Set up mailouts that send automatically on a recurring schedule based on dates or contact data.
Automated Mailouts let you send emails to contacts based on lifecycle events or date-based triggers - without manually sending each time. Common uses include:
Sending a birthday email
Following up five days after a purchase with a survey link
Notifying a contact before their subscription expires
Sending welcome programme emails
Automated Mailout filters work similarly to standard mailout filters, with additional options for date-based conditions - for example, 5 days after Sign-up Date.
When you create an Automated Mailout you are taken to the Automated Mailout Dashboard. The mailout will not run until it has been activated. Use Run Now to trigger it immediately at any time.
Build the email content in the same way as a standard mailout. See Email Templates for details.
Select the links to track in the same way as a standard mailout. See Creating a Mailout - Track Links for details.
The filter works similarly to a standard mailout filter.
Contacts flagged as GNA or who are Opted Out are automatically excluded. See Email Delivery and Statuses for details.
Works the same as for a standard mailout, but duplicates are calculated at the time the Automated Mailout runs rather than at setup.
Set how often the Automated Mailout should run - for example, daily, weekly, or monthly.
The Activate screen shows a projected target count - the number of contacts expected to be included when the mailout next runs. This is a projection only, as data may change before the run date.
Once activated, the dashboard updates to include reporting and a run history. Deactivate the mailout to make changes.
We recommend prior to sending a mailout that you go through the pre-send checklist to make sure that everything has been double checked.
We also strongly recommend that you do a live email test send to yourself and/or other stakeholders to ensure that everything is working correctly for your email.
Once active, the Mailout Projections section shows how many emails are expected to send on future dates. Click a date to see which contacts would be included, and click a contact to preview how merge fields will appear for them.
Projections are based on current data and may differ from actual sends if your database changes before the scheduled date.
See Mailout Reports for details on viewing and interpreting Automated Mailout reports.
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