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.
- 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 Email Campaign Builder
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Go to the Marketing tab in the left menu.
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Click Email.
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Select Create Email from the top-right corner.
Step 2: Fill in Edit Email Fields
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Template – Choose an existing email template or start from scratch.
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Subject – Enter the subject line that will appear in the recipient’s inbox.
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Message – Write your email content using the editor. You can format text, insert links, or add media.
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Click Preview Email to see how it will appear to recipients.
Click Save & Done to continue.
Step 3: Configure Campaign Settings
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Campaign Name – Add a name to identify your campaign internally.
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From Name – Enter the sender name (this is what recipients will see).
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From Address – Specify the sender’s email address.
Click Save & Done to proceed.
Step 4: Select Recipients
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Choose from your saved lists (e.g., New Leads, Business Customers).
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You can also select individual contacts.
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Click Done once recipients are selected.
Click Save & Done to move forward.
Step 5: Set Send Options
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Send Now – Immediately send the email to your selected recipients.
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Schedule – Pick a date and time to send the email later.
Click Save & Done to finalize your campaign.
Once you’ve completed these steps, your campaign will automatically queue for delivery. If you select Send Now, your email will be dispatched right away. If you choose Schedule, it will be sent at the specified date and time.
That's all about creating an Automated Email Campaign in ProProfs BIGContacts. Please contact our support team if you encounter any issues or questions.