Automation
Update Your Branding in Email Automations
Learn how to import your Brand Profile details into your Email Automations with the click of a button. To get started, visit your Automations page in your Email app. Then, click the Add Branding button in the top right corner. Acknowledge the pop up ...
Send an Email on Your Subscribers' Birthdays
One great way to keep your brand front-of-mind for your customers is to reach out to them on their birthday. You can set up an Email Journey that sends your subscribers an email on their birthday - you can offer them a special gift, coupon, offer, or ...
Understanding Subscriber Movement in a Journey That's Been Turned Off
The steps in an email Journey are executed relative to a journey's start time for a subscriber. That timing is maintained when a journey is turned off — that is, subscribers already in a journey that's turned off will continue their progress through ...
Setup a Repurchase Reminder Automation in Your Shop
Do you sell products that customers may want to purchase again? You can set up an email automation to remind your customers to purchase again at just the right time. Optional: if using Shop, you can add custom variables by Editing Shop Notification ...
Send an Email Automation to People Who Submit a Form or Make a Purchase
We know we want to send emails to people who submit a form or complete a purchase, but how? Behold! Your guide to setting up a form/order automated journey. In this guide, "orders" will be treated as form submissions. To do this, you will utilize the ...
Create an Automation to Request Reviews
Email automation is an easy way to ask your customers for reviews. The steps below show you how to create a special tag, build an email, and set up an automated journey to send a review request. Step 1: Set Up the Tag and List Go to the CRM app and ...
Create an Automation from Existing Contacts
Often, when setting up email journeys, you are setting up automations that trigger when a new subscriber joins a list. However, if you want to bulk-add your existing CRM Contacts to an automation, then the automation may not fire correctly for ...
Why is there an "incomplete" message in my Email Journey?
While building an automated email journey, you may see an "Incomplete Steps" warning. This means some information is missing, and you won't be able to save and turn on your journey until you complete it. Resolve the "Incomplete Steps" Warning If you ...
Troubleshooting an Email Journey Not Sending
If your email journey is not sending, there may be a couple of settings that you need to check. Below is a checklist of common reasons why your journey does not send, as well as suggestions on how to correct them. To view your Email Journeys and ...
Best Times to Turn on Journeys
How do you know when is the best time to turn on that automated email journey? In most cases, you’ll want to turn it on as soon as it’s ready. We get excited about that part too! There are some cases where you’ll want to pay special attention to when ...
Journey Triggers
When you create an email journey, you start by choosing a "trigger" that determines how and when the emails will send. The trigger could be based on subscriber activity, like an online purchase, or it could be associated with someone's birthday. When ...
Triggering Automated Journeys Using Existing Email Lists
Learn how to send an automated email journey to your existing subscribers. This guide explains three simple methods: deleting and re-adding subscribers, using a "plug" segment, or adding specific send dates to trigger your journey for contacts ...
Create an Automated Email Journey
An email journey is a series of automated emails that gets triggered when a user on your website performs an action like sign up for your mailing list. Moz reports that automated emails generate over 75% of revenue and can account for 21% of email ...