The Email Automations Playbook: 10 Ready-To-Copy Automations

An email automation is an email series that runs by itself. Somebody joins your list, buys your product or clicks a link, and the right emails reach them at the right time, every day, whether you are at your desk or asleep.

Most of the money I make from email comes from automations I built once and then left running for years. A good welcome series, a launch sequence and a buyer onboarding flow will do more for your business than a hundred one-off broadcasts, because they work on every new person, forever.

This guide shows you exactly how automations work inside ResultsAiX Mailer, the tagging method I use on every single email, and then ten complete automations you can copy step by step. Every screenshot is a real ResultsAiX Mailer screen, shown with our example business, Brightline Coaching.

How An Automation Works

Every automation in ResultsAiX Mailer has the same simple shape. Something happens (the trigger), the person moves down your steps one at a time (emails, waits, tags and decisions), and they finish at the end, or leave early the moment they reach your goal.

You will find automations in your WordPress admin under AiX Mailer, then Emails, then Automations. The list shows every flow with how many people ever entered, how many are inside right now, how many finished and how many emails it has sent.

The Canvas

Each automation opens on a canvas that reads from top to bottom. The trigger sits at the top, every step sits below it in order, and if/else branches split into a green YES side and a red NO side. Click any step to open it. While an automation is live, each wait shows how many people are sitting at it right now, so you can see your flow working.

Three Settings That Shape Every Automation

There is also Send every email from, where you pick one of your sender profiles for the whole automation, so every email and every test goes out from the name and address you choose.

The Building Blocks

Here is every building block, with its exact name as you see it in the Mailer. You do not need all of them on day one. Read them once, then come back to this part whenever you build something new.

Triggers: The Front Door

The trigger decides who enters and when. An automation can have more than one: press Add Another Start Trigger and any one of them starts the flow.

Steps: What Happens Next

Between any two steps, the small plus button inserts a new step. These are all eleven:

If / Else: The Questions You Can Ask

Exit Rules: Your Goal

Every automation has a section called Take them out of this automation when…. This is your goal. Add a rule for They buy something, A tag is added to them, They join a list or They click a link, and the person leaves the moment it happens. Leave the detail box empty to mean “any”, or fill in a product, a tag, a list or part of a link.

An exit rule is checked the instant the event happens, so a buyer stops receiving the rest of a sales sequence straight away. Nobody is unsubscribed or removed from a list. They simply finish that one automation, and the report records why.

My Tagging Method

This is the part most people skip, and it is the part that makes the money. I tag every open, every click and every link in every email I send. After a few weeks your list tells you exactly who is interested in what, and every tag can start another automation by itself.

Open any email step and you will find Tag people who open or click this email. It has three boxes:

Each tag is added once per person, however many times they open or click, so your data stays clean. Up to five tags fit in each box, separated by commas. Broadcasts have the same three boxes in their Tagging panel, so the method works on every email you send.

A Naming System That Stays Readable

Track The Link As Well As The Click

Tags tell you WHO clicked. A tracking link from WP Conversion Tracker AI tells you what the click was WORTH. Give every placement its own sub ID, for example your offer link with /welcome-5 on the end for email five of the welcome series, and the Sub ID Breakdown shows the clicks, leads, sales and revenue that came from each email, down to the subscribers who clicked and bought. Per-link tags keep working with tracking links and with personal links that carry merge codes.

25 Prebuilt Automations And The AI

You do not have to build anything from a blank canvas. Under Emails you will find 25 Prebuilt Automations: finished flows with the trigger, the waits, the branches, the tags and every email already written. Pick one, answer one or two questions, and it lands in your editor as a draft.

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Every email in a prebuilt automation carries a pinned note explaining why it exists and what to change, so you learn the thinking as you edit. The ones that use sales data, such as Clicked But Did Not Buy, switch on as soon as your sales are connected on the Integrations tab.

The AI That Studies Your Sales Page

This is my favourite feature in the whole Mailer. With your AI key connected, the install box shows Study my page and write every email with AI. Give it your sales page address and the AI reads the page, works out what you sell, who it is for, the promise and the proof, and then writes every email in the automation for your offer, in your voice, using only what the page says.

If your page is behind a security service, open it in a new tab, copy the text and use Paste its text instead. The AI carries on from there.

Two More Ways The AI Helps

• Train Your AI. Paste in your best emails, up to 150 of them, and press Learn My Voice. From then on every email the AI writes sounds like you.
• The AI Helper. The button in the corner of the Mailer. Ask it for “a five day follow up series for new buyers” and it writes every email and creates the automation, with the waits and the trigger set, always as a draft for you to read first.

Inside any email step you also have Use A Saved Email (your library, including broadcasts you already sent, with their real open rates), Save To Library and Edit With AI, which rewrites an email in place: “make it shorter”, “add a P.S.”, “make it friendlier”.

Build Your First One In 15 Minutes

Here is the whole routine, using a welcome series as the example. Every other automation in this guide is built the same way.

Your changes save themselves every few seconds as a draft, and only go live when you press Save automation. That means you can edit a running automation safely, and people already inside keep following the published version until you publish the new one.

The Playbook: 10 Automations

Here are the ten automations I would build for any business, in the order I would build them. Each one shows the trigger, every step with its timing, the tags, sample subject lines and a short sample email. The example business is Brightline Coaching, run by Sarah, who helps coaches plan their content. Swap in your own offer and words.

Timings are counted from the step before. With Send every email at set to 09:00, each email lands at 9 AM on that day.

1. The Welcome Series

Trigger: Joins a list (your main list). Goal: They buy something. Prebuilt: 5-Day Welcome Series.

Tags: welcome-1-opened to welcome-5-opened, welcome-1-clicked to welcome-5-clicked, plus a link tag on your next step, such as clicked-start-here.

Subject lines: “Your planner is inside (and what happens next)” · “The one idea behind every plan that works” · “Why I started coaching, in 60 seconds” · “A 10-minute win for this week” · “Where to go from here”

2. Lead Magnet Delivery

Trigger: Joins a list (the list for that free gift). Prebuilt: Lead Magnet Delivery.

Subject lines: “Here is your planner” · “Did you get it?” · “Your planner, one more time”

Everyone ends tagged downloaded or never-downloaded, so you know who used your gift. Run the welcome series alongside it on your main list, or chain them with the Welcome to Nurture Hand-off.

3. Webinar Registration, Reminders And Replay

If you run your webinars with ResultsAiX Webinars, the webinar sends its own confirmation and reminders at 24 hours, 1 hour and 15 minutes before the start, from its Emails tab. Switch on Tag by behaviour on its ResultsAiX Mailer connection and it writes tags into the Mailer for you: Webinar name – Attended, – No show, – Saw the offer, – Clicked the offer and – Watched the replay. The Mailer automations then take over the follow-up.

Automation A, the no-shows: Trigger: Gets a tag 90-Day Client Plan – No show. Prebuilt: No-Show Recovery. Exit rule: A tag is added, 90-Day Client Plan – Watched the replay.

Automation B, attended but did not buy: Trigger: Gets a tag 90-Day Client Plan – Attended. Prebuilt: Attended But Did Not Buy. Exit rule: They buy something.

The prebuilt Replay Sequence does the same job for attendees who want to watch again: four emails over three days with a real deadline.

Running your webinar on another platform? Use the prebuilt Registered: Confirm + Remind automation, started by the tag your webinar tool adds when someone registers. Put the person’s details on every registration link in your emails, for example ?email={{email}}&first_name={{first_name}}, and ResultsAiX Webinars arrives with the form already filled in.

4. The Product Launch

Trigger: Gets a tag (for example workshop-launch). Goal: They buy something (the workshop). Prebuilt: Launch Runway, with the AI studying your sales page.

Tags: launch-1-opened to launch-6-opened, launch-1-clicked to launch-6-clicked, and clicked-workshop on every sales page link. Use a different WP Conversion Tracker AI sub ID on the sales link in each email so you can see which email sold the most.

Subject lines: “Something is coming on Monday” · “Here is what I have been building” · “Doors are open” · “Is it right for you? (the honest answer)” · “Closing tonight” · “Final hours”

To start the launch, tag the people who should get it. On the Subscribers screen, filter (for example “opened in the last 90 days, not a buyer”), tick Select All Matching and add the tag. Everyone tagged starts the runway that minute.

5. Buyer Onboarding

Trigger: Makes a purchase (one product). Prebuilt: New Customer Onboarding, then Review / Testimonial Ask.

Subject lines: “You are in. Start here” · “The 10 minutes that make the workshop work” · “How is it going, {{first_name|there}}?” · “What comes next”

Then add the Review / Testimonial Ask prebuilt on the same purchase: it waits seven days, asks for a short review, tags reviewer or no-review, and thanks the people who leave one. Point the link at your ResultsAiX Testimonials form and the best reviews go straight onto your sales page.

6. Clicked But Did Not Buy

Trigger: Clicks a link in an email, with links containing your sales page address. Goal: They buy something. Prebuilt: Clicked But Did Not Buy.

This is usually the highest earning automation on any list, because everyone in it has already raised their hand. Pair it with the Hot Link Follow-up prebuilt, which sends you a Notify me email the moment someone clicks your most important link.

7. Re-Engagement (Win-Back)

Trigger: Gets a tag (for example winback-nov). Prebuilt: Win-Back, or the 90-Day Sleeper Sweep to sort your list every day by itself.

Subject lines: “Still want these, {{first_name|there}}?” · “The three things you missed” · “Should I keep sending these?”

To fill it, find your quiet subscribers on the Subscribers screen (for example “no open in 90 days”) and tag them. People who come back are tagged reactivated, and your list stays full of people who read. A list like that is exactly what inbox providers reward, which Guide 4 covers in detail.

8. The Join Anniversary

Trigger: A number of days after they joined, set to 365. It is checked once a day and reaches every subscriber on their first anniversary.

Make a second copy with 30 days for a “how is it going?” check-in, and one with 90 days for a “your best three posts” round-up.

9. Survey Follow-Up

Trigger: Gets a tag (added by ResultsAiX Surveys). In your survey’s Route answers to different lists rules, each answer adds its own tag, for example wants-traffic, wants-offers or wants-sales. Build one short automation per tag.

Everyone gets an email about the thing they told you they want. That is as personal as email gets, and it is all automatic.

10. The VIP Climber

Trigger: Their score crosses a number (reaches 50). Prebuilt: VIP Climber.

Your VIPs give you your best feedback, your first sales and your best testimonials. Treat them like it.

The Ten At A Glance

Testing, Going Live And Reading Results

Before You Switch It On

Send test sends the email through the same path a real send uses, with your own details in the merge codes. Nothing is saved and nobody on your list is emailed.

Bringing Existing Subscribers In

New people enter by themselves. People already on your list join only when you choose: on the Subscribers screen, tick them (or filter and use Select All Matching) and choose Enroll In Automation. Imported contacts never enter an automation by themselves, so moving a list across is always calm and under your control.

Keeping Broadcasts And Automations In Step

Open any subscriber and you will see Automations this person is in: each flow, the exact step they are on and when their next email is due. When you send a broadcast, the In an automation audience filter lets you leave out anyone in an automation right now, so a promotion never lands in the middle of someone’s welcome series.

The Automation Report

Every automation has a report with one row per email, in the order the flow runs: sent, opens, clicks, unsubscribes, revenue and the people waiting for it. Click any count to see exactly who opened or clicked. The Mailer dashboard also shows every automation running, with the people in it now, opens, clicks and revenue for the last 7 days.

Your 14-Day Automation Plan

Two automations a few days apart is a pace anyone can keep. By day 14 you have the five automations that do most of the work in any email business.

Questions People Ask

What To Read Next

Automations are only as good as the list they run on. Guide 7 shows you every way to grow that list with ResultsAiX, and Guide 8 shows you how to build the funnels your automations send people to.

Your First Step, Today

Open 25 Prebuilt Automations tonight and install the 5-Day Welcome Series. Rewrite the first email in your own words, add your open and click tags, send yourself a test and switch it on. From tomorrow, every new subscriber gets a proper welcome from you, without you lifting a finger.