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Email automation triggers checklist for 2026

Short answer

A complete email automation triggers checklist has 4 setup items and 2 things to audit against. Work through setup in order, then schedule a quarterly review.

Setup checklist#

  • ☐ List the events your product or store already emits.
  • ☐ Send them to your ESP via webhook or native integration with a stable contact identifier.
  • ☐ Deduplicate and validate payloads before they enter automations.
  • ☐ Monitor for silent failures: a broken webhook stops journeys without errors.

Audit checklist#

  • ☐ Confirm you are not: using email address as the only identifier when users change it.
  • ☐ Confirm you are not: no retry logic for failed webhook deliveries.

Ongoing monitoring#

  • ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
  • ☐ Monthly: re-run the setup verification after any vendor or DNS change
  • ☐ Quarterly: full audit against this checklist

Frequently asked questions#

Webhook vs API polling for email automation?

Webhooks are real-time and cheaper. Use polling only as a fallback reconciliation.

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