Advanced Email Automation by weMail

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Advanced Email Automation by weMail

The advanced email automation feature allows users to send emails when they meet a particular set of triggers and conditions. You can easily set up an email automation series suitable for your campaign needs. When someone hits a trigger, s/he will automatically receive a message designed beforehand by the campaign creator using weMail.

Let’s learn how you can set up an email automation series using the advanced email automation feature offered by weMail.

Log in to your WordPress admin panel and go to the weMail dashboard. Choose Automations (make sure to use the latest update of the weMail plugin).

Automation from weMail dashboard

Hit the Create New button to set up new automation.

weMail offers a few pre-defined automation templates for the users. You can also start from scratch by clicking on the blank slate link.

Let’s see how we can use a pre-defined template to create an automation campaign. For example, we chose the Welcome Message template here.

Choose the Welcome Message Template

Give your campaign a suitable name. Choose a trigger you want to apply. Select or create a list where you want the triggers to work. Then hit the Create Automation button.

Create New Automation

You’ll be taken to the automation edit screen in this step. Choose your desired action by clicking on the plus (+) icon.

Note: The steps to creating various types of automation (Delay, Condition, Action, Email) have been shown in the following sections.

Edit the welcome message automation

Now that you know how to create an automation campaign with a template, let’s learn how you can create new automation from scratch by selecting the blank slate menu.

select a blank slate

Give a suitable name to your new email automation campaign.

Select a trigger from the given list. Here, we chose a campaign activity (Opens Email) in our case.

create new automation

Then choose an action for the next step. Click on the plus (+) icon.

email automation open email setup

The plus icon will bring four automation steps for you to use. Choose the Action option to enable the automation.

add a step to automation

Click on the dropdown menu and apply an action. Choose an option from the list. Here, we chose to Move to a list.

move to a list

Choose which action you want to apply. Identify the list where you need to move the email opener. Then hit the Save button.

choose an ction

Now select the next step of your automation series. Click on the plus icon and choose Email.

choose email

Fill the input fields with the information you want to send to the email recipients.

write the email

Scroll a bit down to find the Design Email button. Click on the button to open the email editing screen.

put the required information

This will lead you to the following page. You can design the email manually here or click on the back icon on the left corner to access the readymade templates.

design the email manually

Choose a template that fits the best with your business identity. You can search for your desired temple using the search bar.

choose a template

Select the next step of the automation process. Here, we chose Delay to set a waiting period before we take the next action.

choose a step to automation- delay email automation

Choose the length of the delay from the dropdown menu. You can select minutes, hours, days, weeks, and months.

define the delay length for email automation

Now choose a condition applicable to the next step to automation.

set a condition

Select a set of conditions from the dropdown options. We chose Campaign Activity for this particular automation series.

Select a campaign activity

Choose your desired campaign activity from the list. We chose ‘did not open’ for this automation series. You can choose the conditions and align them with either All of the users or Any of the rules.

Select any list to apply these conditions. The Aggregate option allows users to select any campaigns based on numbers and days, and the Sent option allows them to select a specific campaign.

Choose a set of conditions

Then choose the next step for the automation process. Enable an action based on the previously set condition. We chose Remove from a list in this case.

remove from a list

Name the list from which you want to remove the subscriber. Then hit the Save button.

choose an action

You can see the full map of the automation series by zooming out. Observe the series closely to check if everything aligns with the conditions and actions you’ve set.

Automation map

You can activate the automated email campaign from the header section. Click on the Active option to enable the triggers.

activate the automated email campaign

Once the set-up is complete, you can see the campaign report and track the campaign’s performance. Click on View full report to get an overview of the reports.

view report

That’s it.

You can also see the following video to know how the advanced automation feature by weMail works.

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