In Mailcamp, automation templates are best used as a starting point for a workflow. Instead of building every step from a blank canvas, you can begin with a proven sequence idea, then customize the trigger, audience, emails, waits, and conditions to fit your own goal.
What automation templates are for
- Use them to speed up setup for common flows.
- Start from a structure that already matches a common use case.
- Edit every part of the workflow before you enable it.
Common automation template ideas
- Welcome series for new contacts joining an audience.
- Re-engagement for inactive contacts.
- Post-purchase follow-up for onboarding, retention, or upsell messaging.
Step 1: Create a new automation
- Go to Automations.
- Click Create automation.
- Choose the trigger that best matches the workflow you want to build.
Step 2: Start from the closest template or playbook
- Pick the ready-made workflow idea that is closest to your goal.
- For example, choose a welcome-style flow for onboarding, a re-engagement flow for inactive contacts, or a post-purchase flow for follow-up messaging.
- Use that structure as a starting point, not as a locked workflow.
Step 3: Connect the right audience and trigger settings
- Select the correct audience for the automation.
- Review the trigger settings carefully so contacts enter the workflow at the right moment.
- Name the automation clearly so your team can recognize its purpose later.
Step 4: Customize the workflow canvas
- Add or edit Send an email steps.
- Use Wait steps to space messages properly.
- Add Condition steps when you want Yes/No branching.
- Use Operation steps when you need actions such as updating a contact, tagging a contact, or copying a contact.
Step 5: Edit the email content inside the automation
- Open each email action and add the subject, sender details, and content.
- Choose a template for the email content if needed.
- Edit the message using the builder or classic editor, depending on the workflow you want.
Step 6: Review and enable the automation
- Review the full path from trigger to final step.
- Make sure waits, conditions, and message timing all make sense.
- Enable the automation when you are ready for contacts to start entering it.
Tips for using automation templates well
- Start simple, then add more steps after the first version is working.
- Keep each email focused on one purpose.
- Use automation history and reporting to see how contacts move through the workflow.