Full Guide: Setting Up Auto Email in Clerk.io

Want to automate product recommendations and customer engagement with Clerk.io Auto Email? This guide walks you through everything you need—from connecting your email provider to launching dynamic campaigns that convert.

🔌 Step 1: Integrate Your Email Provider

1. Go to Audience → Integrations in Clerk.io.
2. Click New Exporter → Choose provider (e.g., Mailchimp).
3. Generate an API Key in your provider’s backend.
4. Copy the audience name and group name from your email platform and paste them in Clerk.io.
5. Once saved, go to Email → Configuration and toggle Sync Subscribers.

✅ Tip: Even unsupported clients can connect via custom forms or feeds.

📬 Step 2: Configure Email Settings

In Email → Configuration:

• Set your Sender Name and Sender Email
• Define:
  • ⏱ Frequency of campaign emails
  • 📆 Days emails can be sent
  • 📩 Max emails per recipient (suggested: 4/day)
• Choose email provider (Mailgun or SparkPost)
• Configure DNS records (TXT & CNAME) to verify your domain

🎨 Step 3: Design Your Email

1. Go to Email → Designs → New Design
2. Choose type: Auto Email
3. Customize:
   • Logo, fonts, colors, and call-to-action buttons
   • Use Custom CSS for advanced styling
4. Add the unsubscribe link (or configure it in Mailchimp if applicable)

👥 Step 4: Create Audiences

Navigate to Audience → Audiences:

• Click New Audience
• Use filters like:
  • Interested in: Gloves
  • VIP Status: Slipping Away
• Combine behavior, order history, and customer traits for precision

🚀 Step 5: Launch Campaigns

1. Go to Email → Campaigns → New Campaign
2. Set:
   • A name like “Interested in Helmets”
   • The design
   • The audience
   • The product logic (e.g. “Keyword: helmets” or “Based on orders”)
   • A catchy subject line
3. Preview, update, and enable it!

📌 Campaigns are smart—they choose when and to whom to send.

🔁 Step 6: Add Triggers (Optional)

1. Go to Email → Triggers → New Trigger
2. Choose trigger type (e.g. Abandoned Search)
3. Set product logic and audience
4. Customize the design and subject
5. Enable the trigger!

This pulls users back based on session behavior.

🗓️ Step 7: Schedule Recurring Newsletters

1. Go to Email → Newsletters → New Newsletter
2. Choose:
   • Design
   • Audience (e.g. all customers)
   • Logic (e.g. “Best sellers in category: Pads”)
   • Schedule (e.g. 1st of every month at 10:00)

Newsletters keep engagement consistent—even when no specific behavior is triggered.

✅ You're Ready!

With Auto Email fully set up, Clerk.io can now:

• Send smart product recommendations automatically
• React to customer behavior in real time
• Keep customers engaged with personalized content

👉 Need help? Contact Clerk.io support or your Customer Success Manager.