How to set up automation triggers

With the use of Seamailer's automation triggers, you can automate your email marketing and engagement campaigns, fostering lead nurturing, customer retention, and timely delivery of pertinent material. Without having to send every email by hand, you may reach clients with customized messages by configuring automation triggers depending on a range of user actions or dates. To improve the user experience and streamline processes, we'll show you how to set up automation triggers in Seamailer in this article.

To begin, go to the Automation area of your Seamailer account after logging in. This section serves as your dashboard for setting up and overseeing all automated processes. Log onto www.seamailer.com to get started

To create a new workflow, click the button. If you intend to build more than one process, you will be asked to name it, which might help keep your automation organized. Give it a name that expresses its objective clearly, such as "Welcome Series" or "Abandoned Cart Follow-up," or whatever the objective is.

When the automation should begin is determined by the trigger. To accommodate various campaign types, Seamailer provides a range of triggers. These are a few of the most well-liked choices:

• New Subscriber Trigger: As soon as a new subscriber joins your list, send them a sequence of emails or a welcome email.
• Time-based trigger: Configure emails to be delivered on particular days or after a predetermined period has elapsed since an event, such as signing up or buying a product.
• Target people according to their behavior, such as when they click a link, open an email, or visit a page on your website, by using behavioral triggers.
• Basket Abandonment Trigger: To boost conversion rates, remind clients who left things in their basket to finish their purchase.

• Send Email: Send a personalized email to the user immediately after the trigger event.
• Delay: Add a delay before the next step, allowing you to space out messages over a period (e.g., send a follow-up email two days after the first).
• Add to List: Automatically segment users by adding them to specific lists based on their interactions.
• Tag Users: Use tags to label users based on their behavior, which helps in organizing and targeting them for future campaigns.

You can create your email series in the workflow editor after selecting a trigger in Seamailer. To begin creating each message in the series, click Add Email.

For every email, you will be able to:

• Select a Template: You can either start from scratch or choose from Seamailer's expertly created templates.
• Customise Content: To give emails a more intimate feel, including dynamic fields (such as the subscriber's name).
• Schedule Sending Delays: To manage how frequently recipients hear from you, schedule delays between emails in the sequence. For instance, you could schedule a two-day interval between each email in a series of welcome emails.

Establish Exit Conditions: You can establish guidelines for when users ought to stop using the automation. For example, you may wish to remove a user from the pipeline if they finish a purchase after receiving a reminder email to prevent duplicate messages.
Determine whether there are any last-minute steps to take when a user reaches the workflow's conclusion. As an illustration, you could:
Marked as "Completed": To target customers in the future, mark them as "Completed Welcome Series."
Add to the New List: To begin an alternative automation or continuing campaign, move users to a new list.

It's crucial to test your process to make sure everything works as it should. This will help you spot any issues and provide a smooth experience for your recipients.

Click the Activate button to bring your automation online after you're happy with the configuration and testing. No more activity on your side is required as Seamailer will now send emails to recipients that match your trigger criteria automatically!

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