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Knowledge Base Home aero-right Automation Lite aero-right How to create an Email Engagement Automation

How to create an Email Engagement Automation

Automation Lite Updated on March 4, 2019

Email Engagement automations are determined when a person clicks on a link or opens an email.  You are able to send emails when a contact:

  • Opens an email
  • Clicks on any link in the email
  • Clicks on a specific link in the email

Note: This feature is only available for paid clients

To create an Email Engagement automation, kindly follow the steps below:

  1. Log into your Benchmark account
  2. Click on Automations from your Dashboard menu
  3. Select Automation Lite
  4. Now click on Create New Automation
  5. Select Email Engagement Automation
  6. Click Next
  7. Complete Step 1 Details.
    • Automation Details: This will only be seen by you and is used to organize your automations.
    • Trigger Selection: Select a trigger for your automation. To learn more about triggers and their function click here.
    • Sequence Email Details: Fill out the ‘From Name’ and ‘From Email Address’ part of the automation
  8. Click the Save & Next button.
  9. Complete Step 2 Emails in Sequence, click on the Add New Email button.
  10. Complete Step 1 Email Details.
    • Email Details: Create a subject line.
    • Delivery Time: Your email to be sent according to this setting. For example, if you select “After 7 Days” the email will send 7 days after the contact is added to your list. If you select “Immediately” the email will send as soon as the contact is added. Select the Send days, by default all days will be selected. Deselect days to prevent emails from being sent on those days.
    • Google Analytics: To track your visitors when they come to your site via a link in your email, toggle the slider from gray to blue
  11. Now click Save & Next
  12. Choose the Drag & Drop Editor and click Next
  13. Complete Step 2 Editor Choose from the Blank Layouts, our premade Templates or Past Emails

  14. Edit your Email. When done, click Save & Next.

If you would like to add another email, click on the Add a New Email. When ready, click on the Activate Automation button and on the popup provided, click on the Activate button to activate the automation.

To check out Automation Lite Reports and statistics, click here.

Important:

  • To use Email Engagement Automation the emails must be in a Draft or Sent status

  • If you choose to continue adding emails you will repeat the process starting with Email details.

  • If you are done and clicked on Activate Automation you will need to confirm the activation in the pop up by again clicking Activate.

If you have any questions regarding your Automation email please feel free to contact our support team via Email, LiveChat or by phone.

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