In this article:
- Step 1: Message
- Step 2: Rule
- Step 3: Controls
- Step 4: Review
- Monitor Email Triggers
- View Email Details for Individual Accounts
Natero email triggers (available for Growth & Enterprise) allow you to automate customer communication using saved email templates and pre-defined trigger rules.
For example, you can create an email trigger to auto-send a feature promotion email to new users if they have not used a key feature during the first 10 days since signup; or a congratulation email to onboarding users who have reached a key usage milestone.
To create an email trigger, go to "Emails" - "Triggers" and follow the 4 steps described on the page. Note that you can save the changes anytime when you are editing the email trigger details.
Step 1: Message
The first step is to configure basic email settings and then build the email content for this trigger.
- Provide the name of the trigger
- Provide the description of the trigger
- Specify From email, BCC (optional) email, Reply-to name and email. You can also check the "no-reply" box to turn off the email reply capability for this trigger.
- Specify the email subject
- Load a pre-saved a template or build the email body from scratch.
Step 2: Rule
The second step is to define the rules based on which the emails should be triggered to the matching users. You can filter users based on only user metrics and dimensions, or filter users based on both user and account metrics and dimensions. For example, you can trigger email based on if a user has used a certain feature over the last 3 days and if the account that user belongs to has logged into the product over the last week.
- Specify if one or multiple types of users should be included in the list, note that if none is checked, no users will be included in the defined list.
- Users of churned accounts
- Inactive users
- Users that are CRM contacts
- Users that are product users
- Decide if account rule should be included.
- Define the rules and preview recipients currently matching the conditions.
Step 3: Controls
The third step is to setup controls over how frequent emails should be sent from those triggers.
- Global trigger delay (days): The minimum days between sending any triggered emails and sending this email to the same user.
- Re-trigger delay (days): The minimum days of sending subsequent resending of this email to the same user.
- Never re-trigger: Should this trigger never send emails to the same user twice?
- Trigger priority: Determines the order in which triggers are evaluated. Important when considering global trigger delays. Higher values are evaluated first. e.g. an email trigger with a priority of "3" will take precedence over another email trigger with a priority of "1" and "2" when they are scheduled to run at the same time.
- Generate recipients list daily at xxx local time: When should recipients be updated based on the defined list rule?
- Send emails daily at xxx local time: When should this email be sent to the recipients?
Step 4: Review
The final step is to review the email settings and activate the email trigger. You can send a preview to yourself before turning on the email trigger.
Monitor Email Triggers
You can manage, monitor and view the email trigger results on the "Triggers" section of the "Email Center".
- Priority: The priority of the trigger.
- Started: The date when the trigger started.
- Last send: Number of users that clicked on a link in the message.
- Next send: Number of users that have failed to receive the message.
- 30-Day Recipients: Number of recipients that received email from this trigger over the last 30 days.
- Status: Whether this trigger is activated or inactive.
- Actions: You can view the trigger details, edit, copy, deactivate or delete this email trigger.
In the trigger details page, you can view the daily trends and summary of trigger results.
- Recipients: Number of users the trigger has attempted to send an email to on that day.
- Delivered: Number of users the email was successfully delivered to on that day.
- Opened: Number of users that opened the email on that day.
- Clicked: Number of users that clicked on a link in the email.
- Failed: Number of users that failed to receive the email.
- Unsubscribed: Number of users that unsubscribed from email on that day.
You can click on the reported number to view a list of users that belong to each category.
View Email Details for Individual Accounts
We automatically log outbound emails sent from Natero to your accounts as interactions. You can view triggered email details for each individual account at the Account Details - Interactions page. When recorded as an account interaction, the interaction type will show "Trigger" and the interaction subject will be the same as the email trigger subject.
If you haven't enabled this feature in your Natero application, please click here to learn how to setup the Natero Email feature.
View our blog on automating emails for customer success.
Watch our webinar on email triggers.