When creating an automation, you can either create a new one from scratch or duplicate an existing one to copy most of its settings:
Settings
Most of the settings for creating a new automation are pretty self-explanatory:
The name of an automation is only used within the Mailcoach UI. Subscribers will not see this anywhere.
The trigger determines how subscribers enter your automation, the most commonly used one is the "When a user subscribes" option. Some triggers might have some extra fields, like the "On a date" trigger that lets you set up the date & time.
The List menu allows you to pick one of your lists, which you can further narrow down by picking one of its Segments right below it. You can read more about tags and segments here.
Actions
This is where you'll define the flow of the automation. You can add actions by clicking on the "+" and choosing an action to add to your automation flow.
The screenshot shows an example of a welcome email, that waits 1 hour before sending the "Welcome" automation mail. More about setting up automation mails here.
Sending webhooks
One of the actions you can perform is, "Sending a webhook". Using webhooks, you can keep an external system in sync with how a Mailcoach automation is progressing. It also unlocks our automations to be used for others things besides sending emails.
You can send the webhooks to any URL you desire. In the payload, you'll find the automation uuid and the subscriber we're sending the webhook for. Any extra parameters can be added as query parameters, for example https://yourdomain.com/api/accept-webhook?step=welcome-mail-sent
Run
On this screen you can start & pause the automation.
