How To Turn On Email Automation in Gatsby

While most clients choose to connect Gatsby with Klaviyo Flows, we do offer a simple email option natively inside Gatsby as well.

With this feature, you can tell Gatsby to initiate an email introduction to customers with more than X followers.

To turn this feature on, first make sure you are at least on the Merchant Tier, then:

Step 1: head to your Dashboard:

Under Automation Settings, click the gray dot next to Instagram to turn the dot green. You will see a screen like this:

Click Turn On Now (and don't worry, you'll be able to change the email template under the Content tab)

Step 2: Once you have the green dot, select the minimum # of Instagram followers you want your customer to have in order to qualify for an automated intro:

Step 3: Now it's time to set the email template. Head to the Content tab directly above the dashboard, and select Emails:

Scroll to the second email text box, and begin editing the text. 

*Note* both text fields supports HTML. The top Email box is for the Thank You email which is sent out when the user earns your promo code or raffle entry on your site.

Once satisfied with the text, you can set the Subject Line, From Name, Signature, and Footer

Press Save then click the Update Campaign button.

Gatsby will now check your dashboard every morning at 7am PST, and send the automated intros between you and any new customers from the past 24 hours who meet your minimum follower threshold.

If you want to send these emails out through a different service provider, like Klaviyo, Mailchimp, Sailthru, Sendlane etc, take a look at some of our other integration docs or chat us to get help!