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marketingEmailTemplatesMarketingAutomationv17NewsletterEmailMarketing
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Laura Serer

I want to create a marketing automation action so that every time a user subscribes to the newsletter on my website, they receive an email with a specific template.


How should I configure this? 

Where do I create the template, and how do I configure the marketing automation?


In v17.

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STAFFINSIDE
Best Answer

Hi Laura,

In v17 you can do it without coding:

  1. Create your email template
    • Go to Email Marketing → Templates.
    • Create a new template with the subject/body you want for the newsletter confirmation.
  2. Set up Marketing Automation
    • Go to Marketing Automation → Campaigns → New.
    • Create a campaign like Newsletter Welcome.
    • In the Target, choose the model Mailing Contact.
    • Add a filter: “Subscription = True” (and optionally the specific mailing list).
  3. Add Activity
    • Add an activity → type = Email.
    • Select the template you created in step 1.
    • Set it to send immediately after the record enters the campaign.

Now, whenever someone subscribes on the website, they are added as a mailing contact, match the filter, and the automation sends your welcome email.

Hope this helps!

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