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Triggers & Actions

Automation in MailGreet is built on two core concepts: triggers (what starts a workflow) and actions (what happens in the workflow).

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What are Triggers?

A trigger is an event that starts an automation workflow. When the trigger condition is met, the workflow begins executing its actions.
Choose triggers that align with meaningful moments in your subscriber’s journey.

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Available Triggers

Fires when: A new subscriber is added to your listOptions:
  • All subscribers
  • Specific groups only
  • With specific source (import, API, form)
Common uses:
  • Welcome email series
  • Onboarding sequences
  • Lead nurturing
Fires when: Subscriber data changesOptions:
  • Any field update
  • Specific field changes
  • Group membership changes
Common uses:
  • Profile completion reminders
  • Preference-based content
  • Lifecycle stage transitions
Fires when: Subscriber opens a specific emailOptions:
  • Any campaign
  • Specific campaign
  • After specific delay
Common uses:
  • Follow-up for engaged readers
  • Content upgrade offers
  • Deeper engagement sequences
Fires on: A specific date or recurring scheduleOptions:
  • Fixed date
  • Subscriber’s custom date field (birthday, anniversary)
  • Relative to signup date
Common uses:
  • Birthday emails
  • Anniversary celebrations
  • Renewal reminders
Fires when: Subscriber hasn’t engaged for a periodOptions:
  • No opens for X days
  • No clicks for X days
  • No activity for X days
Common uses:
  • Re-engagement campaigns
  • Win-back sequences
  • List cleaning alerts
Fires when: Your application sends a custom eventOptions:
  • Custom event name
  • Event properties for filtering
Common uses:
  • Purchase confirmations
  • App activity triggers
  • Custom milestone tracking

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What are Actions?

Actions are the steps that execute after a trigger fires. You can combine multiple actions in sequence.

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Available Actions

Send Email

Send a specific email template to the subscriber

Wait

Pause the workflow for a specified time period

Add to Group

Add the subscriber to one or more groups

Remove from Group

Remove the subscriber from a group

Update Field

Update a subscriber’s custom field value

Add Tag

Apply a tag to the subscriber

Webhook

Send data to an external URL

End Workflow

Stop the workflow for this subscriber

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Conditional Logic

Add conditions to make your workflows smarter:

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If/Else Conditions

Branch your workflow based on subscriber data: 
IF subscriber.status = "VIP"
  → Send VIP Email
  → Wait 1 day
  → Send VIP Follow-up
ELSE
  → Send Standard Email
  → Wait 3 days
  → Send Standard Follow-up

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Filter Conditions

Only continue for subscribers matching criteria:
Condition TypeExample
Field ValueFirst name is not empty
Group MembershipIs in “Customers” group
EngagementHas opened email in last 30 days
LocationCountry is United States

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Building a Workflow

1

Choose a Trigger

Select what event starts your workflow
2

Add Actions

Drag and drop actions to build your sequence
3

Configure Timing

Set wait periods between actions
4

Add Conditions

Use if/else logic for personalized paths
5

Test

Run a test subscriber through the workflow
6

Activate

Turn on the workflow to start processing

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Best Practices

Start with simple workflows. Complex workflows can be hard to debug and maintain.
Always test with real email addresses before activating. Check timing and conditions.
Don’t send too many emails too quickly. Respect your subscribers’ time.
Regularly check workflow analytics to optimize your sequences.
Give subscribers ways to exit sequences (unsubscribe, goal reached).

Creating Workflows

Step-by-step workflow creation guide

Automation Templates

Pre-built automation sequences