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📧 How to Set Up Automated Emails

Going from good -> great is all in the details. Customizing the emails sent out to members is one of those invaluable details.

Written by Adrian

What is Email Automation?

Many creators spend hours perfecting their sales pages, product visuals, and course descriptions, but often overlook one of the most powerful engagement tools available: automated emails. These emails are triggered by key user actions and are sent directly from your platform to help guide, inform, or convert your users.

Some emails are purely transactional, like the password reset message. But with Forento’s Email Automation feature, you can go far beyond that. For example, you can send a welcome email to greet new users the moment they sign up for your platform. You can create an introduction email when someone accesses your masterclass, outlining what they’ll learn, how to get started, and common questions they may have. You can also set up upsell emails, so that anyone who gets an individual course is encouraged to upgrade to a membership subscription. If you’re offering a free resource, you can even automate follow-up emails for anyone accessing your lead magnet, nudging them toward your main offer. 👉 Learn how to create a lead magnet

Emails can be customized in the visual editor, including text, links, images, and buttons.

How can I customize the emails?

You can customize the emails by going to the Email Automation page found in the settings menu. Once on the page, you'll see a list of all the emails available, with buttons to enable (for the emails that can be disabled/enabled) as well as an "Edit email" button.

All of the emails listed have standard content added to them by Forento. This means that customization is not a requirement, but rather an option for creators who want to design a brand-specific user experience for members and customers.

Choose Use custom content to edit the subject and message in the visual editor. Select Preview to review the email and send yourself a test, then save your changes.

If an email was created in the old MJML or HTML editor, its existing content remains read-only and continues sending as saved. Select Switch to the new editor to change it, and copy any content you want to keep before saving.

Adding a custom email address

The email address from which your platform emails are sent will be a standard Forento address unless you connect a custom email address.

The "Adrian's Demo Platform" section displays the name of your platform, which can be changed on the Customize Platform page. Whereas the email address is a no-reply, Forento provided the address.

To connect a custom sender, open the custom email sender settings on the customize platform page. Enter your sender address, add the DNS records displayed by Forento, and verify the domain.

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