Setting up an Automator

WhatCounts makes it easy to create email automator campaigns directly in the app. Using this feature, you can create email templates and collect automator campaign data within WhatCounts rather than in a third party ESP. (Read more about setting up automators in third-party email platforms.)

Creating a new automator

On the Campaigns page, click the “Create New” button at the top of the page. Give your campaign a name and select the type of campaign you want to create. WhatCounts provides access to seven different kinds of automators (depending on your service agreement), including a Custom Automator that supports many different types of campaigns.

Automators included in your WhatCounts agreement are available to you in full. Automators not in your agreement are labelled with a “try it” icon—you can access the complete automator set-up except for delivery of the email.

Choosing automator recipients

Each automator has its own default audience tailored to the automator type. For example, the First Purchase Automator will default to recipients who have just completed their first purchase from your store. You can customize the recipients of any automator campaign by creating a custom segment. (Learn more about how to use the WhatCounts segment builder.)

Scheduling email sends

Each automator has its own default sending cadence tailored to the automator type. For example, the First Purchase Automator defaults to a series of 3 emails which go out over 12 days after a customer’s first purchase. The email(s) for each automator campaign can be completely customized. Add emails, delete emails, and choose how to schedule emails based on the trigger of your choice. 

Building an email template

WhatCounts provides 6 email templates for you to choose from. Each template can be customized with your unique content, brand colors, and preferences. Read more about how to customize email templates with our editor.

If you feel you need something more customized to your brand, our in-house agency can create a custom email template for you to use. 

Sending a test email

You can send test emails from either the Build & Schedule Emails step or the Review Emails step. Click the Send Test Email link, and enter the email address(es) you would like to receive the tests. You can also choose to send a “heads up” notification to your stakeholders to let them know you are sending test emails to their account. 

Please note:

  • In order for your test emails to send, you will need to provide a valid Send From address that has been verified by your email service provider. 
  • Products included in test emails are randomly selected from your product catalog, and may not reflect the actual products that will be included in the actual campaign.

Saving an unfinished automator

You can leave the automator setup flow at any time and your work will be saved to return to later. You can also complete the automator setup without activating the automator by clicking the I don’t want to activate this campaign yet link on the Review Emails page. 

An unfinished automator will appear on the Campaigns page with the status Needs Editing until you decide to activate it.  

Syncing to Facebook

WhatCounts's integration to Facebook Ads Manager allows you to sync the recipients of your automated campaign to a dedicated Facebook Custom Audience, which you ca then use to connect to a complementary Facebook and/or Instagram Ad Campaign or build a Lookalike Audience for similar purposes. WhatCounts will create a dedicated Custom Audience within 30 minutesl If you are retroactively connecting an activated automator to Facebook Ads Manager, only newly eligible contacts will be pushed to Facebook; turning on the campaign automator sync will not retroactively add contacts to the corresponding Custom Audience.

Note: You will first need to authenticate your Facebook Ads account within WhatCounts to use this feature.

Editing an automator

You can edit an automator’s settings at any time, even after you have activated it. On the Campaigns page, scroll down to the campaign you want to edit. Click on the arrow next to the View button, and select the Edit option.

Editing an automator will pause all sends and analytics until your changes have been saved and the automator reactivated.

Pausing an automator

You can pause an automator at any time if you want to stop sending a campaign. On the Campaigns page, scroll down to the campaign you want to edit. Click on the arrow next to the View button, and select the Pause option. 

A paused automator will appear on the Campaigns page with the status Paused. All the campaign data will remain in WhatCounts and will continue to be available from the Campaigns page. 

Deleting an automator

You can delete any automator that has never been activated. Once you have activated an automator, you can no longer delete it. If you want to stop sending campaign emails, you can pause the automator.

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