Automation

Leverage the important dates and moments. Trigger automated emails using our Automation features. 

Click on ‘Create Automation’ under Automation in the Menu bar.

Select the Type of Parameter that would trigger the automated email. Example: To trigger an automated Welcome Email for new sign-ups, select ‘When someone joins a list’. 

Set up the Automation by providing the Basic details:

  • Give a Unique Name for better identification
  • Enter the duration of the Email trigger
  • Select your ‘Contact List’ and ‘Segment’

Click on ‘Next’

Choose your Email Template Design:

Review the details to ensure that you have set all the right parameters: 

Click on ‘Save & Run’ to run the automation.

Congrats! Your automation has been set and you can check them on your ‘List Automation’