Automated campaigns, or automations, are targeted emails sent to people based on specific actions they take on your site. These powerful tools help engage subscribers and customers through timely, relevant communications.

Types of Automations

Subscriber Activity Automations

• Welcome new subscribers
• Offer discounts to new subscribers
• Engage subscribers after a set period
• Triggered when someone joins your mailing list
• Can be sent immediately or after a specific delay

Customer Activity Automations

• Thank first-time customers
• Reward repeat customers
• Recognize VIP customers
• Re-engage inactive customers
• Recommend products
• Onboard members
• Triggered by product purchases

Specialized Automations

• Abandoned cart recovery emails
• Customer review requests (sent 14 days after purchase)

Setting Up Automations

1. Create a draft:

• Go to automations dashboard
• Choose a pre-built automation
• Select a template
• Customize as needed

2. Set triggers:

• For subscribers: Choose specific mailing lists or all subscribers
• For customers: Select specific products or all purchases
• Add conditions like total order count or amount spent

3. Configure timing:

• Set immediate delivery or delay up to 730 days
• Customize send time for each automation

Managing Automations

Key Features:

• Pause/resume capabilities
• Analytics tracking
• Template reuse
• Customizable content and styling
• Automated saving of drafts

Important Considerations:

• Automations count toward monthly send limits
• Recipients only get one automation every 30 days
• Unsubscribes affect all future automated emails
• Changes to timing only affect new triggers
• Point of sale purchases don't trigger automations

Creating Drip Campaigns

1. Set up multiple automations
2. Connect to same trigger source
3. Set different time delays
4. Activate sequence

Tracking Success

Monitor key metrics:

• Delivery rates
• Open rates
• Click-through rates
• Unsubscribe rates

Troubleshooting

Common reasons automations won't send:

• Manual/imported list additions
• Previous unsubscribes
• Subscription renewals
• Recent automation receives
• Drip campaign timing conflicts

Related Articles

Previous Articles