{"id":6760,"date":"2026-11-01T15:48:00","date_gmt":"2026-11-01T15:48:00","guid":{"rendered":"https:\/\/resultsaix.com\/blog\/?p=6760"},"modified":"2026-11-01T21:55:48","modified_gmt":"2026-11-01T21:55:48","slug":"email-automations-playbook","status":"publish","type":"post","link":"https:\/\/resultsaix.com\/blog\/email-automations-playbook\/","title":{"rendered":"The Email Automations Playbook: 10 Ready-To-Copy Automations"},"content":{"rendered":"\n<style>.aixg,.aixg-top{--ac:#f59e0b;--ac2:#d97706;--line:#e6e8ee;--head:#101828;--muted:#8a93a3;--blue:#2563eb;--green:#16a34a;--grad:linear-gradient(135deg,#fbbf24,#f59e0b)}.aixg .wrap{max-width:860px;margin:0 auto;padding:0 22px}.aixg .kicker{font-size:12.5px;font-weight:800;letter-spacing:.16em;text-transform:uppercase;color:var(--ac2);display:block;margin-top:56px}.aixg .kicker + h2{margin-top:6px}.aixg .toc{background:#fff;border:1px solid var(--line);border-radius:16px;padding:24px 28px;margin:8px 0 10px}.aixg .toc 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li:has(a):hover{border-color:var(--ac)}.aixg{margin:0 0 1.2em}.aixg .kicker{margin-top:2.2em}.aixg .steps li,.aixg .check li{list-style:none}.aixg-btn{display:inline-block;background:var(--grad);color:#0a0a0a!important;font-weight:800;text-decoration:none!important;padding:13px 24px;border-radius:12px;font-size:16.5px}.aixg-top{display:flex;flex-wrap:wrap;gap:12px 18px;align-items:center;margin:0 0 1.4em}.aixg-top .pill{font-size:12.5px;font-weight:800;letter-spacing:.14em;text-transform:uppercase;color:#92400e;background:#fef3c7;padding:5px 12px;border-radius:999px}@media(max-width:700px){.aixg .flow,.aixg .weeks,.aixg .series{grid-template-columns:1fr}.aixg .toc ol{columns:1}.aixg .tbl{font-size:14.5px}.aixg .tbl th,.aixg .tbl td{padding:10px 9px}.aixg .tag{white-space:normal}.aixg .flow div:not(:last-child)::after{content:\"\\2193\";right:50%;top:auto;bottom:-17px;transform:translateX(50%)}}<\/style>\n\n\n\n<div class=\"aixg-top\"><span class=\"pill\">AiX Training Guide 6 of 15 &middot; Free<\/span><a class=\"aixg-btn\" href=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/free-aix-guide-06-email-automations-playbook.pdf\" target=\"_blank\" rel=\"noopener\">Download The Free PDF<\/a><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box done\"><span class=\"bt\">What you will have by the end of this guide<\/span>\n<ul>\n  <li>A clear understanding of triggers, waits, tags, if\/else branches and exit rules<\/li>\n  <li>My tagging method, so every open and every click teaches you something<\/li>\n  <li>Ten ready-to-copy automations with steps, timings, tags, subject lines and sample emails<\/li>\n  <li>A 14-day plan to have your core automations built, tested and running<\/li>\n<\/ul><\/div><\/div>\n\n\n\n<div class=\"aixg\"><nav class=\"toc\" id=\"contents\">\n  <b>In This Guide<\/b>\n  <ol>\n    <li><a href=\"#how\">How An Automation Works<\/a><\/li>\n    <li><a href=\"#blocks\">The Building Blocks<\/a><\/li>\n    <li><a href=\"#tags\">My Tagging Method<\/a><\/li>\n    <li><a href=\"#prebuilt\">25 Prebuilt Automations And The AI<\/a><\/li>\n    <li><a href=\"#build\">Build Your First One In 15 Minutes<\/a><\/li>\n    <li><a href=\"#playbook\">The Playbook: 10 Automations<\/a><\/li>\n    <li><a href=\"#live\">Testing, Going Live And Reading Results<\/a><\/li>\n    <li><a href=\"#plan\">Your 14-Day Automation Plan<\/a><\/li>\n    <li><a href=\"#faq\">Questions People Ask<\/a><\/li>\n    <li><a href=\"#next\">What To Read Next<\/a><\/li>\n  <\/ol>\n<\/nav><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 1<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how\">How An Automation Works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"flow\">\n  <div><b>Trigger<\/b><span>joins a list, gets a tag, buys, clicks<\/span><\/div>\n  <div><b>Emails<\/b><span>written once, sent to every person<\/span><\/div>\n  <div><b>Waits<\/b><span>hours, days, or until 9 AM<\/span><\/div>\n  <div><b>Tags And Branches<\/b><span>sort people by what they do<\/span><\/div>\n  <div><b>Goal<\/b><span>they buy or act, and they leave<\/span><\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">You will find automations in your WordPress admin under <strong>AiX Mailer<\/strong>, then <strong>Emails<\/strong>, then <strong>Automations<\/strong>. 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-01-automation-canvas-welcome.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-01-automation-canvas-welcome.jpg\" alt=\"ResultsAiX Mailer automation canvas with a five email welcome series, waits showing people waiting, and a welcomed tag.\"\/><\/picture><figcaption class=\"wp-element-caption\">A live welcome series on the automation canvas.<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">The Canvas<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Three Settings That Shape Every Automation<\/h3>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:30%\">Setting<\/th><th>What It Does<\/th><\/tr>\n  <tr><td>Status<\/td><td><strong>Draft<\/strong> (nobody enters), <strong>Active<\/strong> (live) or <strong>Paused<\/strong>, which holds everyone exactly where they stand until you switch it back on.<\/td><\/tr>\n  <tr><td>Send every email at<\/td><td>Set an hour, such as 09:00, and every wait runs its full length and then lands at that time. A &#8220;3 days&#8221; wait arrives three days later at 9 AM, whenever the person joined.<\/td><\/tr>\n  <tr><td>Allow re-entry after finishing<\/td><td>Each person goes through an automation once. Tick this when someone may go through again, for example a monthly offer.<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">There is also <strong>Send every email from<\/strong>, 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.<\/p>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 2<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"blocks\">The Building Blocks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Triggers: The Front Door<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The trigger decides who enters and when. An automation can have more than one: press <strong>Add Another Start Trigger<\/strong> and any one of them starts the flow.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:36%\">Trigger<\/th><th>Use It For<\/th><\/tr>\n  <tr><td>Joins a list<\/td><td>Welcome series and lead magnet delivery. On a double opt-in list it starts the moment they confirm.<\/td><\/tr>\n  <tr><td>Confirms their subscription<\/td><td>Starting a flow when someone clicks the confirmation link, on one list or any list.<\/td><\/tr>\n  <tr><td>Gets a tag<\/td><td>The most flexible trigger of all: launches, webinar follow-ups, survey answers, anything another tool tags.<\/td><\/tr>\n  <tr><td>Loses a tag<\/td><td>Ending one track and starting the next.<\/td><\/tr>\n  <tr><td>Submits a form<\/td><td>Any of your capture forms, or one in particular.<\/td><\/tr>\n  <tr><td>Makes a purchase<\/td><td>Buyer onboarding, upsells and review requests, for any order or one product. It appears once your sales are connected on the Integrations tab.<\/td><\/tr>\n  <tr><td>Opens an email<\/td><td>Following up the people who showed interest. Any email, one broadcast, or an email from another automation.<\/td><\/tr>\n  <tr><td>Clicks a link in an email<\/td><td>Interest follow-ups and &#8220;clicked but did not buy&#8221;. Narrow it to one email, one link, or both.<\/td><\/tr>\n  <tr><td>Their score crosses a number<\/td><td>Rewarding your most engaged readers. It fires once each time they cross it.<\/td><\/tr>\n  <tr><td>Was last seen on a page of your site<\/td><td>&#8220;Reached the pricing page&#8221; follow-ups, from WP Conversion Tracker AI. Checked once a day.<\/td><\/tr>\n  <tr><td>Finishes another automation<\/td><td>Chaining flows: when one ends, the next begins.<\/td><\/tr>\n  <tr><td>A number of days after they joined<\/td><td>Check-ins and join anniversaries. Checked once a day; day 0 is the day they were added.<\/td><\/tr>\n  <tr><td>Their email bounces \/ Unsubscribes<\/td><td>Keeping your records tidy, such as a note to yourself. An unsubscribe trigger never sends them marketing email.<\/td><\/tr>\n  <tr><td>Manually enrolled only<\/td><td>Flows you start yourself from the Subscribers screen, such as a warm-up for an older list.<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Steps: What Happens Next<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Between any two steps, the small plus button inserts a new step. These are all eleven:<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:30%\">Step<\/th><th>What It Does<\/th><\/tr>\n  <tr><td>Send an email<\/td><td>The full editor with merge codes such as {{first_name|there}}. Your branding and the unsubscribe footer are added for you.<\/td><\/tr>\n  <tr><td>Wait<\/td><td>A duration from minutes to weeks, or wait until a time of day in your site timezone.<\/td><\/tr>\n  <tr><td>If \/ else<\/td><td>Splits the flow into YES and NO branches, each with its own steps. Both paths carry on with whatever follows.<\/td><\/tr>\n  <tr><td>Add a tag \/ Remove a tag<\/td><td>Labels people as they move, so other automations and broadcasts can find them.<\/td><\/tr>\n  <tr><td>Add to a list \/ Remove from a list<\/td><td>Moves people between lists automatically.<\/td><\/tr>\n  <tr><td>Notify me<\/td><td>A plain email to you, or any address, with the subscriber&#8217;s details and your note. Perfect when a hot lead clicks.<\/td><\/tr>\n  <tr><td>Call a webhook<\/td><td>Posts the subscriber&#8217;s details to any URL, for your own scripts and other tools.<\/td><\/tr>\n  <tr><td>Start another automation<\/td><td>Starts them on another flow from its first step.<\/td><\/tr>\n  <tr><td>End here<\/td><td>Stops the journey early on a branch. The last step of a flow ends it anyway.<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">If \/ Else: The Questions You Can Ask<\/h3>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:30%\">Group<\/th><th>The Person&#8230;<\/th><\/tr>\n  <tr><td>Tags and lists<\/td><td>has the tag&#8230; \/ is on the list&#8230;<\/td><\/tr>\n  <tr><td>Buying<\/td><td>has bought anything \/ has bought this product&#8230; \/ has spent more than&#8230;<\/td><\/tr>\n  <tr><td>Engagement<\/td><td>opened an email in the last&#8230; \/ clicked an email in the last&#8230; \/ clicked a link containing&#8230; \/ engagement score is at least&#8230;<\/td><\/tr>\n  <tr><td>Automations<\/td><td>is in this other automation&#8230; \/ is in ANY other automation \/ has finished this automation&#8230;<\/td><\/tr>\n  <tr><td>Where they are<\/td><td>is in the country&#8230;<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Exit Rules: Your Goal<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Every automation has a section called <strong>Take them out of this automation when&#8230;<\/strong>. This is your goal. Add a rule for <strong>They buy something<\/strong>, <strong>A tag is added to them<\/strong>, <strong>They join a list<\/strong> or <strong>They click a link<\/strong>, and the person leaves the moment it happens. Leave the detail box empty to mean &#8220;any&#8221;, or fill in a product, a tag, a list or part of a link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-05-exit-rules.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-05-exit-rules.jpg\" alt=\"The Take them out of this automation when section with a rule for when they buy something.\"\/><\/picture><figcaption class=\"wp-element-caption\">Your goal: a purchase takes them out straight away.<\/figcaption><\/figure>\n\n\n\n<div class=\"aixg\"><div class=\"box tip\"><span class=\"bt\">Tip<\/span><p>Every automation that sells something gets an exit rule for the purchase. Every automation that invites people somewhere gets an exit rule for the click. It is the single setting that makes your email feel personal.<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"more\"><a href=\"https:\/\/kevinfahey.org\/guide6-mailer\/blog\">See ResultsAiX Mailer &rarr;<\/a><\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 3<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"tags\">My Tagging Method<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open any email step and you will find <strong>Tag people who open or click this email<\/strong>. It has three boxes:<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:34%\">Box<\/th><th>What I Put In It<\/th><\/tr>\n  <tr><td>When they open this email, add tags<\/td><td>The email&#8217;s name plus &#8220;opened&#8221;, for example <strong>welcome-1-opened<\/strong>. The button beside the box fills it in for you.<\/td><\/tr>\n  <tr><td>When they click any link in it, add tags<\/td><td>The email&#8217;s name plus &#8220;clicked&#8221;, for example <strong>welcome-1-clicked<\/strong>.<\/td><\/tr>\n  <tr><td>Per-link tags<\/td><td>Press <strong>Find the links in this email<\/strong> and give each link that matters its own tag, such as <strong>wants-planner<\/strong> or <strong>clicked-workshop<\/strong>.<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-02-email-step-tagging.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-02-email-step-tagging.jpg\" alt=\"Automation email step with tags for opens, clicks and a tag on the planner download link.\"\/><\/picture><figcaption class=\"wp-element-caption\">Tag every open, every click and every link.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A Naming System That Stays Readable<\/h3>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:30%\">Tag Type<\/th><th style=\"width:34%\">Pattern<\/th><th>Example<\/th><\/tr>\n  <tr><td>Opened an email<\/td><td>series-number-opened<\/td><td>launch-3-opened<\/td><\/tr>\n  <tr><td>Clicked an email<\/td><td>series-number-clicked<\/td><td>launch-3-clicked<\/td><\/tr>\n  <tr><td>Interest in a topic<\/td><td>wants-topic<\/td><td>wants-traffic, wants-pricing<\/td><\/tr>\n  <tr><td>Interest in an offer<\/td><td>clicked-offer<\/td><td>clicked-workshop<\/td><\/tr>\n  <tr><td>Where they joined<\/td><td>source-place<\/td><td>source-blog-popup<\/td><\/tr>\n  <tr><td>Where they are in your world<\/td><td>status<\/td><td>welcomed, onboarded, vip<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Track The Link As Well As The Click<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"more\"><a href=\"https:\/\/kevinfahey.org\/guide6-wct\/blog\">See WP Conversion Tracker AI &rarr;<\/a><\/div><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">How tags and automations work together<\/span><p>Tags added by opens, clicks and links can start any automation that uses the <strong>Gets a tag<\/strong> trigger. Tags added by an automation&#8217;s own Add a tag step label people without starting other flows, so two automations can never chase each other in a loop.<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 4<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"prebuilt\">25 Prebuilt Automations And The AI<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You do not have to build anything from a blank canvas. Under <strong>Emails<\/strong> you will find <strong>25 Prebuilt Automations<\/strong>: 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.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ResultsAiX Mailer Build Complete Automation With AI in 30 Seconds\" width=\"860\" height=\"484\" src=\"https:\/\/www.youtube.com\/embed\/YHedeo0hhrc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\">Video: ResultsAiX Mailer: Build A Complete Automation With AI In 30 Seconds<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-03-prebuilt-automations.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-03-prebuilt-automations.jpg\" alt=\"The 25 prebuilt automations in ResultsAiX Mailer, grouped into Welcome, Selling, Engagement, Behaviour and Webinars.\"\/><\/picture><figcaption class=\"wp-element-caption\">25 finished automations, ready in two clicks.<\/figcaption><\/figure>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:20%\">Row<\/th><th>The Prebuilt Automations<\/th><\/tr>\n  <tr><td>Welcome<\/td><td>5-Day Welcome Series, Lead Magnet Delivery, Find Out What They Want, Cold List Warm-Up, Welcome to Nurture Hand-off<\/td><\/tr>\n  <tr><td>Selling<\/td><td>Launch Runway, Clicked But Did Not Buy, New Customer Onboarding, Upsell \/ Cross-sell, 72-Hour Flash Sale<\/td><\/tr>\n  <tr><td>Engagement<\/td><td>VIP Climber, Win-Back, 90-Day Sleeper Sweep, Weekly Value Drip, Review \/ Testimonial Ask<\/td><\/tr>\n  <tr><td>Behaviour<\/td><td>Interest Tagger, Tag-Triggered Mini Course, Clicks Any Link Follow-up, Opened But Did Not Click, Hot Link Follow-up<\/td><\/tr>\n  <tr><td>Webinars<\/td><td>Evergreen Webinar Invite, Registered: Confirm + Remind, Replay Sequence, No-Show Recovery, Attended But Did Not Buy<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The AI That Studies Your Sales Page<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is my favourite feature in the whole Mailer. With your AI key connected, the install box shows <strong>Study my page and write every email with AI<\/strong>. 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.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-04-launch-runway-ai-dialog.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-04-launch-runway-ai-dialog.jpg\" alt=\"Launch Runway install box with a sales page address and the option for the AI to study it and write every email.\" style=\"width:600px\"\/><\/picture><figcaption class=\"wp-element-caption\">The AI studies your sales page and writes every email.<\/figcaption><\/figure>\n<\/div>\n\n\n<div class=\"aixg\"><ol class=\"steps\">\n  <li>Open <strong>25 Prebuilt Automations<\/strong> and click a tile, for example <strong>Launch Runway<\/strong>.<\/li>\n  <li>Answer the questions: the tag that starts it and your sales page address.<\/li>\n  <li>Keep <strong>Study my page and write every email with AI<\/strong> ticked, and add anything the AI should know in the optional box, such as your deadline.<\/li>\n  <li>Click <strong>Install this automation<\/strong>. The AI writes one email at a time, about 20 to 40 seconds each, and shows you every one as it goes.<\/li>\n  <li>Open the automation, read every email, put your own touches in, and set it Active when you are happy.<\/li>\n<\/ol><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">If your page is behind a security service, open it in a new tab, copy the text and use <strong>Paste its text instead<\/strong>. The AI carries on from there.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"cta\"><span class=\"ct\">Let The AI Write Your Next Launch<\/span><p>Give ResultsAiX Mailer your sales page and it writes every email of a finished automation for your offer, in your voice.<\/p><a class=\"ctab\" href=\"https:\/\/kevinfahey.org\/guide6-mailer\/blog\">See ResultsAiX Mailer &rarr;<\/a><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Two More Ways The AI Helps<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Train Your AI.<\/strong> Paste in your best emails, up to 150 of them, and press <strong>Learn My Voice<\/strong>. From then on every email the AI writes sounds like you.<\/li>\n\n\n<li><strong>The AI Helper.<\/strong> The button in the corner of the Mailer. Ask it for &#8220;a five day follow up series for new buyers&#8221; 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.<\/li>\n\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Inside any email step you also have <strong>Use A Saved Email<\/strong> (your library, including broadcasts you already sent, with their real open rates), <strong>Save To Library<\/strong> and <strong>Edit With AI<\/strong>, which rewrites an email in place: &#8220;make it shorter&#8221;, &#8220;add a P.S.&#8221;, &#8220;make it friendlier&#8221;.<\/p>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 5<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"build\">Build Your First One In 15 Minutes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is the whole routine, using a welcome series as the example. Every other automation in this guide is built the same way.<\/p>\n\n\n\n<div class=\"aixg\"><ol class=\"steps\">\n  <li>Go to <strong>AiX Mailer<\/strong>, then <strong>Emails<\/strong>, then <strong>25 Prebuilt Automations<\/strong>, and click <strong>5-Day Welcome Series<\/strong>. (Or click <strong>New automation (blank)<\/strong> to start from nothing.)<\/li>\n  <li>Pick the list that starts it and the page the last email should send people to, then install it.<\/li>\n  <li>Give it a clear internal name, such as &#8220;Brightline welcome series&#8221;, and set <strong>Send every email at<\/strong> to 09:00.<\/li>\n  <li>Open each email. Name it (for example &#8220;Day 1 the one idea&#8221;), rewrite the first email fully in your own words, and lightly edit the rest.<\/li>\n  <li>Add your tags to every email: opened, clicked, and a tag on each link that matters.<\/li>\n  <li>Under <strong>Take them out of this automation when&#8230;<\/strong>, add <strong>They buy something<\/strong> if the series leads to an offer.<\/li>\n  <li>Press <strong>Send test<\/strong> on each email and read it on your phone.<\/li>\n  <li>Set the status to <strong>Active<\/strong> and press <strong>Save automation<\/strong>.<\/li>\n<\/ol><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box done\"><span class=\"bt\">After 15 minutes<\/span><p>Every new subscriber now gets a warm, personal welcome over seven days, every open and click is tagged, and you never have to think about it again.<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 6<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"playbook\">The Playbook: 10 Automations<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Timings are counted from the step before. With <strong>Send every email at<\/strong> set to 09:00, each email lands at 9 AM on that day.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. The Welcome Series<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Joins a list (your main list). <strong>Goal:<\/strong> They buy something. <strong>Prebuilt:<\/strong> 5-Day Welcome Series.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: welcome, deliver what they asked for, set expectations<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 1 day<\/td><td>Email: the one idea behind everything you teach<\/td><\/tr>\n  <tr><td>3<\/td><td>Wait 1 day<\/td><td>Email: your story, in about 60 seconds<\/td><\/tr>\n  <tr><td>4<\/td><td>Wait 2 days<\/td><td>Email: a 10-minute win they can use today<\/td><\/tr>\n  <tr><td>5<\/td><td>Wait 3 days<\/td><td>Email: where to go from here, one clear next step<\/td><\/tr>\n  <tr><td>6<\/td><td>Straight away<\/td><td>Add a tag: <strong>welcomed<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Tags:<\/strong> welcome-1-opened to welcome-5-opened, welcome-1-clicked to welcome-5-clicked, plus a link tag on your next step, such as <strong>clicked-start-here<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Subject lines:<\/strong> &#8220;Your planner is inside (and what happens next)&#8221; &middot; &#8220;The one idea behind every plan that works&#8221; &middot; &#8220;Why I started coaching, in 60 seconds&#8221; &middot; &#8220;A 10-minute win for this week&#8221; &middot; &#8220;Where to go from here&#8221;<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 1<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>You are in. Here is your Weekly Content Planner: [download the planner]<\/p>\n<p>Over the next week I will send you a few short emails. Each one gives you something you can use straight away, and none of them take more than two minutes to read.<\/p>\n<p>One small favour: reply and tell me what you coach. I read every reply, and it helps me send you the right things.<\/p>\n<p>Talk tomorrow,<br>Sarah<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box tip\"><span class=\"bt\">Tip<\/span><p>Asking for a reply in your first email is one of the best things you can do. Replies tell inbox providers that people want your mail, and they tell you what your readers need.<\/p><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">2. Lead Magnet Delivery<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Joins a list (the list for that free gift). <strong>Prebuilt:<\/strong> Lead Magnet Delivery.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: &#8220;Here is your download&#8221;, with the download link tagged <strong>downloaded-planner<\/strong><\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 2 days<\/td><td>If \/ else: clicked a link containing &#8220;planner-download&#8221; in the last 2 days<\/td><\/tr>\n  <tr><td>3 YES<\/td><td>Straight away<\/td><td>Add a tag: <strong>downloaded<\/strong><\/td><\/tr>\n  <tr><td>3 NO<\/td><td>Straight away<\/td><td>Email: &#8220;Did you get it?&#8221; with the link again<\/td><\/tr>\n  <tr><td>4 NO<\/td><td>Wait 2 days<\/td><td>If \/ else again: YES adds <strong>downloaded<\/strong>, NO adds <strong>never-downloaded<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Subject lines:<\/strong> &#8220;Here is your planner&#8221; &middot; &#8220;Did you get it?&#8221; &middot; &#8220;Your planner, one more time&#8221;<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 2 (the NO branch)<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>I sent your Weekly Content Planner on Monday and wanted to make sure it reached you. Here it is again: [download the planner]<\/p>\n<p>Print page one and fill in just the top box this week. That one box is where most of my clients start.<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Everyone ends tagged <strong>downloaded<\/strong> or <strong>never-downloaded<\/strong>, 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Webinar Registration, Reminders And Replay<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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 <strong>Tag by behaviour<\/strong> on its ResultsAiX Mailer connection and it writes tags into the Mailer for you: <strong>Webinar name &#8211; Attended<\/strong>, <strong>&#8211; No show<\/strong>, <strong>&#8211; Saw the offer<\/strong>, <strong>&#8211; Clicked the offer<\/strong> and <strong>&#8211; Watched the replay<\/strong>. The Mailer automations then take over the follow-up.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/10\/bundle-oct14-webinars-05-email-performance.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/10\/bundle-oct14-webinars-05-email-performance.jpg\" alt=\"ResultsAiX Webinars email table with confirmation, three reminders and follow-ups for attended, no-shows and offer viewers.\"\/><\/picture><figcaption class=\"wp-element-caption\">Webinar reminders and follow-ups, with their results.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automation A, the no-shows:<\/strong> Trigger: Gets a tag <strong>90-Day Client Plan &#8211; No show<\/strong>. Prebuilt: No-Show Recovery. Exit rule: A tag is added, <strong>90-Day Client Plan &#8211; Watched the replay<\/strong>.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: &#8220;We missed you, here is the replay&#8221;<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 2 days<\/td><td>If \/ else: clicked an email in the last 2 days. YES: tag <strong>watched-replay<\/strong>, End here<\/td><\/tr>\n  <tr><td>3 NO<\/td><td>Straight away<\/td><td>Email: &#8220;20 minutes, when you have them&#8221; (the best part, with the time stamp)<\/td><\/tr>\n  <tr><td>4 NO<\/td><td>Wait 2 days<\/td><td>If clicked, tag <strong>watched-replay<\/strong>. Otherwise email: &#8220;Replay comes down tomorrow&#8221; and tag <strong>noshow-unrecovered<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automation B, attended but did not buy:<\/strong> Trigger: Gets a tag <strong>90-Day Client Plan &#8211; Attended<\/strong>. Prebuilt: Attended But Did Not Buy. Exit rule: They buy something.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Wait 1 day<\/td><td>If \/ else: has bought this product. YES: End here<\/td><\/tr>\n  <tr><td>2 NO<\/td><td>Straight away<\/td><td>Email: &#8220;You saw the whole thing&#8221;, the main idea and the offer<\/td><\/tr>\n  <tr><td>3 NO<\/td><td>Wait 2 days<\/td><td>If bought, End here. Otherwise email: &#8220;What changes when you have it&#8221;, a client story<\/td><\/tr>\n  <tr><td>4 NO<\/td><td>Wait 2 days<\/td><td>If bought, End here. Otherwise email: &#8220;Closing the training offer&#8221; and tag <strong>attended-not-bought<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">The prebuilt <strong>Replay Sequence<\/strong> does the same job for attendees who want to watch again: four emails over three days with a real deadline.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email (replay, step 1)<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>The 90-Day Client Plan training went live yesterday, and I saved you a seat on the replay: [watch the replay]<\/p>\n<p>The part most coaches tell me they needed is at minute 18, where I map out a full quarter of content on one page.<\/p>\n<p>The replay is up for the next few days.<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Running your webinar on another platform? Use the prebuilt <strong>Registered: Confirm + Remind<\/strong> automation, started by the tag your webinar tool adds when someone registers. Put the person&#8217;s details on every registration link in your emails, for example <strong>?email={{email}}&amp;first_name={{first_name}}<\/strong>, and ResultsAiX Webinars arrives with the form already filled in.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"more\"><a href=\"https:\/\/kevinfahey.org\/guide6-webinars\/blog\">See ResultsAiX Webinars &rarr;<\/a><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">4. The Product Launch<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Gets a tag (for example <strong>workshop-launch<\/strong>). <strong>Goal:<\/strong> They buy something (the workshop). <strong>Prebuilt:<\/strong> Launch Runway, with the AI studying your sales page.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: something is coming (the problem, a hint of the answer)<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 1 day<\/td><td>Email: here is what it is (the offer, who it is for)<\/td><\/tr>\n  <tr><td>3<\/td><td>Wait 2 days<\/td><td>Email: doors are open (the link, the bonuses)<\/td><\/tr>\n  <tr><td>4<\/td><td>Wait 2 days<\/td><td>Email: the question everyone is asking<\/td><\/tr>\n  <tr><td>5<\/td><td>Wait 1 day<\/td><td>Email: closing tonight<\/td><\/tr>\n  <tr><td>6<\/td><td>Wait 8 hours<\/td><td>Email: final hours, then add a tag <strong>launch-complete<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Tags:<\/strong> launch-1-opened to launch-6-opened, launch-1-clicked to launch-6-clicked, and <strong>clicked-workshop<\/strong> 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Subject lines:<\/strong> &#8220;Something is coming on Monday&#8221; &middot; &#8220;Here is what I have been building&#8221; &middot; &#8220;Doors are open&#8221; &middot; &#8220;Is it right for you? (the honest answer)&#8221; &middot; &#8220;Closing tonight&#8221; &middot; &#8220;Final hours&#8221;<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 3<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>The Offer Builder Workshop is open: [see the workshop]<\/p>\n<p>Four weeks, small groups, and you leave with one offer you can describe in a sentence and sell with confidence.<\/p>\n<p>Groups are capped at twelve, so if you want a seat, this is the week.<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">To start the launch, tag the people who should get it. On the Subscribers screen, filter (for example &#8220;opened in the last 90 days, not a buyer&#8221;), tick <strong>Select All Matching<\/strong> and add the tag. Everyone tagged starts the runway that minute.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Buyer Onboarding<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Makes a purchase (one product). <strong>Prebuilt:<\/strong> New Customer Onboarding, then Review \/ Testimonial Ask.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: thank you, and here is where to start (the access link)<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 1 day<\/td><td>Email: the part most people skip (the first quick win)<\/td><\/tr>\n  <tr><td>3<\/td><td>Wait 2 days<\/td><td>Email: how is it going? (invite a reply)<\/td><\/tr>\n  <tr><td>4<\/td><td>Wait 11 days<\/td><td>Email: what comes next (your next product or community)<\/td><\/tr>\n  <tr><td>5<\/td><td>Straight away<\/td><td>Add a tag: <strong>onboarded<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Subject lines:<\/strong> &#8220;You are in. Start here&#8221; &middot; &#8220;The 10 minutes that make the workshop work&#8221; &middot; &#8220;How is it going, {{first_name|there}}?&#8221; &middot; &#8220;What comes next&#8221;<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 1<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>Thank you for joining the Offer Builder Workshop. Your first lesson is ready here: [start lesson one]<\/p>\n<p>Do lesson one before our first call. It takes twenty minutes and it makes everything after it easier.<\/p>\n<p>Any question at all, just reply. I am here.<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Then add the <strong>Review \/ Testimonial Ask<\/strong> prebuilt on the same purchase: it waits seven days, asks for a short review, tags <strong>reviewer<\/strong> or <strong>no-review<\/strong>, 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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"more\"><a href=\"https:\/\/kevinfahey.org\/guide6-testimonials\/blog\">See ResultsAiX Testimonials &rarr;<\/a><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">6. Clicked But Did Not Buy<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Clicks a link in an email, with links containing your sales page address. <strong>Goal:<\/strong> They buy something. <strong>Prebuilt:<\/strong> Clicked But Did Not Buy.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Wait 1 day<\/td><td>If \/ else: has bought this product. YES: End here<\/td><\/tr>\n  <tr><td>2 NO<\/td><td>Straight away<\/td><td>Email: &#8220;You had a look&#8221; (answer the main question)<\/td><\/tr>\n  <tr><td>3 NO<\/td><td>Wait 2 days<\/td><td>If bought, End here. Otherwise email: &#8220;What people say after they buy&#8221;<\/td><\/tr>\n  <tr><td>4 NO<\/td><td>Wait 3 days<\/td><td>If bought, End here. Otherwise email: &#8220;Last note about this&#8221;, then add a tag <strong>did-not-buy<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/10\/the-10-tools-i-run-my-whole-business-on-mailer-17-automation-bui-rs.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/10\/the-10-tools-i-run-my-whole-business-on-mailer-17-automation-bui-rs.jpg\" alt=\"Automation canvas that waits a day, ends for buyers and emails people who clicked but did not buy.\"\/><\/picture><figcaption class=\"wp-element-caption\">Clicked but did not buy, with live results.<\/figcaption><\/figure>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>I saw you had a look at the Offer Builder Workshop yesterday. The question I hear most is &#8220;will this work for my kind of coaching?&#8221;<\/p>\n<p>Holly is a virtual assistant, Owen is a video editor, and both built their offer in week one. If you want to see how: [read their stories]<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This is usually the highest earning automation on any list, because everyone in it has already raised their hand. Pair it with the <strong>Hot Link Follow-up<\/strong> prebuilt, which sends you a <strong>Notify me<\/strong> email the moment someone clicks your most important link.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. Re-Engagement (Win-Back)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Gets a tag (for example <strong>winback-nov<\/strong>). <strong>Prebuilt:<\/strong> Win-Back, or the 90-Day Sleeper Sweep to sort your list every day by itself.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: &#8220;Still want these?&#8221; with one link to click<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 4 days<\/td><td>If \/ else: clicked an email in the last 4 days. YES: tag <strong>reactivated<\/strong>, remove <strong>winback-nov<\/strong>, End here<\/td><\/tr>\n  <tr><td>3 NO<\/td><td>Straight away<\/td><td>Email: &#8220;Here is what you have missed&#8221; (your best three pieces)<\/td><\/tr>\n  <tr><td>4 NO<\/td><td>Wait 5 days<\/td><td>If clicked, tag <strong>reactivated<\/strong>. Otherwise email: &#8220;Should I keep sending these?&#8221;<\/td><\/tr>\n  <tr><td>5 NO<\/td><td>Wait 3 days<\/td><td>If clicked, tag <strong>reactivated<\/strong>. Otherwise remove from the list and tag <strong>lost<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Subject lines:<\/strong> &#8220;Still want these, {{first_name|there}}?&#8221; &middot; &#8220;The three things you missed&#8221; &middot; &#8220;Should I keep sending these?&#8221;<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 1<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>It has been a while since you opened one of my emails, and that is fine. Inboxes get busy.<\/p>\n<p>If you still want my weekly content tips, click here and I will know you are still in: [yes, keep them coming]<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">To fill it, find your quiet subscribers on the Subscribers screen (for example &#8220;no open in 90 days&#8221;) and tag them. People who come back are tagged <strong>reactivated<\/strong>, 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8. The Join Anniversary<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> A number of days after they joined, set to 365. It is checked once a day and reaches every subscriber on their first anniversary.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Email: &#8220;One year together&#8221; with a thank-you gift<\/td><\/tr>\n  <tr><td>2<\/td><td>Straight away<\/td><td>Add a tag: <strong>anniversary-1<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>A year ago today you joined my list. Thank you for reading, replying and sticking with me.<\/p>\n<p>As a small thank you, here is the template pack I normally keep for clients: [get the templates]<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Make a second copy with 30 days for a &#8220;how is it going?&#8221; check-in, and one with 90 days for a &#8220;your best three posts&#8221; round-up.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9. Survey Follow-Up<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Gets a tag (added by ResultsAiX Surveys). In your survey&#8217;s <strong>Route answers to different lists<\/strong> rules, each answer adds its own tag, for example <strong>wants-traffic<\/strong>, <strong>wants-offers<\/strong> or <strong>wants-sales<\/strong>. Build one short automation per tag.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-08-surveys-answer-rules.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-08-surveys-answer-rules.jpg\" alt=\"Survey opt-in settings sending people to a Mailer list, with rules that tag each answer.\"\/><\/picture><figcaption class=\"wp-element-caption\">Each survey answer adds its own tag.<\/figcaption><\/figure>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Wait 1 hour<\/td><td>Email: &#8220;Thanks for telling me&#8221;, the best free resource on their answer<\/td><\/tr>\n  <tr><td>2<\/td><td>Wait 2 days<\/td><td>Email: a client story about the same challenge<\/td><\/tr>\n  <tr><td>3<\/td><td>Wait 2 days<\/td><td>Email: the offer that solves it, link tagged <strong>clicked-offer-traffic<\/strong><\/td><\/tr>\n<\/table><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email 1<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>Thank you for doing my survey. You said getting traffic is your biggest challenge right now, so here is the guide I wrote for exactly that: [read the traffic guide]<\/p>\n<p>Start with step two. It is the one my clients see results from in the first week.<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Everyone gets an email about the thing they told you they want. That is as personal as email gets, and it is all automatic.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"more\"><a href=\"https:\/\/kevinfahey.org\/guide6-surveys\/blog\">See ResultsAiX Surveys &rarr;<\/a><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">10. The VIP Climber<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trigger:<\/strong> Their score crosses a number (reaches 50). <strong>Prebuilt:<\/strong> VIP Climber.<\/p>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:10%\">Step<\/th><th style=\"width:22%\">When<\/th><th>What<\/th><\/tr>\n  <tr><td>1<\/td><td>Straight away<\/td><td>Add a tag: <strong>vip<\/strong><\/td><\/tr>\n  <tr><td>2<\/td><td>Straight away<\/td><td>Email: &#8220;You are one of my most engaged readers&#8221;, with a bonus<\/td><\/tr>\n  <tr><td>3<\/td><td>Wait 7 days<\/td><td>Email: &#8220;One question, since you read everything&#8221;<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box note\"><span class=\"bt\">Sample email<\/span>\n<p>Hi {{first_name|there}},<\/p>\n<p>You open and click more of my emails than almost anyone, so thank you. Here is something I do not send to everyone: [your early access]<\/p>\n<p>Sarah<\/p><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Your VIPs give you your best feedback, your first sales and your best testimonials. Treat them like it.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"cta\"><span class=\"ct\">Every Automation, Every Tool, One Key<\/span><p>The ResultsAiX Bundle gives you the Mailer, Webinars, Surveys, Testimonials, WP Conversion Tracker AI and every other ResultsAiX plugin on one licence key.<\/p><a class=\"ctab\" href=\"https:\/\/kevinfahey.org\/guide6-bundle\/blog\">See The ResultsAiX Bundle &rarr;<\/a><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">The Ten At A Glance<\/h3>\n\n\n\n<div class=\"aixg\"><table class=\"tbl\">\n  <tr><th style=\"width:28%\">Automation<\/th><th style=\"width:30%\">Trigger<\/th><th>Ends With The Tag<\/th><\/tr>\n  <tr><td>Welcome series<\/td><td>Joins a list<\/td><td>welcomed<\/td><\/tr>\n  <tr><td>Lead magnet delivery<\/td><td>Joins a list<\/td><td>downloaded \/ never-downloaded<\/td><\/tr>\n  <tr><td>Webinar follow-up<\/td><td>Gets a tag (from Webinars)<\/td><td>watched-replay \/ attended-not-bought<\/td><\/tr>\n  <tr><td>Product launch<\/td><td>Gets a tag<\/td><td>launch-complete<\/td><\/tr>\n  <tr><td>Buyer onboarding<\/td><td>Makes a purchase<\/td><td>onboarded<\/td><\/tr>\n  <tr><td>Clicked but did not buy<\/td><td>Clicks a link in an email<\/td><td>did-not-buy<\/td><\/tr>\n  <tr><td>Re-engagement<\/td><td>Gets a tag<\/td><td>reactivated \/ lost<\/td><\/tr>\n  <tr><td>Join anniversary<\/td><td>A number of days after they joined<\/td><td>anniversary-1<\/td><\/tr>\n  <tr><td>Survey follow-up<\/td><td>Gets a tag (from Surveys)<\/td><td>clicked-offer-topic<\/td><\/tr>\n  <tr><td>VIP climber<\/td><td>Their score crosses a number<\/td><td>vip<\/td><\/tr>\n<\/table><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 7<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"live\">Testing, Going Live And Reading Results<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Before You Switch It On<\/h3>\n\n\n\n<div class=\"aixg\"><ul class=\"check\">\n  <li>Every email has a name, a subject and your own words in the first email<\/li>\n  <li>Every email has its open, click and link tags<\/li>\n  <li>The goal is set under Take them out of this automation when&#8230;<\/li>\n  <li>Send every email at is set to a time your readers are awake<\/li>\n  <li>You pressed Send test on every email and read them on your phone<\/li>\n<\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Send test<\/strong> 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bringing Existing Subscribers In<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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 <strong>Select All Matching<\/strong>) and choose <strong>Enroll In Automation<\/strong>. Imported contacts never enter an automation by themselves, so moving a list across is always calm and under your control.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Keeping Broadcasts And Automations In Step<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open any subscriber and you will see <strong>Automations this person is in<\/strong>: each flow, the exact step they are on and when their next email is due. When you send a broadcast, the <strong>In an automation<\/strong> audience filter lets you leave out anyone in an automation right now, so a promotion never lands in the middle of someone&#8217;s welcome series.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The Automation Report<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-09-automations-running.webp\"><img decoding=\"async\" src=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/email-automations-playbook-ys-09-automations-running.jpg\" alt=\"ResultsAiX Mailer dashboard table of five live automations with people inside, opens, clicks and revenue.\"\/><\/picture><figcaption class=\"wp-element-caption\">Every automation&#x27;s results at a glance.<\/figcaption><\/figure>\n\n\n\n<div class=\"aixg\"><div class=\"box tip\"><span class=\"bt\">How I improve an automation<\/span><p>Once a month I open the report and find the email where opens hold up but clicks drop. That is the one I rewrite first, usually with a shorter email and one clear link. Small changes to a running automation pay you back on every person who goes through it from then on.<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 8<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"plan\">Your 14-Day Automation Plan<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"weeks\">\n  <div class=\"wk\"><span class=\"when\">Days 1 To 3<\/span><h3>Foundations<\/h3><ul>\n    <li>Connect your AI key and train your voice with your 10 best emails<\/li>\n    <li>Set Send every email at to 09:00 as your habit<\/li>\n    <li>Install the 5-Day Welcome Series and make email 1 yours<\/li>\n    <li>Tag every email, test, set Active<\/li>\n  <\/ul><\/div>\n  <div class=\"wk\"><span class=\"when\">Days 4 To 7<\/span><h3>Deliver And Learn<\/h3><ul>\n    <li>Install Lead Magnet Delivery for your free gift<\/li>\n    <li>Add per-link tags to every link that matters<\/li>\n    <li>Install Interest Tagger for your two main topics<\/li>\n    <li>Enrol last month&#8217;s subscribers in the welcome series<\/li>\n  <\/ul><\/div>\n  <div class=\"wk\"><span class=\"when\">Days 8 To 10<\/span><h3>Sell<\/h3><ul>\n    <li>Install Clicked But Did Not Buy for your main offer<\/li>\n    <li>Add an exit rule for the purchase<\/li>\n    <li>Create a WP Conversion Tracker AI sub ID for each email<\/li>\n    <li>Install New Customer Onboarding for buyers<\/li>\n  <\/ul><\/div>\n  <div class=\"wk\"><span class=\"when\">Days 11 To 14<\/span><h3>Grow And Keep<\/h3><ul>\n    <li>Install VIP Climber and the 90-Day Sleeper Sweep<\/li>\n    <li>Set the In an automation filter on your next broadcast<\/li>\n    <li>Plan your first launch with Launch Runway and the AI<\/li>\n    <li>Read every automation report and rewrite one email<\/li>\n  <\/ul><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"aixg\"><div class=\"box done\"><span class=\"bt\">By day 14 you will have<\/span><p>A welcome series, lead magnet delivery, a follow-up for everyone who clicks your offer, buyer onboarding and a list that sorts itself by interest and engagement. Every new subscriber from now on gets the right email at the right time, and you see exactly which email made each sale.<\/p><\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 9<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq\">Questions People Ask<\/h2>\n\n\n\n<div class=\"aixg\"><div class=\"faq\">\n  <details open><summary>How many automations should I have?<\/summary><p>Start with two: a welcome series and lead magnet delivery. Add one at a time from the playbook as your business grows. Automations are unlimited, as are subscribers and emails.<\/p><\/details>\n  <details open><summary>Can one person be in several automations at once?<\/summary><p>Yes. Each automation runs on its own. Use the If \/ else question &#8220;is in ANY other automation&#8221; or the In an automation filter on broadcasts when you want to keep things calm for someone mid-series.<\/p><\/details>\n  <details open><summary>Can I edit an automation while people are in it?<\/summary><p>Yes. Your edits save as a draft, and people inside keep following the published version until you press Save automation. Pause holds everyone in place if you want to make a bigger change.<\/p><\/details>\n  <details open><summary>Do I need the AI to use automations?<\/summary><p>No. All 25 prebuilt automations come with ready-written emails. The AI makes them about your offer and in your voice, using your own key from Claude, OpenAI or Gemini.<\/p><\/details>\n  <details open><summary>What is the difference between a tag and a list?<\/summary><p>A list is a group people join, usually from a form. A tag is a label that says something about them: what they clicked, bought or told you. I use a few lists and a lot of tags.<\/p><\/details>\n  <details open><summary>How do I start a launch for only some of my subscribers?<\/summary><p>Filter them on the Subscribers screen, add the launch tag to everyone matching, and the Gets a tag trigger starts the automation for each of them straight away.<\/p><\/details>\n<\/div><\/div>\n\n\n\n<div class=\"aixg\"><span class=\"kicker\">Part 10<\/span><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"next\">What To Read Next<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><ul class=\"series\">\n  <li><a href=\"https:\/\/kevinfahey.org\/guide1\/g6\"><b>1<\/b>Getting Started With ResultsAiX &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide2\/g6\"><b>2<\/b>The Complete SMTP Service Guide &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide3\/g6\"><b>3<\/b>Setting Up SMTP2GO From Start To Finish &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide4\/g6\"><b>4<\/b>Email Deliverability: Reach The Inbox &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide5\/g6\"><b>5<\/b>Moving Your Email List To The AiX Mailer &rarr;<\/a><\/li>\n  <li class=\"now\"><b>6<\/b>Email Automations Playbook <em>(you are here)<\/em><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide7\/g6\"><b>7<\/b>How To Grow Your Email List With ResultsAiX &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide8\/g6\"><b>8<\/b>How To Build Sales Funnels, Start To Finish &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide9\/g6\"><b>9<\/b>How To Move Your Membership To ResultsAiX &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide10\/g6\"><b>10<\/b>Running Customer Support With AI &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide11\/g6\"><b>11<\/b>Launching A Product With Affiliates And JV Partners &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide12\/g6\"><b>12<\/b>ResultsAiX For 6 And 7 Figure Marketers &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide13\/g6\"><b>13<\/b>WP Conversion Tracker: Track Every Click And Every Sale &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide14\/g6\"><b>14<\/b>WP Sync: Connect All Your Tools Without A Monthly Automation Bill &rarr;<\/a><\/li>\n  <li><a href=\"https:\/\/kevinfahey.org\/guide15\/g6\"><b>15<\/b>Automated Webinars That Sell &rarr;<\/a><\/li>\n<\/ul><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Your First Step, Today<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"aixg\"><div class=\"cta\"><span class=\"ct\">Start Your First Automation Tonight<\/span><p>ResultsAiX Mailer runs on your own WordPress site with unlimited subscribers, 25 prebuilt automations and the AI that writes them for your offer.<\/p><a class=\"ctab\" href=\"https:\/\/kevinfahey.org\/guide6-mailer\/blog\">Get ResultsAiX Mailer &rarr;<\/a><\/div><\/div>\n\n\n\n<div class=\"aixg\" style=\"text-align:center;background:#0a0a0f;border-radius:18px;padding:34px 22px;color:#c3c9d6\"><p style=\"color:#fff;font-size:26px;font-weight:800;margin:0 0 6px\">Get This Guide As A Free PDF<\/p><p style=\"margin:0 0 18px\">Keep it beside you while you build each automation.<\/p><a class=\"aixg-btn\" href=\"https:\/\/resultsaix.com\/blog\/wp-content\/uploads\/2026\/11\/free-aix-guide-06-email-automations-playbook.pdf\" target=\"_blank\" rel=\"noopener\">Download The Free PDF<\/a><\/div>\n\n\n\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"FAQPage\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"How many automations should I have?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Start with two: a welcome series and lead magnet delivery. 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