Automated campaigns are targeted emails sent when visitors perform specific actions on your site. They can help nurture leads and engage customers through personalized, timely communication.

Types of Automations

1. Subscriber Activity Automations

• Welcome emails
• Reminder emails
• New subscriber discounts
• Triggered when someone joins your email list
• Can be linked to specific lists or all subscribers
• Send immediately or after a set delay

2. Customer Activity Automations

• Thank you emails
• Product recommendations
• Return customer rewards
• Follow-up messages
• VIP customer emails
• Triggered by purchases or spending thresholds
• Work with store products and digital items

Creating an Automation

1. Select your automation type and template
2. Design your campaign content
3. Configure trigger settings and timing
4. Activate the automation

Key Settings:

• Link to specific products or email lists
• Set custom delays up to 730 days
• Target based on order count or spending amount
• Include valid business address
• Test before activating

Managing Automations

• Pause/resume as needed
• Changes to timing only affect new triggers
• Monitor metrics (opens, clicks, unsubscribes)
• Delete or rename automations
• Set up drip campaigns with multiple scheduled emails

Important Notes:

• Counts toward monthly sending limit
• 30-day cooldown between identical automations
• Unsubscribes stop all future automated emails
• Customer automations don't auto-subscribe recipients
• POS purchases don't trigger automations

Tracking Performance

• Monitor delivery rates
• Track open rates
• Analyze click-through rates
• Review unsubscribe patterns
• Assess campaign effectiveness

Best Practices:

• Test before activating
• Use clear subject lines
• Include valid contact information
• Monitor metrics regularly
• Maintain consistent timing
• Respect unsubscribe requests

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