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Marketing

Set up an automation from a template

Go to Marketing, then Automations, click New automation and choose Start from a template. Pick a template, click Use this template, fill in the details it asks for, then click Turn on. Nothing is sent until you turn it on, and only new activity from then on enters it.

Updated October 5, 2026

Steps

  1. 1

    Open Automations

    In the sidebar, open Marketing, then Automations.

  2. 2

    Start from a template

    Click New automation, then Start from a template. Templates cover moments such as welcoming new followers, confirming a purchase, asking for feedback after an event or answering a refund request.

  3. 3

    Use it

    Click Use this template on the one you want. If you already have one from that template, Trybe offers Edit the one you have instead.

  4. 4

    Fill in the details

    The template asks for what it needs, such as the event, the delay or the message. You can also open it on the canvas to add waits, conditions or branches.

  5. 5

    Turn it on

    Click Turn on, or Keep as draft to finish later. The automation shows as Active, and each run lists what was sent, opened and clicked. Use Pause to stop it.

The reminder Trybe runs for you

Every account starts with an abandoned checkout reminder already on. It sends a reminder to fans who left checkout and stops if they buy. Its sends are free, and you can edit or pause it.

What it costs

In the automations you create, each email costs 1 token per run and each text costs tokens per part, like an SMS campaign. If you run out of tokens, runs are paused, not skipped.

Free plan limit

On the Free plan, 1 automation you created can be on at a time; drafts are unlimited and the abandoned checkout reminder does not count. Pro removes the limit.

Learn more about the feature: Automations

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  • Fees, plans and tokens: what Trybe costs

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Still need help?

Send us a DM on Instagram at @trybe.fm, book a 15-minute call, or write to help@trybe.fm. Tell us your organization name and what you were trying to do.

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