What is an Automation Rule?

An automation rule in Noptin defines a specific action that is carried out automatically when a particular event (the trigger) occurs.

This allows you to automate various tasks, such as tagging subscribers or moving them between lists, making your email marketing process more efficient and effective.

For example,

You can automatically add a customer to an email list when they purchase a product and remove them from the list when they are refunded for the product.

What is a trigger?

A trigger is the event that starts the automation rule.

For example, a trigger could be when a new subscriber joins your mailing list, when someone clicks a link in an email, or when a blog post is published.

Common Examples of Triggers:

  • New Subscriber: When a user subscribes to your newsletter.
  • Email Opened: When a recipient opens an email you sent.
  • Link Clicked: When a user clicks a specific link in your email.
  • Form Submission: When a user submits a form on your website.
  • Purchase: When someone purchases a product.

Here is a list of all supported triggers.

What is an action?

An action in Noptin is the task that is performed after the trigger is activated.

Actions define what happens once the trigger conditions are met.

They can include tasks like tagging subscribers, updating their information, or moving them between lists.

Common Examples of Actions in Noptin:

  • Add Tag: Assign a tag to a subscriber based on their behavior.
  • Remove Tag: Remove a tag from a subscriber.
  • Add user role: Add a user role to a WordPress user.
  • Remove user role: Remove a user role from a WordPress user.

Here is a list of all supported actions.

Related Guides

  • How to create an Automation Rule?

    This article shows you how to create an automation rule

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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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