Automation

Automations handle recurring communications that would otherwise need to be remembered. Once set up, they run reliably in the background.

Example: Birthday greetings

A classic example: Komma checks daily which contacts have a birthday and automatically sends a personalised birthday email. No one needs to keep a list, and no one gets forgotten.

How automations are structured

An automation consists of three parts:

1. Trigger – when should something happen? (e.g. ‘Contact has a birthday today’, ‘Person has signed up via a form’)
2. Condition – who does it apply to? (e.g. only contacts with an email address and active newsletter consent)
3. Action – what happens? (e.g. send a specific email template)

Typical use cases

• Birthday and anniversary greetings
• Welcome email following newsletter sign-up
• Confirmations following a form submission, e.g. for event registrations

Good to know

• Automations respect unsubscriptions: anyone who no longer wishes to receive emails will not receive any automated messages either.
• The sending history of automated emails appears as usual in the mailings, so it remains traceable.
• You can see which triggers are available to your organisation in the Campaigns → Automations section.