When you create an automation email, you can use post-sending actions to manage the contacts who receive it. For example, we can automatically update your contacts’ list fields, add them to a group or segment, or even remove them from your list. Choose the post-sending action you want, and MailChimp will take care of the rest.
In this article, you’ll learn about post-sending actions for automation emails, and how to use them.
Before You Start
Here are some things to know before you begin this process.
- Order notifications and the abandoned cart email don’t support post-sending actions.
- Each email in an automation can only have one post-sending action. The action will be applied to all contacts who receive that email.
- If you send an automation series with multiple emails, you can apply a post-sending action to each email.
All the Post-Sending Actions
Whether your automations are educational series, new customer onboarding, or product promotions, post-sending actions can help you meet your goals. After someone receives your automation email, we can perform any one of these post-sending actions.
- Update Merge Field
We’ll update your contacts’ information in a chosen list field.
- Join Interest Group
Choose a group in your list, and we’ll add these contacts to it.
- Add to Static Segment
We’ll add contacts to a segment you’ve created.
- Remove from Static Segment
We’ll remove contacts from a static segment you choose.
- Unsubscribe from List
We’ll unsubscribe contacts from your list, but keep them in your account so you can target them with ads.
- Delete from List
We’ll completely remove contacts from your list, and delete all their data.
Here are some ways you can use post-send actions to manage your contacts and the content they receive.
Keep track of people who finished your automation
Change your contacts’ list, segment, group, or subscription status, depending on whether or not they’ve completed your automation series.
|Change a student’s data in your list from “student” to “alumni” after they finish an educational course automation.|
|How to do it||
Set up an education automation series. On the final email, use the Update Merge Field post-sending action to update your contacts‘ list field to “alumni.”
Later, you can send them additional offers or invites to alumni events.
Link one automation to another
Use groups to easily funnel contacts from the end of one automation into the beginning of another automation.
|Example||Target people who might be interested in setting up a new membership or subscription for your services after they successfully complete a re-engagement automation.|
|How to do it||To do this, set up your automation and use Join Interest Group on the final email. People who finish the automation will be added to a certain group. Your second automation can be triggered to send to contacts whose group info matches group you chose earlier.|
Remove inactive subscribers
Remove contacts from your list, groups, or segments, depending on how they interact with your automation.
|Example||Keep your list clean by removing inactive subscribers who don’t interact with your automation.|
|How to do it||
Set up an automation series to re-engage inactive contacts. For the final email, set the post-sending action to Unsubscribe From List. (Tip: Include a link to your signup form to the final email in case people change their mind).
This can help keep your list clean and potentially reduce your monthly bill.
How to Add a Post-Sending Action
To edit an email’s post-sending list action, follow these steps.
Navigate to the Campaigns page, choose the draft or paused automation you want to work with, and click Edit.
Click Edit actions.
Check Choose post-sending list action and set the criteria as needed.
Click Update Action.
From here, edit your automation email further, or go ahead and start sending.
All set! Now, when someone receives your automation email, we'll apply the post-sending action you chose.