Automation email preferences

Automation email preferences let you control how and when each series sends messages. Settings are per-automation and allow you to customize timing, frequency, and compliance options.

Access Email Preferences

1. Go to Automations and select the series you want to configure.
2. Click Settings or Email Preferences.
3. You should see options for sending behavior and delivery settings.

Available Preferences (Confirm Options)

TODO: confirm available options from the live app. Examples likely include:

• Send Time: Fixed time of day, subscriber timezone, or optimal send time
• Day of Week: Restrict sending to specific days (e.g., Mon–Fri only, no weekends)
• Frequency Capping: Limit how many automation messages a single subscriber receives per day/week
• Respect Unsubscribe Lists: Automatically exclude unsubscribed email addresses
• Subscriber Consent: Require explicit opt-in before sending automation emails
• Reply-To Address: Set a custom reply-to email for automation messages
• From Name / Address: Customize the sender identity for this automation

Save Preferences

1. Adjust the settings as needed for your use case.
2. Click Save or Apply.
3. Changes take effect for new messages; previously scheduled messages are not affected.

Examples

Re-engagement series with respect for user preferences:

• Enable “Respect unsubscribe lists”
• Set frequency capping to 1 message per day per subscriber
• Choose a preferred send time (e.g., 9 AM in each subscriber’s timezone)

High-priority transactional-style automation:

• Disable frequency capping (important messages should always send)
• Set immediate send time
• Customize the from name to match your brand

Next Steps

• Automation triggers overview
• Manage an automation series