There are several automation options included with all accounts. Here's an overview of what's available:

Welcome emails

Welcome emails are part of any successful customer relationship program whether you’re greeting new newsletter subscribers or new customers. Make everyone feel like they’ve made a great decision by joining your list. Welcome emails can be sent instantly or after a delay and they can include multiple emails to form a welcome message stream.

Here's how to schedule welcome emails triggered by form submissions. You can also trigger welcome emails as you import contacts, manually on the contact details page or in bulk for existing contacts.

Drip campaigns

Follow up with contacts automatically with a stream of emails that are spaced out to be sent over the course over a few weeks or months. When contacts meet certain criteria the nurture emails stop and, optionally, another nurture sequence starts.

Here's how to schedule drip campaigns triggered by form submissions. You can also trigger drip campaigns as you import contacts, manually on the contact details page or in bulk for existing contacts.

Date based email automation

Send reminders or birthday emails using date based triggers. You can send payment, appointment or renewal reminders on specific dates or annual recurring emails for birthdays or simply to keep in touch and invite contacts to an annual survey.

This data based automation is in beta release at the moment: please start a support chat to have it enabled for your account.

Get express consent from your contacts

Minimize loss of contacts due to expired consent. Send customizable emails one month or one week before implied consent expires for your Canadian contacts.

You can turn expiry reminders on and off on the account settings page.

Increase engagement

Easily resend emails to non-openers to engage anyone who didn’t see your email the first time around and send win-back emails to contacts who haven’t interacted with your emails recently.

Send transactional emails using our APIs

Connect to our email send API to send transactional emails any time according to your business logic. These emails are typically sent when triggers happen outside Envoke, for example on your website or CRM system.

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