Use Email Automation to create a workflow that will automatically send a series of emails to your contact list based on a specific action or event.
To create your first workflow, click on ‘Automation’ from the main menu and then click ‘Create my first workflow’.
Select one of our pre-defined automation scenarios. In this example we will select the ‘Welcome’ scenario which will automatically send emails to customers who join your contact list.
Enter the workflow details, and select the contact list that will be the trigger for your workflow. Then click ‘Save and continue’.
At this point you will create the emails that will be sent when a customer joins the contact list.
Click the “+” button…..
and choose whether your email should be sent immediately or after a time delay.
Click ‘Confirm’ and then proceed to design your email in the Email Editor as normal.
Once you’ve completed your campaign, you will be back at the “Customize your Workflow” page with your first workflow email.
Click ‘Save and continue’.
Before you activate your workflow, please ensure all emails have been tested and the workflow details have been reviewed. Once the workflow is activated, modifications cannot be made.
(If you need to make changes to an activated workflow, you would need to duplicate the workflow, and make changes to the new replacement workflow. Then simply lock the current active workflow, and activate the new replacement workflow.)
Once you are satisfied with your workflow, click the ‘Save and activate now!’ button.
For more detailed information, please read our step-by-step guide to Email Automation.
Please note: Email automation is only available on Premium Plans.
Select one of our pre-defined automation scenarios. In this example we will select the ‘Welcome’ scenario which will automatically send emails to customers who join your contact list.
Enter the workflow details, and select the contact list that will be the trigger for your workflow. Then click ‘Save and continue’.
At this point you will create the emails that will be sent when a customer joins the contact list.
Click the “+” button…..
and choose whether your email should be sent immediately or after a time delay.
Click ‘Confirm’ and then proceed to design your email in the Email Editor as normal.
Once you’ve completed your campaign, you will be back at the “Customize your Workflow” page with your first workflow email.
Click ‘Save and continue’.
Before you activate your workflow, please ensure all emails have been tested and the workflow details have been reviewed. Once the workflow is activated, modifications cannot be made.
(If you need to make changes to an activated workflow, you would need to duplicate the workflow, and make changes to the new replacement workflow. Then simply lock the current active workflow, and activate the new replacement workflow.)
Once you are satisfied with your workflow, click the ‘Save and activate now!’ button.
For more detailed information, please read our step-by-step guide to Email Automation.
Please note: Email automation is only available on Premium Plans.