Create Automation Sequence

Automation in email marketing refers to the process of setting up emails to be sent automatically based on specific triggers or actions taken by your subscribers. The automation feature allows you to create efficient, targeted email sequences, enhancing engagement and personalizing the subscriber experience.

Steps to Create a New Automation

Step 1: Accessing the Automation Feature

  1. Log Into Your Account: Start by navigating to your dashboard.
  2. Go to the Automation Section: Find the ‘Automation’ tab, in the main menu and click on it.

Step 2: Starting a New Automation

  1. Click on ‘Add New’: Look for a button or link to initiate a new automation sequence.
  2. Select a Trigger: Choose the event that will trigger the automation. Triggers can be actions like a new subscriber joining a list, a subscriber’s birthday, or a specific date.

Step 3: Configuring Automation Workflow

  1. Define the Workflow: Set up the sequence of actions that will occur once the trigger event happens. This might include sending a welcome email, followed by a series of follow-up emails.
  2. Design Each Email: For each step in the automation, create or select an email template and customize it with your content.
  3. Set Delays: Determine the time intervals between each step. For example, send a follow-up email three days after the welcome email.

Step 4: Customizing Automation Settings

  1. Segmentation (Optional): Apply conditions to target specific segments within your list. For example, only send the automation to subscribers who clicked a link in a previous campaign.
  2. Ending Conditions: Define conditions for when the automation should end or what action should stop the sequence.

Step 5: Activating Your Automation

  1. Review Your Automation: Double-check each step and the overall flow for any errors or improvements.
  2. Activate the Automation: Once satisfied, activate your automation. It will now run automatically based on your defined triggers and conditions.

Tips for Successful Email Automation

  • Test Before Launching: Run a test to ensure the automation works as expected.
  • Monitor and Optimize: Regularly review the performance of your automation and make adjustments as necessary.
  • Keep It Relevant: Ensure that the content of each automated email is relevant and provides value to the subscriber.

Creating automation is a powerful way to engage with your subscribers effectively and at scale. By following these instructions, you can set up automated email sequences that respond dynamically to your subscribers’ actions, providing a more personalized and engaging email experience.

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