Silvestras6 min readNew features and updatesJanuary 8, 2017

Introducing New Automation

Introducing New Automation

Since the beginning of MailerLite, our product was known for its simplicity and ease of use. From intuitive drag & drop editor and simple subscriber management to quick-made webforms and user-friendly automation.

However, we always felt that there’s lots of room for improvement, thus, we were constantly updating MailerLite. Your feedback has been very helpful for us and has lead to many awesome improvements.

Our drag & drop editor is now one of the best in the market. We have completely redesigned webforms, added intuitive landing page editor and introduced more functionality to manage subscribers.

That said, one part of our product has been neglected for some time… Well, not anymore!

We are super excited to present our brand New Automation tool! It retains the same simplicity for anyone to get started within minutes, but is powerful enough to satisfy a demanding marketer’s sophisticated business needs.

Creating Workflows

email automation - creating workflows - MailerLite

To understand how the New Automation editor works, let’s jump straight into the action and create a New Automation. You’ll have to create a set of rules, conditions and newsletters. We call these sets workflows.

First, click on the Automation tab and click the orange button to Create a New Workflow.

Start by naming your Workflow and selecting a recipient group. You will notice a selection of automation types. Select your Workflow trigger and optionally mark the checkbox if you want to activate this workflow every time subscriber joins the group/segment, even if he was there before.

email automation - creating workflow triggers - MailerLite

In the editor on your left, click the + button to add the next step in your Workflow. You will see 4 options – Email, Delay, Condition, Action.

  • Email allows you to quickly create a newsletter on the right-hand side of the editor. Note that you can use your Recent Emails, no need to create one from scratch.
  • With Delay, you can indicate a time delay before your next step. What’s more, you can now specify an exact time, when you want the next email to be sent. This is something that was not possible with our old Automation.
  • Condition splits your workflow based on workflow or campaign activity, custom fields or segment membership.
  • Action normally should go after Condition and it allows to update custom field, copy or move recipient(s) to a new group or mark them as unsubscribed.

Once you are finished creating the Workflow, click Save. You can immediately activate your Workflow with the switch of the button in the top right corner or navigate back to your Automation overview using the button in the top left corner.

The basic statistics of the workflow can be seen in the workflow creation interface while the full report is visible clicking the View Full Report button in the main Automation tab.

Endless Possibilities

You can apply the New Automation editor for various types of your marketing campaign series. Whether you are creating a simple welcome series or a sophisticated re-engagement series based on your subscribers’ behaviour, the possibilities are endless.

Below you will find a few case studies and possible examples of how the New Automation can be set up.

Case A

So imagine you want to create a series of automated sales emails every 2-3 days at 8.00 AM, but you want to send different sales emails if a subscriber clicks on a particular link in one of those campaigns.

Here’s how to set this up:

  1. Click to Create a New Workflow, give it a name and select your recipient group.
  2. Save it and click the + button to add Email, and design your welcome email.
  3. Add a Delay of 2 or 3 days.
  4. Add another Delay and this time indicate a specific time – 8:00 AM.
  5. Add another Email in your series and the same Delay specifications.
  6. Add a Condition based on Workflow Activity (clicked on a specific link) and choose the link you want to use.
  7. If the link was not clicked, repeat the series tree with further Emails, Delays and Conditions.
  8. If, however, the link was clicked, you can either select an Action to move the subscriber to another group, where he would receive different workflow series, or you can continue the Workflow with further Emails to such subscriber(s).

Case B

In this case, let’s assume you want to promote a new book.

Here’s how you might set this up:

  1. Create a New Workflow, name it and select your recipient group.
  2. Save it and click the + button to add Email and design your welcome email. Add a link to download a free sample of your book.
  3. Add a Delay of 1 day.
  4. Add an Email offering to purchase the book.
  5. Add a Delay of 1 day.
  6. Add a Condition based on Workflow Activity (clicked on a specific link). If a subscriber clicked on the link to purchase the book, stop the automation.
  7. If there was no click on that link, repeat the workflow for several days. Add a Delay of 1 day and add another Email and Condition.

Note: This is just one variation of creating such drip campaigns. Instead of adding a condition based on a clicked link, you can use segments. Say, create a custom field “book purchase” and assign “0” values to all customers in the beginning. If a customer purchases the book, change the value to “1” and such customer would be removed from the drip sequence.

Case C

Send a customised birthday sale offer:

  1. Create a New Workflow, name it and select your recipient group.
  2. Select a Trigger the anniversary of a date and select it to be sent on the birthday custom field. Specify the send time and save it.
  3. Next, add a condition based on age or any other criteria you want to use. Click to add a Condition based on custom field and select the birthday custom field. Say, you want to split the subscribers if they are more than 50 years old. Select the option “birthday” “is before” “1967-01-01“.
  4. Add and design an Email for each set of subscribers – older than 50 and younger ones.

Note: You can add and/or combine additional conditions. Target subscribers based on sex, location, previous purchase history, etc. There should be no limits for your imagination!

We hope you’ll enjoy creating new workflows. Our team has created the New Automation tool as a much more powerful, yet fun and simple way to make your automated marketing life easier than ever!

Have questions? Write them in the comments.