How to create an Automation Campaign for special days of the Month

You will use this Campaign when you want your Emails to be sent on special days of the months. An example would be sending a billing reminder.

The first step to send such Campaigns is to login to your Doppler account. Don’t have one yet? Sign up for free now! Then click on the “Automation” section.

Select Automation

Once you are there, select “Create Automation Campaign”.

Create Automation Campaign

You will seethe three email Automation Types. Choose “Scheduled Date”.

Create Scheduled Date Automation Campaign

Enter a name for your Campaign that will help you identify it afterwards.

Campaign Name

Then, you should select what kind of Scheduled Day you need to be executed. In this case, you will choose “Day of the Month”.

Automation Campaign for a day of the month

Then, you should set up the Date Field in which you want the action to be executed and the sending hour. You also have the option to create a sequence of sendings. The day you choose here will be the baseline from which the later sendings will be executed.

For example, if you want your Subscribers to know that the 12th of each month their bill expires, in this section you can choose the 10th of each month to make a first sending communicating that they have two days left until the due date. Also, you can set up a second sending for 2 days later, to let them know that the deadline for payment has arrived.

Choose a day and a hour

Now you should choose your Campaign’s recipients. To do that you have to click on “Select a List or Segment” button.

Choose List or Segment

You can select as many Lists as you want or even select the option “Send to all my contacts” this will include the ones that are not part of any of your Lists.

You can choose a “Filter” if you want, for example,by selecting a Segment you have created or a List with a specific Label. Once you finish, click “Confirm selection”.

List selected

Then you will have to start defining the steps of your Automation Flow. To start press the + icon that appears on the canvas.

Add the first step

You will see two options: “Hold” and “Email”.

Set a wait or an email

Choose “Wait” if you want certain time to make the second shipment. For example, you can set two days later to send another Email by typing the number 2 in the “Wait time” field and choosing the “Days” option. The data will automatically appear on the canvas on the right.

Define the wait time

You can also set a “Wait time” of minutes, hours and even weeks.

Wait time types

When you choose the “Email” option, you must configure the Basic Information of your shipment just as you do with the rest of your Doppler Email Campaigns.

Complete the basic information

Then you will have to configure the viralization of your Campaign, if you want it to be shared in Social Networks, and define the Email Content. You can choose to Import an HTML file, edit one of our Templates or create a Plain-Text Campaign.

Email Content

The Template Editor option is ideal for those who do not have HTML knowledge and want to create 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.

Edit Template

If you choose the option to edit a Template, you will be directed to our Editor. Remember that you can change everything you want: images, text, colors and add links with just drag and drop elements. Once you have your Email ready, click “Next”.

Templates Editor

Once you have created the Content of the Email you will be able to make a Campaign test, just as you do with the other Campaigns that you create in Doppler, in order to verify that there is no error.

Campaign test

Good job! You already have your Automation Flow configured for a Day of the Week. On the canvas you will see all the detailed steps and also you can continue adding. If you want to modify some, just click on it and on the left the panel will be displayed from where you can make the changes you want.

Automation Flow for a Day of the Month

If you want to delete some of the steps, just by placing the cursor on it you will see the “Delete” icon appear.

Wait time

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.

To go back or go forward, you always have the buttons “Undo” and “Redo”.

Finally, you will see in the upper part a rectangle that will indicate the steps that you are completing and if there are some that has been incomplete.

Options

Now you complete the same steps as you did with your previous sending and, once you’ve finished, with a click on “Start Sending”, your Automation Campaign will start running!

Did you know that you can also schedule your Email Automation Campaigns for a “Day of the Week” or “Day of the Year”, access our Tutorials!

Have a great Campaign!


Was this article helpful?
Help us improve our assistance by rating it
1 Star2 Stars3 Stars4 Stars5 Stars
Loading...

Leave a Reply

Your email address will not be published. Required fields are marked *

I accept Doppler's Privacy Policy.



Doppler informs you that the personal data that you provide to us when completing this form will be treated by Making Sense LLC (Doppler) as responsible for this web.

Purpose: To allow you to make comments in our help center.

Legitimation: Consent of the applicant.

Recipients: Your data will be saved by Doppler and Digital Ocean as hosting company.

Additional information: In the Doppler Privacy Policy you’ll find additional information about the collection and use of your personal information by Doppler, including information on access, conservation, rectification, deletion, security, cross-border data transfers and other issues.