Creating a simple email automation from scratch

Creating a simple email automation from scratch

In this video, we are going to show you how to create your first automation using the email channel. From the home page, click on the Send Communications app. When the new screen opens, we click on the green button in the upper left called New Conversation. The next step is to choose the channel through which we will send our campaign and as this is an Email demo, we click on the Email button. It is important to highlight that a campaign always starts with an Email.

Regarding selecting the contact list, we will leave the default option to “select later” so we can show you at the end how to do it. Now let’s name this conversation. For this example, we will call it ¨Newsletter¨.

Click the CREATE button. A new screen opens where you can clearly see your Email node. Note that this node can be moved freely on the screen and that it is glued to a fixed starting node, thus indicating that it is the first step in your automation. What follows now is to configure its node and for this, we double click on it or look for the pencil icon on the lower-left corner of the node.

Enter the name of the step, such as “Newsletter”, and continue to fill the following fields – Email title and sender. The sender must be selected from the submenu and if it does not appear, we can add a new one if necessary (this step is shown in another video here at the Academy).

The bottom area is the working area and here is where you can do three things:

  • Create your content using the toolbar
  • Importing an Html (by clicking on the button with that name), or
  • Inserting a preconfigured template (by clicking the button with that name)

For our example, we will use a preconfigured template and these are stored in the template editor menu. Once your template is inserted, click SAVE then close.

You can see that your node changed color to green. This is an indication that you can proceed to the activation  … by clicking the green button (top right). Once clicked, we see that a new screen opens where it now asks you to select the database you want to use. Look in the menu presented for your database and select it.

The next step is the field mapping that the system does automatically. In case there is a discrepancy, you just have to click on the submenu arrow to the right of the field in question and map manually looking for both columns to match. Once done that, proceed to choose the date and time to send your communication. (In the submenu you are presented with several options) and finally, we click on ACTIVATE.

A confirmation pop-up window will ask you to confirm the activation to “send” immediately or “Close” to go back and correct any mistakes if necessary.