What are the new Automations

Automations are SmartrMail's new visual flow builder to create multi-step automations triggered from specific subscriber actions like joining a list or segment, placing an order, or abandoning a cart.

They're an easy way to send the right message to the right subscriber at a specific point in their customer journey. Sending personalized and relevant emails is proven to increase sales and your customers' perception of your brand, with workflows you can automate these emails without having to manually send newsletters every time.

Automations are available on all SmartrMail plans.

They are the new place for you to create

  • Abandoned cart emails
  • Welcome emails
  • Automated flows

The benefits of our new Automations compared to the current implementations of abandoned carts, welcome emails and automated flows are:

  • Easily create multi-step flows triggered by certain subscriber actions (joining a list or segment, placing an order, abandoning a cart)
  • A visual builder where you can get an overview of your automation and the customer journey
  • A drag&drop interface where you can quickly add multiple steps to each automation
  • The ability to design emails and create segments directly within the automation builder

For a visual overview, check out the video below.

Legacy automations are going be deprecated

Now that you have access to our new Automations, you're no longer able to create old automations like abandoned carts, welcome emails, and legacy automated flows.

On March 1, 2021 all your existing automations here will be migrated to our new Automated Flows. However you can do this yourself by clicking the Migrate Now button you see on each Automation page.

From that point onwards, you'll have until April 1, 2021 to view your old automations so you can see the stats before these legacy automations are completely removed from SmartrMail.

What happens when you migrate an automation?

When you click the Migrate Now button, we'll copy all your automations into workflows. Your email content will be copied into an Email action and you'll have a Time Delay before the email if your email was scheduled to send after a certain time.

Your time delay will be in hours. So if you had your automation set to send after 7 days, the time delay would be 168 hours.

Your new workflow will be turned on, while your old ones will be turned off.

Your legacy automations still accessible incase you need to view the stats or make design tweaks to your new campaigns.

Important: Reporting stats will start from 0 on the series, but you’ll still have access to the stats from your old automations until April 2021.

Starting the migration

To start the migration simply click the Migrate Now button on any automations page.


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