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How to Use Automations to Schedule an Email to Send After a Course Sale

Learn how to schedule an automated email to be sent a specific time after a course sale—perfect for follow-ups, onboarding, or upselling.

Updated over a month ago

On your Dashboard, go to Automations tab, click on +Create Workflow then choose + Start from Scratch

Give your workflow a name by clicking the pencil icon next to the title.

Start building it by clicking + Add New Trigger

There are 2 ways to trigger this automation. Trigger it when Offer Access Granted or when Product Access Granted.

In this tutorial, the Product Access Granted is used.

Under the Filters option, select " Select Product," then choose the specific product you want to target. Once done, click Save Trigger

Add an action to wait.

Set waiting timeline then click Save Action

This example is set to wait 3 days before sending the email.

Add an action to Send Email

Fill out the necessary fields for your email then click Save Action

Toggle on to Publish then click Save

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