Setting Up A Mailerlite Workflow

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Setting up a Mailerlite workflow

Mailerlite is a preferred email marketing tool for bloggers because the free plan offers some pretty great features:

  • Drag and drop editor

  • Rich text editor

  • Edit photos within the app

  • File management so that you can store images you want to use for emails

  • Optimized for mobile

  • Landing pages

  • Embedded sign up forms

  • Pop up subscribe forms

  • Subscriber management

  • Customize your unsubscribe page confirmation

  • Automation

  • Segment your subscribers into a smaller list so you can target different lists with different emails

  • Tagging

  • RSS Campaigns

  • A/B test by sending 2 different emails to a small group of subscribers to see which performs better

  • Reports

  • Surveys

  • Domain authentication

  • Ability to add more than one user to the account

  • Ability to set permissions for each user

  • Integrate with other apps

  • API

  • Free website builder

  • 5 Free landing pages

  • Unlimited traffic

  • 25+ customizable templates

  • SSL encryption for security

  • GDPR compliance

  • Double opt-in

  • Survey and quiz

  • MailerLite pop-ups integration

  • Custom code injection

  • Mobile-optimized landing pages

  • Analytics

Did I mention all of this is FREE? Yes, I know, it's amazing, right?!

What Is A Workflow

One of my favorite features is the ability to set up automation or workflows in Mailerlite.

A workflow is basically when a task is performed and then, in turn, it signals another task to be performed and so on. When you set up a workflow once, you can then minimize the need for manual work.

What Kinds Of Workflows You Might Need

Here are examples of workflow you might need:

  • When a person uses a form on your website to opt-in for a freebie, they can receive an email with instructions on how to access the freebie and how to use it

  • When a person subscribes to your email list, they will receive an introductory email

  • After a person receives an introductory email they will receive an email with an offer for a discount to purchase one of your products

These are just a few examples.

How to Set Up a Workflow In Mailerlite

Here are the steps to take to set up automation in Mailerlite.

Step 1

Navigate to the automation tab in Mailerlite

Step 2

Select the "create workflow" button

Step 3

Rename your workflow

Step 4

Select your workflow trigger.

You'll see the triggers are:

  • When a subscriber joins a group

  • When a subscriber completes a form

  • When a subscriber clicks a link

  • When a subscriber field is updated

  • The anniversary of a date

  • A specific date

Step 5

Select the subscriber group that you want to apply this workflow to.

Step 6

Select the "save" button

You'll then see the headline of your workflow in the box in your workflow overview space.

Step 7

Click on the plus button to add the first step

You'll see 4 options:

  • Email-an email that you create can be automatically sent

  • Delay-you can set a delay between actions. For example, if you a creating a multi-day email course, you can set a delay of 1 day between emails.

  • Condition-you can set a condition that determines the next step. For example, you can set up a rule based on a previously sent email campaign such as: if someone clicks a specific link in an email campaign> then a specific email to lead them down a sales funnel is sent to them.

  • Action-you choose an action to apply once a subscriber reaches another action. For example, if you set a condition that when a specific link is clicked in an email campaign and a subscriber is sent an email that takes them down a sales funnel, then they will be moved to another subscriber group.

Let's walk through an example of setting up automation when a subscriber joins a group.

Rename the workflow

Select the plus button to add the next step

Select the email option

Add your subject line. You can also add variables such as:

  • Email

  • Name

  • Last name

  • Company

  • Country

  • City

  • Phone

  • State

  • Zip

A nice way to personalize things woud be to add your subject and then the name variable so the subject line will look like "Welcome Cris".

Add your name and email under "who's it from"

Design your email

You can design from a template that you created, create a new email from scratch, use something from the template gallery (only available with paid plans), or use a recently sent email.

If you select "create new" you'll see the option to create a design with the drag and drop editor, rich text editor, legacy rich text editor, or custom HTML editor (only available with paid plans).

Here's what the drag and drop editor option will look like.

Select done editing

Toggle the on and off button to on. It will be green if it's on.

There you go, your workflow is active!

If you ever need to edit it to add or remove steps, you can go to your list of automations, select that workflow and select the edit button. Then toggle the off and on button to "off" and you will be able to make edits. You must turn the workflow off before you can make any changes.

Setting up a workflow in Mailerlite is not complicated. The benefit is that workflows (automation) allow you to set something up once and then it's forever on autopilot. Which means time saved!

Are you using Mailerlite already? If not, you can try it out here:

Try Mailerlite For Free

Wishing you continued success!


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