How do automations and campaigns differ?

Campaigns:

• Best for one-time emails, like newsletters or time-sensitive promotions.

• Can be fully customized to match your branding.

• Sent immediately or scheduled for a specific date and time.

Automations:

• Perfect for sending a series of emails automatically.

• Set them up once, and they’ll take care of the rest.

• Ideal for targeted, behavior-based communication with your contacts.

Automations give you the ability to engage your contacts effortlessly. Here are some examples of what automations can do:

• Automatically send a welcome email series when someone signs up for your newsletter.

• Send personalized emails to different groups of contacts based on their actions.

• Move contacts to other lists automatically.

• Identify inactive contacts and either tag them or send a re-engagement email.

• Trigger emails based on specific behaviors, like a purchase or visiting a webpage.

An automation starts when a trigger is activated. Triggers include:

• Subscribing to a list (e.g., signing up for a newsletter).

• Submitting a form on your website.

• Being assigned a specific tag.

• Visiting a particular page on your website.

• Opening a campaign or clicking a link in it.

Once triggered, the contact enters the automation and follows a path you define. You can customize this path to include:

• Sending emails.

• Waiting for a set amount of time before the next action.

• Assigning tags or moving contacts to different lists.

Within automations, you can add an If/Else split to create different paths based on specific conditions.

Example:

• Contacts who click a link in your email can be tagged or moved to a new list.

• Contacts who don’t click the link can be sent a follow-up email or a different tag can be assigned.

This level of customization is unique to automations and isn’t available when sending one-time campaigns.

Learn how to create an automation with a video tutorial!