How to create an Automation Rule?

First, click on Noptin > Automation Rules to open the automation rules overview page…

Open automation rules overview page

… and then click on the “Create your first automation rule” button to open the automation rule creation modal.

If you already have an automation rule then you should click on the “Add New Automation” button instead.

Add new automation button

Next, select the trigger for your automation rule.

select automation rule trigger

Finally, select the action for your automation rule.

Select an action for your automation rule

Noptin will then open the rule’s edit page. Edit your automation rule as needed and then save your changes.

Noptin automation rule edit page

Related Guides

  • What is an Automation Rule?

    This article introduces automation rules and shows you how to use them.

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  • Automation Actions

    Here is a list of some of the actions you can fire in response to an automation rule trigger:-

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  • Automation Triggers

    Here is a list of triggers you can use when creating a new automation rule

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  • Limit automation rule runs

    Noptin allows you to limit the number of times an automation rule can run or an automated email can send. This is useful, for example, when you’ve set up a feedback-request email and don’t want to bombard customers who make frequent purchases. To do this, you first need to open the automation rule in the…

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