š” For our english speakers: please use english subtitles or AI translations, since the video is in german.
Prerequisite: Database Reference
Automations in June are always linked to a database. Before creating an automation, a database must therefore be selected. The configuration takes place in the sidebar under Data Platform. From there, navigate to the Automations section, select the desired database, and open the Automations tab.
Action Groups
Within the Automations area, automations can be organized into Action Groups (also referred to as Workflow Canvasses). New action groups can be created using the + icon at the top. It is recommended to give action groups meaningful names, e.g. "DOI" for double opt-in flows, to maintain a clear overview as the number of automations grows.
Structure of an Automation
Every automation follows the same three-part principle:
1. Trigger Defines the condition under which the automation starts.
2. Condition (optional) Restricts which contacts or segments the automation applies to.
3. Service (Action) Specifies what is executed once the trigger and condition are met.
Available Triggers
Category | Description |
Data Activities | Contact is added to, updated in, or deleted from a database |
Status Updates | New tag assigned, subscription change, etc. |
User Activities | User interactions such as link clicks or email opens |
Website Activities | Conversion goals or defined interactions from Google Analytics |
Webhook Endpoints | Triggered by an external system |
Email Activities | Bounce, spam filter activation, or reply to an email |
Campaign Activities | Start, goal reached, or end of a campaign |
Schedule Trigger | Time-based activation over a defined period |
Cronjobs | Regular imports from external sources or recurring actions for databases/segments |
Conditions
After selecting a trigger, a condition can be added via Add Condition, e.g. segment membership. Segments can be selected directly in the canvas or created from scratch.
Available Services
Category | Examples |
Messages | Send emails |
Send WhatsApp messages | |
Database Actions | Update fields |
Other | Time delay, A/B split |
Integrations | Connect external services |
Once a service is selected, its settings can be configured directly in the canvas, e.g. the content and recipients of an email.