---
title: Email Automation Workflow Builder
description: "## **Introduction** Eventin's **automation** feature provides an advanced and flexible way to manage event-related email communications. The default Eventin email system, which sends fixed emails for RSVP, purchase confirmation, and reminders, the automation feature allows you to **create customized email…"
url: "https://themewinter.com/docs/plugins/eventin/automation/"
updated: "2026-02-01"
category: Eventin / Email Settings
---

# Email Automation Workflow Builder

## **Introduction**

Eventin's **automation** feature provides an advanced and flexible way to manage event-related email communications. The default Eventin email system, which sends fixed emails for RSVP, purchase confirmation, and reminders, the automation feature allows you to **create customized email flows** based on specific conditions and user actions.

With automation enabled:

- You can customize emails based on various event types, user roles (such as attendee, customer, or admin), and time-based triggers.
- You have full control to edit, design, and personalize emails using built-in templates or create new ones from scratch.
- This ensures that emails are timely, relevant, and consistently branded, providing an enhanced experience for event participants.

> **Note:** When Email Automation is enabled, Eventin’s default email system (under **Eventin > Settings > Email**) will be **automatically disabled**, ensuring there is no conflict or duplicate emails.

## **Prefer a video walkthrough **🎥**?**

👉 Watch this quick tutorial on how to use automation workflows in Eventin.

[How to Build Automated Event Emails for Attendees in WordPress | Automate RSVPs, Reminders & More!](https://www.youtube.com/embed/9gV6MZeT164?feature=oembed)

## **Required Plugins**

To enable automation, you will need the following:

- **Eventin (Free)**
- **Eventin (Pro)**

Make sure both the main plugins are installed and activated.

## **How to Enable the Automation Add-on**

1. Navigate to **Eventin > Addons** from your WordPress dashboard.
2. Locate the **Automation Add-on**.
3. Click the toggle switch to enable it.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_enable.png)

Once enabled, a new **Automation** menu will appear in your Eventin dashboard.

## **How to Access and Manage Email Automations**

To get started, navigate to **Eventin > Automation** from your WordPress dashboard. There, you will find a few ready-made automation templates, including:

- **Event Ticket Purchase**
- **RSVP Email**
- **Event Reminder Email**

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_list.png)

These templates are fully customizable, allowing you to modify the content, branding, and conditions as needed. Additionally, if you prefer to build your own flow, you can click the **“Add New”** button to create a custom automation from scratch.

### **How to Create a New Automation**

To create a new automation, go to **Eventin > Automation** and click on the **“+ New Automation”** button. A pop-up will appear where you need to enter a **name for your automation flow** and select a **trigger event** from the dropdown menu.

Available trigger options include:

- **Event Ticket Purchase**
- **RSVP Email**
- **Event Reminder Email**

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_add_new.png)

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_create.png)

After selecting your desired trigger, click on the **“Create”** button. You will then be redirected to the **Automation Builder** page, where you can configure the actions and customize your automation flow. By default, you’ll see two blocks:

- **Trigger Event** – This is the starting point that defines when the automation should begin (e.g., when someone purchases a ticket).
- **End Automation** – This marks the end of the automation flow.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_1.png)

To define what happens between these two steps, click on the **“+” icon** between the blocks. This will open the **“Add New Node”** panel where you can choose between two options: **Action** or **Condition**.

- **Action** lets you perform tasks like sending emails or adding time delays after the trigger occurs.
- **Condition** allows you to set rules based on specific criteria.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_2.png)

#### ****Adding an Action in Automation Flow****

1. **Send Email** – Sends a customized email to a specific recipient based on the trigger.
2. **Add Delay** – Pauses the flow for a defined time period before the next action is executed. This is useful for reminder emails or follow-ups.

##### **Configuring the "Send Email" Action**

When you choose **Send Email**, a configuration form will appear with the following fields:

- **Receiver Type**: Define who the email should go to — such as the **Customer**, **Attendee**, or **Admin**.
- **From Address**: Set the sender’s email address that will appear in the recipient's inbox.
- **Email Subject**: The subject line of your email.
- **Email Body**: Write the content of the email using plain text or HTML. You can make it dynamic by using variables.
- **Variables for Email Body Content**: A list of predefined dynamic tags (e.g., {%site_name%}{%site_link%}{%site_logo%}{%event_title%}{%event_location%}{%event_time%}{%event_date%}) that automatically populate specific event data into the email.

After filling out all necessary fields, click the **“Save”** button to apply the email action to your automation flow. This step ensures that your automation is active and ready to trigger when the defined condition is met.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_4.png)

In the Automation Builder, all steps (like triggers, actions, and conditions) appear as draggable nodes. You can rearrange their position by simply dragging and dropping them within the flow.

To remove a node, hover over it and click the **trash icon**. This allows you to edit and organize your automation easily.

##### **Configuring the "Add Delay" Action**

In the Automation Builder, you can insert a time gap between actions using the **Add Delay** action. This helps schedule follow-up emails or actions after a specific duration.

To set it up, click the **"+"** button between nodes and choose **Add Delay**. A panel will appear with the following fields:

- **Wait Time**: Enter the number value for the delay (e.g., 2).
- **Wait Time Unit**: Select the unit—Minutes, Hours, Days, or Weeks.
- **Delay Condition (optional)**: Choose a condition if you want the delay to apply only in specific cases.

Click **Save** to add the delay block to your flow. The next action will run only after the defined time passes.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_6.png)

#### **Adding a Condition in Automation Flow**

Conditions allow you to control who receives an action based on event-specific values. You can use conditions to ensure that only certain users (e.g., attending a specific event) receive a particular email or trigger.

1. Inside the Automation Builder, click the **“+”** icon and choose **Condition** from the options.
2. A panel titled **“Available Conditions”** will appear. You’ll see several condition types, including:
   - **Site Name** – Filters based on the WordPress site name
   - **Site Link** – Filters by the site's URL
   - **Site Logo** – Based on logo metadata
   - **Event Title** – Filters based on the name of the event
   - **Event Date** – Target based on event schedule
   - **Event Time** – Match by event time
   - **Event Location** – Target events by location

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_7.png)

Click on **Event Title** to apply a condition that filters users based on the name of the event. You will see an operator such as **“=”**, which means the system will check for an exact match.

If you set the Event Title to `"BITPA Conference Event"` and the operator to `"="`, Only the attendees of that exact event will receive the next action (such as an email).

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_8.png)

After setting your condition, click **Save** to apply it to your automation.

#### **Save and Activate the Automation**

After building your automation, click **“Save Now”** to save the flow.

Then click the **Inactive** toggle to switch it to **Active**. Your automation is now live and will run based on the trigger.

![](https://themewinter.com/docs/plugins/wp-content/uploads/sites/3/2025/07/etn_automation_9.png)

> At this stage, you can configure**RSVP emails or Reminder emails** within this process.

## **FAQ**

**1. Do I need Eventin Pro for the Automation feature?**
No. Only **Eventin (Free)** needs to be activated.

**2. What happens to the default Eventin email system when Automation is enabled?**
It will be automatically disabled to prevent duplicate or conflicting emails.

**3. Can I delay sending emails after a trigger?**
Yes. The **Add Delay** action allows you to pause the flow for minutes, hours, days, or weeks.

**4. Do I need coding skills to use the Automation Builder?**
No. It’s a drag-and-drop interface—no coding required.

## **Conclusion**

The Eventin Email Automation Workflow Builder gives you complete control over your event communications. By replacing the fixed default email system with a fully customizable automation builder, you can create tailored email flows that match your event needs. From personalized ticket confirmations to targeted reminders, the drag-and-drop interface makes it easy to design professional, timely, and relevant emails without technical complexity.

Whether you’re managing small gatherings or large-scale conferences, Eventin’s automation ensures your attendees, customers, and admins receive the right information at the right time, boosting engagement and delivering a seamless event experience.