In our how-to video earlier this week, we went over how mail tools like Mailchimp offer a great way to plan and deliver emails to your clients, contacts, and leads. As a follow up, we’re bringing you our how-to on automation. In this video, you can learn how to automate an email series in MailChimp by setting triggers based on various different actions. The video shows how to connect a MailChimp form to your website and create an automated welcome series with different parameters.

Automation is a great tool to connect with your clients and increase engagement. By creating triggers based on actions (such as opened or didn’t open an email, signed up to a form, RSVP’d to an event, etc.) you can create email series once and have them send as soon as is relevant.

Don’t forget to check out our blog on the benefits of client engagement and our alliance with Absolute Engagement. For any questions, you can always reach us at hello@xtiva.com.