Field

Value

Module ID

[REF-CATEGORY-###]

Owner

Michelle Castillo

Last Reviewed

April 2026

Version

1.0

Purpose

Promo Automations

Prerequisites

Procedure

01: General information

  • There are two main automations for sending emails. One goes to the full list and one goes to members only.
  • When sending promotional emails for an upcoming course or other offer, we don’t want people to get overwhelmed and unsubscribe from everything.
  • For that reason, we separate out promotional emails into their own offer-specific automation and use PROMO in the automation name.
  • This allows contacts to selectively unsubscribe from a particular promotion.

02: How to set up a promo automation

  • This is done in the automation publish settings:
  • In addition, something we tried once but haven’t repeated
    • I suggest adding links to all the promo emails saying something along the lines of “if you’re no longer interested in hearing about this offer, click here.” 
    • The “click here” should be a tracked link to a page that says “Thanks - we’ve unsubscribed you from this promotion.” 
    • The page would need to be offer-specific. 
    • The promo automation would then have a trigger for clicks on that link, with the following action being to remove the contact from the automation.
  • All contacts on this automation should be added to the Promo automation to start:

Escalation

If any issues, please connect with Michelle or the manager who assigned the task.

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