Before you get started

• Make sure you have access to the Automation menu and email marketing 

Transactional messages in an automation 

Transactional Messages are one-to-one emails that provide information to complete a transaction or process that the recipient has initiated with you. For instance, when a customer purchases a ticket to an event, they receive a Transactional Email with information about the ticket, price, and event details. Transactional Emails are sent to individuals instead of a large list of recipients.

• Transactional messages won't include an opt-out option.

Setting up a Transactional Message in Automations

• Click Create New Automation 
• Add a Trigger, such as "tag added"
• Add the action: "send email" or "send SMS"

• Select the type of email or SMS you want to send: Transactional

• Launch Email Builder to create your marketing email, or insert your SMS content

• Once finalised, click Save and set the Automation status to Active to start the automation

Marketing emails in an automation

Marketing messages are emails that are sent to groups of prospects or customers and primarily contain commercial messages or content intended for commercial purposes. Such emails must follow local laws.

• Marketing messages will include an opt-out option for subscribers

Example:

Setting up a Marketing message in Automations 

• Click Create New Automation 
• Add a Trigger, such as "tag added"
• Add the action: "send email" or "send SMS"
• Select the "To" list

• Select the type of email/SMS message you want to send: Marketing 

• Launch Email Builder to create your marketing email, or insert your SMS content

• Once finalised, click Save and set the Automation status to Active to start the automation

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