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An automation is a standing rule that starts a mailing campaign for you when something happens in your CRM. Win a deal or close out a job, and Mailr finds the neighbors around that address and mails them — no wizard, no clicks. This page covers where automations live, how to build one, what happens when one fires, and the guardrails that stop your neighborhoods from being over-mailed.

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Where automations live

Open Campaigns → Automations in the sidebar of the Mailr app. The section is titled Campaign Triggers, and your rules sit under Active automations — “Automations that create mailing campaigns from CRM events.” Only the workspace Owner can create, edit, or delete automations. Everyone else can open the page and read them. If you’re not the Owner you’ll see:
“Only the organization owner can create or edit automations and API keys. You can view existing automations here.”
Ask your Owner to make the change, or see Team & roles.

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Create an automation

1

Press Create New Automation

Give it an Automation name you’ll recognize later, like “Roof replacements — 100 neighbors”.
2

Choose the trigger

Each connected CRM contributes its own trigger — for example, fire when a job hits a chosen status, or when a deal reaches a chosen stage. The exact event names available for your CRM are listed on its page under Connect your CRM. If you haven’t connected a CRM yet you’ll see “Connect your CRM to trigger this automation — Campaigns fire straight from your jobs and deals once your CRM is connected.” When no CRM is connected, Mailr offers Zapier instead, under “Using a different CRM? Trigger from Zapier instead” — a Deal Won / Job Completed tile and a Custom Campaign Trigger tile. See Zapier. If your own software posts events to Mailr, a Trigger from your API row appears here as well — see Custom integration.
3

Set Recipients

“How many neighbors to mail around each install address.” Set Neighbors per install anywhere from 10 to 500. The job address itself is never mailed.
4

Add property filters (optional)

“Only mail homes that match. Applied to the neighbors found around each install address.” Filters like home value and year built work the same way they do in the campaign wizard — see Targeting.
5

Pick your postcard settings

Choose Card type (Home Render or Classic), Industry, Card template, Render style, and the QR code landing page — one of your published pages, or your own URL. These are the same choices as creating a campaign.
6

Choose Who to mail

The same four audience settings as a manual campaign, from Standard (recommended) through Send to everyone. Details in Do-not-mail & opt-outs.
7

Add follow-up drops (optional)

“Mail the same audience several times over the following weeks.” Presets are Single drop, 3 drops · every 2 weeks (days 0, 14, 28), 4 drops · monthly (days 0, 30, 60, 90), and Custom. You can set custom offsets in days, up to 12 drops; each drop you add defaults to two weeks after the last. The render style and card size stay locked across the series; each drop can use a different template.
8

Press Save Automation

Your rule appears as a card with a plain-English recap — “Fires when … — only if …” — plus tiles for Recipients, Property filters, Card type, Template, Render style, and Landing page, and an Active / Disabled pill. The card is also badged with the trigger’s source: your CRM’s name, Deal Won, Custom Trigger, or Your API.
Follow-up drop series are charged up front when the campaign is created, not drop by drop. A 4-drop automation holds credits for all four mailings at once.
To pause a rule without losing it, toggle it to Disabled. To remove it for good, use Delete on the automation card.

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What happens when an automation fires

How fast a trigger reaches Mailr depends on your CRM — some send events instantly, others are checked hourly (see the integrations overview for your CRM’s speed). Once Mailr has the event, the campaign shows up in your campaign list within a few minutes. When it fires, the campaign submits itself for review automatically. Credits are held (not charged), and it lands in Submitted without any click from you. Automation-created campaigns carry an Automated pill in your campaign list. From there it follows the normal path — see Campaign statuses & timelines.
Keep a credit balance if you run automations. If your balance won’t cover the mailing, the campaign is left as a Draft, nothing is held, and it retries on a later pass once you top up. Turn on the Automation held — needs credits email in Workspace settings so you hear about it, and top up from Workspace → Billing — see Credits and pricing.
You don’t approve each automated campaign yourself. Mailr reviews them like any other campaign. If you want to stop one, open it while it still says Submitted and press Withdraw submission — the hold is released and it goes back to Draft.

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Protection against over-mailing

There is no per-day send cap, no quiet-hours setting, and no per-recipient frequency setting to configure. These four guardrails do that job instead, and they’re on by default: Both cooldowns are yours to change in Workspace settings. Your do-not-mail list is always skipped regardless of either one.
If the page says automations are disabled and none are firing across your whole workspace, that’s a temporary pause on Mailr’s side, not a problem with your rule. Contact support if you see it.

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Next steps

Campaign statuses & timelines

What Submitted, In production, and Mailed actually mean.

Do-not-mail & opt-outs

The suppression list your automations respect.

Credits and pricing

Keep a balance so automations don’t wait as drafts.

Campaign troubleshooting

Fixes for held, stuck, and rejected campaigns.