Getting started with Auto Emails

Auto emails are a simple transactional email that you can set up in Tradable Bits that allows you to select an activity trigger, which will automatically send emails to the fans who carry out this activity. It’s a "set it and forget it" tool intended to streamline your workflow and allow you to build templated processes for quick transactional emails.

Every Tradable Bits subscription includes up to 100K email sends "out-of-the-box".  Auto emails are one of two "out-of-the-box" transactional campaign options that you can create in Tradable Bits using our drag-and-drop email editor. You can learn more about our different email campaigns here, learn about Basic Emails, or keep reading to learn about Auto Emails.  

Head to Messaging> Email Campaigns to begin. 

1.  Click the New Campaign button at the top right of the page

2. Select Auto Campaign from the menu

3. Define your rules of interaction by creating a rule name and the group to which this will apply

4. Select your trigger type and the subsequent activity that will trigger this rule

5. Build the rest of your email campaign from Settings:

• Set your From Name and From Email

• Set your Reply Email

• Choose your audience: You will be prompted to choose a Filter or Snapshot in a drop-down menu. The menu will display ALL of your saved filters or snapshots to choose from. Select your preferred audience.

• Input your Subject Line: This is the subject line that your fans will see in their email inbox.

• Ensure your Start Date and Expiration Dates are correct
• Set the Timezone
• Optionally, you can set a Delay of however many days you wish to wait after the trigger before sending the email

Then, choose Email Editor from the left menu to customize your email and add your content:

• Drag and drop the elements you wish to include in your email from the Content tab at the top right.

• Dynamic Personalization: Add personalized fan details directly into any text element (headings, paragraphs, etc.):

  • Simply type { while editing text to open a prompt with First Name and Last Name options.
    
    
  • Selecting an option will automatically insert merge variables (e.g., [First_Name]) that dynamically populate with the recipient's CRM data upon sending.
    
    

• Click on the Content item you've dragged onto the page to edit it directly.

• Use one of the pre-created block formatting options from the Block tab.

• Choose your colours, fonts, accessibility settings, and design from the Body tab.

6. Hit Save

7. Click into the Auto Campaigns tab to find your new campaign. Here, you can delete, clone, edit, pause or abort your campaign.

That's it— you're all set with auto emails!

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com