How to automate the sending of an email series (campaign)
In this article, you will learn how to automatically send an email series using campaigns.
You will need:
- A systeme.io account
- A campaign
- A contact list
Creating an automation rule
In the menu bar, hover over Automations, and then click Rules (1).
Click Create to add a new automation rule (2).
Adding a trigger to start the automation
A trigger is an event that starts the automation.
Click the (+) button to add a Trigger (3).
From the list of triggers, choose the option that matches your goal.
Ask yourself: Who do I want to send these emails to?
1. To send it to prospects who register through your Opt-in page/form/popup, select Funnel step form subscribed (4), then select your page's title.
2. To send it to customers who just purchased your product, select New sale (5).
3. To send it to contacts when a specific tag is added, select Tag added (6).
Note: The tag must be added to the contacts after the rule has been set.
Adding an action to subscribe to a campaign
Click the (+) button to add an action (7).
Select the Subscribe to campaign action (8).
Select your campaign's title (9), then click Save rule at the top right to save (10).
