How do I send my automated welcome or confirmed opt-in campaign?

How do I send my automated welcome or confirmed opt-in campaign?

Welcome (and confirmed opt-in) campaigns can be configured to send when a form is submitted, when a CSV import occurs, or when new contacts are added via API.

First, you need to create the automated campaign and activate it. See this article for details on this process.

  1. Form submission - Assign your automated message to a form. In the form editor, navigate to the "INFO" tab (right side). Choose the type of automated message from the "Automated Sign Up Message" drop-down:

    frm1.png

  2. CSV import - In the last step of the CSV import process, open the "Import Action" menu. To send a your welcome, select "Import as regular contacts and send hello message". To send your confirmed opt-in, select "Import as unconfirmed contacts and send confirmation request":

    imp1.png

  3. API - A contact status of needs-hello can be sent with the call to add a new contact & send a welcome. Or, use needs-confirm to send a confirmed opt-in. 

 

Resources

Visit our automated messages best practices article for tips.

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