How to automate the sending of a series of emails (campaign)
In this article, we will show you how to automate the sending of a series of emails (campaign).
What you will need:
- a systeme.io account
- a campaign
- a contact list
Creating an automation rule:
On your Menu, click on "Automations", then "Rules" (number 1 in the image).
Click on
"Add a rule" to create a new automation rule (number 2 in the image).
Trigger:
The trigger will initiate automation when an event of your choice occurs.
Click on the
"More +" button next to the trigger (number 3 in the image).
You will have a list of triggers, choose an option according to your needs.
Ask yourself the question:
Who do I want to send these emails to?
1. To prospects registered in my
squeeze page/form/popup:
choose the option
"Funnel step form subscribed", and select the title of your page (number 4 in the image).
2. To customers who have just purchased my product: choose the option
"New Sale" (number 5 in the image).
3. To contacts who will have a specific tag: choose the option
"Tag Added" (number 6 in the image).
Note: The tag must be added to the contacts after the rule has been set.
Action:
Click on the
"More +" button next to
"Action" (number 7 in the image).
Choose the option
"Subscribe to campaign" (number 8 in the image).
Select the title of your campaign (number 9 in the image), then click on
"Save Rule" at the bottom left to save (number 10 in the image).
