Delaying Normal Broadcasts During an Email Funnel

This guide is going to show you how to make it so that new subscribers do not receive your normal broadcasts until after they have completed an automation. This could be used when you want to exclude them from receiving broadcasts while in the middle of the initial email series they opted in for or if they are in a sales funnel. To do this you would want to add a tag to the people in the sequence and then exclude that tag from all broadcasts, and then remove the tag when the sequence is finished. Again this is that the recipients of the sequence are not bombarded with emails. Follow the steps below for adding such a tag depending on the type of sequence you are using. 

Here's how to delay normal Broadcasts during an Email Funnel:

Create your Automation with the emails you want them to receive

  1. Select Automation from your Simplero Dashboard
  2. Click the blue +Create new automation button in the upper right corner

    Create_new_automation_button
  3. Enter the name for your Automation in the pop-up screen and click the OK button

    Name_your_Automation
  4. At the beginning of the automation add an action to add a tag to the contact
  • Click the blue + Add a step button for your automation

    Add_a_step_button_for_automation
  • Select Action for the steps
  • Click the drop-down arrow to select the option to Add a tag
  • Type your tag or select from your tag list
  • Click the Save changes button
    Add_step_to_tag_contact
  • At the end of the automation add an Action to Remove a tag 
    • Click the blue + Add a step button for your automation

      Add_a_step_button_for_automation
    • Select Action for the steps
    • Click the drop-down arrow to select the option to Add a tag
    • Type your tag or select from your tag list
    • Click the Save changes button

      Remove_a_tag_for_automation
  • Then when you send your normal broadcasts make sure to exclude the tag from the recipients

  • This can also be done when you are using Auto-Responses. Here's how...

    1. Select Lists & Contacts from your Simplero Dashboard
    2. From the Lists tab and select from your list you want to create auto-responses
    3. Select the Auto-Responses tab in the upper right corner or in the middle of the screen if you have no auto-responses yet

      Add_auto-response_button
    4. Enter the Subject and When to send your auto-response and click the Add auto-response button

      Complete_auto-response_field
    5. Complete your auto-response information

      Auto-response_information_fields
      • Subject - What customers see
      • Internal Subject - What admin screen calls the email (only you can see)
      • Email body - Type the email you want for this auto-response
      • Triggers - Scroll down and click the +Add trigger button and complete the trigger box as follows:

        Triggers_for_broadcast
        Add_a_tag_for_Trigger
        • When: Auto-response is sent
        • Do this: Click the drop-down arrow to select the option to Add a tag
        • Type your tag or select from your tag list
        • Click the Save changes button
    6. Add the last auto-response, following the above steps but this time create one to Remove a tag 

      Remove_a_tag_for_Trigger