How to Set Up Auto Queues
Build multi-step sequences that trigger over time: drip campaigns, onboarding flows, and follow-up cadences.
Auto Queues are multi-step sequences that play out over time. Enrol a contact and the queue executes a series of actions on a schedule: drip email campaigns, onboarding flows, follow-up cadences, and renewal reminders. Set it up once, and it runs for every contact who enters.
Creating a Queue
Open https://app.trustpager.com/auto/queues and create a new queue. Give it a name that describes the workflow (e.g. "New Client Onboarding", "Post-Demo Follow-Up", "Renewal Sequence"). Then start adding steps.
Steps and Delays
Each step has two parts: an action (what happens) and a delay (how long to wait before executing). Steps run in order. For example:
- Day 0: Send welcome email
- Day 2: Create a follow-up task for the account manager
- Day 5: Send a check-in SMS
- Day 14: Send a feedback form
- Day 30: Send a review request email
Enrolling Contacts
Enrol contacts manually from their profile or automatically via automations. For example, when an opportunity moves to "Won", an automation can enrol the contact into your onboarding queue. They start at step 1 and progress through the entire sequence automatically.
Monitoring Progress
See which contacts are enrolled in each queue, what step they're currently on, and whether any steps have failed. You can pause individual enrolments, skip steps, or remove a contact from the queue entirely.
Tip: Auto Queues are the right tool when you need timed sequences with multiple touchpoints. For one-off actions triggered by events, use automations instead. The two work together: automations enrol contacts into queues, and queues execute the multi-step follow-through.