Creating an Automation Flow
How to set up email automation, triggers and drip emails
ShinePages Support
Last Update 5 maanden geleden
1) BEFORE YOU CAN SEND ANY EMAILS:
- You will need to VERIFY your email address
- Ensure that when using TAGS as triggers that they are also SUBSCRIBERS to be able to receive emails from you.
- Make sure you understand the do's and don'ts when sending emails.
- PLEASE SEE THIS ARTICLE ON THE ABOVE: Getting Started with Email Marketing
2) SETTING TRIGGERS:
- PLEASE NOTE: Multiple values selected in a single trigger = AND/ALSO (i.e. tag 1 AND ALSO tag 2 are required to trigger the automation)
Multiple triggers = EITHER/OR (i.e. 2 "tag added" triggers = EITHER tag 1 OR tag 2 are required to trigger the automation)
- To learn more about using Tags as Triggers - see this article: Triggering Automations With Tags
- IMPORTANT NOTE:
It is recommended to add a step of "Add Tag" to the end of your automation to tag those people who have "completed" the automation. (Create a tag called "Completed Automation" or similar to add to the Contact Record as the last step in the Automation). This will enable you to pull a list of all people who have completed the automation. You may even want to create "completed" tags for each step in the Automation.
- PLEASE ALSO SEE THESE ARTICLES:
How to Trigger an Automation from an Opt-In Form
3) SETTING STEPS IN YOUR AUTOMATION:
- PLEASE SEE THESE ARTICLES:
Using time/date Delay Steps within Automations
Set up a Delay with a Specification Amount of Time in your Automation
- IMPORTANT: EDITING OR UPDATING EXISTING AUTOMATION:
Please use caution when editing or adding to Automations that are turned on and "running". Contacts may get "stuck" in a step. To learn more about editing your automation - or adding additional steps after the automation has already started - see this article: Updating or Adding Steps To an Existing Automation Flow
IMPORTANT NOTE WHEN BUILDING YOUR EMAIL!
As with building your website - it is IMPORTANT to continuously SAVE throughout the process.
Should you happen to be spending a long time on your email creation (to avoid your browser from timing out and losing everything) it is IMPORTANT to "SAVE" on a REGULAR BASIS.
NB! - not only "saving" the email often as above (which means it will "CLOSE" and then you need to "OPEN" it again to keep editing) - You will also need to SAVE the Automation Flow (on the Automation Flow screen) by clicking the 'Save' button in the upper right hand corner BEFORE re-opening the email to continue making edits.
