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Articles on:Email Automations
Step-by-step guides to help you get started with automations.

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  • How to Send Welcome Email to New Users
    Welcome Email Automations in Poptin allow you to automatically send greeting and onboarding emails to new subscribers as soon as they join your list. Once configured, new contacts will instantly enter the automation flow and receive the right welcome emails at the right time This guide will walk you through how to create a welcome email automation from scratch. From your Poptin dashboard, go to the left sidebar and click on Automations under the Email section and Click on "Start FFew readers
  • How Automation Actions Work
    Email automation uses predefined rules and behaviors to send the right message to the right person at precisely the right time, without manual work. It saves time, boosts customer retention, and scales lead nurturing. Email automation involves setting up triggers and actions that send relevant messages automatically based on user behavior. There are four categories of Automation Actions. All of them are described briefly below. (https://storage.crisp.chat/users/helpdesk/website/-/7/a/3/4/7aFew readers
  • How to Create an Email Automation
    Email Automations in Poptin let you build smart, behavior-driven email flows that run on autopilot. Once set up, contacts automatically enter the flow when they meet your defined trigger and receive the right emails at the right time, without any manual effort on your end. This guide walks you through how to create an automation from scratch. For deeper details on specific triggers and actions, follow the links throughout this guide. From your Poptin dashboard, go to the left sidebar and clFew readers
  • How Automation Triggers Work
    A trigger is the starting point of every automation. It defines the condition which must be met for a contact to enter your automation flow. Once a contact meets the trigger criteria, they automatically begin their journey. To set a trigger, click on the Trigger node at the top of your automation canvas and select from one of the five categories below. or Trigger Categories Contacts Activity - Fires based on actions or changes related to a contact's properties or subscriptiFew readers
  • Contacts Activity Trigger
    Contacts activity triggers fire based on actions or changes related to a contact's profile or subscription status. In this guide we will cover all four triggers available under this category and how to configure each of the available triggers. To access these triggers, click on the Trigger node in your automation canvas, then select the Contacts activity tab. Available Triggers Contact property change Contact subscribed/confirmed Contact unsubscribe Tag added or removedFew readers
  • Campaign Activity Trigger
    Campaign Activity triggers fire based on how contacts engage with your email campaigns you've sent.. Available Triggers Opens Email Clicks Email Opens Email - Triggers the automation when a contact opens a specific email campaign. Which email should trigger this automation? - Select the campaign from the dropdown. The flow will fire when a contact opens that specific email. Who should enter this automation? - Choose which contacts are eligible to enter. You can sFew readers
  • Poptin Activity Trigger
    Poptin Activity triggers fire based on how contacts interact with your Poptin popups and forms. Converted on Poptin - Triggers the automation when a contact converts on a specific Poptin popup or form (e.g., submits a lead form, signs up via a popup, or completes a popup goal). Which poptin should trigger this flow when a contact converts on it? (required) - Select the specific popup or form from the dropdown. The flow will fire whenever a contact converts on that poptin. SubFew readers
  • Automatically Wish Your Contacts on Their Birthday
    With Poptin’s automations, you can automatically send personalized birthday greetings to your subscribers on their special day. Once set up, contacts with a stored birthday field will enter the automation and receive your birthday email at the right time without any manual efforts. This guide will walk you through how to create a birthday email automation from scratch, ensuring each subscriber receives a timely, personalized greeting to enhance engagement and customer loyalty. From your PoFew readers
  • Web Activity Trigger
    Web Activity triggers fire based on how contacts interact with your website. This guide covers all three triggers available under web activity category and how to configure each one. Available Triggers Total page views Last visit First visit Total Page Views - Triggers the automation when a contact has visited your website a set number of times. Domain - Select the domain you want to track visits on. It should already be in your Poptin account. Trigger when contactFew readers
  • Date Property Trigger
    Date property trigger fires based on a specific date stored in a contact's profile, such as a birthday, created at, updated at etc. This is ideal for sending birthday emails, anniversary messages, subscription renewal reminders, or any other date-based communication. Days relative - Set how many days before or after the date the trigger should fire. Enter a number, select the time unit (Days), and choose Before or After. For example, setting it to 5 Days Before will trigger the flFew readers

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