Let's learn how to set up email automation with a quick example. Our goal is to create an email automation to send welcome emails to every new attendee that gets added on the event automatically.
Click on Manage event and go to the icon that says 'Mail'.
2. Later click on the 'Automations' tab to begin.
3. Next we need to choose a trigger that will get done. For our example we choose the trigger 'New attendee in segment'.
*New Attendee in segment - means that anytime a new attendee is added into a segment (that you choose in the segment option below), those new attendees will receive an email (that you choose in the email option below)
4. Once that is done we need to now choose which segment (group of attendees) the email has to be sent to. So, we select the segment 'Need Welcome Email' i.e. attendees that have not received the welcome email.
5. Finally we need to choose the specific email that has to be sent out automatically. So as per our example we want to send an email to 'New Attendees' in the Segment 'Need Welcome' Email, we need to choose which email to send; Lets choose to send the 'Welcome' email.
6. Now that we are all done with our selections click on 'Save' to get the automation running!
You are all set to go ahead with your email automation.
Final Result:
Any time a New Attendee gets added into the platform, the email template 'Welcome' will automatically be scheduled to be sent out to the attendee.
*Note: It may take up to 15 mins to be sent out.
How to test:
Add a new test attendee, the platform recognizes the attendee has not received a welcome email and automatically sends it according to the automation you created.