Creating an Automation

Creating an Email Automation (Marketing Automation)

 

With HALR you can set up automated follow-up emails if someone subscribes to your email list through one of your landing pages.

Let’s assume you have created a Landing Page that captures your visitor’s Name & Email address so that you can follow-up with that visitor automatically. That could be in a form of a newsletter, educational email series or similar emails that you would like to send out automatically whenever you get a new subscriber to your email list.

 

  • For this example, we will set up a newsletter series.
  • We create a new list & the new newsletter email campaign
  • We add a new subscriber to your new email list
  • The email confirmation to confirm the email and subscriber (also known as double-optin). This is not optional and is a requirement.
  • Creating your follow up email series

 

Login to HALR and select EMAIL from the left hand navigation and you arrive at the main email dashboard.

 

HALR-email-dashboard

 

 

To create any email campaign you need two things.

1 you need an email list and 2 you need at least one subscriber on each of your list.

We recommend that you add yourself to each of your lists

 

ONE – Create Your Newsletter List

HALR-email-automation-list

 

TWO – add yourself to your new list

 

HALR-email-automation-add-subscriber

HALR-email-automation-add-subscriber-details

 

 

Note: remember to confirm your email address, otherwise you will not be able to create your email campaign! 

 

HALR-confirm-email

 

 

 

Next, set up your Newsletter Campaign

 

HALR-email-automation-select

 

Name your Newsletter and select ‘Autoresponder’ as your campaign.

 

HALR-email-automation-select-campaign

 

Next, you need to select your email list.

Anyone that subscribes to that list will receive your newsletter.

 

HALR-email-automation-select-list

 

Next, select an email template for your newsletter campaign.

Note: you can create your own email template, simply select any template and delete all the elements and start fresh.

 

HALR-select-email-template

 

Next, edit and customise your email newsletter.

HALR-Email-Template-Design

 

When done, click CONTINUE. Then you can schedule your newsletter.

The first one, set as SEND IMMEDIATELYWhen Someone Subscribes – then click SEND IMMEDIATELY.

 

HALR-campaign-setting-complete

 

For the next follow-up email (week 2, week 3, week 4 etc) select SCHEDULE!

To send your next email after 1 day enter 24 hours, if you want to send the next email in the series in 7 days, enter 168 hours. Etc

HALR-campaign-setting-complete-follow-up

 

After you have completed that step you will see a success message.

HALR-campaign-completed

 

 

Your basic Newsletter Email Campaign has now been set up. 

 

Next, you need to Create a Landing Page to collect subscribers for your newsletter!

 

Click here to learn how to create a Landing Page.

 

 

 

 

 

in Email Marketing

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