# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >

Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.

## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Creating and Managing Auto Trigger Campaigns on SendX ## METADATA - id: 11vLeeFP6ruJoLs6Pfp5gg - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=0 text: In this video, let's see how to create and manage auto-trigger campaigns on Sendex. - time: 00:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=4 text: Hi. In this tutorial, we will see how to create and trigger your auto trigger campaigns. - time: 00:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=10 text: To go to auto-trigger campaigns on Sendex, click on campaigns, - time: 00:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=14 text: then go to auto trigger. - time: 00:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=17 text: Here you can hit create auto-trigger campaign and give your auto-trigger campaign a name. - time: 00:23 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=23 text: This is for internal purposes only and users, receivers will not be able to see this. - time: 00:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=34 text: Then a subject line. - time: 00:43 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=43 text: Once you think of a subject line, you can enhance it with our AI subject line assistant. - time: 00:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=54 text: So once you add your keywords and hit generate, you will get some options to choose from. - time: 01:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=60 text: This one looks good. Let's enter this, and you can also add preview text. - time: 01:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=65 text: This is the text that is shown after the subject on users inbox. - time: 01:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=71 text: Then you can select a sender for your auto-trigger campaign. If your sender is not listed here, - time: 01:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=77 text: you can create a new sender, but you have to make sure the email you enter. - time: 01:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=81 text: it's domain has been already whitelisted. - time: 01:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=85 text: So if not, you can go to add domains and add your domain, then you can come here and create your sender. - time: 01:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=91 text: The next step is to choose the type of the editor that you want to use. - time: 01:39 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=99 text: For this campaign, let's go with drag and drop editor. - time: 01:46 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=106 text: In drag and drop editor, you can choose from our thousands of templates - time: 01:50 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=110 text: and from multiple topics. - time: 01:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=113 text: Let's say we choose New York, sorry, New Year, so let's say New Year. - time: 02:01 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=121 text: In New Year, these are all the templates that we have. - time: 02:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=124 text: Let's go with this one. Yeah. So this is your template. - time: 02:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=131 text: In this drag and drop editor, you can drag and drop any content blog that you need, title, paragraph, - time: 02:18 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=138 text: button, image, everything, and anything you drag and drop over here is customizable even if maybe an image, - time: 02:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=144 text: video, - time: 02:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=145 text: embed, or anything. - time: 02:27 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=147 text: You can customize from the normal text you see on the screen, to colors, to the padding, and everything, and you can also embed - time: 02:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=153 text: links in any content block. - time: 02:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=156 text: Apart from that, you can also add rows to divide your content screen into multiple columns or with particular - time: 02:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=162 text: specifications that you need. - time: 02:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=167 text: After everything is done, after you create your campaign content, You can also see its preview in light mode and also - time: 02:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=173 text: in dark mode. - time: 02:58 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=178 text: And also how it would look on a desktop, - time: 03:01 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=181 text: tablet, or a mobile. - time: 03:03 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=183 text: When you're satisfied with your content, you can also send out a test email through this pop-up to see how your campaign looks - time: 03:09 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=189 text: in an actual inbox. - time: 03:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=194 text: After that, you can click continue. - time: 03:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=197 text: The next step is to review the content that you have created. - time: 03:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=201 text: If there were any errors, we generally show it on the top, and you have to go back to the content and fix it. - time: 03:27 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=207 text: Once you review your campaign specifications, - time: 03:30 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=210 text: you can come to trigger condition. - time: 03:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=214 text: Basically, this is an auto trigger campaign, so you don't schedule it. - time: 03:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=220 text: You trigger it per contact. - time: 03:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=222 text: You can trigger it via automation rules that you can specify in automate automations. - time: 03:48 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=228 text: Once the content is ready, you can just hit send. - time: 03:57 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=237 text: This will just sit over here, but you can see that it starts on an automation trigger. Which is not present right now, but the campaign - time: 04:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=244 text: is active. - time: 04:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=246 text: So how to set automation for this? Go to automate. - time: 04:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=250 text: Automations, and here create a new automation, - time: 04:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=253 text: then give your automation a name, and let's choose a trigger. - time: 04:19 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=259 text: Let's say from many of these triggers, you choose an index specific - time: 04:23 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=263 text: or an integration-specific. If you have an integration in - time: 04:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=268 text: place, you can choose that integration - time: 04:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=271 text: and the specific trigger regarding that. - time: 04:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=274 text: But for this example, let's go with if a contact has been subscribed to a specific list. - time: 04:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=280 text: Let's say your list is not present here and you want to go with new list. - time: 04:50 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=290 text: You can create list in spot and just attach it, then you want to specify an action. - time: 04:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=296 text: So if a contact is subscribed to a specific list, then you want to send out this auto trigger campaign - time: 05:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=304 text: test auto-trigger, and you want to send out with a delay, then you can also add a delay. - time: 05:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=310 text: Let's say after some hours. Let's say after two hours, you want to send whenever a contact is added to auto trigger - time: 05:16 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=316 text: list. - time: 05:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=317 text: When your automation is ready, you can start the automation. - time: 05:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=322 text: You can see the automation is active. - time: 05:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=325 text: So now you come back to auto trigger, and you can see automation trigger has been attached. - time: 05:30 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=330 text: So now whenever a contact gets entered into auto-trigger list, the automation will trigger, and that contact will be sent out this automation trigger. - time: 05:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=336 text: out this automation trigger. - time: 05:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=341 text: We have already an automation trigger in place. Auto trigger campaign in place. So let's see how the stats look for - time: 05:47 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=347 text: it. - time: 05:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=353 text: So when you click on that campaign, you can see the overview of what was your content and what the subject line and sender you - time: 05:59 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=359 text: selected for it. - time: 06:03 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=363 text: And you can also see the performance. - time: 06:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=366 text: Here, you can see overall performance on the top with overall stats of sent, - time: 06:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=371 text: open click, till date. - time: 06:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=374 text: Then you can see engagement over time. - time: 06:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=377 text: You can choose a date range that you want to see the engagement over. - time: 06:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=381 text: Here, you can see it opens and clicks. - time: 06:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=384 text: Then comes geo stats and device stats, then most clicked links in your campaign and how many times it was clicked, and the heat map. - time: 06:30 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=390 text: the heat map. - time: 06:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=393 text: If any link were clicked, then you could see a heat map over here, then email client stats. - time: 06:45 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=405 text: Then comes the contacts to what all contacts this email was sent to, what all contacts opened it. - time: 06:51 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=411 text: For all these options, you can export these contacts for further analysis. - time: 06:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=416 text: That was auto trigger campaign reporting. - time: 06:59 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=419 text: That's - time: 07:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=424 text: it for this tutorial. - time: 07:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg?start_time=425 text: Thank you. ## SUMMARY # Creating and Managing Auto-Trigger Campaigns on Sendex In this tutorial, we will explore how to create and manage auto-trigger campaigns using Sendex. Follow these steps to set up your campaign effectively. ## Step 1: Access Auto-Trigger Campaigns - Navigate to the "Campaigns" section on Sendex. - Select "Auto-Trigger" to begin creating your campaign. ## Step 2: Create an Auto-Trigger Campaign - Click on "Create Auto-Trigger Campaign" and assign a name for internal purposes. - Enter a subject line and enhance it using the AI subject line assistant by adding keywords and generating options. - Add preview text, which appears after the subject in the user's inbox. - Select a sender for your campaign. Ensure the sender's email domain is whitelisted. If not, add the domain and create a new sender. ## Step 3: Choose an Editor - Select the type of editor you want to use. For this example, we will use the drag and drop editor. - Choose from thousands of templates available, such as New Year templates. - Customize the template by dragging and dropping content blocks like titles, paragraphs, buttons, images, etc. - Adjust text, colors, padding, and embed links as needed. - Add rows to divide content into multiple columns or specific layouts. ## Step 4: Preview and Test Your Campaign - Preview your campaign in light mode, dark mode, and on different devices (desktop, tablet, mobile). - Send a test email to see how the campaign appears in an actual inbox. ## Step 5: Review and Trigger Conditions - Review the content for errors, which will be highlighted at the top if present. - Set trigger conditions for the campaign. Instead of scheduling, trigger it per contact using automation rules. ## Step 6: Set Up Automation - Go to "Automate" and select "Automations" to create a new automation. - Name your automation and choose a trigger, such as a contact subscribing to a specific list. - Specify actions, such as sending the auto-trigger campaign with a delay if needed. - Start the automation to activate it. ## Step 7: Monitor Campaign Performance - Access the campaign overview to see content details, subject line, sender, and performance metrics. - View overall stats, engagement over time, geo stats, device stats, and most clicked links. - Export contact data for further analysis. That concludes the tutorial on creating and managing auto-trigger campaigns on Sendex. Thank you for watching!