Easy Guide To E-Mail Automation

Steps To Automate Email Marketing
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Easy Guide For E-Mail Automation

For every marketer, efficiency is really important. That is why email automation gives us much more joy than conversions on a drip campaign at the bottom of the funnel.

In case you just got started with email automation, you need to know that it is an efficient and understandable system that makes marketing easier. However, you will need a bit of help. For this reason, we’ve organized a quick-start guide, to help make the email automation process easier for you.

What is email automation?

An automated email campaign is set up at once and sent automatically to a specific person when he/she meets a certain trigger. This is unlike email newsletters that you create and broadcast to a list of many people at once.

For instance, let’s assume that someone signed up for an account on your site and you want to send him/her an email. This email you intend to send would introduce them to your brand and show them the next course of action to take. You might give out a discount code for a first purchase, to entice the visitor, or include links that will lead them to popular resources.

Trying to manually create and send emails to every single person that signs up would take a lot of time and energy. So, rather than go through the stress, you create an automated welcome email that is sent out immediately someone new joins your list.

This is why email automation is the best! You just get to set up your email one time, and when someone meets the requirements you defined, the email will be sent even without your notice. It replaces all the unnecessary ‘human stress’ in email marketing.

Why use email automation?

It is true that newsletters and one-off campaigns will always be seen as important when it comes to email marketing strategy, but well-informed companies are using automated email campaigns that are initiated through the actions of a user.

This is because emails like these are sent at the proper time, is really relevant and appeals to the needs of the reader. Having met these standards, a reader finds it easier to open these emails, which eventually leads to more visits and income for your business

In 2008, only 40% of brands sent a welcome message to their new subscribers. However, 80% of brands now send this type of message today.

Step 1: Create a plan

Creating a blueprint for success is really important to every marketer. It is the first step in any good campaign. What you will need here is a plan to guide your automation campaign.

Automation cannot be effective unless the right data is used during the process. So, to ensure effectiveness, you need to find out what data you have to align customer actions with personalized relevant emails.

Step 2: Automation that’s right for you

The three basic types of email service providers include:

  • Freemium
  • Mid-tier
  • Enterprise.

How do you know which is right for you?

To know which is right for you, you need to find out which type of email service provider can power your email automation and meet your needs. You should also put your budget into consideration.

Step 3: Set up your workflow

After selecting a suitable system to power your email automation, the next thing is to set up the automated email messages you want to send your subscribers.


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