Mayank Agarwal
Author: Mayank Agarwal  |  

Read more posts by this author.

A step by step guide to send campaign emails via Automation.

A quick guide to send campaign emails via automation.

  • First and foremost we have to create a campaign. To create a campaign you can refer here.
  • Add the contents in the campaign email and submit the email. The next step would be to setup the automation.
  • Select Automation. Click on New Automation to create a new automation.
  • Add a name for the automation and setup the trigger for which you want the action to be completed.
  • In the Trigger section, you can choose the trigger you want to set for the campaign email to be sent. Here I have added the trigger as contact added via popup and mentioned the popup name.
  • The corresponding action is to send campaign and choose the campaign which has to be sent via automation.
  • There is an option on when to schedule the campaign email.
  • You can choose to schedule the email among the different options available.

Thus you can send campaign emails via Automation.