How to Set Up Automated Emails
Note: New demo videos are coming soon. Please refer to the visual guides and steps provided below in the meantime.
The Process:
1: Access Email Automation
Log in to your Wisdome dashboard.
Navigate to the ‘Email’ tab.
Click "+Create,'' then select ‘Email Automation’ from the dropdown menu.
2: Name Your Automation
Enter a name for your automation in the ‘Automation Name’ field.
3: Set the Trigger Condition
In the ‘Condition’ field, choose the event that will trigger the email. For example:
Select ‘Contact Enrolls for a Course’ if you want the email sent after a course enrollment.
Specify the associated item or product. For instance:
Choose the specific course or membership plan tied to this automation.
Click “Next.’’
4: Schedule Your Email
Set the timing for your email:
Enter a number in the first box.
Select ‘minutes,’hours,’ or ‘days’ from the dropdown menu and click 'Next.’
5: Create or Select an Email Template
If using an existing template:
Select a Template: Choose your desired template from the existing list.
Add a Follow-up: Click the plus (+) icon to create a new step that triggers after the initial email is sent.
Name the Step: Provide a clear name in the Step Name section (e.g., "Day 2 Email" or "Follow-up 1") and click ‘Next.’
Set Your Delivery Schedule
Define the Interval: Enter a number in the first box.
Select the Unit: Choose minute/s, hour/s, or day/s from the dropdown menu.
Example: To send the second email exactly 48 hours after the first, input 2 in the box and select day/s from the menu.
Select your second template: Choose your next template.
Review and Save: Repeat the steps above for additional emails in your sequence.
Save Your Work: Once all steps are added, click Save.
Creating an Email Sequence Using New Email Templates
Click ‘Create New ‘Template.’
Complete the following fields:
Subject: Enter the email’s subject line.
Message: Write the email content and include any attachments if needed.
Click 'Save'.
Close the confirmation message by clicking ‘X’ to return to the automation setup.
6: Review and Finalise Details
Review all automation details to ensure accuracy.
Click "Next."
7: Review details in the 'Set Schedule' area and click “Next.”
8. Select Template and Save
From the ‘Select Template’ dropdown menu, choose your desired email template.
Click “Save.”
9: Confirm and Activate
Look for the confirmation message ‘Automation updated successfully.’
Close the message by clicking ‘X.’
Click the ‘Email Automations’ tab and do the following:
Select the menu icon (⋮) underneath the 'Action' field.
Select ‘Start’ to activate your email automation. Once completed, a confirmation message 'Email Automation Started Successfully' will be displayed on your screen.
Congratulations! Your email automation is now successfully set up and active.