How to Automate Your Campaign in Magento 2

Dotmailer have a blank template that you can use to create custom programs. When you want to create an automated campaign, you have 2 choices: using existing campaigns, or making for new ones. Using SMTP module is recommended since it will assist you the technical process in Magento 2 better.

You can set up an Email Marketing Automation Campaign in Magento 2 by the following steps:

How to set up an Email Marketing Automation Campaign in Magento 2

• Step 1: Make a New Program
• Step 2: Fulfill the Start Options
• Step 3: Select the Campaign
• Step 4: Set the Delay
• Step 5: Make a Follow-up Campaign
• Step 6: Define the End of the Program

Step 1: Make a New Program

• In the top left corner of dotmailer, select Automation. Tap My Program then click New program to new to create a program.

• Drag mouse pointer into Welcome program template, tap Select.

• A table Give your program a name appears, tap Continue or change information what you want. You can change this later.
• The Edit Program workspace consists of a flowchart of the program. Each box in the chart is a node. The left panel includes nodes that can be added to the program and function of each node.

Step 2: Fulfil the Start Options

In this flowchart, tap the Start node.

• The panel on the right side provides steps of the process:
  • Click Set enrolment schedule under 1. Enrolment scheduling section.
  • The Welcome program is arranged to run Daily by default. You can set the time you want then click Apply

For this example:

• Click Trigger from contact date field under 2. Enrolment rule section: Whenever a new account is created, this options will help your web show your content of campaign. Complete the trigger description as follows:
  • Select the option Trigger from contact date field.
  • Select default entry 0 days after
  • Set the Date field to Create date.
  • Then click Apply.
• Click Set enrolment limits under 3. Enrolment limits.
  • Select the option Re-enrol contacts every day they meet the start criteria. This option makes sure that everyone who have a new account on your web will be engaged in the next scheduled mailing.
  • Then click Apply

Step 3: Select the Campaign

In the flowchart, click the Campaign node.

• If you have an existing campaign, choose Select Campaign
• If not, tap Create Campaign
  • Type the Campaign name, and accept the default Campaigns location: Campaign then tap Create
  • Click Apply to end the Campaign box.

Step 4: Set the Delay

• In the flowchart, tap the Delay node
• Select the default Wait 7 days.
• Click Apply

Step 5: Make a Follow-up Campaign

You do the same as Step 3 with the name: Follow-up Campaign

Step 6: Define the End of the Program

Final step:

• Click the End node
• Type the name campaign
• Tap Apply

➤ Note: If you want to make new campaigns, you have to fulfill the definition of each campaign.

• On the Automation button, choose Trigger campaign content.
• Choose the campaign and click Edit .

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