MailerLite: Setting Up an Automation Workflow
MailerLite
Demo summary
Shows how to use the automation builder to trigger emails based on form signups, including setting wait times and adding email steps.
Step-by-step
- Click Create to start a new automation from scratch
- Name your automation workflow
- Select a trigger such as 'When a subscriber completes a form'
- Choose the specific form that will initiate the automation
- Click the plus icon to add a new step to the workflow
- Select Email to create the message content
- Add a Delay step to set a specific wait time, such as 24 hours or several days
- Save the workflow steps to finalize the sequence
Options
- Trigger automations based on specific events or form signups
- Set wait times in hours or days between steps
Watch out for
- MailerLite cannot host downloadable files directly as deliverables
- You must use a workaround like a Dropbox or Google Drive link for file downloads
Tips
- Use a 24-hour delay for follow-up emails to avoid overwhelming new opt-ins
- Host your PDF or media deliverables on an external cloud provider and link to them in the email
All demos from “MailerLite Email Marketing Tutorial for Beginners (2025)”
- 2:007:54Creating an Email Campaign in MailerLiteWalkthrough of setting up a new campaign, choosing between regular and A/B test options, and using the drag-and-drop editor to customize text, images, and buttons.MailerLite· Design a newsletter / email (drag-and-drop editor)
- 10:525:39Building a Landing Page in MailerLiteDemonstrates how to create a landing page from scratch, add signup forms, and customize the layout and branding elements.MailerLite· Build a lead-capture landing page
- 18:295:49Setting Up an Automation WorkflowCurrentShows how to use the automation builder to trigger emails based on form signups, including setting wait times and adding email steps.MailerLite· Build a welcome / drip automation
- 26:092:33Managing Subscribers with Groups and TagsExplains and demonstrates the difference between groups and segments for organizing subscribers within the MailerLite dashboard.MailerLite· Tag & manage subscribers
- Watch “MailerLite Email Marketing Tutorial for Beginners (2025)” →
Build a welcome / drip automation
9:257:08Setting up an automation workflowThe video shows how to create a welcome email sequence, including setting triggers (joining a group), adding time delays, and designing the automated emails.Matt Crawford
30:224:32Set up an automated welcome email sequenceDemonstrates building a visual automation workflow triggered by group joins, including delays, multiple emails, and conditional branching based on user activity.Metics Media
3:120:19Setting up email automation workflowsThe presenter navigates to the automation tab to show how to create workflows for welcome emails, retargeting, and birthday wishes.BrandLens Consulting- 18:295:49Setting Up an Automation WorkflowCurrentShows how to use the automation builder to trigger emails based on form signups, including setting wait times and adding email steps.EB