How do I use automation and workflows to trigger my email campaigns?

You can create a workflow that allows you to create triggers and rules to send your emails.

Email automation allows you to set up a series of automated emails (called a  workflow)  to be sent to your contacts when certain criteria is met.

A workflow can be  triggered  by an event or action and is based on one of these scenarios:

• Welcome / Onboarding
  
• Date Based Workflow
  
• Contact Property Update
  
• Anniversary / Birthday 
  

To create a workflow, you simply select a scenario, create one or more emails, and define the sending criteria. Our Email Marketing tool will then automatically send the emails to your customers who triggered the workflow.

Log in to your dashboard and select the "My Email Campaigns" tile.

Or if you are already logged in to your dashboard, select the Email Campaigns icon along the top navigation.

Select the "Automation" tab, and then select "My Workflows" and "Create workflow" to get started.

Next, you will be prompted to select an automation scenario.

Creating a workflow can feel overwhelming at first since there are many decisions to make. To help jumpstart your workflow, we’ve created a number of scenarios with predefined events. This article will walk you through creating the most common workflow (an Automated Welcome Email), but other scenarios are configured similarly.

Welcome / Onboarding
Reach out and welcome new customers who join your contact list with one or more personalized emails.

Select the "Welcome" tile.

Fill out the "Basic Information", and then select "Save and Continue".

Next, start building your workflow email. Select the "Add an Email" button.

Confirm the parameters for this workflow.

Select from one of your own templates or you can use one from our gallery.

Edit your workflow, and then select "Save & Add to workflow".

You have the option to add another email to your workflow. If you're ready to move on, select "Save and Continue".

You can now review and activate your workflow. You can also save this workflow and activate it later.

Your new workflow will appear in your list of workflows.

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