To create an automation workflow in Mailcamp, you start by creating an automation, selecting a trigger, choosing the source audience, and then building the sequence of steps on the automation canvas. This workflow lets Mailcamp send emails and run contact actions automatically after the trigger condition is met.
Step 1: Create the automation
- Go to Automations.
- Click Create automation.
Step 2: Choose a trigger
- Select the trigger type that should start the workflow.
- Examples include Welcome new subscriber, Specific date, Say happy birthday, or API trigger.
Step 3: Configure the trigger and source audience
- Configure the trigger options.
- Select the audience the automation should apply to.
- Name the automation so it is easy to recognize later.
Step 4: Build the workflow on the canvas
- Use the automation canvas to add the next steps after the trigger.
- You can add steps such as Send an email, Wait, Condition, and Operation.
- Arrange the steps in the order you want contacts to move through them.
Step 5: Configure the actions
- For email actions, set up the subject, sender details, content, and preheader.
- For wait steps, choose the delay.
- For conditions, define the logic that splits contacts into different branches.
- For operations, choose what Mailcamp should do to the contact record.
Step 6: Review and enable the automation
- Review the workflow carefully.
- Make sure the trigger, audience, and actions all match your goal.
- Enable the automation when you are ready for it to run.
Best practice
- Start simple with one trigger and one email.
- Add more branches and operations only after the core workflow is clear.
- Use automation history, timeline, and contacts views to confirm the workflow behaves the way you expect.
A simple way to think about it is this: a Mailcamp automation workflow is a trigger plus a sequence of steps that guides contacts through an automated journey.