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Create an Email Automation

Automate your emails with Bikky and Mailchimp.

To create an automated email campaign, you will use Mailchimp's Customer Journey to build the emails and Bikky's Segmentation to power the automation. 

  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.

    Screen Shot 2021-11-11 at 11.39.06 AM

  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.

    Screen Shot 2021-11-11 at 11.32.28 AM


  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.
      Screen Shot 2021-11-11 at 11.29.56 AM
  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.