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Marketing~7 min · 6 steps

Automate follow-up emails

Emails that send themselves: welcome after registration, payment reminders, abandoned carts, birthdays, win-backs.

  1. 1

    Choose the event

    Open Marketing → Automations. Under New automation, select When this happens. Start with one clear purpose, such as a welcome email after a new registration.

    Screenshot: Choose the event. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  2. 2

    Choose the message template

    Under Send this template, choose the prepared email. If none fits, create and review a template first. Check that its wording makes sense for the selected event.

    Screenshot: Choose the message template. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  3. 3

    Choose the delay

    Set When to send to immediately or the delay you need. Consider when the recipient will benefit from the message; a payment reminder should not arrive before they have time to pay.

    Screenshot: Choose the delay. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  4. 4

    Create and check its status

    Click Create automation. Find the new row and confirm its active or paused status. An automation responds to eligible events after its creation; it is not a resend tool for all old registrations.

    Screenshot: Create and check its status. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  5. 5

    Pause when needed

    Open the automation’s status menu and choose Paused to stop future runs while you review it. Check the selected row carefully before changing another automation.

    Screenshot: Pause when needed. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

  6. 6

    Use invoice aging for payment reminders

    An unpaid-balance automation can now target an overdue bucket through Optional accounting automation. Follow Aged payment reminders to choose the bucket, enable aged balances and configure the paid stop condition before activating delivery.

    Screenshot: Use invoice aging for payment reminders. The blue outlines identify the controls described in this step.

    Select the screenshot to enlarge it. The blue outline marks the control to use.

Keep going

Accounting & financial reports
Use aged balances for payment reminders

Connect existing unpaid-balance automations to overdue buckets and stop reminders after payment.

Accounting & financial reports
Read aged receivables

Identify outstanding balances by due date and overdue bucket.

Marketing
Design reusable newsletter templates

Build a branded layout once, reuse it for every campaign, plus the system templates that ship ready-made.