Automation is a powerful tool for any brand to create a more personalized experience for their email subscribers and leads to higher engagement and greater ROI. It can accomplish this while saving time for the email team who can set up the campaign and simply let it run without multiple dedicated sends.

How are automated journeys used?

Use workflows to automate multi-channel evergreen marketing strategies, like welcome series, abandoned cart, post-purchase, and win-back.

• Multi-email welcome campaign
• Re-engagement campaign
• Long-term nurture campaign
• Short-term nurture campaign
• Cross-sell campaign
• Subscription renewal reminders campaign
• and more.

Our software makes it easy and fast to build your automated journeys to accomplish your goals by creating personalized opportunities to interact with your subscribers based on their actions and your brand's typical buying cycle.

Strategizing your journey

While you can create, test, and schedule a journey all in one session we recommend thinking out the goals, logistics, and email design BEFORE setting up your automation. This will result in a faster build time and clearer testing priorities. 

For more recommendations and best practices around automation strategy, visit our blog to browse related articles on automation. 

We also have several in-app resources around specific workflow strategy. When you create an Automation, we offer templates to help you get started.  Each template includes a "Learn More" link.

Before you begin & feature availability

It's important to have a thorough plan for your automation before you dive into building it. We suggest mapping it out—there are setup pieces that should be complete prior to building the workflow in the Automation dashboard. Visit this article for planning best practices.

Automation is available to all license levels however features may vary depending on license. For more information about license packaging, please visit https://www.delivra.com/pricing or email our Client Success team.

To create and launch an automated journey an admin's permission set must include: View Automation, Manage Drip Campaigns, Manage Templates, Add Content, Edit Content and the Mailing permissions. 

Only a site admin can update roles and permissions. See how here. 

Resources

Create separate articles for examples, before you begin, strategizing, etc