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Email tagged customers with an Automation Journey
Email tagged customers with an Automation Journey
Liz Gannes avatar
Written by Liz Gannes
Updated over a week ago

Mailmunch Journey Builder helps you create unique, and automated marketing workflows for your contacts. Mailmunch allows you to retarget individual customers, and drive them to convert.

Follow the steps below to create an automated work flow to use the power of tags to respond automatically to a customer’s behavior:

Step 1: Navigate to your Mailmunch menu bar items on the homepage and select Campaigns. Click on the CREATE NEW CAMPAIGN button present in the top right corner of your screen.

Step 2: Click on Automations (Beta) from the different campaign types displayed.

Step 3: Enter a Name for your automation, and select Tag Assigned as your Trigger. Click on the CONFIRM button to proceed.

Step 4: Drag the ADD A DELAY option from the CONDITIONS present in the left menu panel of your screen to the plus sign in your workflow. Select a delay for 1 day from the drop-down menu, and click on the check mark button.

Step 5: Drag the SEND EMAIL option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Configure the settings in the left panel of your screen.

  • Enter SENDER NAME, SENDER EMAIL, SUBJECT LINE, and PREHEADER TEXT.

  • Click on the Edit Design button to design, and customize your email content using the drag and drop builder.

  • You can view your campaign design by clicking on the Preview button.

  • Once you're done with designing, click on the check mark button to save the changes made.

Example: Customer tagged emails allow you to design an email that will be sent whenever a certain tag is added to a subscriber's customer profile in Shopify. You can send a tailored welcome email with a delay of 1 day, when they sign up and the tag is applied, instead of the automated welcome email meant for your average consumers.

Step 6: Drag the ADD A DELAY option from the CONDITIONS present in the left menu panel of your screen to the plus sign in your workflow. Select a delay for 4 days from the drop-down menu, and click on the check mark button.

Step 7: Drag the SEND EMAIL option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Configure the settings in the left panel of your screen.

  • Enter SENDER NAME, SENDER EMAIL, SUBJECT LINE, and PREHEADER TEXT.

  • Click on the Edit Design button to design, and customize your email content using the drag and drop builder.

  • You can view your campaign design by clicking on the Preview button.

  • Once you're done with designing, click on the check mark button to save the changes made.

For this instance, you can design your email as such to offer your first-time subscribers a special discount, or simply send them product updates or seasonal campaigns.

Step 8: Click on the Save button. Click on the INACTIVE drop-down menu present on the left corner of your screen, and select the Activate Flow option. Click on Close button.

Note: The customer must be a subscriber in order to receive the emails. Adding the specified tag to the customer profile of someone that does not accept email marketing from you will not trigger the automation.

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