- Login to your Markate account.
- Go to More > Setting > Automation
A) To Add Email Automation:
Step 1: Click +Add Email Automation.
Step 2: On Add Email Automation page- select type of event, days after/before you want the email to be sent and a relevant email template. You can choose one from default templates or customize it from Manage Templates (Refer Section B below for Manage Template).
Step 3: Click Set to set the selected email template in the email body.
Step 4: You can also Insert Placeholders in between your email. For that, place cursor first in the email where you want to insert placeholder and then select placeholder.
Step 5: Once you have filled the page, click Save to save the email automation settings. Click Preview to check how it looks.
Note: You can inactivate the email automation anytime. For that, go to More > Setting > Automation and toggle Active from On to Off.
B) To manage your own email templates:
Step 1: Click Manage default templates.
Step 2: Click +Add Template.
Step 3: Create your own template and Save it. (The template will be available while adding email automation).
Here is the sample of Thank you email: