Ebooks meet automation: Your Mail Blaze workflow solution

Are you ready to learn how to share your favourite ebooks with your subscribers using Mail Blaze? Sending out ebooks can be a great way to engage with your audience and provide them with valuable content. Let's be real, it's also nice to see that the content you work so hard to create is resonating with your audience.

In this article, we'll walk you through the simple steps to:

  • Send your ebooks automatically to your new subscribers.
  • Help you engage with your subscribers in a fun and meaningful way.
  • See how your content is performing.

So, let's dive into how to send out an e-book on Mail Blaze and spread some literary love!

Top benefits of sharing ebooks with your subscribers

As an email marketer, sharing e-books can be a powerful tool for engaging with your audience and building trust with your subscribers. Here are some of the top benefits of sharing ebooks with your subscribers as an email marketer:

1. Provide valuable content

By sharing ebooks, you're providing your subscribers with valuable content that can help them solve problems, learn new skills or simply entertain them. This can help establish you as a trusted authority in your industry and your subscribers will look forward to hearing from you.

2. Increase engagement

Sharing ebooks can increase engagement with your audience. Your subscribers may respond to your emails, share their thoughts on social media or even start a conversation with you about the e-book. This can help you build a community of engaged subscribers who are eager to hear from you.

3. Grow your email list

Sharing ebooks can also help you grow your email list. You can offer the ebook as a lead magnet or a free gift for signing up for your newsletter. This can attract new subscribers who are interested in the topic of the ebook.

4. Show off your expertise

By sharing ebooks on topics related to your industry or niche, you can showcase your expertise and position yourself as a thought leader. This can help establish trust with your subscribers and make them more likely to buy from you or recommend you to others.

5. Create a personalised experience

You can also use ebooks to create a more personalised experience for your subscribers. For example, you can segment your list and send different ebooks to different groups based on their interests. This can help you deliver more relevant content and improve the overall subscriber experience.

6. Set your brand apart

E-books can be a powerful tool for providing added value and differentiating your brand from competitors. By creating high-quality ebooks that offer unique insights, tips and advice, you can position your brand as an expert in your field and establish trust with your audience.

Ebooks also provide an opportunity to showcase your brand's personality and tone, helping to create a deeper connection with your readers. In addition, offering e-books as a lead magnet can help attract new leads and build your email list, providing you with a valuable asset for future marketing efforts. By leveraging the power of ebooks, you can stand out from the crowd, build your brand's perceived value and ultimately, drive more conversions and revenue.

Let’s take you through how you can set up this workflow in Mail Blaze…

If you’re one of those who aren’t really a huge fan of long, complicated processes, we totally get you. That’s why we’re sharing our easy-to-follow guide to help you set up an automation workflow that enables you to send your ebooks to your valued subscribers.

Let’s get into it.

Once you’ve signed in to your Mail Blaze account and you’re presented with the dashboard, you will need to navigate to the automations option in the main navigation bar and click on AUTOMATIONS.


At this point, you’ll be able to see your automation list view where all your lovely automated workflows can be found.

The next thing to do is to navigate to the top bar again and click on the LISTS dropdown menu item. You’ll be presented with two possible selections, LISTS and BLACKLIST. For this automation, click LISTS. Your main objective at this point should be to use a list that has a customised form. So you can go ahead and select your list.


Once you’ve selected your list, the subscribers detail window will appear.

Creating your form

You can make your way to the FORMS & EMAILS dropdown item and click on SUBSCRIPTION. After that, you can select the form that you want to set up your ebook automation on.

When the form is open, make any necessary updates to ensure that your form prompts your subscriber to fill in their details to get your ebook.

When you’re done, click SAVE AND NEXT.

Bob’s your uncle. Now, you’ll be able to see your form that's ready to go live. So, click SAVE AND NEXT again to finish this step. Whoop whoop!


Setting up your workflow

You’ll be able to see your updated form in the List Forms & Emails window.

Next, you’re going to go over to the AUTOMATIONS dropdown menu item at the top and click CREATE NEW.


The Workflow detail window will be open. Go ahead and give this custom workflow a nice name. For example, you can name it “Send Ebook to New Subscribers.” It’s all up to you, though. Choose any name that you like and then head over to the SELECT TRIGGER dropdown item.

TOP TIP: Pick a descriptive name. We like to include a date in our names to ensure we know when we started the workflow. That way we can compare it at a glance easily when we create a new or adjusted workflow in the future.

Your trigger here should be for subscribers who join your list so click on SUBSCRIBER JOINS A LIST.

Once you’ve done that, select the relevant list and click the APPLY button.


Just as with all other automations, you’re going to have to add a delay step first. The reason you want to add a delay is that you don’t necessarily want the email to fire immediately. This gives subscribers a bit of “breathing” time. For this workflow, though, you’d probably want the email to fire quite quickly, as your new subscriber will already be anticipating receiving the ebook from you after subscribing. To indicate the time that you’d like to lapse before the email fires, head over to the left side panel on your screen, where you can specify how long the delay should be in terms of minutes, hours, days, weeks and months. Once you’re sure, click the APPLY button.


To add a new step to your workflow, simply click the red box and click on the Email icon to add all your email details, such as the subject line, the preheader and your email address. When you’re done, click the APPLY button.

After this step, you’ll notice a grey EDIT EMAIL CONTENT button. Click this button.


At this point, you’ll be presented with all of our amazing templates. Pick one and customise it for this workflow. The template should have a button that you can easily customise to be the call-to-action (CTA) button that prompts your new subscribers to download your ebook.

Click on the button and then navigate to the CHOOSE FILE button to upload your ebook onto the platform and link it to the button.


When you’re done, click the SAVE & RETURN TO WORKFLOW button at the bottom of the screen.

At this point, this workflow will be done. You can either click the SAVE & NEXT button or continue to add some condition steps.

Condition steps

Let’s assume you would like to add some condition steps. First, add a delay step that indicates after how long you’d like your condition to kick in.

To add a condition, click on the yellow box and select the Condition icon to add this step to your workflow.

Navigate to the Conditions detail window and ensure that your condition matches all of the rules. Then navigate to the RULES dropdown and click on the WORKFLOW ACTIVITY menu item. This is because you want to base the condition on a workflow activity since you’ve set up this campaign within a workflow.

You’ll notice that the system already picks up your email when you click on the SELECT WORKFLOW EMAIL dropdown.

Next, you can choose what you want to have the person to have done between the following conditions:

  • had any link clicked
  • had a specific link clicked
  • was opened and did not have a specific link clicked
  • was not opened


You can also specify that link by clicking the SELECT URL dropdown. In this case, it should be your ebook’s link.

When you’re done, click the APPLY button and navigate to the workflow.

If your subscriber doesn’t, however, click on the link to your ebook, you’ll be able to add another step that reminds them to download your ebook after a few days.

To do that, click the blue box underneath the black box with a red x and select the Email icon. Fill in the relevant subject line and preheader to let them know that their ebook is waiting for them. Click the APPLY button when you’re done with this step.

You could then create another campaign by clicking on the EDIT EMAIL CONTENT. Again, choose any of our templates to customise for this step. Fill in the relevant information for this reminder email and when you’re done, click the SAVE & RETURN TO WORKFLOW button.

Now that you’re done, you can click the ENABLE & EXIT button to enable the automation and then let it run.

Track its performance

Mail Blaze provides a powerful reporting feature that enables you to track the success of your email campaigns in real-time. Once a campaign has been sent, you can simply navigate to the reports section within the Mail Blaze dashboard to view a range of valuable insights. You can go through our article on viewing your reports to learn this.

These insights include open and click-through rates, delivery rates, bounce rates and unsubscribe rates. In addition, you can view engagement metrics, such as the most popular links clicked and which subscribers engaged with the email the most (unique opens).

Wrap up

Setting up an automation workflow to send your ebook to subscribers on Mail Blaze can be a game-changer for your online presence. Not only does it save you time and effort but it also provides a seamless experience for your subscribers. With just a few clicks, you can sit back and watch your ebook reach the right people at the right time, all while maintaining that personal touch that your readers deserve. So go ahead and try it out - your subscribers (and your sanity) will thank you for it!

The reporting feature also includes visual graphs and charts to help you easily interpret your data and make informed decisions about future email campaigns. With Mail Blaze's reporting feature, you can gain valuable insights into the performance of your campaigns and make data-driven decisions to optimise your email marketing strategy.


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