Automating Email Campaigns: A Comprehensive Guide to Triggered Marketing Sends
Email Campaign Automations Guide
Automated campaigns are targeted emails triggered by specific visitor actions on your site, including subscriber signups and customer purchases.
Types of Automated Campaigns
- Subscriber Activity Automations:
- Welcome emails
- Verification emails
- New subscriber discounts
- Triggered by mailing list signups
- Can link to multiple lists or lead lists
- Sent immediately or after specified days
- Customer Activity Automations:
- Thank you emails
- Product recommendations
- Frequent customer rewards
- Follow-up messages
- VIP customer emails
- Triggered by product purchases or spending thresholds
Setting Up Automated Campaigns
- Create a draft:
- Click Create in Email Campaigns dashboard
- Select automation type
- Choose template
- Design campaign content
- Configure settings:
- Link to mailing lists or products
- Set trigger conditions
- Schedule sending time (up to 730 days delay)
- Add subject line and preview text
- Set sender details
- Include legal address
- Send test email
- Activate automation
Advanced Features
Drip Campaigns:
- Create multiple sequential automations
- Link to same trigger source
- Schedule different sending times
- Only affects new subscribers/customers
Automation Management:
- Pause/activate as needed
- Rename campaigns
- Delete unwanted automations
- Track performance metrics
Important Considerations:
- Automations count toward monthly sending limits
- 30-day cooling period between same automation sends
- Unsubscribe requests affect all related automations
- Changes only apply to new triggers
- In-store purchases don't trigger automations
Monitoring Performance:
- Track email opens
- Monitor click rates
- Analyze unsubscribe data
- View delivery statistics
Troubleshooting:
- Verify subscriber status
- Check trigger conditions
- Confirm automation settings
- Monitor sending limits
- Review unsubscribe history
For optimal results, regularly review automation performance and adjust settings based on engagement metrics.
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