Email automations

Follow upwithout remembering to.

When someone subscribes, fills out a form, or buys, BrightSite sends the next email, tags them, and tells your team. Each contact moves through at their own pace.

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  1. 01

    Pick what starts it.

    A signup, a form, an order, a tag, a date, a review, or a click.

  2. 02

    Add the steps.

    Send an email, wait, tag, set a field, email your team, or call a webhook. Branch on yes or no.

  3. 03

    Watch it run.

    The automation's activity shows every contact's run, the steps they took, and where they are now.

Start from a recipe

Use a recipe, or just ask.

Recipes set up the common follow-ups for you. Or ask Lumi, Claude, or ChatGPT to build one from plain words.

Follow up on quote requests

The Quote form follow-up recipe tags the person lead, emails your team, and starts a 3-email follow-up series: right away, 2 days later, and 4 days after that.

Say what should happen when a form comes in. The agent builds the automation and turns it on.

Quote form follow-up
WhenForm submittedRequest a quote
ThenAdd tag, email the teamlead
Start sequenceLead follow-up3 emails
PreviewUse recipe
Prompt

When someone fills out the contact form, tag them lead and notify me.

Create email automationContact form follow-up
Set email automation statuson
Created "Contact form follow-up": tags new submissions lead and emails you. It's on.

Welcome new subscribers

The Welcome new subscribers recipe creates a Welcome series sequence and starts it for everyone who joins your list.

Describe the emails and when they go out. The agent writes the series and starts it for new subscribers.

Recipes
Welcome new subscribersCreates a Welcome seriesUse
Post-purchase follow-upAfter an orderUse
Quote form follow-upTag, notify, follow upUse
Prompt

Set up a welcome series for new subscribers: a welcome email right away, our green cleaning tips 2 days later, and 15% off 3 days after that.

Create email sequenceWelcome series
Create email automationWelcome new subscribers
"Welcome series" has 3 emails on day 0, day 2, and day 5. New subscribers start it as they join.

Remember the dates that matter

Save a birthday or renewal date in a custom field. A date trigger runs on the day, or up to 30 days before or after.

Tell the agent which date to watch and what to send. It sets up the trigger and the email.

Service plan renewal
WhenDate field: Renewal date7 days before
Send emailTime to renew your planPublished
RunsEach contactEvery time
Prompt

A week before each customer's renewal date, email them a reminder to renew their cleaning plan.

Create email automationService plan renewal
"Service plan renewal" emails each customer 7 days before their Renewal date. Turn it on when the email looks right.
Sequences

A series of emails, on each contact's clock.

Each email goes out a set time after the last. Send only during the days and hours you choose, in each contact's time zone. Each email reports its own opens, clicks, and unsubscribes.

  • Up to 50 emails, with waits of up to 365 days
  • Add contacts from an automation, a segment, a link click, or by hand
  • Unsubscribing ends the sequence for that contact
Also in automations

Built for the way you follow up.

01

Yes or no branches

Check a tag, a field, the order total, recent opens or clicks, or a segment. Nest them up to 3 deep.

02

Birthdays and renewals

A date field can start a run on the day, or up to 30 days before or after it.

03

Forms that follow up

Pick Start automation in the form editor, and every submission runs it.

04

Once or every time

Run it once for each contact, or every time the trigger happens.

05

Your team in the loop

Notify owner emails your team when something happens. Those emails don't count toward your monthly limit.

06

Webhooks

Send the contact to another tool with a webhook step, with your own headers.

07

Loops stopped for you

Automations that set each other off stop at 3 deep, and a contact can run at most 10 times an hour.

08

Quiet imports

Imported contacts don't start automations unless you tick the box when you import.

Triggers and steps

When this happens, do that.

Each contact runs through on their own. An automation can have up to 50 steps.

What starts it
  • Someone subscribes, filtered by how they were added or which form
  • A tag is added or removed
  • A contact field changes
  • A date field comes up, on the day or up to 30 days before or after
  • A form is submitted
  • An order is paid or fulfilled, filtered by product or order total
  • A blog post is published
  • A product review is left, filtered by rating
  • A link in an email is clicked
What it can do
  • Send an email
  • Start or stop a sequence
  • Add or remove a tag
  • Set a field
  • Email you or your team
  • Call a webhook
  • Wait minutes, hours, days, or weeks
  • Branch on yes or no
  • Unsubscribe the contact, or end the run
Plans

On Grow and Scale.

Every email counts toward the monthly limit. No limit on how many automations or sequences you make.

Grow · $59/mo
5,000contacts
  • 30,000 emails a month
  • Automations and sequences
Scale · $119/mo
25,000contacts
  • 150,000 emails a month
  • Automations and sequences
Free trials run on Scale, so you can set up automations before you pick a plan.See pricing →
Questions

About email automations.

Which plans include email automations?

Automations and sequences are on Grow and Scale, and free trials include them.

What happens if I move to Launch?

Nothing is deleted. Automations and sequences pause where they are, and queued emails are held. When you upgrade, everything continues from where it stopped.

Do automation emails count toward my monthly limit?

Yes. Campaigns, sequence emails, automation emails, and blog post emails all count. Notify owner emails to your team don't.

Can a form start an automation?

Yes. Pick Start automation in the form editor, or use the Form submitted trigger and choose the form.

Can I send a birthday or renewal email?

Yes. Save the date in a custom date field, and a date trigger can run on the day or up to 30 days before or after it.

What if someone unsubscribes mid-sequence?

The sequence ends for them, and they get no more emails from it.

Can an agent set this up?

Yes. Lumi, Claude, and ChatGPT can create and change automations, sequences, segments, and custom fields from plain words.

Keep going

Built to work together.

Email marketingCampaigns, A/B tests, segments, and reports.→ FormsThe forms that start your follow-ups.→ StoreOrders that can start an automation.→

Let the follow-up
send itself.

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