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How to use AutomationAI

In this guide, we will walk you through the steps to create automations using the Mailvio Suite AutomationAI.


Step 1: Accessing the Feature

  • Log in to your Mailvio account.
  • If you don't have credits to access the AutomationAI feature, contact us to inquire about your eligibility.

Step 2: Creating an Automation

  • Fill out the three areas: End Goal, Tone, and Readers.
    • End Goal: Define the desired outcome or purpose of the automation. 
    • Tone: Set the tone and introduce yourself or your product.
    • Readers: Specify your target market or niche for the email sequence.
  • Optionally, fine-tune your email series:
    • Determine the number of emails in the sequence.
    • Choose the time intervals between emails.
    • Select the AI model to use (based on your available credits).
    • Add any additional instructions for the AI.
  • Click on the "Generate Email Sequence" button.

Step 3: Reviewing and Editing the Email Sequence

  • Once the email sequence is generated, review the subject lines and email content.
  • Edit the sequence if necessary, such as fixing typos or adding hyperlinks.
  • You have the option to change the time intervals between emails by adjusting the delays.
  • If you are not satisfied with the content generated, you can click the "Refresh Icon" to regenerate the email content.
  • If you are not happy with the results and want to rewrite the email yourself, you can click the "Rewrite this Email" button before moving it to automation.
  • Click on the "Save as Automation" button to proceed.

Step 4: Moving the Automation to the Mailvio Account

  • Wait for the automation sequence to be added to the Automation tab in your Mailvio account.
  • Check if the sequence includes the desired trigger and goal steps.
  • Rename the automation to a more descriptive name.
  • Customize the automation further by adding additional steps, tags, delays, or conditions.
  • Once everything is set, "Activate" the automation.​​​​

Ensure your prompts are well-prepared to construct effective emails within the 600 character limit. Construct your emails using the prompts to create compelling content.

That's it! You have successfully utilized the Mailvio Suite AutomationAI feature to create automations for your target market or niche. If you have further questions, please reach out to us here