Automations

An automation is a sequence you build once that then runs on its own. Something happens — a customer completes a checkout, or a tag lands on a contact — and Klixey walks that contact through the steps you laid out: wait three days, send an email, add a tag, grant access to a course.

Quick answer

Open Automations in the sidebar and click New automation. Pick a trigger, add your steps, then click Activate. A draft never runs, so nothing happens until you turn it on.

Workspace Owners only

Automations sit behind the same access rule as Email marketing — only the workspace Owner can open the section, build sequences, and turn them on.

What you can build

Each automation has exactly one trigger and an ordered list of steps.

• Triggers — a product checkout, or a contact tag being added or removed. → Triggers
• Steps — wait, send an email, add or remove a tag, grant or revoke product access. → Steps

A few sequences worth stealing:

Goal	Trigger	Steps
Onboard a new course student	Product checkout, your course	Wait 1 hour → Send "here's how to start" → Wait 3 days → Send "how's it going?"
Nurture a lead magnet download	Product checkout, your lead magnet	Wait 1 day → Send a useful email → Wait 4 days → Send the pitch
Deliver a bonus to VIPs	Contact tag added, VIP	Grant access to a digital download → Send email
Wind down an expired member	Contact tag added, Lapsed	Revoke access to the community → Wait 7 days → Send a win-back email

What your plan includes

Automations are not available on Starter. Every other plan includes them, with a cap on how many you can have saved at once:

Plan	Saved automations
Starter	Not included
Growth	5
Business	15
Pro	Unlimited
Scale	Unlimited

The cap counts every automation you've saved, not just the active ones — a paused draft still occupies a slot. When you hit it, Klixey tells you on the Automations page and offers Manage plan. Delete one you're not using, or upgrade.

If you downgrade below your saved count

Your active automations keep running. What stops is creating a new one, and turning on or resuming an existing one, until you delete enough to get back under the limit.

Each automation can hold up to 50 steps.

The three states

Every automation is in one of three states, shown on the index and in the editor header.

State	What it means
Draft	Never been turned on. Nothing runs. This is where you build.
Active	Live. Matching contacts enter the sequence from now on.
Paused	Was live, now stopped. No new contacts enter.

The editor's top-right button moves you between them: Activate on a draft, Pause when it's active, Resume when it's paused.

You have to pause before you can edit

An active automation is read-only — every step shows "This automation is on. Pause it to change any step." This is deliberate: contacts are walking through the sequence right now, and editing a step underneath them would change the journey mid-flight. Pause, edit, resume.

Before Klixey lets you activate

Activation is blocked while anything is incomplete. The editor marks the offending step Incomplete or Needs attention:

• The trigger has to be fully chosen — a type and its filter.
• An email step needs a subject and email content.
• A tag step needs a tag selected.
• An access step needs a product and an action.
• Your sender has to be set up, because an automation that sends email needs somewhere to send it from. → Set up your sender

The Automations page

Automations in the sidebar lists everything you've built, with its trigger, step count, status, and when you last touched it. Search by name, or filter to Active, Draft, or Paused.

A new automation starts as an untitled draft and opens straight into the editor. Rename it from the field in the editor header — the name is for you, customers never see it.

What happens to a contact

When the trigger fires, Klixey creates an enrollment: that contact's own run through the sequence. They start at the first step and move down the list, waiting where you told them to wait.

Two rules keep this sane:

• One event, one enrollment. A single checkout or tag change enrolls a contact once. Retries and duplicate events don't produce a second run.
• One run at a time. A contact who is already partway through an automation won't start it again. Once they finish, a later trigger can enroll them fresh.

A contact who gets deleted mid-sequence stops there — their remaining steps are skipped rather than sent into the void.

Automations can trigger other automations, up to a point

A tag step in one automation can be the trigger for another. That's a useful pattern, but Klixey stops a chain after 5 hops so a pair of sequences that tag each other can't loop forever.

Related

• Triggers — what starts a sequence, and the consent rules that come with it.
• Steps — wait, email, tag, and product access.
• Contacts & audiences — permission, tags, and Smart Lists.
• Set up your sender — required before an automation can send email.
• Plans — what your plan includes.