Email Automation

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Email Automation by Mind Map: Email Automation

1. Naming Conventions

1.1. Emails

1.2. Templates

1.3. Lists

1.4. Campaigns/Folders

1.5. Automation Rules

2. Emails

2.1. A/B Tests

2.2. Lists

2.3. Scheduling

2.4. Building

2.5. Drafts

2.5.1. Testing

2.5.2. Sender

2.5.3. Lists

2.5.4. Subject Line

2.6. Templates

3. Automation Rules

3.1. Uses

3.2. Setup

4. Creating/Using Campaigns

4.1. When to Create

4.2. How They Work

5. Reports

5.1. Drip Programs

5.2. Email Reports

6. Scheduling

6.1. Subscription Campaigns

6.2. UITs

6.3. Quarterly Materials

6.3.1. SMAs

6.3.2. Mutual Funds

6.4. Structured Products

6.5. Conferences/Events

7. Engagement Studio

7.1. Setting Up

7.2. Rules

7.3. Triggers

7.4. Actions

8. Dynamic Content

8.1. How to Use

8.2. Creating Lists

8.3. Updating Lists

9. Forms

9.1. Building

9.1.1. Completion Actions

9.2. Layout Templates

10. Preferences Page

10.1. Troubleshooting

10.2. Adding Lists

10.3. Connecting in Email

10.4. Analytics

11. Lists

11.1. Importing New Lists