Email Automation: How To Automate Your Email Marketing Workflow 2022 – For Beginners [Practical]

Email automation is a process that automatically sends out personalized emails to the recipients based on their previous behaviors. Your employees in this process need no manual intervention.

It works well with the help of many advanced features like autoresponders, scheduled sending of emails, a progressive testing environment, etc.

The best thing about email automation is it’s so simple to set up. It doesn’t require a lot of hard work or technical knowledge to make it work for you. You don’t have to deal with HTML and CSS or anything else that may intimidate you.

There are many other benefits to email automation, but the most significant benefit is that it works and brings results for your business! It takes little time, effort, money, and skill to set up, and once you’ve done it, you’ll see results right away.

This article will discuss how to automate your email marketing process.

Note: This article is the fourth article in a series about email marketing. For more information, read the first three articles. If you are just starting to learn about email marketing, you may first want to read those articles.

You can find a series of articles on email marketing here. I also have a video on this same topic, and you can watch them on youtube as well.

Before You Start

Before reading this article, you should know that we used specific tools and software to automate the process. If you are not using the same tools as we are, you may have a hard time understanding this article.

So, it’s better you first access the required tool and then start following this article. Below are the required tools.

  1. Elementor Pro
  2. Pabbly Connect
  3. Pabbly Email Marketing Software

Previously, we used the same software in our last article. Let’s continue from where we left off.

Email Automation – The Process

To automate the entire process, we need a software called Pabbly connect. This software actually carries away the data from your landing page to your email marketing software.

Create Workflow

Log in to your Pabbly connect account. You’ll need to create a workflow. Click on the button at the top right corner of the screen to create your workflow. Hit the create button.

When you reach this point, Pabbly takes you inside the workflow and gives you the option to choose a trigger. You’ll see many options, but there is a search, and you’ve to search for the term “Webhook.”

Connect Pabbly Connect With Your Landing Page

As you do this, the system will create the webhook for you. Simply copy your webhook URL from there and open your landing page with Elementor.

On the sidebar, you will see several options you have to scroll to find a specific option called “Action after submit.” You will see two options we talked about in our previous article within that box.

Next, you click on the box, and then many options appear. Choose a webhook from the list. When you’re done, you’ll see a new tab for Webhook on your sidebar.

Once you have done this, the page will expand, and a blank space will appear, prompting you to enter your webhook URL. Paste in the webhook that you copied from Pabbly and update it.

You have to update the element and follow the form on your landing page, refresh it and fill out the form. Now you’ll be redirected to the destination URL that you’ve already set up. We’ve already talked about this in our previous article.

In Pabbly Connect, you can view the form you submitted and see what information is contained within the fields you filled out.

Determine the Action

Now, Pabbly has captured the data, and it’s time for you to tell Pabbly Connect what you want to do next with the data, which means you now have to choose action in the Pabbly Connect.

You have to identify the action you want to perform by determining using your email marketing software. In our case, we are using Pabbly because it is the same email marketing software that we use to connect.

Inside your Pabbly email marketing software, click on the Subscribers tab. Then, over on the right side of the page, you’ll see a button that says, Create List. Click on it, and then name your list (whatever name is most relevant to you and your subscribers).

Now, on your Pabbly Connect account page, you’ll see an option to choose App — inside the Actions menu. Just scroll down, and you will see several options. You don’t have to choose any of them; just look for the app called Pabbly Email Marketing. When you find it, just click on it.

Once you do this, you’ll see a new option, and you’ll be able to tell the software exactly what you want to do with that app or Pabbly email marketing software.

You’ll see a drop-down menu. Under the drop-down menu, you will see several options. One of the options is called “Add Subscriber with Custom Field.” Click on that option.

Now, click on it and just click on Connect button; as you do this, there will be a pop-up window that appears from the side.

When you click inside your Pabbly dashboard, the first thing that you’ll see is the Pabbly Email Marketing tab. Inside of that, you will see two options. As you do this, new options will appear, asking you to fill out the token.

Here you need to access your token, and you will get it through your Email Marketing Software. In your email marketing software sidebar, choose Integration. On the main window, click Developer API, and you’ll see your developed API key.

Copy it from here and paste it back on Pabbly connect. Below that, you’ll see a Save button. Click on it. There will be a series of questions Pabbly connect will ask; you can fill out a few of them.

Determine the Data Type

The first option is to list names, inside which you can choose to add a list that you recently created in your EMS account.

Now you need to choose a name and click on it. A pop-up will appear. Click “Webhook Capture,” and another drop-down menu will appear. Choose a “NAME” from the drop-down menu. Follow the same process with the mobile number and email on the list.

Scroll below and click on the box named “save,” then click on “send test request.” Now go back to your email marketing software and find the recent list you created. When you click on it, you should see the information you have filled out from your form.

This means you’re all set, and you can again fill the form on your landing page and check the same list here just to get full confirmation.

Conclusion

You’ve finally automated your email form from your landing page to your Email Marketing Software. Now, anyone who fills in the form on your landing page will have their data redirected to your EMS, and you can set up autoresponders.

This way, they will receive an automated email from your side for each successful submission of the form.

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