Email Automation

Create Email Automation

Automation emails are sent when certain events (triggers) occur. To use this feature, you'll first need to have created or selected an email template. Adding Our Pre-made Templates to your Library: To select a pre-made email template, go to the Email tab, and click the Get More button in the...

Email Automation Triggers

A trigger event can be used only ONCE for an email automation campaign. Can not use the same trigger event in more that one automated campaign. Here is our list of automation trigger events that are available when creating an email automation campaign: Contact Information Updated: This trigger is generated...

Target Groups

The target group refers to the people to whom you wish to send the automated email to. If you do All Customers, it will send the email to all customers, including those not assigned to a payment stream. Click on the drop down arrow and this will display the options...

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