Create an Automation for Recurring & Welcome letters.

Learn how to create automations, including Welcome Letters for new subscribers or recurring newsletters that send automatically.

Note: The preview of the email will be sent to the Sender email address added in Settings.

How to create an automation

There are two options for creating Automation. We have a Recurring newsletter and Welcome subscribers. 

How to create Recurring newsletter:

This will allow you to schedule newsletters on a daily or weekly schedule.

1. Click Newsletters.
2. Select Automations on the upper right of the screen.
3. Click Recurring newsletter.
4. Enter the title of your automation in the box showing the current date; subscribers will not see this. This is a required field.

         

5. You can use the Dynamic subject if your newsletter includes RSS Block; we will use the heading from the first item as the email's subject.
6. Set Frequency of the email you want to send to your subscribers. You will receive a preview of this email 1 hour before it goes out, to give you time to make changes or cancel. 

• You can set the frequency to Daily, Weekly, Every 2 weeks or Every 3 weeks.

• There’s also an option to select the day and time of publication.

1. After setting up the Title and Frequency, you can now go to Template to create a newsletter from scratch by choosing Blank template or selecting from the templates that are currently active.
2. Hit on Save and activate later if you want to make any changes, or toggle Activate and click Update if you will use it immediately.
   
   

How to create a Welcome email

This option will send out welcome emails when someone new joins your newsletter. 

1. You can enter the title of your automation in the box showing the current date; subscribers will not see this. This is a required field.

1. Create a template for your welcome email, or select an existing template.
2. Hit on Save and activate later if you want to make any changes, or toggle Activate if you want to use it immediately.