[tutorial] Trigger Send Email Event / Automatically Email New Post Notifications

The Draft to Publish Trigger Method

In 2017 we created a method to use our email component and our automation component to automatically send an email to a lead list when a new post is published using the ‘On draft to publish event’. That methods still works! You can read about it here:

https://www.inboundnow.com/using-inbound-pro-send-new-post-email-notifications/

The Email Trigger Event Method

In 2019 we’ve created a better way to manage new post notification emails using a new trigger, ‘On email trigger (button event)’ method.

Step 1. Create your automated email

Create a new email with ’email type’ set to ‘Automated’. We will use this email as our new post notification email template. When designing our email we can make use of dynamic tokens that will be replaced by the content of our blog post. Here are a few tokens we can use: {{post_title}}{{post_content}}{{post_excerpt}}{{permalink}}{{featured_image}}{{author_name}}.

These tokens can be used anywhere within the email content, as well as the subject line of the email.

 

Step 2. Create your Automation Rule

After we’ve create our automated email template we’ll need to create an automation rule for sending our email when the time is right. Create an automation rule and set the trigger event to ‘On email trigger event (button event)’  This will tell our automation component to listen for a special button event that we’ll go over later in this document. When creating the automation rule you will have the ability to the define conditions we need to meet before we perform any actions. Add a new condition and select the dropdown key named ‘Routing Key’, next set the filter compare setting to ‘equals’ and then finally set the value to ‘test’

Example:



We will use this filter condition to make sure this rule runs test sends only. We’ll always want to test our email sends before we blast them to our newsletter. This will also make more sense later after we visit Step 4.

After setting up your trigger and filter you will want to create your rule actions. Choose the ‘Send email’ option and select a list that only contains leads with your own email addresses. We will use this rule for testing remember. Once you understand how to setup a test it will be easy to setup the final, real rule, that will email everyone on your chose list.

Example Rule Action:


Save your rule!

Step 3. Create your Blog Post

This is pretty self explanatory. Create a new blog post or open an already created blog post for experimentation.

Step 4. Fire your button event.

Since it’s 2019, most people here will be working on WordPress’s new Gutenberg system. Find your sidebar area in your post edit screen and click the ‘Document Tab’:

Next scroll down the settings sidebar to the area that is title ‘Inbound Mailer’. You will see a group of options like look like this:

At this point you have the ability to preview what your blog post will look like given a selected automated mail template. Select the one you just created and check out how it looks. You will be given a preview URL that you can copy and paste into a new tab.

Inbound Now’s newsletter template looks something like this when previewed after this step. We are making use of the {{post_title}} and {{post_excerpt}} templates. :


After generating our preview we are going to want to test the automated email send event by manually triggering the button ‘Trigger Send Email Event’. This will launch a popup asking us for our routing key. Remember when we created a trigger filter in Step 2 telling our rule only to fire when our routing key equaled ‘test’? Now we have the opportunity to write in the phrase ‘test’ and our automated rule will know we are wanting to send this post’s material to our test lead list.


If everything went well you should see a confirmation log inside your automation rule’s log area that looks something like this:


And you should receive a test email shortly.

And now you know how to create rules to send automated post notification emails. Well, it’s not 100% automated because you are telling the post when it should send an email with an event click, but that kind of control is a great starting point.

Now go back into your Automation rules and create a brand new rule following the same strategy, but this time change your trigger filter to look for the routing key ‘newsletter’ instead of ‘test’, and change your target list to your main one and you are in action. Every time you want to blast post content to your list just fire the ‘Trigger Send Email Event’ button and type in ‘newsletter’ as your routing key and it will know where to go.

Important:

One last thing, every time you send an automated email related to a post it will enable the ‘locked’ setting here:

 

 

After you test an email, resave the blog post with this the ‘Locked’ input unchecked, or else your email will not send again.

 

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