Report: How to Set Up & Send Automated Email Campaigns

Report: How to Set Up & Send Automated Email Campaigns

By Michael Thompson

January 13, 2025 at 05:27 AM

Here's a concise guide on sending automated email campaigns:

Automated campaigns are triggered emails sent after visitors take specific actions on your site. They come in two main types:

Subscriber Activity Automations:

  • Welcome new subscribers
  • Offer discounts to new subscribers
  • Engage subscribers after a set period

Customer Activity Automations:

  • Thank first-time customers
  • Reward repeat customers
  • Re-engage past customers
  • Recommend products
  • Onboard members

Creating an Automation:

  1. Open automations dashboard and click "Create Automation"
  2. Select a pre-built automation type
  3. Choose a template
  4. Set your trigger conditions
  5. Customize the time delay
  6. Build your email content

Key Features:

  • Set triggers based on subscriptions or purchases
  • Customize send timing from immediate to 730 days
  • Target specific mailing lists or products
  • Create drip campaigns with multiple timed emails
  • Track open rates and click-through performance

Important Considerations:

  • Automations count toward monthly send limits
  • Subscribers only receive one automation every 30 days
  • Paused automations won't send to triggers during the pause
  • Unsubscribes apply to all future automations
  • Point of sale purchases don't trigger automations

Setting Conditions:

  • Total Order Count: Trigger after specific number of purchases
  • Total Amount Spent: Trigger after spending threshold
  • Product-Specific: Trigger for particular items
  • List-Specific: Target certain mailing lists

Remember to test your automation before activating it and monitor analytics to optimize performance.

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