How to Set Up Automated Emails

 

Follow these step-by-step instructions to automate your emails using Wisdome’s email system:

Please Watch Our Demo Below to Navigate the Steps

How to Set Up Automated Emails

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 enrolment.

• 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 ‘hours’ or ‘days’ from the dropdown menu in the second box and click 'Next’.

5: Create or Select an Email Template

• If using an existing template:

  • Select your template from the dropdown menu.

• If creating a new template:

  • 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 and click ‘Next’. 

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.