Email Automation Feature in MailBluster

Email Automation Feature in MailBluster

Finding a convenient email automation solution?

Automation brings evolutionary changes to email marketing. It is not merely an email marketing feature; it triggers and personalizes your email campaigns through effective communication. On top of that, a study shows astounding automation revenues over the years

MailBluster offers a convenient and beginner-friendly automation feature for email marketing that you can easily generate and send instantly.

Let’s find out how you can use the email automation feature in MailBluster.

Table of Contents

What is email automation?

Email automation is a way to connect with subscribers without any additional effort, especially typing every email. It uses predefined rules and triggers or injects messages at specific times to your expected subscribers by using a marketing automation tool

Simply put, email automation uses predefined rules to personalize and trigger automated emails to specific subscribers by using an automation tool.

Benefits of email automation

Your business runs on promotional activities, and email communication is a part of that promotion. Running a business involves a lot of work. Sending emails to every customer requires manual work, which consumes a lot of time.

So, email automation comes in handy in this situation.

Let’s Find out its benefits.

Benefits of email automation

Ease marketing operation

If you want to send bulk emails to thousands of your subscribers, email automation enables you to do it without any extra effort. Typing every email consumes a significant amount of time; automation can relieve you in this situation. Automation sends every email according to user-defined settings, and it operates at the tips of your fingers.

Improves time management

Time management is the most important part of email marketing automation. When automation applies to email sending, there is an obvious chance of proper time management. Automation follows predefined settings and sends thousands of emails according to users’ demands.

Generate values for business

Generating values for your business while doing nothing seems unlikely, but email automation does this exact thing for marketers. The automated processes within email automation software operate based on how you set up all the parameters. So, you do not need to set the numbers all the time; instead, it automates the process.

Higher engagement rate

While you want to reach a broad customer base, you need to send emails at a stretch. Also, you need more engagement and conversion simultaneously. So, you can use email automation to get a high engagement rate rather than typing an email for every recipient.

How does email automation work in MailBluster?

Email automation assists you in reaching a broad audience quickly. It works based on the triggers, leads, and actions set by marketers. 

MailBluster includes convenient functions for the email automation process. The basic functions operate through the leads who subscribe to your website.

Head to the email automation process in MailBluster this time-

Leads subscription

When a lead subscribes to your website, a subscription event is generated. The generated subscription event checks if you have any workflow activated.

Workflow action

If a workflow is present, the lead starts following the workflow steps. If no workflow is there, the subscription event won’t trigger any workflow. Furthermore, a workflow should be active before a lead subscription occurs.

Email Scheduling

You can set the delivery time on the workflow. Set the delay, for instance, 12 hours/1 day before sending any campaign in the workflow.

Leads action

Leads will be on different steps at different times. All steps will be operated based on the workflow start. If you change any of the workflow actions and a lead doesn’t pass that step, this lead will be eligible for the newly added step.  Leads who have already completed the workflow won’t be eligible for the newly added steps.

Note: Automation is a paid feature, so MailBluster does not include its branding in Automated campaigns.

Setting up email automation in MailBluster: Step-by-step

Setting up email automation in MailBluster is pretty much easier than other email automation tools. You don’t need to have advanced knowledge to go through the setup process. Here we start the setup process through a ‘Welcome Email’.

A welcome email contains a greeting message for the subscribers. It also provides a warm introduction while encouraging further engagement

Check our video tutorial on setting up email automation in MailBluster

Alternatively, check the step-by-step screenshot process

Step 1: Workflow creation

To start creating a welcome email, first sign in to your MailBluster account and go to the Automation tab. Select Create New, and next you get the workflow creation page. Here you need to fill up the Name and Description box and click Create workflow.

Create a New workflow in Automation

Workflow name and description in MailBluster

Step 2: Edit Trigger

After creating the workflow, you will see a workflow diagram of your automation process. Here you can start setting up the workflow for MailBluster. Click on Start Workflow> Edit Trigger. This brings you to the Edit Trigger page. Tick the checkbox on Trigger on Imported Leads.

Remember, newly Subscribed Leads imported to this brand will be eligible for this trigger

Workflow Edit Trigger in Automation

Editing Automation Triggers in MailBluster

Step 3: Delay Setup

Now, Go back to the Automation flowchart and click on the + sign. You get two options, Delay and Send Campaign.  Select Delay, and you get the Delay edit step. Here, you can set the delay in days, hours, minutes, and weeks. Set your preferred number and click Update Step.

Delay Setup in Automation workflow

Delay Editing in Automation workflow

Step 4: Send Campaign

In the Automation flowchart, click on the + sign to add Send Campaign. The Send Campaign dashboard appears. Set the Campaign name and information there. The information tab contains the Subject, Preheader text, Sender name, Sender email address, and Reply to email address. Fill up these fields.

Preheader is the short summary text that follows the subject line when viewing an email from the inbox.

In the Content tab, you get the Editor, Content, and Query String box. Select your preferred Editor. You can select Drag & Drop Editor to choose MailBluster’s templates and even edit those! Also, other options let you edit and compose your own messages and images. 

You can Skip the Query String and click Update Step.

Note: You can repeat this step to create another campaign. 

Send Campaign in Automation workflow

Editing Send campaign in Automation

Editing Send campaign in Automation

Editing Content Tab in Automation

Editing Content and Compose email in Automation

Editor in Content Tab in Automation

Update Step in the Content tab in Automation

Step 5: Activate Campaign

Next up click on the Activate button on workflow. This is the most important step as workflow needs to be Activated before importing any newly subscribed leads to your Brand.

Step 6: Import Leads

Now you need to Import Leads for your campaign. Go to Add New under the Leads section. Attach a CSV file here that contains subscribers’ information. You can add Previous Import as well.

Next, observe Ignore this column and Email address inputs. Match the CSV columns to your brand fields and import the CSV file. Also, you can add a single lead by adding an email address, first name, last name, timezone, and more. You can tick the Override lead section and Add lead, or add more lead manually.

Only the newly added Subscribed leads will get Automation emails.

Importing leads through CSV file in MailBluster

Matching columns of leads information

Selecting the conditions before importing CSV File

Results of the imported leads after successful import of the CSV file

Subscribed leads in MailBluster

Tracking automation campaign reports

Automation campaign reports are generated inside the automation section. You can check the campaign reports from time to time. 

1 Go to Automation and select a three-dot ellipsis under your campaign. 

2 Select View Reports to view your generated campaign reports.

View report section under Workflow in MailBluster

3 New imported leads will be added to the Waiting state.

Waiting leads in Report of automation workflow in MailBluster

4 If Lead already start the workflow, lead will be added to Progress.

Progress leads in Report under Automation in MailBluster

5 If leads finish the journey through workflow, it’s added as Finished.

Finished leads in Report section in MailBluster

Common questions about email automation feature

1Does MailBluster automate emails?

Ans: MailBluster includes basic email automation functionality. You can send a sequence of emails to your recipients when a visitor subscribes to your brand.

2What to do when emails are not being sent to imported leads?

Ans: Automation emails will not be sent to leads with Subscribed status. Subscribed leads will not receive automation emails if you don’t tick the check mark on Trigger on imported leads in the Edit Trigger section.

3Can we send automated emails to pre-subscribed imported leads? 

Ans: Automation emails are not intended for the old leads. It’s only applicable to newly imported leads. If you try to import the old leads, these leads won’t receive your automated emails.

4If I edit the workflow after deactivating it and reactive the workflow, will it start over the automation, or will the leads be out of automation?

Ans: If you change the workflow, leads behavior might vary. Different leads will be on different steps based on the initiation of the workflow. If a lead doesn’t pass the newly added step, then the lead will be eligible for the step. If a lead already completed the step, the workflow will have no impact. 

Wrap up

Automation brings evolutionary changes to email marketing. It saves time and effortlessly publicizes your marketing agenda. This comprehensive step-by-step discussion of email automation features sheds light on beginners.

So, choose the best platform for automation implementation and take your marketing effort to the next level.


Are you looking for first class email marketing solution?

Try MailBluster, a powerful, simple and cost-efficient bulk email marketing software offering $0.60 per 1000 emails per month.

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