Email Automation

A practical example

Example: a known contact who has opted into marketing downloads a guide and enters a follow-up sequence. If they book a demo, the workflow stops promotional reminders and alerts the assigned salesperson.

What to evaluate before investing

• Ask how the platform handles shared IP versus dedicated IP sending and what warm-up process it requires for new domains.
• Verify suppression logic: bounced, unsubscribed, and role-based addresses must be excluded across every workflow automatically.
• Check whether send-time and frequency caps are configurable per contact, to avoid overlapping sequences over-mailing the same person.

Limitations and tradeoffs

Automated volume magnifies deliverability problems; a poor sender reputation affects every campaign, so infrastructure and list hygiene matter as much as workflow design.