Sign-up automations are an effective way of welcoming new subscribers to your list and fulfilling sign-up incentives such as discount codes or exclusive offers.
To use sign-up automations, data needs to be submitted directly to your list. The easiest way to do this is via out simple sign up form. For more information on how to do this, please refer to our sign-up form guide. For more advanced users our API may be a preferred option.
Choose Automations from the top menu bar > The drop down next to Journeys > Automations > Then select new automation.
Choose a name for your automation. This is only for internal use within the platform. Then select signup & double opt-ins, and hit the next button.
Choose the list that you’d like the automation linked to. You can only choose one list for it to search in for recipients to send to. Then select the next button.
Next, you’ll need to decide if you’re sending a double opt in email so that people have to confirm their subscription before they receive emails from you, or if you simply want to send them an automatic email thanking them for signing up. You can select both if you prefer, and then select configure.
Next you’ll need to select the message you want to send as part of the automation, and select ok. If the message you've created isn't shown here it means the list you've selected doesn't contain the personalisation field you've used. For example the message you've created uses First Name, however in the list you've chosen for this automation uses Full Name instead. You would need to go back and modify the email to use Full Name instead.
You can then select finish, and you’ll be able to choose between making the automation live immediately or later on.