Automations overview

Automations are scheduled or event-driven emails that run without manual effort. You build them once in Marketing > Automations, and Chamberly fires them whenever the trigger condition is met. They are available on the Pro tier and above, and they are perfect for renewal reminders, day-before event nudges, and thank-you sequences.

• Confirm your plan includes automations by visiting Settings > Billing.

• Have your sender email verified under Settings > Email so deliveries are not blocked.

• Decide which trigger fits your goal: order placed, event date, all events date, or first rights expiration.

• Draft the email subject and body content (or pick a preset recipe to start faster).

1. Go to Marketing > Automations and click New automation.

2. Pick a preset recipe such as "5 days before event" or start from scratch.

3. Give the automation a clear internal name, for example "Day-before reminder."

4. Choose a trigger and configure its timing (delay minutes or days before).

5. Use the block-based email editor to write the subject and body.

6. Set recipient conditions: all sponsors, specific events, or specific sponsors.

7. Save as paused while you test, then flip the toggle to Active when ready.

• Always send a test to yourself before activating so you catch broken merge tags.

• Name automations by purpose plus timing so the list stays scannable as you add more.

• Use the preset recipes as a starting point, then customize the copy in your voice.

• Pause an automation rather than deleting it if you only need a temporary stop.

Do automations send retroactively?
No. Triggers only fire for new qualifying events after the automation is set to active.

Can I have multiple automations on the same trigger?
Yes. Each automation runs independently, which is useful for different audiences or different days.

• Order Placed trigger

• Reading automation performance