Creating an Automation

What is an Automation?

An automation is a series of steps that are automated by a “trigger” – an action that starts off other actions that follow. Automations can be used to send out a series of emails as users subscribe to your list, move subscribers from one list to another after a set period of time, etc.

In this section we will dive into what an automation is, along with step by step instructions on how to create your automation funnel, setting up a series of emails and the specific categories and actions.

How to Create an Automation

Automations are a great resource to send an ongoing email series to users as they Subscribe to your content. In the next few steps we will discuss how to get your workflow set up.

1. Begin by navigating to the “Automations” tab inside the navigation bar to the left of your dashboard. Screen_Shot_2019-04-11_at_2.09.56_PM.png

Step Two

2. Select the pink “New Automation” button in the upper right corner.Screen_Shot_2019-04-11_at_2.15.11_PM.png

Step Three

3. You will now be brought to the automation builder. In the top left corner of your screen, you can click the pen icon to give your automation a name. Then, select the “Click here to add a trigger” box to choose what action will prompt your automation to begin. The list of available triggers will appear on the right side of your screen.

  • Subscribes to list – The workflow will begin when a user subscribes to a specific list of your choosing, you can learn more about creating a list here
  • Submits a form – When a user subscribes to a list via a form the workflow will be triggered, you can learn more about forms here.
  • Tags Added / Removed – When a tag is added to or removed from a subscriber’s profile the workflow will trigger, you can learn more about tags here.
  • Event Triggered – If you are using our event tracking feature a visit to the page with the event tracking code will trigger the workflow.
  • Custom field added – When a custom field is added via an Integration form
  • Email Campaign Opened – When a user opens a specific Campaign
  • Email Campaign Clicked – When a user clicks a specific Campaign
  • Another Automation – This option will allow you to trigger this automation from an action in a different automation.

Step Four

4. After choosing what will trigger the automation to start, choose the settings that follow that trigger, and select “Done.”

Please Note: If you choose your automation to trigger off of a tag, you will need to specify the From email and From name for emails to be sent with the automation.

Step Five

5. After choosing what will trigger the automation to start, choose the settings that follow that trigger, and select “Done.”

Please Note: If you choose your automation to trigger off of a tag, you will need to specify the From email and From name for emails to be sent with the automation.

Setting Up Your Funnel

Click through the steps to see how to get your series of emails set up

Step One

1.  Start by creating an automation (just as we did above). Most users use the trigger “Subscribes to List” if they are creating a series of emails – this can be considered an ‘Onboarding Funnel’. We will use this trigger for this example. Click the plus sign to get started.

Step Two

2. Choose the type of notification you would like to send to your contact:

  • Email: this option will allow you to create an email to send to your user
  • SMS: this will allow you to send an SMS to your user, provided that you have their phone number
  • Notification: this option will allow you to notify someone on your team that the user has reached this far in the funnel

On the right side of your screen, choose the action that should occur next. We will choose “Send an Email” from the Send Notifications section. You will have the option to “Create New Email” or “Select Previous Email”. Please note that you will only be able to select prior emails which have been created within this automation.

Step Three

3. Before adding another “Send Email” action, an email marketing best practice is to add a one day “Wait” period to the automation.You can do this by clicking the plus sign below your last action, and selecting “Wait” from the Timing category.

Step Four

4. You will continue adding “Send Email” and “Wait” actions until you have added all the emails you wish to send.

Categories and Actions

  • Send notification – Allows you to create and send an email or SMS to your audience, as well as internal notifications
  • Update Contact Property – Includes subscribing or unsubscribing your contact from a list, as well as adding/removing tags from a contact.
    •  Please Note: If unsubscribing the user from the list the workflow triggered off of, make sure to add this as the last action in the workflow.
  • Update Automation - Add contacts in your audience to a new automation once they reach this point in your funnel, end the current automation, or end another automation.
  • Webhook – Allows you to send or receive data to another service via API
  • Wait – This action holds the contact at a certain point in the automation based on the wait time chosen.
  • Conditional Split – Allows you to add segment your audience dependent on certain conditions
  • Goal – Allows you to set a goal for contacts. If the conditions of your goal are reached, the automation stops for that contact.
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