Automation is available as part of the Advanced Marketing Campaigns package. To access this feature, please upgrade to Advanced Marketing Campaigns from Your Products.
Automation allows you to send a recurring email or drip series to contacts automatically at a cadence you define. Once you create an Automation, you can trigger them to send automatically by adding new recipients to a chosen list, saving you time.
With Automation, you could build email campaigns to:
If you haven’t done so already, you’ll need to complete the following before building your first automation:
Once you've completed the prerequisites, you’re ready to start building your first automation. You can start with a pre-built Welcome Series and make it your own, or start from scratch by selecting Custom Automation.
To create a Custom Automation:
Contacts will only receive your automation if you add them to the list you select for entry criteria after you set the automation live.
If you select “no longer meet entry criteria”, before each email in your series sends, Automation will check to make sure each recipient is still on the entry criteria list. If they aren’t, they won’t get the email. For more information on deleting contacts or removing them from lists, see link text.
Select an Unsubscribe Group. This Unsubscribe Group will apply to all emails in your Automation.
Select the send time for the first email. You can choose to send the first email instantly, or you can set a delay of days or hours from the time meet the entry criteria.
Build your email(s) by clicking Add Email Content.
Choose a template, then use your preferred editor to craft your content.
If you did not do so within the editor, you can add a subject line and select a sender from the Edit Automation page.
To add more emails to this automated series, click Add an Email.
Choose how long to wait before sending the next email. This time will be relative to the preceding email.
Once you have created all of your emails for the automation, click Set Live.
To duplicate an automation:
The pre-built Welcome Series automation provides a jumping off point to inspire you to create your own tailored welcome series.
To create a Welcome Series:
If you keep the entry criteria as "All Contacts" it's important to remember that any recipient you add to your Automation contacts after you set the welcome series live will be entered into the automation. Use "All Contacts" with caution to avoid sending a welcome series to contacts that aren't actually new to you.
You can edit the content, subject line, and sender for any emails in your automation.
To edit an automation:
You can also create a template from an existing email within your Automation series by selecting the action menu next to the email you'd like to reuse and selecting Create Template.
To disable an automation:
When you disable an automation, all emails in your automation will stop sending unless you set it live again. No new contacts will be entered into your automation while it's disabled. If you set the automation live again, contacts who entered the automation before it was disabled will continue receiving emails again according to where they left off.
To set a disabled automation live again:
When you re-enable the automation, contacts who previously entered the series will continue receiving emails where they left off in the series. Contacts who met your entry criteria during the disabled period will not be added to the automation. For this reason, do not add users to lists that are used as the entry criteria for automations in a disabled state.
To delete an automation: