How to Send Automatic Emails

Automation 360 allows you to send emails, SMS, and web push notifications triggered by actions performed by users. This feature makes it possible to configure sending emails according to events, for example, registration, purchase, abandoned cart, custom event. Creating an automation flow, you will be able to monitor every subscriber’s path.

How to Send an Automated Series:

Step 1. Create an event

Go to “Automations,” select “Events manager.”

Go to events manager

There are four events. You can add, edit, and delete variables within each of them.

After creating an event, a unique URL will be generated. Request it to send your event.

Request unique URL

Learn more about sending events

Step 2. Create an email automation flow

Select Automation 360 in the Automations tab.

Select Automation 360

Create an automation flow that starts with the event you created before.

You will see the settings panel where you need to specify the general information about your automation flow.

Specify the general information about your automation flow

Now start creating the automation flow.

There are seven elements that you can use in your automation:

  • Email
  • Push
  • SMS
  • Filter
  • Condition
  • Action
  • Goal

You can combine three communication channels in a single automation flow. For example, send SMS if a subscriber has not opened your email or give them information about their order via SMS. Notify subscribers about new arrivals with the help of push notifications, if your client gave you permission to receive them.

Using a filter, you can send personalized emails for men and women, for customers who live in different countries/cities. This feature helps make your emails more relevant to specific segments of your subscribers.

Condition determines further actions of the clients at the next step of the automation flow. For example, if a subscriber has not opened your email, send them SMS, if they have – offer a discount.

Use action to manage your mailing lists. You can move, copy, delete subscribers from the mailing list, change the variable for the contact, or send an email to your address. For example, if a client changed preferences, move them to the other mailing list.

Specify your goal to track conversions. A goal allows you to stop your automation flow, as well. If the goal is reached, for example, a purchase is made by the client, you get a conversion, and the client receives a thank you email.

You can create up to 50 blocks of elements in Automation 360.

Read more about the elements of the automation flow

Step 3. Track conversions

A conversion is the achievement of your goal. It can be expressed as an email open rate, clicks, purchase – any goal you create.

If an event is your goal, in case it is achieved – you get a conversion. Besides, you can stop automation flow by a particular event.

After sending an email, add “Condition” and choose the necessary event, for example, purchase. Under the option “Yes” in “Condition,” add the block “Goal” and name it as your goal – purchase. Thus, every client who purchased will bring you a conversion.

Stop the series if the goal is achieved

Get more details on how to calculate conversions

So, Automation 360 allows you to create advanced automation flows with so you can monitor every client’s path and get a better idea about how you can optimize your marketing efforts.

Get to know how to create and send an email about an abandoned cart

Learn how to create and send a “thank you” email after registration

Create an automation flow

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