Mailchimp's automation feature helps you streamline your communications and makes sure your contacts get the right emails at the right time. Choose from pre-set automations with defined triggers and timelines, or fully customize your messages.
In this article, you'll learn how to create an automation.
Before you start
Here are some things to know before you begin this process.
Depending on your plan, you may not have access to automated email series. Single email automation is available with all pricing plans.
If you're familiar with automation terms and automation types, you're ready to create an automation. For most preset automations, you can choose to create a single email or an email series. Automated email series are limited to certain pricing plans. Or, you can choose a custom automation to start from scratch.
To create a new automation, follow these steps.
On your account dashboard, click the Automate drop-down menu and choose Email.
Click a category tab to find and choose the automation you want to use.
Can't find what you need? Click Custom to create something from scratch.
Choose Single email or Email series.
Enter a campaign name, and click the drop-down menu to choose an audience.
Click Save and Return to Workflow, to return to your automation timeline.
Your overall automation workflow settings include your Workflow name, From name, From email address, and tracking options. To access your workflow settings, navigate to the Emails step of the automation builder and click Edit Settings.
The From name and From email address you specify for your automation is used on each email in the series. To change the from email address on an individual email, manually update the email's settings in the automation.
Confirm and start
Now that you've designed your emails, configured your workflow settings, and tested everything, it's time to review and start your automation!
On the Confirm step, review the checklist provided and click Resolve or Edit to make any changes to your automation.
When you're ready, click Start Sending to start sending your automation.
Nicely done. We'll take care of everything else, so you can get back to work.