How to Set Up an Automation

Quick links:

What is the Automation feature?

Email marketing automation will help all marketers market to their customers at the right time and in the relevant context. Personalized, time- and context-relevant marketing enables merchants and marketers to achieve higher engagement and conversion rates.

You can use Automations to build drip campaigns, tag users, or add them to lists. All managed within one workflow!

How to set up Automation?

You can set up an automation from scratch or you can use one of the templates.

Creating Automation from scratch

If you decide to start from scratch, these are the steps to follow:

1. Choose a trigger

The first step is to select a trigger to fire the email you'll design to be sent.

Right now, we have two options for the triggers:

  • When a WordPress user registers to your website;
  • When someone subscribes to your MailPoet list.

Each step added to the Automation can be selected and customized in the sidebar:

2. Choose what happens next

Then it's time to choose what actions will happen according to the trigger you chose and customize your automation.

The actions available are:

  • Add a delay of minutes, hours, days or weeks for the action to happen;
  • Send an email;
  • Automatically add or remove tags to these subscribers;
  • Automatically add/remove these subscribers to/from a MailPoet list.

You can choose one or more actions for each automation, which means you can create a drip campaign for sending a series of emails, for example.

3. Design your email

If you have added "Send email" as one of the Steps for your Automation, you need to create an email to be sent or select a previously created one by clicking on the + Design email button.

It will redirect you to the Templates page, so you need to select one of them to move to our newsletter editor. Once you're done editing your email, click the "Save and continue button" on the top right menu on this page.

You can still edit the content of the email after going back to the Automations page, as well as previewing it.

4. Activate it

If you have added all the steps to your automation and everything is properly set up, you're ready to activate it by clicking on the "Activate" button.

You can also leave it as a draft to finish editing it later.

Creating Automation from a template

You can choose one of the templates for your automation on the main Automations page:

You need to customize each step of the automation and then activate it.

How to check statistics for each email within Automation?

Click the three dots next to the email in the automation to see its statistics:

You can also see how many subscribers have been processed by automation on the main Automations page:

  • Entered - how many subscribers started the automation;
  • Processing - how many subscribers are in process and haven't finished the automation yet;
  • Exited - how many subscribers completed the automation.
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