Email Automations

This page will go through how to setup preset and custom email automations

How to setup preexisting email automations:

1. Go to the Email tab

2. Find the Automations section to get started

1. To setup an Automation select from our preexisting automations (we recommend setting up a "High Intent" automation)

2. For this example select "High Intent" to get started

1. In the editor you are able to adjust when the event triggers, the targeted recipients, and the style of the email.

2. When you are ready select "Turn on" in the top right

1. Your email automation is now live.

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How to create a new email automation:

1. Go to the Email tab

2. Find the Automations section to get started

1. Select "Create new" in the Automations section

2. Select any Automation option, for this example we will use the "New subscriber" Automation

1. Select your style template or create a new one

1. In the editor you are able to adjust when the event triggers, the targeted recipients, and the style of the email.

1. When you are ready select "Turn on" in the top right

1. Your email automation is now live.

Automations sometimes take time from "live" to officially being functional. This is intentional as we don't want automations firing that my have incorrect targeting or design. Typically, Cymbal schedules campaigns 2–4 days in advance. This allows you to review the scheduled campaign and validate the content before it goes live. Note: this doesn't always apply for non time based automations like abandon cart automations etc.