Note: You need to create a segment and a template before you create any automation.
Step 1: Click Automations in the Campaign Manager menu:
Step 2: Click Create Automation:
Step 3: Fill in the basic information:
Step 4: Click Channels and select email:
Note: If your contact has SMS & Email Marketing, you will need to unselect SMS.
Step 5: Click Segments, drag and drop the segment(s) you want to Output:
Step 6: Click Message:
- Required fields: Sender Name, Email Subject, Sender Email Address.
- Optional fields: Preheader Text (this is what the user will see after the Email Subject before opening the email) and you can include a Reply-to Email Address.
Note: if your first section is an image or logo, please check the text associated with the image as it can appear as pre-header text behind the subject.
Choose the template that you want to use:
Note: If your template does not include a link to update preferences or unsubscribe, a message will pop-up. You will need to go to Email Templates to add the link before you are permitted to select that template.
Step 7: Click Schedule. In this section, you have two options:
Automation Trigger: will send your campaign when a user activity matches the condition of your segment. For example, when a user signs up to your newsletter, you can set the amount of minutes from the time PUSHTech receives the data that they sign up to the time we send the message.
Automation Cron: will send the campaign every selected time (day, week, etc.) to the audience who matches the segment conditions, based on a date. For example, the birthday or date of check in of their last reservation.
You can select if the automation should only send one time per user
Step 7: If you select Automation Trigger, you can select how many minutes after the trigger PUSHTech will send the email message.
Step 8: If, on the other hand, you select Automation Cron you can select at what time you want the campaign to send.
Step 7: Click Review & Schedule and review every part of your campaign. Once everything is ok, click Start Automation: