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Sending a series of emails at intervals

Would you like to help new customers get started, offer a course in parts, or send a series of tips one after another? You create the emails once, and an automation will then send them automatically. You build the series by alternating the ‘Send email’ and ‘Pause’ actions.

You can read how the editor works and how to create an automation in Start your first automation.

Setting up the email series

1

Choose the Subscribe starting point

In the editor, click on ‘Add startevent’, choose ‘Subscribe’ and select the list to which the subscribers sign up. For a series of emails, a subscription is usually the starting point. The other options can be found in Choosing a starting moment.

Leave ‘Source’ set to ‘Anywhere’ if the automation should start as soon as a subscriber is added to the list, regardless of how this happens. Choose ‘Outside application’ if the automation should only start upon a subscription via a subscribe form.

2

Place the first email

Drag the ‘Send email’ action to the plus icon below the starting point. Click on the block to design the email. You can read how to do this in Emails in an automation.

3

Add a pause

Drag the Pause action below the email and set the waiting time, for example 2 days.

4

Add the subsequent emails

Place the second email below the pause. If you have more emails, keep adding ‘Pause’ and ‘Send email’ until your series is complete.

5

Activate the automation

Go to the ‘Automations’ overview and click on ‘Activate’ for this automation. From that moment on, every new subscriber will receive the entire series.

Sending at a fixed time

If someone subscribes in the middle of the night, the automation will also send the second email in the middle of the night unless configured otherwise. You can adjust this in the second email block: click on the block, choose ‘Wait until a specific moment’ under ‘Schedule’ and set a time (see Send email to the subscriber), for example at 8 a.m. on a weekday. The email will then be sent at a suitable time.

You do not need to repeat this for the subsequent emails in the series. This is because the waiting time is counted from the moment the previous email was sent, meaning the following emails will shift along automatically. Therefore, use ‘Pause’ for a waiting time between two emails and ‘Wait until a specific moment’ in the ‘Send email’ action for a fixed time. You only use the Wait until… action if the automation has to wait until a condition has been met.