Manage Email Automation Campaigns: Your Complete Guide

Manage Email Automation Campaigns: Your Complete Guide

By Michael Turner

January 13, 2025 at 07:37 AM

Set up automated email campaigns to trigger specific actions based on visitor behavior. These campaigns can be triggered by subscriptions or purchases.

Types of Automations

Subscriber Activity Automations:

  • Welcome emails
  • Reminder emails
  • New subscriber discounts
  • Triggers when someone joins your email list
  • Can be sent immediately or after specified days

Customer Activity Automations:

  • Thank you emails
  • Product recommendations
  • Returning customer rewards
  • Follow-up emails
  • VIP customer emails
  • Triggers after purchases or specific spending thresholds

Creating an Automation

  1. Create a draft campaign
  2. Choose automation type and template
  3. Set up campaign content
  4. Link to product or email list
  5. Schedule sending time
  6. Activate the automation

Scheduling Options

  • Send immediately after trigger
  • Delay up to 730 days
  • Trigger based on:
    • Any product purchase
    • Specific product purchase
    • Total order count
    • Total amount spent

Managing Automations

Pausing:

  • Click '...' and select 'Pause'
  • Automations pause automatically during edits
  • Paused automations won't trigger for new actions

Drip Campaigns:

  1. Create multiple automations
  2. Link to same trigger source
  3. Schedule different sending times
  4. Only affects new subscribers/customers

Important Notes

  • Automations count toward monthly sending limits
  • Recipients must confirm subscription in some cases
  • Unsubscribed users won't receive automations
  • 30-day cooling period between same automation sends
  • Track performance through open rates, clicks, and unsubscribes

Best Practices

  • Test emails before activation
  • Include valid physical address
  • Review metrics regularly
  • Use clear subject lines
  • Maintain consistent sending schedule

By following these guidelines, you can create effective automated email campaigns that engage subscribers and customers while respecting their preferences and privacy.

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