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Email Automation


What is email automation?

Email automation is a marketing technique that lets businesses schedule and trigger emails based on date, characteristics of their subscribers, or the behavior their subscribers take. It is sending the perfect email, at the perfect time, to the right person. With as little — or as much— human interaction as you like, you can continuously market to your email list in a highly personalized way. Also known as triggered emails, email automation allows a business to follow up at moments that would otherwise be impossible. Triggering an email based on a form submission, action on a website, or interaction with an app means that the email can arrive at precisely the right time – and include personalized information that makes it more valuable to the reader.

The benefits of email automation

Email marketing has grown to a $3+ billion dollar industry and, with 75% of consumers choosing retail brands with personalized messaging, offers, and experiences, personalized email automation remains largely untapped. Here are four benefits of email automation:
  • Trust drives impulse — 49% of U.S. shoppers said that in the past three months they bought a product they did not initially intend to buy after a brand made a personalized recommendation.
  • Personalization is the ultimate influencer — 70% of consumers saying a company’s understanding of their individual needs influences their loyalty.
  • Switching costs don’t matter — 52% of customers say that they are extremely or somewhat likely to change brands if a company doesn’t personalize its communication with them.
  • Loyalty = Personalization — 58% of consumers would switch half or more of their spending to a provider that excels at personalizing experiences without compromising trust.
So how do you start to use email automation to grow your business?

How to grow your business with email automation

The opportunities to personalize your customer’s experience are nearly endless. Why? With email automation, you set up triggers based on activities, dates, and other events that tell your system what to send them next. Because of this, you’re only bound by your level of creativity. If you’re just getting started, here are four ways to grow your business with email automation:

1. Increase revenue

Email automation is one way to quickly increase your revenue. With 75% of online shoppers abandoning their carts, sending an automated cart abandonment email can help get 10%+ to come back and buy. Or, if you’re selling information products, recommending a discounted product immediately post-purchase can drastically increase your topline revenue.

2. Increase customer retention

With the majority of customers ready to switch to whatever brand best understands them, customer retention must become a priority. Additionally, it’s easier to sell to an existing customer than to convert a new one. A well-timed (and of course, automated) re-engagement email can be all you need.

3. Saves time and scales your team

The biggest benefit of email automation is that it doesn’t require much of your time. There’s no reason to limit the number of emails you can send by how large, or small, your team is (or if you have a team at all). Email automation allows you to send emails while you sleep, scaling your team and saving you time. Once you’ve set up your emails, you can continue to focus on processes that can’t be automated (yet)!

4. Keeps you ahead of the competition

According to LeadSpace, 82% of companies rely on some form of automation. The question is no longer whether or not to use automation, but who is using it best. If you want to stay ahead of the competition, smarter email automation is key.

How to make your email automation more effective

Not sure where to start with implementing email automation? While there is definitely a time and place for mass [broadcast emails] ( you may already be sending, these six tips will help you get started with immediately improve your email automation:
  1. Drip campaigns
  2. Write great email preheader
  3. Structure for scanners
  4. Copywriting matters
  5. CTA buttons
  6. Strategic opt-outs

1. Drip campaigns

Drip campaigns are a series of marketing emails sent out on an automated schedule. Typically used by a business to nurture leads through a sales or marketing funnel, content is “dripped” out to the subscriber based on specific triggers. When certain conditions are met, the drip campaigns are triggered to be sent out to help educate, empower and/or entertain the subscriber until they are ready to make a purchase.

2. Write great email preheader

Email automation can be a “set and forget” process, but like all emails, they’re only valuable if they get opened. Naturally, this starts with a compelling subject line, but an important (and often ignored) addition is the email pre-header: ybtuy7bvw preheader curiosity gap Pre-headers are most effective when they build curiosity gaps established in the subject. Need more inspiration? Click here to check out our email subject line generator and our guide to email subject line testing.

3. Structure for scanners

Most people don’t read every word in your emails. They scan them for relevant topics they’re interested in. They do the same thing in blog posts. Maybe you scanned down to this very section because you already knew what email automation is and why it’s valuable. By breaking your email into chunks, either with headers or formatting, readers can find the sections that matter most to them, making them more likely to click, and more likely to open your emails in the future.

4. Copywriting matters

Similar to writing a landing page, writing copy for your emails is extremely important. The best landing pages explain: One business objective One emotional objective One action objective Emails can (and should) be similar. Akin to the PAS formula (problem, agitation, solution), this new formula adds emotional gravity to help guide them to take action. Read: 10 Memorable copywriting examples (and why they convert)

5. CTA Buttons

Adding a Call to Action (CTA) button, instead of just text links, can increase clicks up to an additional 158%. With most emails being viewed on mobile devices, adding a large button (or obviously button-esque image) can increase the CTR of your email automations.

6. Strategic opt-outs

Certain holiday promotions can hit your subscribers harder than others. So, as a part of your email automations, it’s recommended to build in strategic “opt-outs” so subscribers can stay on your email list without receiving triggering emails. Here’s a great example from Free Fly Apparel: 32zkslcrv emailoptout

Email automation examples

Ready to get started? Here are 7 email automations you can start today:
  • Welcome email series
  • Product update emails
  • Newsletters
  • Onboarding automations
  • Repeat customer automations
  • Re-engagement emails
  • Cart abandonment emails

1. Welcome email series

Subscribers are most engaged when they first join your email list. Here’s a 4-part welcome email series:
  • The Dinner Party Strategy — A warm welcome and some simple expectation-setting
  • The Expertise Setter — Show them the value of being a subscriber
  • The I-Make-Genius-Look-Easy Lesson — Teach them to do what you do for your clients
  • The Self-Segmenter — Segment your subscribers and send them relevant emails
Click here see our BEST welcome series email automation (that you can also instantly add to your ActiveCampaign account)

2. Product update emails

Many ecommerce businesses email their customers when products are new or back in stock, but very few are using one of the most powerful email automation tools: dynamic content. Dynamic content changes based on your subscribers’ behaviors and preferences. With the ability to change text, visuals, and even CTAs based on that data, you can send product inventory updates based on things like occupation, past purchases, and even the weather. For example, Hipcooks uses segmentation to identify geography and makes recommendations based on what’s in season in that area.

3. Newsletters

Often, newsletters are thought of as being similar to broadcast emails. They’re written once and sent once. But what about your greatest hits? What about the timeless newsletters and great emails that have really resonated with your audience? Can’t those be sent again, automatically? Peter McPherson thinks so: “Why can’t you create a fully automated & evergreen newsletter that nurtures, segments, and monetizes your audience… 24/7?” he asks.

4. Re-engagement automations

You lose a quarter of your subscribers every year. Many of those are to people unsubscribing, but another 10-20% go dormant and stop opening your emails for oner eason or another. By setting up a re-engagement email sequence, you can start to reclaim those subscribers. Click here to see re-engagement email automations you can instantly add to your ActiveCampaign account

5. Repeat customer automations

Your best customers are people who already know, like and trust you. Automatically sending them emails that upsell and cross-sell your products and services is something they’ll appreciate. How? Here’s a two-part email automation you can set up today: Check in — 2 to 3 days after a customer should have received their purchase, check in to see how everything went and how they’re enjoying their product Be helpful — 4 days after that, send product recommendations that align with their purchase (and better yet, enhance their purchase). Or show them social proof that they made a great purchase. Reminding your customer that what they just bought is valuable and helpful helps them emotionally reaffirm their purchase. Click here to see our TOP repeat customer email automation that you can instantly add to your ActiveCampaign account

6. Win-back email automations

Similar to repeat customer and re-engagement automations, sometimes subscribers have bought something from you and stop opening your emails. This type of campaign is often referred to as a “win back” email campaign. The key to a winning “win back” campaign is not only to let the customer know why you miss them (definitely start with that), but remind them why they should miss you. Show them the successes they’ve had with your product, products they’ve purchased and enjoyed and more. Here’s a great example from Teespring: Click here to see win-back email automations you can instantly add to your ActiveCampaign account

7. Cart abandonment email automations

Customers leave your website before purchasing all the time, but what if we could help them still make a purchase? An abandoned cart email automation is a great way to do it. The best ones are three emails that highlight the items they left in their cart. The key? Timing. Here’s how to set that up:
  • First reminder – sent after 24 hours
  • Address possible product objections – sent after 48 hours
  • Incentivize them with a discount – sent after 72 hours
d3evjo95 i2h3usgb abandoned cart series Click here to see cart abandonment automations you can instantly add to your ActiveCampaign account

Start building customer relationships

Email automation is a helpful tool to further segment and personalize your email list. Unlike manual broadcast emails, your automations run in the background while you grow your business. As a business owner, you have a lot of demands on your time. So if you’re growing your email list, but feel like you may not be using it to its full potential, email automation is the next best step.

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