Email and automations
Communicate with your audience and set up automations.
01Prepare an email campaignThe Emails section lets you prepare a message for some of your contacts, such as an update, invitation, announcement, or newsletter. Steps 1. Open Emails . 2. Create a new campaign. 3. Write02Choose your recipientsBefore sending a campaign, carefully select who should receive it. Send to a group Available tags and filters can help you find a relevant audience, such as people who registered for an even03Test, send, or schedule an emailReview a campaign before sending it to your recipients. Send a test If test sending is available, send yourself a copy. Check the subject, links, mobile layout, and any personalized fields. 04Read campaign statisticsAfter a campaign is sent, its statistics can help you understand how your audience responded. Key metrics Track the number of emails sent, opens when they can be measured, clicks, and delive05Improve email deliverabilityA well-written email may still miss the main inbox. Several settings can affect delivery. Use a consistent sender identity Set a valid reply address and, when available, an authenticated sen06Create a welcome automationA simple automation can send a message when a new contact signs up. Set the trigger In Automations , create a workflow that starts when a contact is added or when a supported sign-up event o07Send a message after a purchaseA post-purchase message can add useful information to an order confirmation. Choose the relevant product Connect the trigger to the product or supported purchase event. Write a useful messag08Turn an automation on, pause it, and check itYou should be able to control an automation easily after it is set up. Check its status In Automations , find the relevant workflow and check whether it is active or still being prepared. Pa