How do I add an email to an automation?

Below is described how to add an email to an automation.

Please note: In general, we strongly advise against making adjustments in an active automation. This can lead to unexpected errors. Therefore, always set the automation to 'Inactive' before you start working on it!

If it is a situation where it is necessary for the automation to be 'Active' (e.g. contacts starting at a specific point), it is better to set this aside.

If you haven't created an automation yet, read here how to do this.

  1. Go to the automation where you want to add an email and click on the plus sign. A new window will appear. Select 'Send an email' here.


  2. Next, you can choose between 'Start with a template' or 'Start with a previous campaign'. In this example, we choose 'Start with a template'. If you want to use an old campaign in your automation, you can of course choose that option.


  3. Now you can choose between a number of template types. Click on your preference and then click 'Continue'.


    5. You will now see an overview of a number of templates. Choose a template. When you hover over the template, the 'Select' button will appear, which you can click to proceed.


    6. A pop-up will now appear where you can enter an email subject. Then click 'Continue'.


    You will now be taken to the email designer. Customize your design. When you are satisfied, click on 'Next' in the top right corner to go back to your automation.

    Please note: Don't forget to add wait steps between the different actions!
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