Create trigger based email campaigns based on joining subscription groups

Navigate to Email Campaigns

1.A - Login to thewebconsole, from the dashboard click Database Marketing.

1.B - From Database Marketing click Email Campaigns then click Campaign List.

1.C - From Campaign List click Create Email Campaign.


Configuring The Email Campaign settings

2.A - Create a new campaign, these options will be available:

  • From Scratch: if you wish to build a campaign using all new information
  • Copy From Previous Campaign: if the campaign you are building will use similar settings to a prior campaign you can choose this option. The following steps will assume you have chosen From Scratch

2.B - Name the Campaign, this should be something relevant and easily distinguishable from other campaigns, for example Gold membership Introductory Email.

2.C - Add an email subject, this is what will be displayed once the email arrives at the received inbox.

2.D - Choose an Email Format, we suggest choosing one of your branded templates.

2.E - Set A From Email address, this should be relevant and ideally from your domain, example memberships@yourdomain.com.au, note the address does not need to exist however if you use one that does exist it allows users to reply.

2.F - Set a From Name.

2.G - for trigger based emails we suggest leaving published as “no”.

2.H - Once steps 2.A - 2.G are completed click save.


Edit the Email and its recipients

3.A - You will now have the ability to edit the email, select the “Click here to edit the HTML version of your email”.

3.B - You will now be taken to a drag and drop editor to build your email campaign, remember to save regularly.

3.C - Once you are happy with the content and style the email to your desired output click Save, then click the tab Header and Footer.

3.D - this will allow you to choose your unsubscribe option (this is a required field for all email), once you have chosen your unsubscribe message click next.

3.E - You will now have the ability to set who can receive the trigger based email, these options are available:

  • Everyone in my database: this will have the ability to send to every contact that's in your database and set to active
  • Contacts in a selected group: this will only send to contacts already within a subscription groups, this is intended to be used for sending email newsletters to newsletter subscribers
  • Contacts Matching a selected filter: this can be used to set specific mailing rules, for example, only contacts from a specific state.

To allow the trigger to fire based on joining a subscription group select the recipients option of “everyone in my contact database”, once this is selected click next.

3.F - If you would like to test the output of your email select the “yes, I would like to send a test email” option and enter your email address, otherwise select “No, I know it looks great already” option and click next.


Edit the trigger

4.A - Set the schedule to “trigger Based Email”.

4.B - You will now have the send options available, to automatically send an email to a contact once they have joined a subscription group choose “0”, “Days”, “After”, then from the drop down select the “Joining *subscription group*” option, for example “Joining Newsletter subscribers”.

4.C - The fields Run Time, Run every Year and Campaign Receipt can be left at their default values.

4.D - Once you have completed all of the steps from 1.A - 4.C click “Finish”, your trigger based email is now set to send to any contacts in your database at the point of them joining the subscription group you have chosen.

Last Modified: 04 April 2022
In This Article