Automations

Send an email campaign from an automation

Prepare a campaign once and deliver it when a CRM event occurs.

4 min read · Updated August 2026

Automated campaigns are useful for messages that should follow a real guest or deal event, such as a post-stay note, proposal follow-up or welcome sequence.

01

Prepare the campaign

  1. Create an automated campaign.
  2. Choose a verified sender and reply-to address.
  3. Write the subject, preview text and content.
  4. Send a test and mark the campaign ready.
02

Add it to the workflow

In the automation builder, add Send campaign and choose the ready campaign. The person moving through the workflow becomes the recipient.

03

Protect consent and timing

Avero checks the recipient's marketing eligibility when the workflow runs. Use delays where an immediate message would feel mechanical or overlap with a human reply.