Report: How to Set Up and Manage Automated Email Campaigns
Here's the concise version focused on actionable information:
Automated campaigns (automations) are targeted emails sent to visitors after they take specific actions on your site. They come in two main types:
- Subscriber Activity Automations
- Trigger: When someone subscribes to your mailing list
- Common uses:
- Welcome new subscribers
- Offer first-purchase discounts
- Engage subscribers after specific time periods
- Customer Activity Automations
- Trigger: When someone makes a purchase
- Common uses:
- Thank first-time customers
- Reward repeat buyers
- Re-engage inactive customers
- Recommend related products
- Onboard new members
Key Features:
- Customizable timing (immediate to 730 days after trigger)
- Multiple trigger conditions (purchase amount, order count)
- Support for drip campaigns (multiple sequential emails)
- Analytics tracking (opens, clicks, unsubscribes)
Setting Up an Automation:
- Create a new automation draft
- Select trigger type and conditions
- Set time delay
- Customize email content
- Activate the automation
Important Notes:
- Automations count toward monthly send limits
- Each recipient receives an automation only once per 30-day period
- Paused automations won't send to triggers that occurred during the pause
- Unsubscribed users won't receive future automations
Best Practices:
- Test emails before activation
- Monitor analytics for performance
- Use clear subject lines
- Include valid physical address
- Maintain consistent branding
- Respect subscriber preferences