Skip to main content

📧 How to Choose the Right Email Automation Trigger

Explains the three email automation triggers in WithMe (Lead Capture, Sales Agent, Product Purchase), when to use each one, and the common mistake of selecting the wrong trigger type.

📧 How to Choose the Right Email Automation Trigger

Setting up email automations is one of the most powerful ways to engage your audience on autopilot, but picking the wrong trigger can mean your emails never reach the right people! Let's break down the six triggers so you always choose the right one. 🎯


🤔 What Are Email Automation Triggers?

A trigger is the event that kicks off your email sequence. Think of it as the "starting gun", it determines who gets your emails and when they start receiving them. WithMe gives you six trigger types, and each one serves a different purpose! After Purchase: starts after a customer buys a selected product.After Cart Abandonment: follows up when someone reaches checkout but does not complete the purchase.After Lead Capture: starts when someone submits a selected lead-capture form.After Coaching Apply: starts after a 1:1 coaching application.At Scheduled Time: sends at a chosen time to the selected audience.After Visitor Identified: starts when the Sales Agent identifies a storefront visitor, where this feature is available.

WithMe platform screenshot

Now you're all set to build automations that actually reach the right people at the right time! 🎉

🤝 Done for you: Picked your trigger? If you see Credits in Billing, Margo, the marketing agent, can draft the sequence in your voice for you to review and send yourself.

Did this answer your question?