Automated Marketing Software

Email marketing automation is the process of planning email sends based on audience data and behaviours. Automation helps you generate more leads, increase revenue, and retain customers with less manual effort and while saving you valuable time. In fact, 30 percent of professionals surveyed said the biggest benefit of marketing automation was the time it saved them.

As your business grows, you want to spend more time on the big picture and less time on manual tasks. The bigger your organisation, the more complex your automation needs may become, especially if you’re a franchise, agency, real estate firm, law firm, or state or local government. With automations, you can make all your accounts look like they’re run by marketing professionals — without local teams having to lift a finger. 

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Everything that’s quality takes time and effort — keep this mindset as you start your journey into email marketing automation. You’ll need to put in some elbow grease at the beginning by planning out a workflow that makes sense for your business and your customers. To make the process easier, start with your end goal and work backward to find the beginning of your automation path.

Email marketing automation is a subset of marketing automation — meaning it is only one of the many areas where your marketing strategy can benefit from automation technology. 

While marketing automation is an umbrella term, email marketing automation hones in on all the efforts involved in helping your email marketing run as efficiently and effectively as possible.

Email marketing automation follows a similar process to other marketing automation efforts: it starts with a goal and requires you to identify the behaviours, interests, and needs of your audience. Once you have identified those factors, you can use them as criteria to craft action triggers for email content.

When you know the goal of your email campaign, choose the order, frequency, and targeted content of the messages you want to send. Once you build the email workflow sequence and set action triggers, your emails will send automatically. Check out this handy video our Knowledge Base team put together to help you get started.

Use the following email automation examples to help you get started:

• Welcome series

Make a good first impression, build brand awareness, and turn prospects into customers by crafting an automated welcome series. Create a trigger action to send a welcome email or welcome series after prospects complete a sign-up form. Use your welcome email or series to introduce your brand, products, and services to subscribers.

• Abandoned cart

Customers sometimes abandon their carts before purchasing. Create an automated abandoned cart email to remind customers of what they left behind and win back revenue for your business.

• Birthdays, anniversaries, and special occasions

Let your customers know you value them by sending them special offers and messaging for their birthdays, anniversaries, and other special occasions. Consider adding input fields to your sign-up form to collect birthday information and then use the data as the trigger date.

• Newsletter and blog updates 

Make sure your customers aren’t missing out on valuable information and updates. Keep your customers and prospects informed about what’s new with your business through automated email newsletters, and share ideas and advice by collecting your most recent blogs into a curated blog email.

• Promote events and webinars

Events and webinars help your business build your list of prospects, reinforce loyalty, and showcase your expertise. Create an action trigger to link to your event invitations to send confirmation emails, reminders, and follow-ups to keep your attendees informed.

• Resend to non-openers

Automatically resend emails to non-openers to boost open rates.

• Browsed product reminders

Close the gap from browse to buy by nudging customers on products they’ve viewed.

• Post‑purchase review requests

Ask for reviews and encourage purchases with a well-timed email.

• Coupon and loyalty triggers

Reward VIPs and prompt repeat purchases.