Difficulty:

Using Automizy’s email automation you’ll be able to automate your:

  • Email autoresponders
  • Email drip campaigns
  • Email workflows

Here we go through each automation separately and show you how to build your first email automation.

Autoresponder:

An email autoresponder is a series of pre-written emails that are typically sent out to new subscribers in a pre-determined sequence at pre-determined intervals.

This is great to use when notifying customers you have received their email and they will get a response in a pre-determined time frame. Email autoresponders are sent in the order and frequency you choose.

The email autoresponder series is perfect for use as a confirmation email for a customer purchase or subscription.

Here is how to set up an email autoresponder in Automizy:

Step 1: Go to “Build Automations” and select “New automation”

Step 2: Name your automation

Step 3: Select your email trigger

Set up your autoresponder trigger by selecting one of these options in Automizy:

You can create personalized autoresponder email messages that can get triggered when a contact:

  • Contact joins a list
  • Contact fills a form
  • Contact gets a tag
  • Contact has an anniversary
  • Contact visits a specific URL, etc

Or if you’re using a CRM or other lead acquisition channels, you can select “Advanced triggers”.

And use your API to trigger email automated in sync with your CRM tools.

Step 4: Create a behavior-based autoresponder email

Now that you’ve selected your trigger for your new email subscribers, you have to craft your autoresponder messages that you want to send.

You can select one of our already built-in email templates to save your time. If not, you can choose between:

  • Drag & drop email builder
  • Plain-text email builder
  • Upload HTML email 

Drip campaign:

An email drip campaign is a triggered sequence of automated emails sent on a predefined schedule to targeted email subscribers to achieve a specific result.

The automated and triggered email campaign enables you to personalize messages to your subscribers on a large scale, based on an action.

Let’s say a website visitor fills a contact form to receive a free PDF from you. Once they click on submit, a personalized automated email with the promised document is sent to the subscriber.

But you don’t want the relationship with your contact to end there. 

After the first email, you’d want to introduce yourself or your business, send another email related to the same topic the subscriber is interested in, invite the contact to sign up for your business, or buy a product.

Each time a drip email is sent out, it comes from a queued list of pre-written emails, so you don’t have to sit on your desk and write an email for every new contact.

Here is how to build a drip email automation on Automizy:

Just like creating an email autoresponder, you create an automated drip email campaign.

Step 1: Go to “Build Automations” and select “New automation”

Step 2: Name your automation

Step 3: Select your email trigger

Step 4: Add your drip emails

Email automation:

Email automation is a series of automated emails that will be sent -- or not -- based on a person's behavior or contact information. 

With automation, you can trigger actions based on any information you have about your leads, allowing you to send the right message to the right person at the right time.

Email automation is just like a drip campaign, except it includes conditions.

Here is a list of conditions that you can use when building your email workflow. If contact:

  • Has opened an email
  • Has clicked a link in email
  • Contact has a tag
  • Contact is on a list
  • Contact custom field

Two things to pay attention to before you publish your email automation:

1. Email automation lifecycle

Something to consider before publishing your email automation is your automation lifecycle.

This means you select whether contacts can trigger this automation ONLY ONCE no matter how many times they meet the triggering conditions. 

Or you can select the “Multiple times” option which means that your contacts will be pulled into this email automation every time they trigger.

2. Choose to include old contacts or only new ones in your automation

When you click “Publish” on your email automation you’ll be asked to select:

- “No, pull in only new contacts”: Which means your automation will be triggered by new contacts after publishing.

- “Yes’ pull in old & new contacts”: This means your automation will be triggered by new contacts after publishing and also already existing contacts.

Be careful about what option you want to select for your email automation.

Now you are ready to PUBLISH your automation! 😊👏

Did this answer your question?