How to create an Automation

Automations let you automatically take actions based on specific events (like a contact joining a group or opening an email). Follow these steps to create your Automation:

1) Start a New Automation

In Transpond, go to Automations >Click Create Automation.
Choose either:
- From Scratch - build the workflow step-by-step, or
- Template - use a ready-made Automation.
  (For this guide, we’ll build from scratch.)

2) Set the Trigger

The Trigger defines how contacts enter the Automation.

Click Trigger.
Select the event that starts the Automation (e.g., When a contact joins a Group or Segment).
- Using “contact joins Group or Segment” lets you include both new and existing contacts.

3) Add Automation Steps

Once the Trigger is set, add one or more steps that will run when contacts enter the workflow.

Click the + button to add a step. You can choose from several step types:

Send Email - send a one-to-one email using a template.
Action - update data, add tags, change status, etc.
Condition - split the workflow into branches (yes/no).
Delay - pause before the next step.
Goal - end the automation and control whether contacts can re-enter.
Integration-specific steps - actions tied to connected services like Capsule.

Example:

After the Trigger, you might add a Delay of 1 day, then Send Email, then a Goal to finish the Automation

4) Optional: Use Multiple Triggers

You can add more than one Trigger to an Automation.

Click the plus icon next to an existing Trigger to add another condition for entry.

5) Edit or Remove Steps

To remove a step, hover over it and click the trash icon.
You cannot edit an Automation once it’s running, pause it first if changes are needed.

6) Start the Automation

When your workflow is complete, click Start Automation at the top of the screen.
The Automation will begin processing contacts based on your triggers and steps.

7) Monitor Your Automation

After starting:

You’ll see real-time stats on each step (e.g., how many contacts are waiting or completed).
Click any step to view detailed performance.

For more details on how to use the different parts of an automation, check our our dedicated article on How to use Automations.