You can use automatic emails to follow up with every contact, keeping them well-nurtured and engaged with your brand. From following up after a form fill-out to re-engaging old customers with new products, automated emails allow you to keep up with your customers on a personal and highly segmented level without having to manually send one-off messages.

To set up automated emails, you’ll use Campaign Builder and add email elements where they fit into your customer journey. When a contact reaches an email element, the corresponding email will be sent to the contact.

Steps


  • Go to Campaigns to create a new campaign or edit an existing campaign. You can add an email element anywhere on your map.
    1. If you’re starting a campaign from scratch, you’ll add the email element wherever you choose on the campaign map by clicking the What Happens Next element.

      the what happens next element.

    2. If you’re editing an existing campaign or using a campaign template from the marketplace, click the plus icon between any elements where you want the email element to exist.
  • Under the Actions tab, click Send an Email. Once the element is added, click on it and a Settings sidebar will appear.

    the send an email element.

    1. Under Send Contacts this Email, choose an email from the dropdown menu that you would like to send, or create a new one.
  • To customize your marketing automation, you can add filters to your campaign map that tell your email when to send and who to send to. The most commonly used filter element for email automation campaigns is the Wait element, which allows you to specify when your emails are sent, whether it’s a specific date, a date relative to information about the contact (such as a birthday or anniversary), or a set amount of time (such as a three days after they bought your product).

    the wait element

    1. To send a series of emails over a set amount of time, you would use a Wait element between each email dictating the amount of time contacts will wait to move to the next email element, which will send them the next email. Add a Wait element before the email you want to send. In the settings, choose “Some time passes” and enter the amount of days, hours and minutes you want the contact to wait before the email is sent. You can repeat that with as many emails as you’d like within your campaign path.
    2. To set up a campaign that sends an email on a date relative to information about your contacts, such as on their birthday or the day they signed up for your membership site, add a Wait element before the email you want to send. In the settings, choose “A date relative to a Contact’s date field arrives.” Then adjust the settings to choose how many days before or after, if any, that you want your email to send relative to the specific date you choose. For example, to send an email with a birthday discount, choose 3 days before birthday.  
    3. To set up a campaign that sends on a specific date, add a Wait element before the email you want to send. In the settings, choose “A specific date arrives,” and choose the date and time zone for your email to be sent. This will hold contacts on your Wait element until that date arrives. Then they will move to the email element and receive your email.  
  • To automate what happens after the email is sent, you can add a Goal element and create two separate paths for your contacts to take based on whether or not they opened the email. If they did open it, they’ll go down one path which might nurture them with other content. If they didn’t, they’ll go down the other path which might send the same email again or a reminder that the information they want is enclosed in that email. You can set these goals to be met in a specific amount of time in the Wait element before the goal.

    the goal element.

  • Once your email elements are set and your campaign is published, any contacts that are on your campaign will be sent your email once they reach that point in the journey.