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Every automation starts with a trigger — the event that enrolls people into the flow. Click the Trigger at the top of the canvas (or in the builder sidebar) to open its settings, and pick one of the following:

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What Each Trigger Needs

Before an automation can be enabled, its trigger must be fully set up. What’s required depends on the trigger you pick:
  • List-based and scheduled triggers need a Planning Center list and an email category.
  • Form submission needs a Planning Center form and an email category.
  • Manual needs only an email category — you choose who to run it for at run time.
The email category you select is the category the automation’s emails are sent under. It controls which of your recipients’ subscription preferences apply, so choose the category that matches the kind of email you’re sending.
Pick the trigger that matches your goal, then dive into its dedicated guide for the details.