Guide: Adding Contacts and Automation Campaigns

Looking to gather new subscribers and automatically send emails to them? This guide shows you how to get this setup - start to finish.

Collecting new subscribers is an important part of any marketing strategy.  It can save you lots of time and energy if the process is mostly automated.  In this guide we will show you how to use Elastic Email tools to build this process.  Specifically by creating a web form that goes on your website which will add contacts to your Elastic Email account which will then trigger an automated welcome email.

Here's how -

Step 1: Create Your Web Form.

 

This video tutorial will walk you through the whole process of creating a completely customized web form and sign up process.

To summarize, you will want to create a new static list that is called something like "Web Form Sign Ups", and you will need an activation email template which uses the {url} merge field.  You will need those already created in the account before building the web form.  It is also a nice touch to build webpages specifically for the user to redirect to after completing certain steps. For additional information on managing contacts this tutorial will help:

Guide: Managing Your Elastic Email Contacts

For additional information on creating and managing templates this tutorial will help:

Templates Overview

Step 2 - Create Automation Campaign

 

This video tutorial will walk you through the process of building your Automation Campaign.

To summarize, you will need to have a static list that is already setup with a web form (ours is called "Web Form Sign Ups") and you will need to have a template ready.  In the campaign creator, you will select the static list from the contacts drop down.  This is your now your Campaign Audience.  Select the template, and then expand the Options.  This is where you select the trigger event "When Contact Is Added To Audience" and specify when the email gets sent.

Then, just make sure you save the campaign.  It will immediately be  Active and will display on the Automation tab of your Campaigns Screen.  You can edit the campaign at any time.

That's it.  Pretty simple?

You can add as many automated campaigns as you want to follow up with your new subscriber days or weeks afterwards!