map webhook fields to your event variables. For example, to send an email, the system must know which field includes the email address, even if it’s named differently or nested inside an object.

  • Manage events

    Last Updated: 04.07.2025

    In the Events Manager section, you can view and manage the events you create and view the received events with client data.

  • Stop a flow by an event

    Last Updated: 04.07.2025

    When you create an automation flow, you can add an additional condition to stop sending subsequent messages at any time.

  • Send events to the SendPulse

    Last Updated: 04.07.2025

    You can send events to your system using the SendPulse API. Sending requests is possible with and without authorization.

  • Send data arrays with Automation 360

    Last Updated: 04.07.2025

    With data arrays, you can create product cards and send personalized dynamic emails. For example, you can automatically send emails with personalized data when the number of elements, for example, products, is different for each recipient.

Additional features

  • Troubleshooting template display issues in a flow

    Last Updated: 12.01.2026

    When managing automated flows, you may sometimes run into situations where an outdated template loads in a flow or dynamic data doesn’t populate correctly. These issues are usually related to template updates or incorrect use of variables.

  • Locate a contact in a flow

    Last Updated: 31.12.2025

    You can see which step of your flow a contact is currently in. For example, you may need to check this to investigate cases where a contact reports not receiving an email.

  • Troubleshooting contact progression issues in a flow

    Last Updated: 08.01.2026

    Contacts enter your flow through its starting element and progress based on your configured scenario. In some cases, contacts may wait in a queue while actions are being processed. They may also stop in an element due to sending time settings, expired pricing plans, or a pending moderation.

  • Priority time of sending an automation

    Last Updated: 12.01.2026

    You can send emails in an automated campaign only on specific days of the week and set a preferred sending time.

  • Completed series

    Last Updated: 04.07.2025

    The number of completed series in automation indicates the number of contacts, to whom, no more messages from this automation can be sent.

  • Paused automations

    Last Updated: 04.07.2025

    When you pause automation, new contacts will not be added to the automation queue on start by condition.

  • Stop an autoflow to a contact

    Last Updated: 12.01.2026

    You can stop an automated flow for all of your contacts by pausing it. Other than that, you stop an automated flow for a specific email address. When you stop automated emails for a contact, the system removes them from all sending queues in every element of your selected flow.

  • How pricing plans affect flow progression

    Last Updated: 24.12.2025

    When flows run, the system pauses or continues contact progress in your flow based on your pricing plans and your account balance. This ensures that flows operate correctly.

Statistics and analytics

  • View automated flows

    Last Updated: 06.01.2026

    If you create automated flows for different purposes, events, and customer requests, your list may span multiple pages, with the oldest entries at the end. To make it easier to navigate, you can sort and filter your automated flows and pin the most important ones to the top of the list.

  • View your automation statistics

    Last Updated: 08.01.2026

    Campaign statistics help businesses analyze the effectiveness of their customized flow scenario using various communication channels. With SendPulse, you can access detailed statistics with element and recipient data.

  • Export automated flow statistics

    Last Updated: 06.01.2026

    In the Automation section, you can download a file with statistics on a specific flow or an overview of your overall flow performance.

  • View the Email element statistics

    Last Updated: 09.01.2026

    Use the Email element statistics to track how sent emails are delivered and how recipients interact with them.

  • View SMS element statistics

    Last Updated: 09.01.2026

    To view information about an element, exit the editor, and hover over the required element in the Flow tab.

  • View Messenger element statistics

    Last Updated: 09.01.2026

    To view information about an element, exit the editor, and hover over the required element in the Flow tab.

  • View Viber element statistics

    Last Updated: 09.01.2026

    To view detailed information about an element, exit the editor, and hover over the required element in the Flow tab. 

  • View Condition element statistics

    Last Updated: 09.01.2026

    To view information about an element, exit the editor, and hover over the required element in the Flow tab. 

  • View Filter element statistics

    Last Updated: 09.01.2026

    To view information about an element, exit the editor, and hover over the required element in the Flow tab. 

  • View Pause element statistics

    Last Updated: 09.01.2026

    To view information about an element, exit the editor, and in the Flow tab, hover over the element.

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