marketing automation feature

In this module, our expert will show you how to build your first marketing automation work flow from scratch.

So get ready to take some notes and let’s jump right in. All right, so here we are on our blank canvas.

We’re gonna take everything that we’ve learned so far about automation work flows, and we’re gonna create our very own right here from scratch.

Now, what we’re gonna create is basically a welcome sequence where we deliver a lead magnet that somebody just opted in a four and we’re gonna try and up, sell them to a higher priced offer, and we’re going to do a couple other sort of peripheral things a same time.

Okay, so the first thing here is going to be a form submitted right click and drag that over here.

And when somebody submits the form on our opt in page than the action that we triggered because that one was a trigger here, the action is going to be that we’re going to add them to a list.

A corresponding list.

Click here and you would choose the list in question.

And the next step is going to be to send an email after they’ve been added to that list.

So send them an email and that email will be the welcome and delivery email.

Now, just so you know, in a sign of autopilot, all you would basically do in here is literally either taking existing a newsletter or email that you’ve created where you would create a new one and a pop up would show up and you would basically create your email right here inside of the work foot flow a creation page, which is very handy.

But before we go down that email route, we want to do those other two peripheral things that I mentioned.

So when somebody submits the form were also at the same time as all this other stuff is happening, were also going to add them to a custom Facebook audience, and we’re going to send them an SMS message.

Okay, we’re gonna pretend that we had a phone number field on that contact form.

Okay, add them to as a mess list and to send them SMS message thanking them for their order and telling them to check their email inbox for this email right here and this email right here.

Let’s go ahead and take advantage of the annotation tools here just so that we and our team understand.

And remember what we’re seeing.


And delivery.

Let’s call it well, just drank there, right here.

So whenever somebody is looking at this workflow, they understand what this email is.

And let’s see what’s at a 24 hour delay.

Let’s go ahead and grab this.

Stick it here on send.

So after this email is sent that will trigger a 24 hour delay left one day.


And then after that delay, we’re gonna set a condition.


We’re gonna see if they have, in fact, clicked on a link in this welcome email that was sending them to the up sell.

Okay, so let’s go ahead and look for our conditions here, which are at the bottom.

And we’re gonna put has visited page Ameri Graham this and bring it down here.

And then from this point forward, where they go in this journey is going to depend on whether or not it was Yes, Has not for excuse me?


Has not visited or yes, has visited.

Okay, so this is sort of a fork in the road.

So let’s say that they did not visit groups.

Click and drag.

We’re gonna put a check email status trigger here.

So not visited.

Check email status.

And if they did not even open that first email here, So let’s go ahead.

And actually just like this one, that’s just a placeholder there.

Publishing exit.

Okay, so if they did not open email one, which is over here, the welcome and delivery email.

If they did not, then we’re gonna want toe re send that email, okay?

Because that happens.

Sometimes people don’t check the welcome email or the delivery mail that they just got right after they opted in for something, so you send it a little bit later.

So in this case, if they have not opened, not open, we send them that email and let’s go ahead and annotate.

That’s that we understand.

Sore team understands what this email is.



Put that here.

And then when If they did open that email, we’ll send them a further up cell email if they did open.

And so we’ll continue the campaign.

We’re trying to up sell them right.

Let’s go ahead and annotate that as well up soon, just so we know what that email is for.

Now, let’s say that they did, in fact, click the link in this initial email and by the up sell that we were offering them.

Well, that brings us to this question.

What is this page here?

Okay, where did we put the pixel?

And we’re going to say that this page here is the successful check out page.

Okay, so the the order confirmation page after they’ve checked down after purchasing the up sell.

Okay, so if they have not visited that page, that means they still have not purchased.

That’s why we’re continuing the email experience here, right?

Which is ultimately designed to get them to buy.

But what if they did end up on that page?

Well, if they ended up on that page, that’s the indicator to us that they purchased the product in question.

And so let’s go ahead and do three other things.

If they did in fact, end up on that page and they purchased, we want Teoh number one.

Reagan with has visited number one.

Add them to a new list and that would be a customer list, right?

For people who bought the Upsell and then number two, we want to remove them from this list.


They’re no longer just prospects because they’ve purchased the offer.

And finally you were called this from module to.

We saw in a couple of examples will do it here as well.

If they visited, we will eject them from this journey.

Remember the logic there if they ended up on this page in order confirmation page.

So if they purchased, then they don’t need to continue getting these emails, you know, bothering them about purchasing the thing that they’ve already purchased.


So as soon as they’ve landed on this page immediately there would be ejected from this.

They don’t get any further e mails.

Okay, And that’s it.

That’s our little email automation experiment here.

OK, so it’s just recap we did Former submitted.

Somebody opted in for a lead magnet for a free gift of some sort.

We added them to a list at the same moment.

We also added them to a Facebook audience that in the background behind the scenes here, we could also have been retargeting them with that upscale offer via Facebook and SMS message reminding them to check their inbox to actually download the free gift.

And we also want them to check because there’s links in their offering them.

The up sell right one day delay after one day if they visited that page, which means if they ended up on the order confirmation So they purchased the up sell.

If they did, we removed them from this list.

We add them to a new list, which, you know, acknowledges that they are a customers that’s a buyer list there.

Then we eject them from this journey, and that’s it.

Okay, and nothing happens after that point.

They are basically cut off right here, right?

But if they did not visit that page after that one day delay, then we go in. We check first.

Did they even open this initial email?

If not, we resend that Welcome email.

If they did, we proceed to a marketing email where we focus on selling them on the up, sell right, and then presumably you could just continue down this path with more email marketing.

Oh, you know, to the right here and so on and so forth.

But that’s That’s the basics of setting up an email automation.

Ah, marketing automation, workflow.

And again, it’s not just email.

As you can see, it’s Facebook audiences.

It’s SMS marketing.

Ah, whole lot of other things that we could have done here we could.

We could go in here and integrate with that Post Guard shipping service have postcards sent to these people depending on what information they submitted in the form.

Uh, you do pretty much anything with marketing automation, and hopefully this has sort of helped you get comfortable with the idea of a marketing automation because it sounds like a very complex and intimidating topic.

And you can see here, thanks to the tools of after day, such as Auto Pilot, it’s drag and drop simple.

And frankly, if you’re not using it in your business, you are leaving a whole lot of potential money and potential sales on the table.

As you can see, it’s easy to do.

There’s no excuse for not doing it anymore.

Take what you’ve learned in these lessons here.

Go and apply them with your tool.

With your software of choice, start leveraging marketing automation in your business today.


1 Comment

Leave a Reply

Your email address will not be published. Required fields are marked *