Automation triggers
An automation starts from exactly one of three triggers: someone joining a list, getting a tag, or confirming a form signup.
Every automation starts from exactly one trigger, and there are only three kinds:
| Trigger | Fires when |
|---|---|
| Someone joins a list | A contact becomes a subscribed member of the list. For a double opt-in list, that’s the confirm click, not the earlier signup |
| Someone gets a tag | A tag is added to a contact, by you, a bulk action, a form, or another automation’s own “Add a tag” step |
| Someone signs up through a form | A contact confirms a double opt-in form, or completes a single opt-in form’s signup |
An automation has exactly one trigger, set on the Starts when card at the top of the flow.
Set or change the trigger
- Open the automation’s editor (Edit, from a draft or paused automation).
- On the Starts when card, click Edit.
- Choose the trigger kind from Starts when (“Someone joins a list”, “Someone gets a tag”, or “Someone signs up through a form”), then choose the specific list, tag or form from Which one. The hint: “Lists and forms carry consent through to every send; tags don’t.”
- Click Save trigger.
The trigger can only be changed while the automation is draft or paused. Trying to change it on a live automation redirects you back with “Pause this automation before changing its trigger.”
What each trigger kind means in practice
- List joined only fires on a genuine new subscribe or confirm. Importing a contact into that list never fires it. See Why imports don’t trigger automations.
- Tag added fires no matter what added the tag, including another automation’s own “Add a tag” step, so one automation can hand off to another.
- Form confirmed fires from a form’s double opt-in confirmation, or a single opt-in form’s successful signup. Consent covers the form’s own destination list.
You can’t delete a list, tag or form that a trigger points at while its automation is live, paused, or in review; you’ll be told which automation is using it.

See A contact enters an automation only once and Automation steps explained.