Grow your membership revenue with email automation
Email automation is a powerful tool to help you grow your membership revenue faster, systematically, and - most importantly - automatically. This feature allows you to send automated series of emails to your audience based on a specific trigger.
That way, you can build a long-term relationship with newsletter subscribers and members without the hassle to reach out to individual members.
Setting Up Email Automation
Access the Email Automation page nested under Marketing
Edit the automation, that is:
Choose the trigger of the email automation via the drop-down menu.
Add or modify the emails you want to send to users who meet that trigger, including:
📧 The subject line of the emails (max 60 characters)
⏰ The timing (when should the emails get sent as a delay relative to the trigger)
✏️ The content or body of the emails.
Choose the paid plans for which this automation should fire. For example you might want to differentiate your welcome emails for specific plans.
Activate your email automation so that users start receiving the emails.
Please note that you cannot publish an email automation if there are no published emails.
When you modify an email automation that is already active, all changes you make to the emails will apply to all users meeting the trigger immediately. If you change the timing of the email, this will apply to all new users who enter the flow from that moment on. If you delete an email or even an entire email automation, the email(s) will immediately no longer get sent to users.
Monitoring Your Email Automation
For each email automation, you can see the following data per email within the email automation:
How many users received the email?
What percentage of users opened the email?
Once an email automation is published, you can see the live email automation and can switch a toggle to unpublish it back to draft. The moment you do that, users will stop receiving the emails you set up.
Overview of available triggers
User subscribed to newsletter
User purchased membership — this trigger can be customized for selected plans, making it easy to send tailored welcome emails to members of a specific plan
User canceled membership (this is on the day the member canceled, but their membership could still be active for up to one year)
Membership ended (this is when the membership is no longer active)
Guest user invited
Guest user accepted invitation
User converted from trial to paid
User canceled during trial
User didn't complete purchase
Frequently Asked Questions
Will users be able to unsubscribe from email automation emails?
Will users be able to unsubscribe from email automation emails?
Yes, each email automation email will include an unsubscribe link. This unsubscribes users from the email automation emails, but not from your regular post emails.
We will introduce a notifications settings page for newsletter subscribers soon.
How can I make changes to my email automation?
How can I make changes to my email automation?
First, navigate to the email automation you want to change. Then make the changes to the emails, by modifying the copy, the subject line or the timing of the email. You can also delete an email and add a new one.
Click the button to save and activate (not save as draft) to make sure your changes go live.
When you modify an email automation that is already active, all changes you make to the emails will apply to all users meeting the trigger immediately. If you change the timing of the email, this will apply to all new users who enter the flow from that moment on. If you delete an email or even an entire email automation, the email(s) will immediately no longer get sent to users.