Hey there!
At EverBee Email, we have a striking new feature, Advanced Campaign.
Here, you can create a workflow for your email campaigns, allowing smooth control of your emails for all your customers (e.g., first-time buyers, repeat buyers, etc.).
Note¹: This feature is only available with the EverBee Email Paid Plans.
How do I start my Workflow?
- Click > Advanced Campaign button (highlighted in blue)
- The New Campaign will show up
- Go to Start from scratch
- Templates will be available (soon)
Trigger:
Everything starts with the Trigger.
Note²: (For now) Skip the Workflow Automation and Frequency.
It will be your last task in building the workflow. (You can check them at the end of this article)
- Click > Add Triggers (sidebar Menu ➡️ right side)
- Select Trigger
- Choose the trigger options for your workflow: Joining a list or Tag is added
- Currently, we have 02 options available. (The greyed-out options will become available soon)
5. Joining a list: By choosing this trigger option, you must have or create one before proceeding with the workflow (Otherwise, the "No Results" will appear for you).
6. Tag is added: This trigger option allows you to select from existing tags or create a new one by typing it and clicking "Add New."
- You can edit or create your List and Tags on the Subscribers Tab ➡️ EverBee Email Dashboard:
Go to the Trigger button (centre of your screen):
- Click > On the "PLUS" sign, you see this:
- Click > Email
- You can edit it (Name)
- Choose the campaign design on the Design Email button
- A New Campaign screen will show up for you
- Choose from the Templates or Start from Scratch
- You will see the Email Editor (the same screen for the Single and Auto campaigns)
- After that, click > Save Email
- On the main Workflow page, you'll see the selected (or created) Campaign information
- After checking, click > Save
Delay:
This tool works to help you adjust all your Email flow strategies...
- Click > Email "PLUS" sign
- Delay button
- You can set for minutes, hours, days, weeks, months, or also at a specific time
- The time zone displayed on the Workflow follows your Shop account settings
- You can change your time zone on the Settings Tab ➡️ General ➡️ EverBee Email Dashboard
- Click > Save
Now, repeat the process for the 2nd Email flow
- Click > Delay "PLUS" sign
- Email button
Conditions:
This tool helps you adjust all your Email flow strategies. You customize it accordingly for your different customers (subscribers).
For example, if you have first-time buyers and want to send them a "Thank You" message, or if you also have repeat buyers (customers who have already purchased at your shop) and want to send them a different message or a different coupon, such as "Thanks for buying with us again..."
Here, you can organize that for both audiences (or more).
- Click > Email "PLUS" sign
- Condition button
- Select the conditions options: List or Tag
- Currently, we have 02 options available. (The greyed-out options will become available soon)
- You can add up to 05 conditions
- Click > Save
Actions:
Here, you can use it to update your workflow regarding your customers (subscribers).
- Click > Email "PLUS" sign (below the condition you have applied to Email)
- You can add or remove a list, tag, and unsubscribe a customer
- Click > Save
To complete your Workflow:
- Return to the Trigger button (centre of the screen)
- Set the Frequency as Once or Multiple
- Activate the toggle for the Workflow Automation
- A Success! message will appear on your screen (at the corner ➡️ bottom right)
- You can see your Advance Campaign on the campaign dashboard
If you have questions or need help with your plan, reach out. We're here to ensure you have the best experience with your email marketing. 💥
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