Your first Marketing Automation

Automation works just like the name says, something happens automatically. By replacing manual processes with automated ones, you can save time, increase efficiency and take advantage of the opportunities that Marketing Automation opens up, here you can read more about vad marketing automation är. In Rule you can send automated SMS and emails. 

  1. Click on "Automations" in the side menu
  2. And then into "New automation"

  1. Name your automation flow.
  2. Choose what you want to trigger your automations on,"Tag" or "Filter/Segment", if you are not sure what the difference is, there is a simple explanation here!
  3. Choose the trigger, in this case we chose a "Tag"
  4. Here you choose whether you want to start your automation flow with "Mail" or "SMS"

  1. We chose to start with "Create Email"

  1. Then you will end up in this view to choose which of your own templates you want to use as a basis for your email. You can read more about templates here!
  2. There is also a library of standard templates you can use.

  1. Here you enter "Sender", which can be a name, company or organization and the sender's address.
  2. Enter your "Category"
  3. You can see what your mailing will look like by clicking on the "Preview" button.
  4. Remember to always Save your mail, you can either Save and go back to Automations.
  5. Or save the message and continue editing

After you've made your email and saved it, you'll see that your first email is there in your automation feed.

Here you see different icons, "Edit", "Statistics" and "Delete".

Edit allows you to return to the editor so you can adjust your email if you need to change anything.

Statistics show how many times the message has been sent and to which members.

Delete deletes the message completely from the automation.

Via the clock icon, you can also select the delay for the message.

  1. After you have finalized your flow as you want it, double check that everything in the flow is checked as "Active".
    When you feel completely ready and want the flow to start sending away, click on " Activate " for the entire flow, then it is moved from "Inactive", to "Active".

After moving your feed from inactive to active, you have made your first Automation. Good job! We hope that this guide can help you improve your Marketing Automation strategi!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.