An automation is an automated sequence of emails sent to specified customers in accordance with a predefined flow. If you are new to email marketing, you might face some difficulties creating your first automation. Let's create a simple automation together.

1. Go to the Automations section and click Add Automation.

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2. Enter the name for your automation and click Next.

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3. Select if the automation will run once or multiple times. You might need to run the automation multiple times in case the same tag is applied to the contacts that was first deleted and then reapplied.

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4. Enter a tag, adding or removing which will be the condition for starting an automation. You can add several OR-related conditions.

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5. Check the Run Automation For Contacts That Already Satisfy All Specified Conditions checkbox if necessary.

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6. Click Next.

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7. Your trigger has been configured and appeared in the Diagram tab. On hover, a linking point will appear on the trigger node. Drag-and-drop it to the canvas.

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8. Select the desired step (let's try Send Email).

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9. Select a sender from the dropdown list.

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10. Select a message from the dropdown list. If you don't have any, click Create.

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11. Click Add Message.

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12. Pick a category.

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13. Click Select.

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14. And then click Done.

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15. Once the Edit page opens, enter the message name.

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16. Enter the subject. You can use tags in the subject if you wish.

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17. Use the HTML editor to add images and styles to your text. If you don't need them, select Plain Text.

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18. Now edit the template by your preference.

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19. Click Preview to see how it looks.

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We've created a simple automation that will send a letter upon adding a certain tag to your contacts. Later on, we'll consider more complex cases. Stay with us, see you in the next article!