Create an Automation

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.

Create an Automation

If you're familiar with automation terms and automation types, you're ready to create an automation. For each automation type, we'll automatically add a preset number of emails to the automation for you. Or, you can choose a custom automation to start from scratch. 

To create a new automation, follow these steps.

  1. Navigate to the Campaigns page.

  1. Click Create Campaign.
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  2. In the pop-up modal, click Create an Email.

  3. Click Automated

  4. 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.
  5. Enter a campaign name, and click the drop-down menu to choose a list.

  6. Click Begin.

Edit Emails

In the Emails step of the Automation Builder, you'll add, remove, or reorder the emails in your automation, and design their content. You can also edit tracking and other settings for the overall workflow, or edit trigger, delay, schedule, segment, or activity settings for an individual email.

 

Design Email

To design an email in an automation, follow these steps.

  1. Click Design Email.
  2. On the Setup step, input names for Name your email, Email subject, Preview text, From name, From email address, and your default Google Analytics title.
    automation email formTo display the numbered position of the email in the automation, use Automation merge tags in your subject line.
  3. Click Next.
  4. On the Template step, choose your template.
  5. On the Design step, design your email.
  6. Be sure to test each of your emails using our preview and test tools, or by sending yourself a test email.
  7. Click Save and Return to Workflow, to return to your automation timeline.

 

Edit Workflow Settings

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 Workflow 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! 

  1. On the Confirm step, review the checklist provided and click Resolve or Edit to make any changes to your automation.
    Confirm step checklist overview
  2. When you're ready, click Start Workflow to start sending your automation.
    Cursor hovers over the Start Workflow button.
    Nicely done. We'll take care of everything else, so you can get back to work.

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