Table of Contents

Flows

An email marketing flow is a series of emails automatically sent to a group of users in a fixed order and with a fixed delay between each email.

As such, an email flow is an essential part of an email automation setup – especially if the group of recipients is based on dynamic criteria via queries.

To create an email flow:

  1. Click Create flow

  2. Provide the settings:

    Setting Use
    Name Set the flow name
    Active Check/uncheck whether it should be active
    Start Select a date
    Recipients Select recipients
    Recipient groups Select recipient groups
    Processing Use the radio button to select an option. Select what to do with recipients no longer included in the selection of recipients
    Repeat every Select a time interval
    Don't add new recipients Check/uncheck if new recipients should be added or not
  3. Click Save and close

When you have created your flow, you can add steps to it. Each step corresponds to an email being sent to recipients who have reached this step the next time the flow is processed.

To add a step - an email - to the flow:

  1. Click on your email flow to go to the edit screen

  2. Click New step

  3. Provide the settings:

    Setting Use
    Email Select an email from the file selector
    Delay unit Select a time unit
    Delay Select a number for the delay unit
  4. Click Save and close

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