Home Help Center Email Marketing Service Automations Understanding Automation Templates
A short instruction to start your email marketing journey
How to start and complete onboarding Tracking your onboarding progress: a step-by-step guide Claiming your onboarding reward and using the coupon code What happens if you skip or end onboarding early
Email & contact metrics Understanding email performance metrics: Sent, Deliverability, Open rate, Click rate Why the number of sent emails doesn't match your contact list Working with recent lists
Creating an account on Sendigram Recovering your Sendigram account password Changing your Sendigram password Changing your account login (email address) Deleting your account
Plans differences Email Plan Guide Purchasing & renewing a package Auto top-up feature Switching between different plans Unused package credits Using a discount coupon Refunds
Understanding domain statuses: Verified, Processing, Unverified Managing sending domains Why DNS records matter for email deliverability Adding & verifying DNS records (SPF, DKIM, DMARC) Checking & resolving domain blacklist issues Managing sender email addresses Sender address requirements and best practices What to do if a sender address is in use by active campaigns Understanding shared vs. dedicated IP addresses Connecting or disconnecting a domain to/from an IP address Buying & managing dedicated IP addresses
User roles & statuses User status explained: active and deleted users How to add a new user: user invitations and registration Managing user permissions and access rights Default permissions for additional users Deleting users Transferring admin rights to another user What happens after admin rights are transferred? What happens when permissions are disabled for a user?
Adding & editing contacts Technical Requirements for Your Contact List Fields Adjusting contact list settings Managing contact groups Creating & managing segments Creating & managing groups Managing contact attributes
How to create your first email campaign Campaign card overview: General, Contacts, Email template, Scheduler Naming and renaming campaigns Understanding campaign statuses: Waiting, In progress, Paused, Finished Saving progress and navigating between campaign blocks How to set up the sender email address and name Managing reply-to addresses in campaigns Selecting and managing IP addresses for sending How to select recipients: Contacts, Groups, Segments Excluding contacts and groups from a campaign Understanding contact limits and subscription packages What to do if you exceed your email sending limit Validating contacts before sending: Email Checker explained Choosing and editing email templates for campaigns Uploading custom HTML Writing effective subjects and preheaders Adding and managing UTM parameters Scheduling campaigns: send now or later Setting up delivery dates, times, and days of the week How to calculate and adjust sending volume over time Managing dedicated IP expiration and renewal How to preview and test your campaign Managing and editing your test email group Using the campaign calendar: viewing, filtering, and creating campaigns Understanding campaign statuses: Active, Scheduled, Completed Viewing campaign details and quick actions from the calendar Navigating the campaign list: columns and filters Searching and filtering campaigns by name, date, and status Campaign card: overview, timeline, and audience How to pause, continue, or delete a campaign Understanding campaign statuses: Planned, Active, Paused, Finished Campaign performance & analytics Using heatmaps to analyze email engagement
General email performance Comparing campaign variants Ratings and trends Comparing your results with Industry benchmarks Comparing your results with Industry benchmarks Monitoring your email marketing performance
What is Sendigram Email Builder How to create a new template How to manage your templates list Template Tags
Automations Creating a New Automation Understanding Automation Templates Managing Your Automations List Automation Builder: Overview and Navigation Setting Up Automation Details (Name, Description, Tags) Working with Triggers Working with Actions Managing Elements in the Workflow Canvas Running and Pausing Automations Automation Settings Panel Managing Emails and Templates Inside Automations Contact Management Inside Automations

Understanding Automation Templates

Automation templates in Sendigram EMS are pre-built workflows designed to help you launch effective campaigns quickly — without starting from scratch.

Each template contains predefined triggers, email sequences, and timing rules tailored to a specific marketing goal.

You can use templates as they are or fully customize them to match your audience, brand, and tone.

How to Access Templates

You can access templates when creating a new automation:

  1. Go to Automations → New Automation.
  2. Choose "Use one of our pre-built automations."
  3. A menu will open with available templates.
  4. Click a template to preview its structure and start customizing.

Once selected, the workflow will automatically appear in your Automation Builder, pre-filled with all triggers and sample email content.

Available Templates

Sendigram EMS currently offers five ready-to-use automation templates, each designed for a different communication goal:

1. Product Introduction

Goal: Introduce new subscribers to your product or service.

Trigger: Immediately after signup.

Sequence: Five emails sent over several days, explaining your value proposition, key features, and special offers.

Use this to:

  • Welcome new customers.
  • Provide onboarding steps.
  • Build initial trust and excitement.

2. Educational Series

Goal: Educate your audience and strengthen trust in your expertise.

Trigger: After signup or form submission.

Sequence: A series of five emails, each delivering valuable lessons, tools, or resources.

Use this to:

  • Teach product use cases.
  • Share best practices and industry tips.
  • Nurture leads through helpful content.

3. Reactivation

Goal: Re-engage inactive subscribers.

Trigger: Contact inactivity for 30 days (no opens or clicks).

Sequence: Five follow-up emails with updates, new features, and special comeback offers.

Use this to:

  • Win back disengaged subscribers.
  • Share "what's new" updates.
  • Offer incentives for returning customers.

4. Event Warm-Up

Goal: Invite contacts to join an upcoming webinar, podcast, or event.

Trigger: Immediately after signup or registration.

Sequence: Five emails that create anticipation, share event details, and provide reminders before going live.

Use this to:

  • Promote online events.
  • Increase attendance.
  • Offer post-event follow-ups and bonuses.

5. Abandoned Cart

Goal: Recover lost sales by reminding users about their incomplete purchases.

Trigger: 30 minutes after cart abandonment.

Sequence: Five emails sent over several days, offering reminders, testimonials, and discounts.

Use this to:

  • Bring customers back to checkout.
  • Offer time-limited promotions.
  • Increase purchase completion rates.

Customizing Templates

Once a template is loaded into the builder, you can:

  • Edit email content — modify text, subject lines, preheaders, and designs.
  • Change triggers — adjust conditions (e.g., time delays, event types).
  • Add or remove steps — include additional actions or rules.
  • Adjust timing — change delays between emails or actions.
  • Replace emails — choose your own templates or upload HTML versions.

Each element in the template is editable through its settings panel inside the Automation Builder.

Still have questions?
Contact Us