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

You will use this Campaign when you want your Email to be sent on special days of the year. An example would be to automate a birthday greeting for your Subscribers.

The first step to send this Campaign is to login to your Doppler account. If you don’t have one just sign up for free here. Then click on the “Automation” section.

Select Automation

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

Create Automation Campaign

You will see 3 Email Automation Campaign types. Choose “Scheduled Date”.

Create Scheduled Date Automation Campaign

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

Define the Campaign name

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

Automation for a day of the year

For this example we will use a Custom Field called “Birthday”. You also have the option to create a sequence of sendings. Remember that the day you choose here will be the baseline from which the next sendings will be executed. In this case, we will choose “5 days before” the selected date arrives.

5 days before

Now you should choose your Campaign’s recipients by clicking on the “Select a List or Segment” button.

Select a List or Segment

You can select the amount of Lists 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.

Select List or Segment

You can also 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”.

Filtering criteria

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: “Wait” and “Email”.

Define 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 a 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 Year. 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 Year

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 Automation”, 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 Month”? Access to 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 *