How to create a Signup-based Email Automation
You may use these Campaigns to program automatic Welcome Emails ready to be sent when a new Subscriber adds up to your List.
Once you access, select “Create Automation Campaign”.
You’ll see three options. Choose “Welcome Email”.
Once you enter, the first thing to do is to give your Campaign a name. Make sure it is representative enough to allow you to identify it in the future.
The next step is to choose the Subscribers List you want to associate your Welcome Campaign to by clicking on “Select List”. Remember that the List you select must be filled by a Subscription Form or via API. So, each new contact who sign up to your List will receive the Email Campaign you have created.
When you click the button you will see this screen. There you will have to select the List which you want to associate your Email Automation by clicking in the circle that appears in the image. In the example we have selected the List “Blog Subscribers”. Once that is done press the “Confirm selection” button.
On the screen you will see the name of the selected List. If you want to change it, just click the “Replace associated Lists” button.
The next step is to define the first step of your Automation Flow. To do this, click on the + icon that appears on the canvas.
There you will see two options: “Wait” and “Email”. Choose “Wait” to determine how long you want to wait before certain action to happen, such as sending an Email.
Let’s say you want your contacts (List that we have associated with our Sample Automation Campaign) receive a Welcome Email 2 hours after they subscribe to your Blog. To do this, type the number 2 in the field “Wait time” and choose the “Hours” option. You will see how the data is automatically updated on the canvas on the right.
You can also choose to send your Welcome Email immediately by writing the number 0 in the “Wait time” field or you can also define a certain amount of minutes, days or weeks.
You can also create an Emails series. For example, set up an Email that your new Subscribers will receive at the exact moment they subscribe to your List and another one or two days later.
To create the Email that your contacts will receive, choose the “Email” option. In the left panel you will have to complete all the data of the shipment, as well as you do with the rest of the Email Campaigns.
Once you’ve completed that, you’ll be ready to configure the viralization of your Campaign and create your Email Content. You may import a HTML file, edit one of our Templates or create a new Campaign from the Text Editor.
The Templates Editor option is ideal for those who don’t have HTML knowledge and want to create effective Email Campaigns in minutes. If you have your own Templates you can choose one from the “My Templates” section, otherwise you can select one of the available in the different categories.
Clicking on one will display two options: “Select without editing” if you want to leave it as it is or “Select and edit” in case you want to modify it from our Editor.
In this case we selected a Welcome Template.
Now, you should edit the content. Remember that you may chance everything you wish, such as: Images, text, colors and add links. Once you have your piece ready, click on “Next”.
Once you have created the Content of the Email you will be able to make a Campaign test, just like as you do with the other Campaigns, to verify that there are no errors.
That’s it! You have already configured your Automation Flow. On the canvas you can see all the detailed steps. If you want to modify some of them, just click on it and make the changes you want on the left the panel.
If you want to delete any of the steps, just by placing the cursor on it you will see the “Delete” icon appear.
All the steps that you create and configure will be saved automatically, although you also have the option “Save” in the upper margin of the screen.
If you want to go back or go forward, you always have the buttons “Undo” and “Redo”.
Finally, you will see a rectangle that will indicate the steps that you are completing and if there is something to which you must pay attention.
Once you have finished defining all the steps of your Campaign, and after checking all the shipments that compose it, only remains to click the “Start Automation” button. This way, every new Subscriber that enters your “Subscribers List” will receive the Email you especially design for him.