Issue with email automation

Issue with email automation

I am the marketing coordinator of a utility billing company and we are in the process of switching over from Mailchimp to Zoho. I was hoping I could get some assistance with setting up automation emails. Previously in mailchimp I had set up 30 emails (automated) so that when we had a new sign up/lead come in I would manually add them to a list which would start the automation and they would receive emails for a month.

 

After moving over to Zoho – I went back into Mailchimp and downloaded all the html files and recreated the automation under Automations>Autoresponders – and in doing so I selected the sign up option. Now I am a little confused where exactly do the customers have to sign up to be added to the list?


I am guessing since Zoho has mentioned a sign up in the website – you have your own sign up form which the customer needs to fill in to be added to the list? Where is this located?

 

 

I have tried manually adding subscribers to the automation as a test to see if we could get the emails out and it seems like it is not working. Any assistance would greatly be appreciated as I know I am very close but unable to complete the automation.




 

Basically i would like the same functionality as mailchimp where the automation is set up and to send the emails out in sequence I just need to add a customer to the list. Please help me get this sorted!



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