1. Choose the event that will trigger the email 1. Set how much time before or after the event 1. Add some filter regarding the event. Like which tag was added, if a booking was a trial class and others. 1. Limit the sending to a specific contact list. This way you limit the sending to only prospects, only those who took a trial class, only those who are sádhaka, etc. 1. Choose the email template to send.