Email Marketing Automation: Guide to Automated Campaign Reporting

Email Marketing Automation: Guide to Automated Campaign Reporting

By Michael Chen

January 13, 2025 at 06:28 AM

Automated campaigns help you send targeted emails to users based on specific actions they take on your site. These can be triggered by subscriber activity or customer purchases.

Types of Automations

Subscriber Activity Automations:

  • Welcome emails
  • Follow-up emails
  • New subscriber discounts
  • Triggered by mailing list signup
  • Can be sent immediately or after a set delay

Customer Activity Automations:

  • Thank you emails
  • Product recommendations
  • Regular customer rewards
  • Follow-up messages
  • VIP customer emails
  • Triggered by purchases or spending thresholds

Setting Up Automations

  1. Create a draft:
  • Go to Email Campaigns dashboard
  • Click Create
  • Select automation type
  • Choose template
  1. Configure settings:
  • Connect to mailing lists or products
  • Set trigger conditions
  • Schedule sending time
  • Add subject line and preview text
  • Connect sender profile
  • Add legal address
  • Test before activation

Progressive Campaigns

Create a series of automated emails by:

  • Making multiple automations
  • Connecting them to the same trigger
  • Setting different sending times
  • Ensuring logical sequence

Important Considerations

  • Automations count toward monthly send limits
  • Changes to active automation schedules only affect new triggers
  • Pause automations during editing
  • Recipients get automations once every 30 days
  • Unsubscribes stop all future automated emails

Tracking Performance

Monitor:

  • Delivery rates
  • Open rates
  • Click-through rates
  • Unsubscribe rates

Automation Restrictions

Automations won't send to:

  • Manually added contacts
  • Imported contacts
  • Unsubscribed users
  • Subscription renewals
  • Multiple triggers within 30 days

To ensure effectiveness, regularly review analytics and adjust automation settings based on performance metrics.

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