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Create an Email Automation

Automate your emails with Bikky and Mailchimp.

There are two ways to create an email automation in Mailchimp: 1) classic automation, or 2) customer journey. Both of these options are essentially the same -- Mailchimp only allows access to the customer journey option for new accounts as they are moving from classic automations to customer journeys.

 

Classic Automation

To create an email automation, follow these steps or you can watch this instructional video.

  1. In the Bikky Dashboard, create a segment in guest segmentation and enable Mailchimp tag syncing.

    The name of the segment will be the tag name. The tag is automatically generated in Mailchimp about 15 minutes from the creation of the segment or when the first guest meets its criteria. If you have an existing segment that did not initially sync a tag to Mailchimp, you can edit the segment details and enable Mailchimp syncing by clicking "Manage Segment" within the segment.
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  2. Create your emails in the email templates section of Mailchimp (not required, but a best practice). 
  3. Go to automations and build a classic automation.
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  4. Select "Email subscribers when they're tagged" for the automation type.
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  5. Name your automation and select the master audience that is synced to the Bikky Dashboard.
  6. Set the first email to trigger "immediately" and select the tag from the segment that you created earlier. (Don't worry, the email will not send immediately when a guest meets the segment criteria if you set a time for the schedule in the next step, which is recommended.)
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  7. Set email schedule to the desired time and day(s). The best practice here is to send the email out each day of the week and to set the time to "send at" a specific time, usually late morning or late afternoon. Then, click Design Email.
    mailchimp_schedule







  8. The Email Information section contains your internal email name, subject line, preview text (optional, but recommended), and the name and email address for the "To" field. You can always go back to adjust these settings. Once set, click "Next" to select a template.
    mailchimp_email-setup







  9. If you are selecting a template you have saved in Email Templates, then select "saved template" to choose your email. If you are creating your email directly in the automation, then select a blank layout. Click "Next" to continue.
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  10. The next section is email design. If you selected a template and want to edit it, then you can do that here. Once a template is selected, the email in the automation is not effected by edits to the template in the Template section, and vice versa, any edits to the email in the automation does not effect the template. Learn more about templates and email design here.
    mailchimp_email-design








  11. Now add more emails!
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  12. The trigger for subsequent emails should be "x days after subscribers are sent the previous email." Bikky recommends 3-5 days between each email, depending on the campaign and your guests' order frequency. Also, don't forget to set the schedule to send at a specific time. 
    mailchimp_schedule2







  13. When you have added all of your emails, then you click "Next" in the bottom right and begin the automation. If you want to save the automation as a draft, then click "save and exit" on the top right and click "Dashboard" then click "Exit without starting."
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Email Automation Instructional Video

 

 

Customer Journey

To create a customer journey, follow the steps below.

  1. In the Bikky Dashboard, create a segment in guest segmentation and enable Mailchimp tag syncing.

    The name of the segment will be the tag name. The tag is automatically generated in Mailchimp about 15 minutes from the creation of the segment or when the first guest meets its criteria. If you have an existing segment that did not initially sync a tag to Mailchimp, you can edit the segment details and enable Mailchimp syncing by clicking "Manage Segment" within the segment.
  2. Create your emails in the email templates section of Mailchimp (not required, but a best practice). 
  3. Go to Automations in the left sidebar then scroll down on the automations page and select Create from Scratch for the customer journey type.

    Screen Shot 2021-11-11 at 11.38.10 AM

  4. Name your automation and select your master audience and click Start Building.
  5. For your automation trigger, select Choose a starting point and select Tag added. Select the tag that will trigger your automation.

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  6. Click and drag Time Delay from the left sidebar to the blue plus sign in the middle of the page. For the first time delay, set it to 1 day.

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  7. Click and drag Send Email from the left sidebar to the blue plus sign in the middle of the page. 

    Screen Shot 2021-11-11 at 11.33.21 AM


  8. Click on the email to update it's settings. Edit and set the To & From Names, Subject Line, and Schedule.
    1. For the Schedule, Bikky recommends "Every day" for which day(s) of the week the email will send and "only send between" for the time of day the email sends.
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  9. Then add the content for the body of the email. Bikky recommends building your emails in the template section of Mailchimp, finalizing the content there, and then uploading to your customer journey.

    Screen Shot 2021-11-11 at 11.42.52 AM

  10. To add another email, click and drag Time Delay from the left sidebar to the blue plus sign in the middle of the page. For this time delay, Bikky recommends setting it to 5 days.
  11. Then, click and drag Send Email from the left sidebar to the blue plus sign in the middle of the page. 
  12. Repeat until your email sequence is completed.