How to… Welcome Automation

            Make your own masterpiece for a really positive Subscriber onboarding experience.

            1. Choose Preset

            From the Automation Library screen, use the search box to search for “Welcome”. Choose one of the several available Preset options. This guide assumes you’ve chosen the “Welcome Email” in the Education sector, but they’re all quite similar - no matter which Preset you choose, you’ll be guided through the process.

            Click the New button

            2. Fill in the details

            Type a new name for your Automation or leave the default one in there

            Click Next

            Type a description if you like. Again you can leave the default one in there, but this and the name can be helpful remembering what your Automation does at a glance. You can edit this information at any time.

            Click Next

            Choose an Audience for your Automation. This can be a Group, Segment or All Subscribers, depending how focused you need to be. Choose carefully, this cannot be changed.

            Click Next

            3. Steps and Triggers

            In your Workflow you’ll see a single Step with the option for up to 4 more. For a simple Welcome Email, you only need to fill in details for one Step and that’s all we’ll cover in this guide, but to make more simply click “Add Step” and repeat the process for setting a Trigger, creating an Email and Scheduling if applicable.

            The Trigger for our Step will already be set to “When Subscriber Signed up”. This assumes you have a form in place on a webpage (or intend to make one!) – see our How to create an online Signup form guide for details on creating a form.

            With this Trigger Type, the email you create on this Step will be sent to a Subscriber when they submit the
            form on your webpage. You can leave this Trigger as is, or if you click the “Edit” button next to it, you can change its Type or
            Properties.

            For example, in the Properties tab, you could change the Source from “Signed Up” to “Imported” – say if you don’t have a form and want Subscribers to be sent a welcome email after you import them into the specified group in your account. Once you’ve edited a Trigger to your satisfaction, click the Save button to close the modal and save your changes.

            4. Create Emails

            Click the Create Email button towards the left of the Step. This takes you through Email Details, Pick Template and Add Content – just as if you were creating a “normal” non-automation Email in Create & Send. 

            After you’ve created your Email, click the Finish & return to Steps button top right. You’ll now see a thumbnail image of your email on the left of the Step, and the email details. 

            You’ve now got enough settings in your Automation to set it running, but hold your horses; do you want to Schedule the emails that the Automation step sends out?

            5. Schedule and Go!

            If so, click Edit next to Schedule and change the days and times that Step’s Email is allowed to be sent. See our How to Schedule a Step guide for more information. When you’re happy with your Steps (in this case, Step), click the Start Automation button in the top right to set everything in motion. Or if you want to save your work but not quite ready to light the blue touch paper, click the Close button next to Start Automation. Everything will be saved but the Automation will still be paused.

            For more information (including screenshots) and a downloadable copy of this guide please visit 'How to...Welcome Automation'

            Updated: 08 Nov 2017 06:45 AM
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