How to Create an Automated Email Campaign

Manually sending emails is time-consuming and prone to errors. Whether you’re nurturing leads, following up with customers, or running marketing campaigns, automation ensures timely and personalized communication without the hassle. It helps you stay consistent, improve engagement, and never miss an important touchpoint.

Why Use Automated Email Campaigns?

• Save time by setting up emails to be sent automatically
• Keep your audience engaged with emails tailored to their actions
• Follow up without having to remember every step manually
• Make sure no lead or customer slips through the cracks

In this guide, we’ll show you how to set up an automated email campaign so you can stay connected with your audience without the extra work. Let’s get started!

How to Set Up an Automated Email Campaign

Step 1: Access the Automation Tool

• Click on the Marketing tab in BigContacts.
• In the top-right corner, select Automation.

Step 2: Create a New Automation

• Click New Automation to start building your email sequence.

Step 3: Choose a Trigger

Decide what action should trigger the email automation. BigContacts supports these triggers:

1. When a Contact Subscribes to a List

• If a lead fills out a webform on your site, it can be automatically added to a list.
• The system can then send an email or a series of emails to nurture the lead.
• Example: A new lead fills out a contact form → BigContacts sends a thank-you email instantly.

2. When a Sales Pipeline Stage Changes

• If you’re using the Sales Module, you can trigger emails based on a prospect’s stage.
• Example: When a lead moves to "Proposal Sent," an automated email follows up after two days.

3. When a Tag Is Added to a Contact

• Tags help segment contacts. Adding a tag can trigger an email sequence.
• Example: A "VIP" tag triggers a personalized email series for premium clients.

Step 4: Define Automation Actions

• Select the list or tag that will trigger the campaign.
• Click Next to start adding actions.

Step 5: Set Up Email Timing & Content

• Choose Wait Time (e.g., delay email by 1 hour to make it feel natural).
• Click Send Email and design the email template.
• Save and continue building additional emails if needed.