Create an Automated Email Journey
An email journey is a sequence of automated emails triggered by a user action, such as signing up for a mailing list or a specific date. Automated emails are a powerful tool, as they can significantly contribute to revenue by helping you onboard new customers, keep subscribers engaged, and bring people back to your business at key moments.
Creating a New Journey
From the Automation page, click Create new journey.
Select Create new journey to build from scratch, or click Find journey ideas for inspiration.
Journey Triggers
After naming your new journey, you must choose a trigger, which is the action that starts the email sequence.
Name the Journey: Enter a descriptive name that will display on your Automation Overview.
Choose a Trigger: Select one of the six starting points:
Subscriber joins a list
Subscriber enters a segment
Subscriber exits a segment
A date
An anniversary of a date
- Select an Email List: Choose the list this journey will apply to. If you don't have any lists, learn how to build one here.
Click Build your journey →.
Journey Steps
Now you can add steps to personalize and structure your journey. Click the + button below the trigger to add your first step.
Step Type | Function |
Delay | Waits a specified amount of time before moving to the next step. This allows recipients time to open the email and take action. |
Email | Sends the email content. You can select from the library of pre-built templates or choose one of your own. |
Condition | Sends the email content. You can select from the library of pre-built templates or choose one of your own. |
Building and Launching
Configure the new step using the left column, then click Save at the bottom.
Continue to add as many steps as you need. A new + button will appear below each completed step.
Once all steps are complete, click the Turn on journey button in the top-right corner of the page.
Note: The "Turn on journey" button is disabled while you are editing an incomplete journey to prevent a broken sequence from being triggered.
To delete a journey step, hover over it in the Journey Editor and click the small grey X icon. You will be asked to confirm the deletion.
Video Walkthrough
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