Creating Your First Email Automation
In this guide, we will walk you through the process of creating your first email automation using PatientBase. Email automations are automated sequences triggered by specific actions within our platform. These sequences allow you to engage with your audience, nurture leads, and provide relevant information based on their interactions. Let's dive into the steps to set up your email automation successfully.
Step 1: Accessing Automation Settings
- Log in to your PatientBase account and navigate to the Marketing section.
Click on "Automations" to access the automation settings.
Step 2: Creating a New Automation
- Click on "Create New Automation" to start building your email automation.
Name your automation, e.g., "Keto Lead Magnet," and save your changes.
Step 3: Setting the Trigger
- Select the trigger that will initiate the email automation. In this example, we will use the "Tag Added" trigger.
- Choose the specific tag that will trigger the automation, such as the "Keto Lead Magnet" tag.
Confirm your trigger selection.
Step 4: Adding the First Email
- Decide whether you want to delay the first email or send it immediately after the trigger.
- Set up the email content by choosing from pre-designed templates or using your custom template.
- Personalize the email by editing the subject line, body content, and call-to-action.
Save the email and send a test email to ensure it appears as intended.
Step 5: Setting Up Follow-Up Emails
- Add a delay between each subsequent email to create a drip campaign.
- Create additional emails by using templates or custom designs.
- Customize the content of each email to suit your specific campaign goals.
Save and preview each email, making necessary adjustments.
Step 6: Defining the Goal
- Determine the goal that will end the automation for a contact. It can be a specific action, such as a purchase or a tag addition.
- Select the appropriate list or tag for the goal completion.
Contacts who meet the goal criteria will exit the automation.
Step 7: Activating the Automation
- Review the entire automation sequence to ensure everything is set up correctly.
- Save your changes and activate the automation when you are ready to start the campaign.
Congratulations! You have successfully created your first email automation using PatientBase'. Email automations allow you to engage with your audience more effectively, deliver personalized content, and nurture leads through targeted campaigns. Remember to monitor your automation's performance and make adjustments as needed to optimize your results. If you have any questions or need further assistance, please don't hesitate to reach out to our support team. Good luck with your email marketing journey!