Marketing Automation Rules - All Features

Marketing Automation Rules

Multi-channel. Trigger-driven. Fully automatic.

Key Capabilities

Everything you need to automate your marketing follow-up without lifting a finger.

Trigger-Based Rules

Fire rules automatically when contacts are created, open emails, reply to messages, or complete sequences.

Multi-Channel Sequences

Orchestrate email, WhatsApp, SMS, and phone call steps across days — all from a single sequence.

Condition Filtering

Add AND/OR conditions to target the right contacts — by city, company, country, or sequence membership.

Test Before Go-Live

Dry-run any rule against a real contact to see exactly which actions would fire before enabling it.

AI Email Drafting

Use the AI Magic Button to auto-generate personalized email content for any sequence step.

Execution History

Full audit log of every rule run — who triggered it, what actions ran, how long it took, and any failures.

How It Works

From trigger to touchpoint in three simple steps.

1. Set the Trigger

Choose what event starts the rule — a new contact, an email open, a WhatsApp reply, or a contract renewal.

2. Add Conditions

Filter by city, company, or sequence membership so only the right contacts trigger the rule.

3. Define the Action

Add contacts to a multi-channel nurture sequence — email, WhatsApp, SMS, and phone call steps are all available.

4. Run Automatically

The rule fires every time the trigger condition is met — zero manual effort, consistent follow-up, no leads left behind.