These are some instructions for creating an automated workflow in Mailerlite. Once you get going with your email marketing this will be one of your most used tools, but also it is great for setting up some enquiry forms on your website or on your socials.
In this case we are going to set up a workflow that sends an automated email to every person who joins the group titled “Website sign up form - for Wills”. If you need instructions for creating a group you can find those here.
In this case we are choosing “When a subscriber joins a group” but obviously there are other possible triggers.
If your account is not brand new then you could use a recent email as a template. I am going to do a separate set of instructions for designing an email, this is not those.
You have created a workflow and turned it on, congratulations!
You should do yourself a favour at this stage and either start a spreadsheet that records all of your workflows and forms, or if you have already started one then put this information into that spreadsheet. The spreadsheet should have the name of the Group, the name of any Form it is connected to, and the name of any Automation it is connected to. You should also then record where you have embedded that Form, so that later if there is some problem with the Form you can remember where you put it.
If you would like to join my email automation list to get more emails about running your email marketing list then you can join below.