Beginner's Guide to Automated Email Marketing Campaigns

Beginner's Guide to Automated Email Marketing Campaigns

By Michael Thompson

January 13, 2025 at 05:27 AM

Automated campaigns are triggered emails sent to visitors after specific actions on your website. They help nurture leads and engage customers through personalized communication.

Types of Automated Campaigns:

  1. Subscriber Activity Automations
  • Triggered when someone joins your mailing list
  • Include welcome emails, check-in emails, and new subscriber discounts
  • Can be connected to specific mailing lists or all subscribers
  • Sent immediately or after a set number of days
  1. Customer Activity Automations
  • Triggered by product purchases
  • Include thank you emails, product recommendations, loyal customer rewards
  • Can be based on specific products, total spent, or number of orders
  • Point-of-sale purchases don't trigger these automations

Setting Up Automations:

  1. Create a draft:
  • Click Create in Email Marketing dashboard
  • Choose automation type and template
  • Design your campaign
  1. Configure settings:
  • Connect to mailing lists or products
  • Set trigger conditions
  • Schedule sending time (up to 730 days delay)
  1. Activate the campaign:
  • Add subject line and preview text
  • Set sender information
  • Include physical address
  • Send test email (recommended)
  • Click Activate Automation

Managing Automations:

  • Pause/resume as needed
  • Rename or delete through dashboard
  • Track performance through analytics
  • Monitor opens, clicks, and unsubscribes

Important Notes:

  • Automations count toward monthly sending limits
  • New timing changes only affect future triggers
  • Drip campaigns require multiple automations scheduled at different intervals
  • Automations won't send to:
    • Manually added/imported contacts
    • Unsubscribed users
    • Subscription renewals
    • Recipients within 30 days of last automation

Track performance through the dashboard analytics to measure recipient engagement, including open rates, click-through rates, and unsubscribes.

Remember: Automations are powerful tools for nurturing customer relationships, but use them strategically to avoid overwhelming subscribers.

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