How to/automation?

[ChelsyB3]

I have a series of emails I want to send to new customers as they sign up. I plan on sending them over a period of 6 weeks. I’ve already created the emails however I don’t have the contacts yet because it will be going to brand new customers only. Our new season starts next week.  I’d like to automate this process but I have no idea how to do this. Any help is appreciated!

[William_A · Accepted solution]

Hello @ChelsyB3 ,

You'd want to setup an automation path with a trigger-type of joining a list. This will ensure that whether the new customers sign up via form or from you manually adding them, they'll trigger the automation to start sending to them. 

For guidance on setting up your automation, I'd recommend the following articles, which can also be accessed via the Help tab in your account:

• Getting started with the Automation Path Builder
• Understanding triggers in the Automation Path Builder

[William_A · Accepted solution]

Hello @ChelsyB3 ,

You'd want to setup an automation path with a trigger-type of joining a list. This will ensure that whether the new customers sign up via form or from you manually adding them, they'll trigger the automation to start sending to them. 

For guidance on setting up your automation, I'd recommend the following articles, which can also be accessed via the Help tab in your account:

• Getting started with the Automation Path Builder
• Understanding triggers in the Automation Path Builder

[Elizabeth_K · Accepted solution]

I'll piggy back onto William's answer and mention that we have a "Welcome basic" template in the Automation Path Builder that would work well - it already has the "list join" trigger selected for you. Since your emails are already created, you can choose the "copy" option in the path builder to bring them into the path. This article explains how to do it.