Note: Before you start, make sure you have created a segment and a template.
Step 1: Navigate to the Campaign Manager menu an click on Automations:
Step 2: Select Create Automation:
Step 3: Fill in the basic information for your automation.
Step 4: Click on Channels and choose only "Email". If your contact has SMS & Email Marketing, unselect SMS.
Step 5: Head to Segments and drag-drop to the Output column the segment(s) you want to target.
Step 6: Click on Message:
- Fill in required fields like Sender Name, Email Subject, and Sender Email Address.
- Optionally, add Preheader Text (this is what the user will see after the Email Subject before opening the email)and a Reply-to Email Address.
- If your first section is an image, double-check the alternative text associated to the image, as it may appear as pre-header text.
Choose the template that you want to use.
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 an interval of time from when our CRM receives that sign-up confirmation, to the time we send the message.
Automation Cronological: will send the campaign every selected interval (daily, weekly, 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 choose an interval of minutes after the trigger, from which we 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: