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Working with Actions

Actions are the steps your automation performs after a trigger occurs.

They define what happens next — for example, sending an email, updating contact data, starting another automation, or modifying a contact's status.

In Sendigram EMS, Actions are powerful tools that let you automate communication, manage data, and control contact flow without manual work.

Every automation must start with a Trigger, but it's the Actions that carry out the main purpose of your workflow.

Where to Find Actions

In the Automation Builder, open the Actions tab in the left-side panel.

You can add actions to your workflow in several ways:

  • Drag and drop an action from the panel onto the workflow canvas.
  • Click a "+" node between existing steps and choose an action.
  • Right-click on the canvas to open the quick-add menu and select Action.

Once added, the Settings panel on the right will open automatically, allowing you to configure the action's details.

Types of Actions

Actions in Sendigram EMS are grouped into three main categories:

1. Emails

Send Email

The most common action — sends an email when trigger conditions are met.

Settings include:

Email Tab – Select or create an email template.
  • Use Select template to choose from existing emails.
  • Use Upload HTML to import a custom HTML file (up to 10MB).
  • Use + New template to open the Email Builder and create a new design.
  • If a template was built in the drag-and-drop editor, you can click ✏️ to edit it directly.
  • If it's an uploaded HTML file, editing is disabled.
Subject and Preheader – Required fields.
  • Subject: Short headline to encourage opens.
  • Preheader: A short preview line that appears after the subject in inboxes.
UTM Tags Tab – Add tracking parameters for Google Analytics.
  • Required fields: utm_source, utm_medium, utm_campaign
  • Optional fields: utm_term, utm_content
  • Use the Generate button to auto-fill parameters based on your automation and email name.
Sender Settings Tab – Choose your sender identity.
  • Sender email address – must be verified and active.
  • Name of sender – automatically linked to the email.
  • Reply-to address – optional; where replies will go.
  • IP address – choose between shared or dedicated IPs (dedicated IPs must be active).

Automatic Safety Check: The system verifies your sender domain and IP for blacklist issues before sending. If any are detected, you'll see a warning message recommending you change or update your sender domain.

2. Contacts

These actions manage your contacts and their data directly within the automation.

Update Contact Attributes

Modify or remove contact details dynamically.

  • Update attribute value: Add or change contact fields (e.g., City = "Berlin").
  • Delete attribute value: Remove one or more contact fields.

You can search existing attributes or add new ones (e.g., Email, Name, Country, Tag name).

Add Contact to a Group

Adds contacts to one or more existing contact groups.

  • Click Choose group to select or search for a group.
  • Click Create a group to make a new one on the spot.

Remove Contact from a Group

Removes contacts from one or multiple groups. Works the same way as adding — simply select the group(s) you want to remove from.

Delete Contacts

Removes contacts completely from your database. Use this action carefully — deleted contacts cannot be restored.

Block Contacts

Stops sending emails to contacts associated with certain domains or senders.

Options include:

  • Transactional emails only
  • Marketing emails only
  • All emails from all senders

You can also filter by specific sender email addresses if needed.

3. Automation Control

Start Other Automations

Transfers contacts from one automation into another or loops them back into the same one.

You can:

  • Select one or multiple automations to start.
  • Search by name to find automations quickly.
  • Chain workflows together for complex scenarios (e.g., moving from a welcome series to a sales drip).

Action Rules and Limitations

  • Each workflow step can include only one action.
  • You cannot place multiple actions on the same node.
  • Each action must follow a valid trigger or rule (time delay, condition, etc.).
  • If the same email is used across multiple steps, you can apply global updates to it.

Email Validation and Delivery Safety

Before sending any automated emails, Sendigram checks:

  • Whether your sender domain is verified and not blacklisted.
  • Whether your dedicated IP (if used) is active.
  • Whether your email balance is sufficient for sending.

If issues are found, an alert appears explaining how to resolve them (e.g., verifying a domain, renewing an IP, or topping up credits).

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