Drip email automation!

  • Login to your Markate account.
  • Go to More > Setting > Automation1

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: