How Do I Create An Automation?

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Automating your emails can save you time and help you connect with users more effectively. With Maileroo's basic automation features, you can set up emails to send automatically based on specific user actions, such as when a user is added, subscribed, unsubscribed, bounced, or updated. You can even add a delay to your automation, allowing the email to be sent minutes, hours, or days after the trigger event. Follow the steps below to create an automation in Maileroo and get started with sending automatic emails to your audience.

Steps to Create an Automation

  1. Access the Automation Page
    Start by navigating to the automation page within your organization dashboard. Once there, click on Add Automation + to begin setting up a new automation. This will open a modal with various settings to configure your automation.
  2. Set Up the Automation Details
    You’ll be prompted to provide essential information about your automation, including:
    • Automation Name: Enter a name to identify this automation. This could be descriptive, like "Welcome New Subscribers" or "User Unsubscribe Follow-up."
    • Description: Provide a brief description to help clarify the purpose of this automation and what it aims to accomplish.
  3. Choose a Trigger Event
    Select the action that will trigger your automation. Maileroo offers the following options:
    • User Added: Automation is triggered when a new user is added to your list.
    • User Subscribed: Triggered when a user subscribes.
    • User Unsubscribed: Triggered when a user unsubscribes.
    • User Bounced: Triggered when an email bounces.
    • User Updated: Triggered when user information is updated.
  4. Set a Delay for the Automation
    Specify how long after the trigger event the automation should take place. You can set this delay in minutes, hours, or days to best match your timing needs.
  5. Create the Automation
    Once you’ve filled in all the necessary details, click Create. Your new automation will now appear in the list, ready for further configuration.
  6. Connect Your Email Template
    After creating your automation, click Edit Email Content to design the email that will be sent when this automation is triggered. This will open a modal where you can set up your email details and customize the content.

Please note - you will see a default automation in each of your organizations which is your confirmation email that is sent out to each subscriber. This is a read-only automation that can't be deleted. This is to ensure compliance and allow your users to double-opt into your email marketing. You can edit this automation's email content if you wish to implement your styling and branding.

Email Content Customization Options

  • Sender Address: Choose a sender identity from a dropdown menu. This list will include sender addresses you've already set up, or you can select the default sender provided by Maileroo.
  • Reply Address (Optional): Optionally, add a reply-to address where responses will be directed.
  • Subject Line: Enter the subject of the email. Make it engaging and relevant to encourage recipients to open the email.
  • Attachments: You can add up to 5 attachments, with a total size of 5MB.
  • Email Body: Click on Open Editor to enter the email template builder. The drag-and-drop editor allows you to easily design and build a responsive email template in minutes, ensuring your email looks polished and professional.

Once you’ve completed the email content setup, save your changes. Your automation is now fully configured and ready to send emails automatically based on the specified triggers and settings.

Congratulations! You've successfully set up your automation. Now, Maileroo will handle the rest, delivering emails to your users as soon as the set conditions are met. If you need further assistance, our support team is here to help. Happy automating!