How to Create a Simple Automation Funnel
In this section, we will review how to get started by building a list for your contacts and then creating an automation to send emails to them.
Creating a List
The very first thing you want to create is a List.
Lists are the primary way to organize your contacts. The steps below will detail how to get your new list set up.
From your Sendlane dashboard, navigate to the Audience tab in the navigation bar on the left and select Lists. Next, select the pink New List button located in the upper right-hand corner (or center of the screen if this is your first list).
You will then be prompted to input the following information:
- Name of the List – Name your list for reference here.
- Sender – Select the sender profile you would like to be associated with this list. Click here to learn how to create a new Sender Profile.
- Subscription Reminder – We suggest filling this section with information about how the contact’s email was obtained for the list. Remind people how or why they are receiving this communication.
After filling out all the required fields, select the pink Create button and you will have your newly created list.
Creating an Automation
The next thing you want to create is your funnel. Automation funnels allow you to create a set of actions that will complete once they meet your desired trigger condition - effectively allowing you to automate your email marketing strategy.
Begin by navigating to the Automations tab in the navigation bar on the left side of your dashboard.
Select the pink New Automation button in the upper right corner. (Click here to learn how to create a new automation)
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 untitled 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 automation funnel 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 automation funnel will be triggered - you can learn more about forms here.
- Tags Added / Removed – When a tag is added to or removed from a contact's profile the automation funnel 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 embedded 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.
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.
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.
Click the + sign to open the actions menu:
Choose the type of notification you would like to send to your contacts:
- 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: You will only be able to select prior emails which have been created within this automation.
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.
Continue adding “Send Email” and “Wait” actions until you have added all the emails you wish to send.
Once finished, select Save Automation in the upper right-hand corner of the page.
That completes your first steps to getting started. If you have any further questions please feel free to reach out to our Support Team.