Email Automations help you build multi-step workflows that run automatically based on funnel activity, contact creation, segment changes, or a schedule. You can use them to create personalized journeys such as:

involve.me gives you two ways to send emails after a submission: Follow-up Emails and Email Automations.

Both can be active on the same funnel at the same time, and they work alongside each other without conflict.

Every workflow begins with a trigger. The trigger is the event that starts the automation for a participant.

When creating a workflow, choose a trigger and configure its settings. Depending on the trigger, you’ll select a funnel or contact segment. For a Scheduled trigger, you’ll also set the date, time, and recurrence.

Select Scheduled as the trigger type, then choose the Date and Time of day. Check the timezone shown below the time field.

Under Recurrence, choose whether the workflow runs once or repeats. Configure any additional options shown for your chosen recurrence, such as the day of the month. Finally, select the segment under Enroll contact segment.

To target contacts captured through partial submissions, select Contact Created as the trigger. Under Condition, choose Created from partial submission as the property, set the operator to Is, and select true.
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This lets you send a follow-up sequence to people who provided their contact information but left the funnel before completing it.
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The workflow starts only after a partial submission containing contact information is revealed. It does not start as soon as the participant leaves the funnel. Revealing partial submissions is available on the Scale plan.
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Before contacting these participants, make sure you have the consent required by the privacy laws and regulations that apply to you.
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Each time the trigger condition is met, a new workflow execution starts for that participant.

After selecting the trigger, you can build your workflow by adding actions to the canvas.

Click the + button between steps to add a new action.

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Send Email: Send a personalized email to the participant.

You can customize the subject, write the email body, and add attachments. Type "/" in the editor to insert blocks such as headings, images, buttons, tables, emoji, and more.

You can also personalize the email with variables by using "@".

Each Send Email step has a "Send from" dropdown, so you can choose which SMTP sender that email goes out from. This lets a single workflow send emails from different sender identities, for example one sender per client. Connect your own email via SMTP to add senders to the dropdown.

Invite to Funnel: Send an invitation to complete another funnel.

This is useful for connected experiences, such as sending a feedback survey after a purchase.

Update Contact: Set, update, or delete any contact property with details from a funnel or the workflow context.

Add Contact Tag: Add one or more tags to the contact as they move through the workflow.

Use tags to segment contacts by the path they took, then branch on those tags in Conditional Logic or start other workflows from them.
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Change Assignee: Assign or reassign the contact to a team member when they reach this workflow step. Use this action to route leads to the person responsible for following up.
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Remove Contact Tag: Remove one or more tags from the contact.

Use this to keep segments clean, for example removing a "lead" tag once the contact converts.
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Send Internal Email: Send a notification to your own or other internal team addresses when a participant reaches this step. Add up to 5 recipients, customize the subject and body, and set the sender name and reply-to address. Type "@" to insert variables such as the funnel name or an answer. On plans below Scale you can send to team members in your account. On Scale you can also enter any custom email address.
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​Wait Time: Pause the workflow before the next step. You can choose from the following wait options:

Conditional Logic: Split the workflow into different paths based on participant data, including answers, scores, outcomes, email engagement such as opened or clicked, or any other field.

A/B Test: Split participants randomly between two or more paths to test different email content or timing.

Exit: End the workflow at a specific point. This is useful after conditional branches when participants no longer match your criteria.

You can also use this step to automatically restart the workflow for a contact:

​Duplicate an action: To reuse a step you already set up, open any action and click Duplicate. This creates a copy of that action directly below it in the workflow, keeping all its settings, so you can adjust the copy instead of building it again from scratch.
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Duplicate is available on action steps such as Send Email, Wait Time, Update Contact, and the Tag Actions. It is not available on the trigger or on the Conditional Logic action.
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Step 1: In the main navigation, click Email Automation.

Step 2: Click " Create workflow" in the top right and choose how to start:

Step 3: Choose a trigger: Completed Submission, Payment Completed, Contact Created, Entered Segment, Exited Segment, or Scheduled. Select the funnel or segment if applicable. For Scheduled, select a contact segment and configure the date, time, and recurrence. If you started with AI or a template, the trigger comes pre-filled and you can adjust it.

Step 4: Click the + button to add actions and build your workflow.

Step 5: Configure each action. Write your email content, set wait durations, and define conditions.

Step 6: Save and activate the workflow.
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You can select a draft funnel when building a workflow, allowing you to prepare your automation before publishing. Draft funnels are labeled in the funnel selector.

Testing requires a published funnel because only published funnels create contacts. You cannot activate a workflow that uses a draft funnel. You’ll be prompted to publish the funnel first.

When you publish a funnel that is already selected as a workflow trigger, the connected workflow is automatically activated, and a confirmation is shown.

If you click Create email sequence in the funnel settings, the current funnel is automatically selected in the trigger, whether you start from scratch or use a template.

The Conditional Logic action lets you split the workflow into different paths.

You can branch on any contact property, native or custom, alongside participant answers, scores, outcomes, email engagement (opened, clicked), contact tags, trigger data, and workflow variables.
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You can also branch on Opt-in Status, whether the contact has opted in to your emails (true) or not (false). Use it to send promotional sequences only to opted-in contacts, and route everyone else to a different path or to Exit.
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You can also branch on Segment, a true/false check on whether the contact still matches a segment at that point in the workflow. Use it to re-check membership mid-sequence: if someone no longer fits the segment because their details changed, route them to a different path, or to Exit to stop emailing them.

The variable picker groups variables by source, such as Submission Data, Contact Data, Contact Tags, Project Questions, Workflow Variables, Organization and Funnels. The groups you see depend on your workflow's trigger and funnel. For example, Project Questions only appears when the trigger funnel contains questions.

When the variable you branch on is a number, such as a score or a calculator value, the condition value accepts numbers only. Ambiguous entries like "45-55" are blocked, because a range typed as text does not match reliably. To match a range, add two conditions, for example Score is greater than or equal to 45 and Score is less than or equal to 55.

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You can also use Contact started workflow (times) to branch based on how many times a contact has started the workflow. This lets you create different paths for first-time and returning contacts.

When adding a Send Email action, you can personalize both the subject line and the email body with data from the submission.

The recipient is always the contact collected in the funnel.

To insert a variable, type "@" or click the + icon to open the variable picker.

Available variables include contact form fields, question answers, outcome name, funnel name, hidden fields, and any custom fields from your funnel.

The variable picker shows only variables that are relevant to each email.

Set a fallback for empty variables. When you insert a variable, you can add a fallback value that is used if the variable is empty for a contact. For example, Hi {{first_name | there}} sends "Hi there" when no first name was collected, so your emails never open with a blank space. To add a fallback, click the inserted variable and type the fallback text in the "Fallback if variable is empty" field, then confirm.

The Email Automation dashboard shows each workflow's status (Draft, Active or Paused) and how many executions completed or failed.
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To reuse a workflow you already built, open the dropdown on its row and click Duplicate. This copies the whole workflow, its trigger and every step, as a new Draft you can adjust and activate when ready.
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The workflow canvas displays open and click rates directly on each Send Email node, so you can review engagement at a glance.

Workflow emails also appear on the Contact Timeline. This lets you see when a workflow email was sent, opened, or clicked alongside follow-up emails and other contact activity.

To inspect a specific workflow, go to Email Automation, find your workflow, and click "View executions."

Each execution shows one of three statuses:

Canceling an execution
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To retest a workflow with the same contact email, you can manually exit an execution that's still active (for example, waiting at a Wait step). Open the execution from the submission or from View executions, then remove the contact. The execution is marked as Failed and can't be undone. After it exits, the same email can trigger the workflow again.
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Here are some common workflows you can build:
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Post-purchase follow-up
Payment Completed → Send confirmation email → Wait 3 days → Send review request
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Quiz result drip
Completed Submission → Send result email → Wait 1 day → Conditional Logic (by outcome) → Send personalized follow-up
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Welcome email series
Completed Submission → Send welcome email → Wait 2 days → Send tips → Wait 5 days → Send offer
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​New lead alert
Completed Submission → Send Internal Email (to sales) → Wait 1 day → Send follow-up
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Lead nurturing with A/B test
Completed Submission → Wait 1 day → A/B Test → Path A: promotional / Path B: educational → compare results
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Cross-funnel journey
Completed Submission → Send thank-you → Wait 7 days → Invite to Funnel (feedback survey)
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Tag and segment
Completed Submission → Add Contact Tag (quiz-completed) → Wait 2 days → Conditional Logic (has tag) → Send offer
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Start simple. Begin with one or two steps before building more complex flows.

Use clear conditions. Branch on outcome names, scores, or funnel names instead of ambiguous free-text values.
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Always test with real submissions. Do not rely only on preview. Complete a test submission and check View Executions.
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Respect opt-outs. Once someone unsubscribes, they will not receive further emails from any workflow.
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Space out your emails. Use Wait steps to give participants time between messages.
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involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $29/month annual. SOC 2 Type II audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.