The most common way to resend an automation email to a contact is to create a new automation that uses the "Send an email" action. This action will contain your campaign. Once you create the automation, you can add the contact to it so they receive your email.
Take note
- Before following the steps below, it's important to understand why a contact did not receive your email. Diagnosing why an email wasn’t received should always be the first step to take when deciding to resend an email, otherwise, the contact may not receive any other emails you send them. To learn more, read the "Contact did not receive automation email" help article
- If a contact clicks the "Unsubscribe" option for this email, they will be unsubscribed from all lists with which they are associated
- Any actions that the contact takes with this email (for example, if they open the email or click a link) may not be reflected in the original automation (Goals, If/Else branches, etc)
Step 1: Create a new automation with the "Send email" action
- Click "Automations" on the left menu.
- Click "Create an automation."
- A modal window will appear. Click the "Start from Scratch" option, then click "Continue."
- The automation builder will load. Click the node (+) under the start trigger
- Click the "Sending" tab and select the "Send an email" option from the "Add an action" modal window.
- On the next screen select "Start from an existing email."
- Choose the campaign you would like to resend from the "Past Campaigns" tab. You can also use the search bar to locate a campaign by name.
- Click the "Create" button
- A modal window will appear containing your email's details. To edit your email, hover your mouse over the preview image and click "Edit Design." This will open the email designer, where you can make adjustments to your email. Your modifications will not affect the original version.
- Once you have finished editing your email, click the “Next” button in the upper right corner of the page.
- The email's summary page will load. From here you can:
- Create/edit the message name, subject line, preheader text, and sender information
- Send test emails to yourself or other people on your team
- See previews of your message
- See notifications of potential issues with your campaign that might trigger spam filters
- Enable/disable your email's Tracking options:
- Turn on or off “Open/Read Tracking”
- Turn on or off “Link Tracking”
- Turn on or off “Reply Tracking”
- Turn on or off “Google Analytics” tracking
- Once all of the required fields have been filled out, click the "Finish" button.
- You will be redirected to the automation builder. In the upper left corner of the page, provide a name for your automation, then click "Active" at the top right to turn it on.
Step 2: Add the contact to the automation
Once you create the automation and make it active, you can manually add the contact to it. To do so:
- Click "Contacts" on the left menu.
- Locate the contact you want to add to the automation then open their profile record.
- Scroll down to the Automations section of the contact's record.
- Click the "+ Add" button.
- A modal window will appear and display active automations. Select the automation you just created, then click "Okay."
The contact will be added to your automation and sent the email immediately. This action cannot be undone.