How to add actions in email automation?

Once you have selected a starting point for your email automation flow, it's time to configure the next steps by incorporating actions, conditions, and delays.

Follow these steps to add actions to your email automation flow:

  1. Locate the "+" sign, as indicated in the image below, and click on it to initiate the addition of actions:

adding  actions
  1. After clicking the "+" sign, a menu bar will appear on the left side of the screen, as shown in the image below:

actions
  1. From the menu bar, you can choose the desired option from the available actions, delays, and conditions.

Actions :

The following options are available for "actions" in your automation flow:

  • Send email: This action enables you to send an email to the selected contacts at a specific point in the automation flow. You can create personalized and targeted emails to engage your contacts effectively.

  • Remove from list: With this action, you can remove contacts from a particular list within the automation flow. This allows you to manage your contact lists and keep them up to date.

  • Update Contact: This action allows you to update the contact's details or properties within your email automation flow. You can modify contact information to ensure accurate and relevant communication.

  • Go to step: Use this action to direct contacts to a specific step or stage in the automation flow. It helps guide contacts through the desired sequence of actions in your automation journey.

By incorporating these action options into your email automation flow, you can effectively manage and customize the customer journey based on your contacts' actions and behavior. This level of customization allows you to send targeted emails, update contact information, and guide contacts through the desired steps in the automation flow.

If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

 

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