Examples:
A contact's birthday
Post-purchase communication
Follow-up after sign-up
Contact inactivity
Go to the “Automation” tab, then choose your campaign's trigger: Purchase, Birthday, Marketing Activity, or Welcome.
Select the type of message to send: Email, SMS, or WhatsApp, and create or select the corresponding template.
Select the targeted segment or contact list, then specify the delay after the trigger (in minutes, hours, days, or weeks).
Enter a clear campaign name to make it easier to track, and also provide the sender name and sending address.
You can send a test message to check the rendering before activation.
Then schedule your send: choose “Schedule campaign” for a later send, or “Schedule now” for an immediate send.
Click “Confirm” to launch your automated campaign.
You'll then find your campaign's performance in the “Engage” area, where you can track opens, clicks, and conversions in real time.