Customer Journey: Re-Engagement Email Based on User Activity

Follow the instructions below to create an effective automation sequence.

Step 1: Access Automations

1. Go to the Actions Left Menu.

2. Select Automations.

Step 2: Create a New Automation

1. Click on the [+Add New] button.

2. A pop-up will appear. Enter a suitable name for your automation in the Automation Name field e.g. Welcome Email for new Subscribers.

3. Hit Confirm to proceed.

Step 3: Set Up the Automation

1. You will be directed to the automation setup page.

2. Click on “Click Here to Begin” to continue configuring your automation.

Step 4: Define Automation Trigger

1. Select “Contact is Added to a List” event from the event list, then select the contact list “Indigo” from the list drop-down. Automation actions will be fired when the contact is added to the list.

Step 5: Add Actions to the Automation

1. After that, click on the Plus (+) button.

2. A menu will appear with multiple actions. Choose Send an Email to send the welcome email.

Step 6: Configure Email Setup

The Email Setup Page will appear, consisting of three steps:

• Setup

• Email Content

• Confirm

Email Setup Details

• Action Label: Enter the desired title for your automation.

• Sending Nodes: Select your sending node (e.g., SMTP, Amazon, etc).

• Select specific time to execute this email: Email will be sent at the specific selected time.

• If time passed on same day:
  Send Now: Email will be sent immediately.
  Next Day: Email will be sent at the same time the next day.

• Track Opens: Monitor where your emails are opened.

• Track Clicks: Track link clicks in your email.

• Skip Unconfirmed: Exclude unconfirmed subscribers.

• Subscriber Link: Enable or disable the unsubscribe link.

After configuring the options, click Save and Next.

Create Email Content:

1. For the Email Content, choose to use an existing broadcast or create a new one by selecting Design New.

2. Click Save and Next to continue.

Confirm Email Setup

1. Send a test preview to review the Broadcast details in the Confirm Email step.

2. Click Finish to complete this section of the automation setup.

Step 7: Further Automation Setup

1. Click on the Plus (+) button again to add more actions to your automation.

2. Select Evaluate Your Email to configure responses based on subscriber engagement.

Scenarios:

1. Select the Workflow Email Name.

2. Define a Delay Time before evaluating engagement.

3. Choose conditions based on whether the subscriber has opened or clicked the email:
   

1. Opened the Email: Follow up with an email discussing new or upcoming features.

2. Did Not Open the Email: Send a follow-up email to encourage engagement.

Step 8: Enable Status & click Finish

1. Ensure that the Status is enabled to activate the automation.
   

Note: To set up additional events, you may need to deactivate the automation status temporarily.

2. Then click the Finish button to get the Automation done.