How to Set Up Email Marketing & Automation in Zenler (Complete 2026 Tutorial)

Mar 17, 2026 |
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How to Set Up Email Marketing & Automation in Zenler (Complete 2026 Tutorial)

Learn how to use Zenler's built-in email marketing system. Broadcasts, automations, tags, sequences, funnels, triggers, segmentation & onboarding.

One of the biggest reasons creators switch to Zenler is that it includes a full email marketing system — meaning you no longer need ConvertKit, Mailchimp, ActiveCampaign, or any external autoresponder.

Zenler gives you:
✔ Broadcast emails
✔ Automated sequences
✔ Tagging & segmentation
✔ Trigger-based automations
✔ Funnel email flows
✔ Contact management
✔ Lead magnet delivery
✔ Integration with funnels, courses & memberships

And because Zenler is an all-in-one system, everything connects beautifully — without Zapier.

In this tutorial, you'll learn exactly how to set up email from scratch, send your first broadcast, build automated sequences, create trigger-based workflows, tag and segment your leads, and track your analytics.

You'll also get support via:
✔ Tutorials site → tutorials.newzenler.com
✔ Support docs → support.newzenler.com
✔ YouTube channel → youtube.com/@zenler
✔ Weekly live support desks
✔ Live workshops
✔ Facebook community → facebook.com/groups/newzenler
✔ 30-day Accelerator program (included when you join)

Let's dive in.

🎥 ▶️ Zenler Email Marketing Setup — Full Tutorial & Automation Walkthrough


⭐ Step 1 — Access Zenler Email Marketing

From your dashboard:

👉 Marketing → Emails

You'll see three key areas:

Broadcasts — one-time emails sent to your full list or specific segments ✔ Automations — trigger-based workflows available inside courses and marketing funnels, sequenced by time or enrollment date 
Sequences — timed email series perfect for welcome flows, onboarding, and nurture

This is your complete creator email engine.

⭐ Step 2 — Set Up Your Email Sending Preferences

Before sending any emails, configure:

Sender name — the name your subscribers will see
Sender email — use your domain email where possible for better deliverability
Reply-to email — where responses come in

Zenler walks you through email authentication to improve your inbox placement.

⭐ Step 3 — Import or Add Contacts (Optional)

If you're migrating from another platform, you can import your existing list directly into Zenler.

👉 Site → People → Import Users

  • Upload your list as a CSV file
  • Map the fields to match Zenler's system
  • Assign a tag during import to segment your contacts straight away
  • Import contacts as leads and connect them directly to a funnel to kick-start email automation

⭐ Step 4 — Create Your First Broadcast

Broadcasts are perfect for:
✔ Announcements
✔ New videos or blog posts
✔ Live workshop reminders
✔ Promotions
✔ Newsletter updates

To create one: 👉 Marketing → Emails → Broadcasts → Create Broadcast

Inside the editor:

Add your subject line — clear, benefit-driven, or curiosity-based
Add preview text — boosts open rate
Write your email — clean and simple editor
Choose your segment — full list, tags, funnels, courses, or memberships ✔ Schedule or send immediately

Zenler shows you: delivered, opened, clicked, unsubscribed, and bounced stats for every broadcast.

⭐ Step 5 — Build Automated Email Sequences

Sequences send emails in a timed order — perfect for:

✔ Welcome sequences
✔ Lead magnet delivery
✔ Course onboarding
✔ Sales sequences
✔ Nurture series

To create a sequence: 👉 Marketing → Emails → Sequences → Create Sequence

Then:

  • Add your emails
  • Set the delay (e.g. send after 1 day, or 1 minute)
  • Add or remove tags
  • Activate the sequence

Sequences build trust and nurture your audience automatically.

⭐ Step 6 — Create Automations (Triggers + Actions)

This is where Zenler becomes extremely powerful.

Automations work on a simple principle: when a user does X → Zenler automatically does Y.

Examples:

Trigger: User downloads a lead magnet Action: Add tag + enroll in sequence + send welcome email

Trigger: User purchases a course Action: Send welcome email + login link + onboarding sequence

Trigger: User registers for a live event Action: Send reminder emails automatically

To create: 👉 Marketing → Automations → Create Automation

You can use:
✔ Tags
✔ Sequences
✔ Enrollments
✔ Trigger-based logic
✔ Branching logic

And because the automation interface is the same across every area of Zenler — courses, funnels, memberships, and lives — there's no relearning. Once you know it in one place, you know it everywhere.

⭐ Step 7 — Use Tags & Filters to Organise Your List

Use tags to organise your contacts by activity, purchase, course progress, and membership level.

Zenler also has pre-built filters built in — so you can filter contacts by course, funnel, membership, and much more without needing to add a tag manually. This saves time and keeps your list organised from the start.

⭐ Step 8 — Connect Email to Your Funnels

In your funnel builder, you can:
✔ Add email sequences
✔ Trigger automations
✔ Send reminder emails
✔ Deliver lead magnets automatically
✔ Follow up on sales

Everything is integrated inside one system — no Zapier needed.

⭐ Step 9 — Build a Lead Magnet Delivery Automation (Your First Workflow)

This is the perfect beginner automation to set up first.

Trigger: Lead submits form on funnel opt-in page

Actions:
✔ Send welcome email
✔ Deliver lead magnet
✔ Add tag
✔ Start nurture sequence

The moment someone opts in, they receive the lead magnet, get nurtured, and move towards your offer — with zero manual work. This one automation works for your business 24/7.

⭐ Step 10 — Track Your Email Analytics

Inside Zenler, view:
✔ Open rates
✔ Click rates
✔ Deliverability
✔ Unsubscribes
✔ Bounces
✔ Contact behaviour (opened, clicked, enrolled)

This helps you refine your subject lines, content, and offers over time.

⭐ Step 11 — Get Support As You Build

Zenler's education is completely free — even for people not yet using the platform. Zenler's mission is to make information freely available so every creator can succeed.

🎓 Tutorials Site Complete course creation lessons, step by step.

📚 Support Docs Detailed troubleshooting and feature documentation.

🎬 YouTube Channel Thousands of videos covering course creation, tutorials, and platform updates.

👥 Facebook Community Ask questions, get support, and share your wins with fellow creators.

🧑‍🏫 Weekly Live Support Desk Come on live and ask the questions that are stopping you from moving forward.

🎤 Live Workshops Deep dives into course launching, marketing, funnels, email, automations, and more. Running all the time.

🚀 30-Day Accelerator Program (Included) When you join Zenler, you get access to the guided 30-day Accelerator program — one lesson per week, supported live the whole way through.

Accelerator Plus Ready to go further? Accelerator Plus extends your learning and support beyond the 30 days.

🎯 Email Setup Checklist (Copy & Paste)

  • Go to Marketing → Emails
  • Configure sender name, email, and reply-to
  • Set up email authentication
  • Import contacts via CSV (optional)
  • Create your first broadcast
  • Build your welcome sequence
  • Build your lead magnet delivery automation
  • Connect email sequences to your funnels
  • Set up tags and filters to organise your list
  • Track your email analytics
  • Attend a weekly live support desk if you get stuck
  • Join the Facebook community

❓ FAQs

Q: Does Zenler replace ConvertKit or Mailchimp? Yes — broadcasts, sequences, automations, and segmentation are all built in.

Q: Can I import my existing email list? Yes — import via CSV through Site → People → Import Users. You can tag contacts and connect them to a funnel during import.

Q: Can I create automated sequences? Yes — Zenler includes full timed sequences that can be triggered by enrollment date or time delays.

Q: Does Zenler support segmentation? Yes — tags, filters, and pre-built behavioural filters are all included.

Q: Can I send broadcast emails? Yes — to your full list or specific segments.

Q: Do I need Zapier? No — Zenler email integrates natively with funnels, courses, and memberships inside one system.

Q: Do I get help setting this up? Yes — tutorials, support docs, YouTube training, weekly live support desks, live workshops, and the 30-day Accelerator program are all included.

🚀 Ready to Set Up Your Email Marketing?

Email marketing is the heart of your creator business — and Zenler gives you everything you need:

✔ Broadcasts
✔ Automated sequences
✔ Trigger-based automations
✔ Tags & segmentation
✔ Lead magnet delivery
✔ Funnel integrations
✔ Analytics

All inside one platform — no extra tools, no Zapier, no extra cost.

👉 Set up your email marketing inside Zenler today — and grow your audience with confidence.

🔗 Continue Your Zenler Journey

🎥 Watch the entire Zenler Academy for Creators Series on YouTube → Zenler Academy for Creators Playlist

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