Create email automation with a custom trigger! Your site audience members who meet the trigger will receive a custom automated email. For example, by setting up email automation, visitors who submit a custom event registration form on your site can receive an automated email with details of the event. Find this feature in the Site Editor > Audience > Email Automation.
Note: This feature is only available for PRO users and above.
1. Select the trigger and send time
Triggers options:
- When a visitor submits the form.
- Submit any form.
- Visitors who submit any form on your site will receive an automatic email.
- Submit the specified form.
- Visitors will receive an automatic email only if they submit a specific form.
- Visitors will receive an automatic email only if they submit a specific form.
- Submit any form.
- When a visitor completes a purchase.
- Purchase any product.
- Visitors who purchase any product will receive an automated email.
- Purchase a specific product.
- Visitors will receive an automatic email only if they purchase a specific product.
- Visitors will receive an automatic email only if they purchase a specific product.
- Purchase any product.
- When a visitor becomes a member.
- Become a member at any membership tier.
- Visitors who become a member will receive an automated email.
- Become a member at a specific membership tier.
- Visitors will receive an automatic email only if they become a member at a specific membership tier.
- Visitors will receive an automatic email only if they become a member at a specific membership tier.
- Become a member at any membership tier.
- When a visitor subscribes to the blog.
- Visitors who subscribe to the blog will receive an automated email.
- Visitors who subscribe to the blog will receive an automated email.
- When a visitor abandons a shopping cart.
- Visitors who have added items to their cart but have not yet purchased will receive this email.
Timing options:
- Send immediately after triggering
- Send ( ) days later after the trigger. (Enter a number from 1 to 100)
- The email will be sent at the same time of day as when the trigger was hit. For example: If set as 5 days later, and a visitor submits a form at noon on Jan 1, they will receive the automated email at noon on Jan 6.
- [Abandoned cart timing option] Send the email when the visitor has not purchased after adding to the cart for ( ) hours.
- For example: If the timing is set to 3 hours and a visitor adds items into their cart at 1 pm but doesn’t complete the purchase, they will receive the abandoned cart email at 4 pm.
2. Edit automatic email content
By default, you will see the preset template for your trigger. Different triggers will correspond to different templates.
The preset template for form response will show the submitted form info in the email body. You can also replace the default content with anything you want to communicate to your audience.
The preset template for abandoned cart will show a list of products that the visitor abandoned in his cart, and the default button action is to open the checkout page for the visitor so that they can continue checking out. For best performance, we recommend that you do not remove the product list and button link from the abandoned cart recovery emails.
Before you can activate automatic email, you will need to fill in the email subject and sender profile.
3. Manage the automation
You will see all automation in the list.
When you are satisfied with the trigger and content of your email, you can click "Activate" to enable it. Activated automation will be sent each time a visitor triggers.
If you want to stop the automation, click “Deactivate” and the corresponding automated emails will no longer be sent.
FAQ
I'm trying to set up my automated emails, but it's always showing as Deactivated. How can I solve it?
To activate your automated emails, you can follow these steps:
- Set up DKIM authentication for your domain email. DKIM helps verify the authenticity of your emails and improves their deliverability.
- Use a spam checker tool to identify any potential spam indicators, like Mailmeteor's free spam checker. This helps you see and make sure that your automated email content has no spammy words in it.
Is it possible to add {{NAME}} on the subject line for automated emails?
Unfortunately, it's not currently possible to add {{NAME}} or any other dynamic variables to the subject line of automated emails. However, you can include the recipient's name within the email content by using the "Insert Recipient Name" feature.
In case you need assistance, shoot us a line at support@strikingly.com or chat with us.