Boost your customer loyalty effortlessly Learn more

Shopping cart

How to Automate Your Campaign in Magento 2

Dotmailer have a blank template that you can use to create custom programs. When you want to create an automated campaign, you have 2 choices: using existing campaigns, or making for new ones. Using SMTP module is recommended since it will assist you the technical process in Magento 2 better.

You can set up an Email Marketing Automation Campaign in Magento 2 by the following steps:

How to set up an Email Marketing Automation Campaign in Magento 2

Step 1: Make a New Program

  • In the top left corner of dotmailer, select Automation. Tap My Program then click New program to new to create a program.

My Program

  • Drag mouse pointer into Welcome program template, tap Select.

Welcome program

  • A table Give your program a name appears, tap Continue or change information what you want. You can change this later.
  • The Edit Program workspace consists of a flowchart of the program. Each box in the chart is a node. The left panel includes nodes that can be added to the program and function of each node.

Edit program

Step 2: Fulfil the Start Options

In this flowchart, tap the Start node.

Start

  • The panel on the right side provides steps of the process:
    • Click Set enrolment schedule under 1. Enrolment scheduling section.
    • The Welcome program is arranged to run Daily by default. You can set the time you want then click Apply

For this example:

daily

  • Click Trigger from contact date field under 2. Enrolment rule section: Whenever a new account is created, this options will help your web show your content of campaign. Complete the trigger description as follows:
    • Select the option Trigger from contact date field.
    • Select default entry 0 days after
    • Set the Date field to Create date.
    • Then click Apply.
  • Click Set enrolment limits under 3. Enrolment limits.
    • Select the option Re-enrol contacts every day they meet the start criteria. This option makes sure that everyone who have a new account on your web will be engaged in the next scheduled mailing.
    • Then click Apply

Enrolment Limits

Step 3: Select the Campaign

In the flowchart, click the Campaign node.

Send Campaign

  • If you have an existing campaign, choose Select Campaign
  • If not, tap Create Campaign
    • Type the Campaign name, and accept the default Campaigns location: Campaign then tap Create
    • Click Apply to end the Campaign box.

Step 4: Set the Delay

  • In the flowchart, tap the Delay node
  • Select the default Wait 7 days.
  • Click Apply

Delay

Step 5: Make a Follow-up Campaign

You do the same as Step 3 with the name: Follow-up Campaign

Step 6: Define the End of the Program

Final step:

  • Click the End node
  • Type the name campaign
  • Tap Apply

End of the Program

➤ Note: If you want to make new campaigns, you have to fulfill the definition of each campaign.

  • On the Automation button, choose Trigger campaign content.
  • Choose the campaign and click Edit editicon.

My Campaigns

It comes to the end of tutorial: How to Automate Your Campaign in Magento 2.

PDF Invoice samples for Magento 2

mageplaza pdf invoice

Want to apply these above Invoice templates for your store?

See how

Please leave comments if you have any questions, feedbacks.

Comments for How to Automate Your Campaign in Magento 2

You also may like these Magento 2 Extensions

One Step Checkout

$199
92 reviews

Layered Navigation

$99
52 reviews

SEO

FREE
32 reviews

Gift Card

$199
5 reviews

Reward Points

$149
4 reviews

Affiliate

$149
12 reviews