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How to Create

Triggered Message
Using myemma workflows

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todays email
marketing platforms
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have features for


marketing automation
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One of which is sending


triggered message
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triggered message is
sent when a set rule
is met
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In this tutorial the


trigger we will create
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is based on date
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Lets now get to work


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open your browser

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TYPE https://myemma.com

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click enter

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Click here

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Type your Username

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click here

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Type your Password

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THIS IS YOUR DASHBOARD

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HOW TO ADD BIRTHDAY


FIELD IN CONTACT
DETAILS
By Malou Gumana

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Click Audience

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Click Manage contact fields

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Click Create a new field

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Choose Date picker

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click here

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Type Display name

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click here

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Type Shortcut name

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Add a year range

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Click here

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Select from the drop-down menu

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Click Preview

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Click Save

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Birthday Field is added

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When you create an


opt-in/sign-up form
By Malou Gumana

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You can ask to input


the birthday
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that you can use to


create triggered
message
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based on subscribers birthdate


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How to create
triggered message
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in YOUR DASHBOARD

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click campaigns

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You can create Campaigns


as email or survey

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Click Create a new email

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Choose from templates

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You can also browse for


mobile-optimized Templates

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Browse the gallery

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Click Occasions

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Choose your Template

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Click Use this template

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Start editing your template

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Click Backdrop if you want to


change the background color

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Edit the message if you want

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Click Insert to add personalization

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Click Field

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and choose First Name

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Click Placeholder

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type friend

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you can drag and drop items


from left side to add.

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Click pencil icon to rename your email

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Type the Name you want

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click rename

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Click Save

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Click Save again

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Wait until Emma has finished


checking your work

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Your work is now Saved

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Your email template


is now ready
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its now time


to automate the email
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in YOUR DASHBOARD

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click automation

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Click Create a new workflow

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You will see this inside workflow

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Click here

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Type a Name of your workflow

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Click Choose your audience


(who will receive the email)

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The choices will pop out

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Click Any Contact in my audience


(All subscribers)

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Click Confirm

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Your Audience is now set

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Click Choose your Trigger


Event (Set the rule)

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The choices for Trigger


Type will pop out

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Click Date-Based

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Click Next

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Choose Birthday

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Click Next

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Choose when should


the trigger event occur.

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Click Every Year

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Click Next

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Click Confirm

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Youre now done with


the trigger event
The event is the birthday

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Click Choose your email

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Email Choices will pop-out

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Click Happy Birthday (This is the


one we just created in Campaigns)

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Click Next

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Set mailing option, scroll down


to see other edit fields

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Click Subject Line


(Subject of the email)

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Type your Subject

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CLICK here

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Edit From Name (Senders name)

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click here

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Edit from email (Senders email


registered in MYEMMA account)

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Click Confirm

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Your content is now set

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Choose when do you want


your email TO be sent
The email will be sent immediately
on the exact birthday of the
subscriber.
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Save workflow

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Click Workflow status


button to activate it

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Workflow is now in active mode (Green)

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This is your Birthday


Message Workflow

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A Birthday
Message that
will make your
customers
more delighted.

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This is one just


example how you can
do automation in your
marketing.
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it shows that you have


the way to have an
autopilot income.
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