Working With Automation Series: What is Email automation? (Getting started by using blueprints)

Last Updated: Nov 22 2019 09:08 am UTC

Usually, you send newsletters and campaigns to a whole list of subscribers in one go, an automated email series is set up once and then automatically sent to a particular individual when that person meets a specific trigger.

To give you an example, a subscriber joins your list and you want to send an email when they signup. You can create an automated email or chain of emails based on the trigger — signup, and this email will welcome them to your company and show them how to get started with your product or offer a signup gift.

You can set up the email once and then as more people continue to meet the trigger you specified, the messages will continue to be sent to them automatically.

Because email Automation works on a specific trigger you are really only limited in what you can do by your creativity and business needs.

To give you some ideas and to help you get started, we’ve created
3 automation blueprints that you can start with today:

  • Welcome series
  • Educational series
  • Win-back campaign (re-subscribe campaign)

What is an automation blueprint? 

You can call the automation blueprints templates as it is a pre-prepared series of emails, that can be used as a starting point and changed according to your needs. 

In the automation section you will be able to choose from two options: 

  • Start a New Automation – make your own automation series from scratch 
  • Use a Template – use one of our pre-prepared automation blueprints 


We provide 3 templates: 

  • Welcome series 

Blueprint of automated welcome series for your customer onboarding process. 

  • Education series EN  

Blueprint of automated education series for teaching and training your customer 

  • Winback series EN 

Blueprint of automated Winback series to return your subscriber. The strategic goal is to get them interested in your letters again. 

You can also preview the series before choosing them by clicking on the "preview" button

After choosing the appropriate template for you will be prompted with a message to choose a list/segment: 

You will see the automation flow that you can configure as a regular automation from here. 

More about how to edit automation series: How do I Edit an Automation Series?

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