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 a campaign and select the campaign to send 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.
That’s it! You can now send campaign emails automatically based on your chosen triggers.
