OCTOBOARD
English
PRICING
RESOURCES
LOGIN
TRIAL
TRIAL
English

How to build email marketing automations

How to build email marketing automations

Creating email automations in Ecommerce Suite

To create an email campaign go to the Left Panel > Ecommerce Analytics > Email Marketing > Automations. Click the Add Automation button.

Email automations list

The automation will be created once you have defined it’s name, start/end date, selected the store you want to send the automation to and define actions (set of emails) of the automations.

Email automation configuration overview

Automation Configuration

In the Automation Configuration panel you define automation name, store, the subset of contacts that you would like to send the automation to as well as the automation start and end date.

Automation configuration panel

You can define contact filters using a number of available contact parameters. Only contacts that satisfy all of the conditions of the filter will receive automation emails.

In this case, you define an automation that will send emails to all contacts that have been added to the store after March 15th, have more than 2 orders and purchased over €100 worth of products.

Email automation for vips

Defining automation actions

Every automation should have one or more email messages that it sends to qualifying contacts. If your automation sends several emails, you need to make sure there is a wait of a day or more between each email.

Automation email chain configuration

In this example, the automation sends 3 emails in 6 days.

Email configuration

In this panel you can define the email text, add images, links, additional formatting, “From” email and send a test email to yourself.

Email message configuration in automation
You can only send test emails to contacts that have been verified in your account.
The “From” email domain should match your domain (the one you configured in the SMTP server configuration).

Starting / stopping email automations

Start stop email automation

An automation can only be in either running or stopped state. You can start or stop any automation from the automation list interface.