Email Automation with LiveAgent

At LiveAgent we send onboarding emails which consist of quick question, the first and the second followup. They look like this:

1. Quick question: The first email is sent immediately after a visitor creates LiveAgent trial account.

2. The first followup: Sent 3 days after account creation.

3. The second followup: Sent one day before account expiration.

We used to do all the work manually. After a while, the number of emails started to grow and we had to find a solution to automate this process. We looked for solutions such as:

They offer a lot of features like: A/B testing, campaign reporting, spam testing etc. But we didn’t need all this... all we needed was just a simple automation that includes templates, scheduling/timing and possibility of sending automatic follow-ups only to subscribers who haven't replied. So we integrated this into LiveAgent.

LiveAgent email automation works by using Tags and Time rules.

So how can I set it up on my own?

See this knowledgebase guide on how to setup followup rules and tags.

Email automation can help you convert leads into customers, develop closer relationships with your clients and save time.

Ready to automate your emails? Let me know if you need help with setting up the rules, simply email me at

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