How to Create a Quick Newsletter Automation in LeadDec: Step-by-Step Guide
Hey there! Luke from LeadDec here to guide you through setting up a quick and effective newsletter automation. Let's dive in and streamline your communication process!
Step 1: Access Automation Section
To begin, navigate to the Automation section in LeadDec and create a new automation. Customize the name to identify your newsletter automation.
Step 2: Define Triggers
Choose triggers for your automation, such as when someone enters a form or a specific tag is added to their contact profile. Select tags relevant to the audience you want to receive the newsletter.
Step 3: Set Up Automation Flow
Add actions to your automation flow, such as sending texts and emails. Customize the content of your messages, including text, images, hyperlinks, and emojis, to engage your audience effectively.
Step 4: Schedule Wait Times
Integrate wait times between actions to control the frequency of your newsletter. For example, wait a month between sending emails to ensure consistent communication without overwhelming your audience.
Step 5: Add Additional Actions
Include additional actions as needed, such as sending follow-up texts or emails, based on your communication strategy. You can customize the flow to meet your specific goals and preferences.
Step 6: Add Workflow Triggers
At the end of your automation, consider adding workflow triggers to move contacts to different sequences or workflows. This allows you to continue engaging your audience with relevant content over time.
Step 7: Review and Publish
Review your automation flow to ensure it meets your objectives and preferences. Once you're satisfied, click on the publish button to activate your newsletter automation.
Step 8: Customize and Save
Before finalizing your automation, make sure to customize the name and action labels for clarity. This makes it easier to manage and track your automations in LeadDec.