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How to set up advanced automation?
How to set up advanced automation?
Learn how to automate lead magnet email with follow-up thank-you emails to lead magnet downloaders.
Eva Kriegel avatar
Written by Eva Kriegel
Updated over a week ago

In this guide I will show you how to follow up with a thank you email to your lead magnet downloaders.

Here are the actions we’d like to do in this automation:

  1. Tag contacts who download a lead magnet to identify them.

  2. Send a follow-up thank-you email to lead magnet downloaders.

Here is how it’s done.

Start with creating a new automation.

In your “Automations” page click on “New Automation”.

Choose the blank canvas to build your automation:

Name your automation to make it easier to identify.

Your email trigger is the event that will launch your automation. In our case, the trigger is contact opt-in for your lead magnet.

Our automation trigger will be a “contact fills out a form”. Feel free to use other triggers based on how contacts opt-in for your lead magnet.

Logically, after the trigger, you add the lead magnet email that delivers the promised document.

Click on the “+” icon to add an email.

Next, choose your email builder, or feel free to use Automizy’s pre-built email templates.

Once you select your template or builder, setup your email setting and subject line.

Now in the step, you should be in the email builder.

After you design your ebook email clock "Done" to close to email builder and get back to finish building your automation.

To identify contacts who downloaded your free ebook or other lead magnets, you will have to apply a contact tag to contacts who click on the download button.

Click in the “+” icon, and add a waiting period to your automation.

You must apply a waiting period after your first email to give your contacts time to interact with your email and download the ebook.

In this automation, I’ll add 2 days waiting period, and after the second day, I will tag the lead magnet downloaders.

Now my condition is only to identify link clickers to tag the contacts who downloaded the ebook.

To be able to do that, use a condition.

Select “has clicked a link in email” as a condition.

Select the link of lead magnet downloading and click “Ok” to save it.

To label your lead magnet downloaders, in the "Yes" branch, click on "Do this".

Click on "Add tag to contact".

Select the existing tag you want to apply to your lead magnet downloaders or you can also create a new tag. Then click "Ok".

Now you've identified your lead magnet downloaders, to which you can send further targeted emails.

If you'd want to send a thank-you email to downloaders, you can add a thank-you email to your email automation following these steps.

Add an email after the tag action.

Select your thank-you email template, customize it and then click "Done".

Now that you have your automation complete, it would look like the following example.

This is a basic automation example of our use-case, you can further customize, and personalize your contacts' experience.

If you face any difficulties setting up your automation, without leaving your automation builder, write to our support team through the chat bubble and they'll be helpful.

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