Send an email when people enter an audience

Someone takes your order bump and you want them to get a thank-you with the bonus details. Until today that meant opening Automations, finding the audience trigger, picking the audience again and wiring a Send email step by hand.

The enemy is the distance between knowing who should get an email and actually sending it.

On an audience, the section is now called When people enter or leave. Click Add and it asks what should happen, with four choices. Pick Send an email, choose one of your saved templates, and say whether it goes out when people enter or when they leave (optionally only for some leave reasons). Set a holdout to measure the lift and choose who gets it: first time only, or at most once every few days. You can also send it to the people already in the audience, up to 500 per refresh. Create and turn on makes a real automation named after the audience and the template, switched on at once. Open it to add waits, conditions or more emails.

The email is sent as marketing. Anyone who unsubscribed, bounced, complained or said no to email is skipped and the run carries on. Each email gets an unsubscribe link, one-click unsubscribe headers and a footer with your postal address, unless your template already prints {{ unsubscribe.url }} and {{ brand.marketing_address }}. People who unsubscribe land on the same suppression list as your campaigns. Every Send email step in your automations now works this way. For access details or receipts, turn on Transactional on the step: it skips only hard bounces and complaints and adds no unsubscribe link (Marketing and Transactional).

The other three choices: keep a Klaviyo, ActiveCampaign or Mailchimp list in step (connect the tool from the same window), send the changes to a signed webhook, or start an automation, where you see the ones that already start from this audience or open the builder with the trigger set. Each row says what it is: Automation, Sync or Webhook.

Try it: go to Reports, then Audiences, open a customer audience, click Add under When people enter or leave and pick Send an email.