Available on | ❌ Free | ✅ Starter | ✅ Pro | ✅ Business |
What Are Automations?
Automations let you build dynamic email workflows that are triggered whenever someone completes a submission or makes a payment in your funnel.
You can use them to:
Send a welcome email right after sign-up or quiz completion.
Follow up after a delay with a special offer or next step.
Run drip campaigns that nurture leads over time.
Branch the journey based on answers, scores, outcomes, or other data.
Automations are available on all paid plans (Starter, Pro, Business, Enterprise). They are not available on free plans.
How to Access Automations
Log in to your involve.me account.
In the main navigation, click Automations.
From here you can:
Create new workflows.
Edit existing workflows.
See each workflow’s status (active/inactive).
Open View executions to see:
Whether an execution has completed all steps or is still in progress.
Any errors that occurred, so you can correct your setup.
Triggers: When Automations Start
Automations are built around Triggers and Actions.
Trigger = When the workflow starts.
Action = What happens after the trigger fires.
Currently, Automations can be triggered when:
A participant completes a submission in your funnel.
A participant makes a payment (successful payment event).
Each time the trigger condition is met, a new workflow execution is started for that participant.
Actions: What Happens After the Trigger
After you define the trigger, you can add one or more Actions to your workflow:
Send Email: Send a customized email to the participant.
Wait: Add a delay between steps (e.g. 1 hour, 1 day, 7 days).
Branch/Condition: Split the workflow into multiple paths based on defined criteria.
Exit: End the workflow execution at a specific point or when a condition is met.
By combining these actions, you can create simple one-off notifications or multi-step drip campaigns.
Branching With Conditions
You can branch your workflow based on data from:
Contact Information
First name
Last name
Email address
Organization name
Participant Data
Outcome name
Outcome points
Correct answer
Score
Answers to any questions in your funnel
Trigger Data
Trigger timestamp
Workflow Variables
Workflow name
Workflow execution time
Other Variables
Funnel name
Organization name
Use conditions together with the Exit action to stop participants continuing down a path once they no longer match your criteria.
Personalizing Your Emails
When adding a Send Email action, you can personalize both the subject line and email body with data from the submission.
Examples of fields you can insert:
First name
Company/organization name
Outcome name
Funnel name
Question answers
Hidden fields
Any custom fields you created in that funnel
To insert variables:
Click the “+” icon on the right side of the input field
orType
@inside the subject or text editor and pick a variable from the list.
This lets you do things like:
Subject:
Hey @first_name, here are your quiz resultsBody:
Hi @first_name, based on your answers, your recommended plan is @outcome_name...
On Pro plans and above, you can remove the involve.me watermark from the email footer.
The opt-out (unsubscribe) link at the bottom of the email cannot be removed, regardless of plan.
Attachments, Images & Preview Emails
Attachments
You can attach files to your emails via the paperclip icon in the email editor:
Images (e.g. JPG, PNG) – Display directly inside the email content.
Other file types (e.g. PDFs) – Inserted as a linked box that the recipient can click to download/view.
Preview Emails
Use Send Preview Email to test how the email looks in your email client:
The preview email is sent to your account email.
Variables are not substituted in preview mode – you will see the variable placeholders as-is (e.g.
@first_name).
Use this to check layout, formatting, and attachments before activating the workflow.
Sending From Your Own Email Domain (SMTP)
By default, Automations are sent via involve.me’s email infrastructure.
If you want emails to come from your own domain (e.g. you@yourcompany.com), you can connect your own email via SMTP:
Go to your account email settings / SMTP settings.
Add your SMTP server details (host, port, username, password, encryption type, etc.).
Save and test the connection.
Once connected, select your SMTP sender in the Automation’s email settings.
This helps improve brand consistency and can improve deliverability if your domain is well-configured.
Monitoring Workflow Executions
To confirm that your Automations are working as intended:
Go to Automations in the main menu.
Find the workflow you want to inspect.
Click View executions.
Here you can see:
A list of recent executions.
Whether each execution is:
Completed – all steps ran successfully.
In progress – currently waiting at a Wait step or condition.
Error – there was a problem (e.g. email could not be sent).
Use this view to debug misconfigurations (wrong conditions, missing email addresses, etc.) and to confirm the timing of your drip sequences.
Best Practices
Start simple first - Begin with one or two emails (e.g. immediate confirmation + 1-day follow-up) before building complex flows.
Use clear conditions - Rely on outcome names, scores, or funnel names instead of ambiguous free-text conditions.
Always test with real submissions - Don’t rely only on preview; complete actual test submissions and check View executions.
Respect unsubscribe - The opt-out link is mandatory; once someone opts out, don’t continue to email them via other workflows.
Need More Help?
If you still have questions about Automations, or something isn’t working as expected, please feel free to contact our support team.