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Introduction to Automation

With Touchdown automation you can use automated and dynamic paths for your recipients and manage all leads and campaigns in one place, in your CRM.

To create a new automation scenario:

  • Go to Scenario in Touchdown menu
  • Click on + New
  • Enter Name
  • Select a predefined scenario template or a custom scenario

Inside the scenario:

  • To begin, select one or more entry points:
    • New member is added to your list
    • Member is removed from your list
    • Member’s date field is matched
    • Member is manually added to the scenario
    • Add all list members on scenario activation


You may send an email or SMS that is carried out by using action:

  • To select an action click on Execute an action:
    • Send Email
    • Send SMS
    • Add member to list
    • Remove member to list


You may wait until your recipient interacts with the email and wait for a specific trigger that would start next communication, for example, and this is done through triggers:

  • To put the participants on hold until a specific action is carried click on Put on hold until trigger:
    • Email interaction
    • SMS interaction
    • Timer
    • Specific time and date
    • Hours and days
    • Manual proceed

Learn more about Triggers here


You may want to wait until a certain condition has to be met, for example, they have to live in London, and this is done through conditions:

  • To select a condition click on Check a condition:
    • Field value
    • List member

Learn more about Conditions here

Good practises

You may want to perform certain practices which may increase your success, among others try to:

  • Integrate marketing automation with your inbound marketing strategy
  • Send personalised content to your target audience
  • Set up customer engagement campaigns so that you can keep ongoing communication and interact
  • Set up lead engagement campaigns to keep ongoing communication

Bad practises

You also may want to stay away which may decrease your success, among others:

  • Don’t just automate your current process without revisiting your goals
  • Don’t just blast or broadcast general messages but personalise the messages
  • Don’t forget about your customers
  • Don’t forget about your leads
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