How To Send Automated Emails in Wix - Wix.com Training Tutorial + AUTOMATED FUNCTIONS

Hey there, design mavens and web wizards! Ready to level up those Wix skills with some automation magic? We know you want to spend less time on repetitive tasks and more on creating awesome content. That’s where email automation comes into play—a nifty tool for all you Wix website owners.

Today, I’m excited to guide you through creating automation emails on your Wix website. Whether it's sending welcome emails to new members, thank-you notes to your loyal customers, or keeping tabs on your sales systems, Wix has you covered. So, let's roll up our sleeves and dive into the wonderful world of Wix automations!

Suited Up for Success: Why The Suit, Michael?

Before we dive deep, you might be asking, "Michael, what's with the suit?" No worries! I haven't gone all corporate on you. It's just that my father and I are embarking on a new journey—a sales training business. So, while you're learning from me today, know that I'm rocking this sharp look for the next 90 days to cultivate our new venture's foundations. But rest assured, here at Wix Training Academy, it’s all casual vibes and informative fun as usual!

Getting Started: Setting Up Automation Emails on Wix

To kick things off, ensure you're logged into your Wix dashboard. Once you're there, let’s navigate to the world of automations:

1. Hover Over Customer Management: On your dashboard, you'll spot ‘Send by Wix’ and ‘Customer Management’. Hover over this to access more options.

2. Click on Automations: A sidebar will appear, and there you'll see ‘Automations’. Click that bad boy and let's get started.

Exploring Automation Options

Wix opens up a plethora of possibilities for email automation. Imagine being able to:

- Send a spontaneous welcome email when someone signs up on your site.

- Shoot a thank-you email instantly after a customer purchase.

- Create reminder tasks to follow up with form submissions.

- Notify customers about payment plans or invoice statuses.

And it’s not just emails! You can build entire task management systems by labeling contacts, setting tasks for your team, and more. The integration with Wix’s evolving CRM is a game-changer.

Creating Your First Automation

Let's simplify: if Event A happens, then perform Action B. It’s a classic “if-then” scenario. Here's how to set it up:

1. Hit ‘Create First Automation’: You can either craft a custom one or select from pre-existing templates.

2. Select a Trigger: Choose what action should spark your automation. This could be anything from a member sign-up, a form submission, or an invoice update.

3. Choose Your Action: Based on your trigger, decide what follows. Maybe send a welcome email, create a task, notify by email, or connect via Zapier to integrate with other apps.

4. Personalize Your Emails: Using Wix ShoutOut, you can design your emails to align with your brand. Ensure you have your sender details approved for legitimacy.

5. Set the Timing: Decide when your action takes place. Immediately? An hour later? A day? Timing is everything, so customize it to fit your needs.

6. Repeat It: You can add follow-up actions, repeating processes based on different triggers without limitations.

The Automation Advantage: What You Gain

Automation is not just about saving time—it's about reducing errors and maintaining a flawless customer experience. It’s like having a digital assistant who never takes a nap or forgets a task. For dynamic businesses and creative projects, this frees up your creative energy and time. So, get out there and automate away!

Wrapping Up

I hope this guide illuminates the path to efficient workflows and seamless communications on your Wix site. In just a few steps, you can build an automated powerhouse—ready to tackle mundane tasks and let you focus on what you love: creating and innovating.

So, as you work on integrating these fantastic automated functions, remember we at NewForm are here to support your design journey every step of the way.

At NewForm, we’re all about honing your design skills, helping you find opportunities in the marketplace, and connecting you with industry leaders. We offer monthly web design challenges with cash prizes, weekly skill-building events, and exclusive monthly guest sessions featuring top professionals in web design. Here, you get to learn directly from the best, access invaluable resources, and build cool things online.

If you’re ready to take your ideas to new heights and join a community of like-minded creatives, head over to NewForm. We can't wait to see what you'll create next!

Stay creative, keep building, and I’ll catch you in the next tutorial!

Michael

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