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How to add actions in email automation?

Once you have selected a starting point for your email automation flow, it's time to configure the next steps by incorporating actions, conditions, and delays.

Follow these steps to add actions to your email automation flow:

  1. Locate the "+" sign, as indicated in the image below, and click on it to initiate the addition of actions:

adding  actions
  1. After clicking the "+" sign, a menu bar will appear on the left side of the screen, as shown in the image below:

actions
  1. From the menu bar, you can choose the desired option from the available actions, delays, and conditions.

Automation Actions in Mailercloud

Automation actions let you define what should happen to your contacts at each stage of the workflow. These actions help you deliver targeted experiences, manage data, and control how contacts move through your automation journey.

Send Email

Send a specific email to contacts at a defined step in the flow.

  • Choose from existing templates or create a new one.

  • Useful for welcome sequences, promotional emails, onboarding messages, and more.

Add to a List

Automatically add the contact to one or more selected lists during automation.

  • Great for organizing contacts based on engagement, preferences, or behavior.

Remove from a List

Remove the contact from a selected list while keeping them active in your system.

  • Helps with transitioning contacts across segments without deleting their data.

Delete Contact

Permanently removes the contact from your Mailercloud account.

  • Best used for contacts who unsubscribed, bounced, or should no longer be stored.

Update Contact

Modify any of the contact’s properties directly within the automation flow.

  • Update tags, names, status, or any custom field.

  • Supports dynamic content and future segmentation.

Go to Step

Redirect contacts to a specific step in the workflow based on conditions or behavior.

  • Allows you to build flexible, non-linear automation journeys.

Add to / Remove from Meta audience

Found under the Meta Ads group in the step list. These two actions sync the contact to a Meta Custom Audience as they move through the flow — so you can retarget people who engaged, or stop paying to advertise to customers who already bought, across Facebook and Instagram.

  • Available once Meta Ads is connected under Account settings → Plugins.

  • Contacts are matched on hashed identifiers — raw email addresses and phone numbers never leave Mailercloud.

  • A contact never waits on Meta. They move on through the automation immediately, and the sync retries in the background.

  • For setup, matching and troubleshooting, see the Meta Custom Audiences guide in the Integrations section of this help centre.

These actions enable you to build precise, dynamic, and personalized automation workflows tailored to your marketing and communication goals.

If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

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