Email automations are great for many reasons as they ensure that your new signups get on board and are immediately involved further without you having to actively do anything apart from the initial setup.
To set up an automated email, follow these steps:
Go to the emails section and select automated emails. There you can choose one of the templates or start from scratch.
From there, you are guided through the process step by step:
1. Email
Here you can choose the sender, subject, and content. Furthermore, you can choose if you want to have an email sent to whoever triggered the email or to a static email address. Usually, for example, if you want to use it as a confirmation email, you want to choose "Send to trigger of the action." Sometimes you want to be notified when someone signs up. For example, if you use a contact form or an application form, in this case, choose "Send to the following static email address" and enter your email address.
2. Trigger
This is where you can set when this email should be triggered. You can choose between external actions (such as webhooks from external tools or a website) and internal actions which take place in CamBuildr.
In most cases, you will use a CamBuildr internal trigger. These triggers can be chosen in the dropdown. There are options based on landing pages and apps, user behavior in emails, and also target audiences.
Tip: Combining target audiences and the trigger emails allows you to build more intricate email cascades. For example, if you want to send a triggered email to those who have participated in campaign A but not yet in campaign B, you would create a corresponding target audience and set the trigger to "Was added to a target audience."
3. Sending options
At sending options, you can choose a delay. This allows you to set up cascades that span over a longer period of time. We highly recommend doing so to ensure multiple touchpoints with your users.
Be aware that even if you set a delay, emails will only be sent from the time the email is set to "Active." No emails are triggered to users who have exhibited certain behavior in the past.