There are many terms used by marketers to describe automated emails – marketing automation, auto-responders, drip emails, email sequences, and more. Whatever you call your automated emails, BigMailer supports them.
An Automation campaign in BigMailer can be a single email (e.g. a signup confirmation or welcome) or a sequence of emails, that are typically triggered based on something happening to the contact (e.g. subscriber) record or an action performed. In addition to action, an automated email can be triggered with a time delay in hours, days, or weeks, or have no delay.
Ready to get started? Here are the steps to setup your Automation campaign.
- Log into your BigMailer account and select a brand you want to create a campaign under. Don’t have a BigMailer account? Try out BigMailer with a free account – all accounts start on a Free plan, no credit card required.
- Click on Campaigns tab in the site header, then on “Create Campaign” button.
- Click on “Create” under the Automation section.
Once on the Campaign page you need to give your Automation campaign a name, click on small “rename” tag next to name.
Click on “Add Email” to create your first email step, then click on “Edit” links to define each element of an email – trigger, message type, and segment (optional).
The most typical trigger for a 1st or only step in an Automation campaign is subscriber record being added to a specific list. Tip: Create a List named Test and always test your automation campaigns against that list.
There are several ways to add contacts to a list:
- Manual import of a csv file.
- A web form that sends data to that list.
- An API call (e.g. to create a contact when someone makes a purchase).
- A Zapier integration (when someone performs an action on a 3rd party platform a record of contact is created at BigMailer)
How to Use Segments in Addition to Triggers
In BigMailer, in addition to triggers available, you can also narrow down your target audience for a given email via custom defined segment. You can use segments to:
- Only send an automated email to customers based on their aggregate engagement with prior campaigns.
- Send an automated email only if a certain field in customer record has a value, e.g. LastPurchase > 30 days.
- Split a certain step in a sequence into multiple versions to customize email content based on certain customer attributes, like interest, gender, or certain interaction with your product, for example offerRedeemed or similar.
Examples of how to use segmentation in addition to triggers:
- Don’t send this email/sequence to subscriber based on engagement with other email campaigns or on a certain field value, that can be updated as a result of an action taken with your website or product.
- Send this email IF the value of a certain field is X to send custom content to different segments (a given step can have several versions created for each segment.
Automation Campaign Analytics
Automation campaigns have the same analytics as bulk campaigns, once they are activated. You can see engagement metrics like open and click rates, as well as unsubscribes, bounces, and complaints.
The stats for Automation campaign do NOT reset when an email is modified or moved around in a sequence. So if you want to track performance of a single step in a sequence you may want to pause the step and create a new version to replace it so you can compare engagement stats side-by-side.
Examples of Automation Campaigns
1. A single welcome email sent when a new subscriber is added to the list, perhaps with links to best content or info on how often new content will be emailed.
2. A welcome sequence sent X days after signup with valuable content, matching subscriber’s interests.
3. A product/service on-boarding email sequence with tips on using a product or advice from experts. This type of sequence can start with an event outside BigMailer and contact record is pushed to BigMailer via an integration.
4. An email or a sequence triggered by a customer interaction with a website or product. For example, if a subscriber visits a specific article they are tagged as interested in a given topic and sent relevant content or promotional emails.
Ready to get started? Click on Campaigns tab in the site header, then on “Create Campaign” button and select “Automation” campaign from the list. Don’t have a BigMailer account? Try out BigMailer with a free account.
Need assistance with your Automation Campaign? Reach out via chat icon once you log in, help is available 7 days a week.