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Automations
Turn on rules that mail your members automatically — and set the format & timing.
Upcoming automated sends
Members due in each active date-based automation’s window.
- New Firm Incorporated13 members due in the next 7 days
- Patent Filed13 members due in the next 3 days
3 of 6 automations on
Hiring Surge
Threshold-basedHiring Surge — mailed to all target accounts.
6×9 Postcard·On the trigger date
New Firm Incorporated
Date-basedNew Firm Incorporated — mailed to all target accounts.
6×9 Postcard·7 days after the trigger
Patent Filed
Date-basedPatent Filed — mailed to all target accounts.
6×9 Postcard·3 days after the trigger
Event Invitation
Date-basedEvent Invitation — mailed to all target accounts.
Funding Round Announced
Event-basedFunding Round Announced — mailed to all target accounts.
New Executive Hire
Event-basedNew Executive Hire — mailed to all target accounts.
Recent automated sends
Campaigns an automation fired — the trigger date, and pieces.
- Patent Filed216 pieces2026-05-21
- Patent Filed125 pieces2026-05-20
- New Firm Incorporated223 pieces2026-05-12
- Hiring Surge130 pieces2026-05-11
- New Firm Incorporated227 pieces2026-05-03
- Hiring Surge86 pieces2026-05-01