This feature requires Author user level or higher and is part of paid features.
Automation allows you to create a targeted series of emails that send when triggered by a specific date, event, or subscriber’s activity. Use MailChimp’s Automation feature to streamline your recurring communications, and make sure your subscribers receive the right emails at the right time.
In this article, you’ll learn how to add an Automation workflow.
Before You Start
Here are some things to know before you begin this process.
Step-by-step instructions are different for the Abandoned Cart workflow than what is presented in this article. Find out how to use the Abandoned Cart workflow in our article Create an Abandoned Cart Workflow.
The From email address you specify for your workflow 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 workflow.
On Pay As You Go Plans, an email credit is used for each email that goes to a subscriber via the Automation workflow, including test emails.
When you choose a workflow type, be sure the default trigger and delay settings fit your needs before you start the workflow.
- Automation Activity triggers aren’t available for the first email in a series.
Add a Workflow
Automation workflows are built in a series of steps, just like regular campaigns.
To add a new workflow in the Automation Builder, follow these steps.
Navigate to the Automation page.
Click Add Automation.
On the Explore Automations page, click the workflow you want to use, or search for a workflow that fits your needs.
Click Add Automation.
In the Add Automation pop-up modal, input the name of your Automation workflow and select a list from the drop-down menu.
For each workflow type, we’ll automatically add a preset number of emails to the workflow for you. In the Emails step of the Automation Builder, you’ll design each email's content and add, remove, and reorder the emails in your workflow. You can also edit each individual email’s settings.
Design an Email
- On the Setup step, input the field names for Name your email, Email subject, From name, and From email address for the specific email you’re working with.
To display the numbered position of the email in the workflow, use Automation merge tags in your subject line.
On the Template step of the Email Designer, select your template.
Save and Return to Workflow, to return to your workflow timeline.
To change the trigger, delay, schedule, segment, or activity settings, or to reorder emails in your workflow, edit the workflow on the Emails step of the Automation Builder.
Edit Workflow Settings
Your overall 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 Workflow Settings.
Confirm and Start Workflow
Now that you’ve designed your emails and configured your workflow settings, it’s time to review everything and start your workflow!
- On the
Confirm step, review the checklist provided and click
Edit to make any changes to your workflow.
- When you’re ready, click
Start Workflow to start sending your Automation.
Nicely done. We’ll take care of everything else, so you can get back to work.
After you start a workflow, you can manually add subscribers to the workflow who don't meet your conditions.
- For List Activity workflows, edit the trigger on any email to choose whether to trigger the Automation when subscribers are imported.