On the Automations tab you can see all your workflow automations and also add new ones.
1 | Change the activity of the automation |
2 | The name of the automation |
3 | Add a new automation or a folder for automations |
4 | Search for automations |
5 | Modify automation settings. You can modify, duplicate and delete automations and move them to folders. |
Add a new automation
By pressing the + symbol you can add a new automation.
1 |
Give the automation a name. |
2 | If you don't want the messages to be delivered on all days of the week, click the Restrict switch on and choose the days. |
3 | If you want the messages to be delivered during a certain timespan, click the Restrict switch and set the timespan. |
1 | If you don't want messages to be delivered on all dates, click the Restrict switch and choose the dates from the calender on which you don't want messages to be delivered. |
2 | If you want to choose the maximum amount of messages that can be sent to one person, click the Restrict switch and choose the maximum amount. |
3 | Choose whether you want to repeat the automation once or more often per person. If you want the automation to be repeated more than once, choose whether you want to start a new automation only if the previous one has ended, even though the previous one is still going on or should the ongoing automation be stopped before starting a new one. |
After this click Add automation.
Automation plan
After this you can modify your automation. In the automation plan you can see at a glance how your automation is performing. You can choose multiple conditions that all lead to either different results or to the same result. A condition can be, for example, joining a certain list, belonging to a certain segment or filling out a form. Build the automation path by joining conditions and actions with lines. Read more about building an automation.
Create automation using an automation template
You can choose from these template styles:
- Birthday automation that allows you to send messages on the user's birthday or before it.
- Welcome automation, which you can use to create an automation chain to welcome persons who have joined your mailing list.
- Nurturing automation, which you can use to send messages to persons who join your mailing list or segment.
- RSS automation, which you can use to send news feeds to your subscribers who have joined your mailing list.
Birthday automation
With birthday automation, you can create automation related to a birthday or any other date.
- Give the automation a name.
- Choose the trigger that initiates the automation.
- Set a start time for when the message will be sent.
- You can specify how many days before the birthday the message is sent. If you enter the number 0, the message will be sent on the birthday.
- Select the message to be sent.
Welcome automation
With welcome automation, you can greet persons who join your mailing list.
- Give the automation a name.
- Select the mailing list you want to send welcome messages to. New persons who join this list will receive a welcome message.
- Choose a waiting time. Messages will be sent after the set time has passed, starting from the beginning of the automation.
- Choose an email template. You can still edit the message in the next stage.
- If you want to add more messages to the automation, repeat parts 3 and 4.
Click Send. After this, you can edit the automation in the workflow view. Read more about building an automation. Remember to save the automation in the workflow view, when you're ready.
Nurturing automation
With nurturing automation, you can send messages to persons who join a mailing list or segment.
- Give the automation a name.
- Select either mailing list or segment. New persons joining the mailing list or segment will receive a welcome message.
- Choose a waiting time. Messages will be sent after the set time has passed, starting from the beginning of the automation.
- Choose an email template. You can still edit the message in the next stage.
- If you want to add more messages to the automation, repeat parts 3 and 4.
- Click Send. After this, you can edit the automation in the workflow view. Read more about building an automation. When you're ready, remember to save the automation in the workflow view.
RSS automation
With RSS automation, you can send news feeds to your subscribers who have joined a mailing list. Newsfeeds can include the newest events, news, or new products in an online store.
- Give the automation a name.
- Give the address of the RSS feed from which the data will be collected.
- Set the required amount of new articles for the automation to start.
- Interval: choose, how often the automation checks the RSS feed for new articles. If the required amount of new articles is found in the check, a new message will be sent automatically.
- Choose the mailing list you want to send a message or messages to.
- Choose the email draft to be sent. You can still edit the content of the message in the next stage. Remember to add the RSS item and correct feed to the message itself.
- Click Send. After this, you can edit the automation in the workflow view. Read more about building an automation. Remember to save the automation in the workflow view when you're ready.
Export automation
You can now copy automations from LianaAutomation account to use them in another account. First, copy the automation from the Automations page by clicking Options on the automation you want to copy. Next, click Export automation to download the automation as a JSON file.
Import the automation to another account by clicking the plus icon on the Automations page. Then click Import automation on the pop-up window.
Give the automation a name and choose the file. Complete the action by clicking Add.
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