Report: How to Set Up and Manage Automated Email Campaigns

Report: How to Set Up and Manage Automated Email Campaigns

By Michael Chen

January 13, 2025 at 05:26 AM

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:

  1. 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
  1. 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:

  1. Create a new automation draft
  2. Select trigger type and conditions
  3. Set time delay
  4. Customize email content
  5. 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

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