Email Automation: Best Practices for Success

Are you struggling to get sales and leads from your email campaigns? But don’t know where you should start to improve your email automation for better campaigns? Don’t worry; in this blog, you will get a deep understanding of how you can automate emails for the best results.

Always focusing on how to grow your business is a good approach. However, it’s important to spend time focusing on automated email marketing to help customers learn more about your business. So, it encourages them to keep coming back and reminding them why they purchase from you. 

Moreover, automating emails will free up your time to focus on other valuable tasks. Whether you’re a marketer, small or medium business owner, or just starting your business. It helps you stay connected with your target audience and respond to their queries quickly. 

It also helps to grow your business and maximize your ROI. Study shows that automated emails make 320% more revenue than non-automate emails. So, it helps a lot in driving sales and increasing conversion and open rates of emails. 

However, in this blog, we will discover how to automate emails to their best practices. Also, we mention some popular email automation tools that will help to minimize your workflow effectively. 

What is Email Automation?

Automating emails is the process of creating bulk emails that will automatically be sent to specific customers. They will activate specific times, events, and desired customer actions. In other words, it’s a way to communicate with your customers with the right message at the right time.

There are different kinds of triggers when your email is sent to customers automatically such as; 

• Birthday or anniversary greetings
• Welcome mail for new subscribers 
• Product promotion emails 
• Order placements emails 
• Shipping confirmation emails
• Order cancelation emails
• Cart abandonment emails
• Occasional greetings 
• Achievements or accomplishments emails

However, it’s a great way to personalize your customer experience and keep with them on each step. Also, email automation tools make it easy to create automated email campaigns based on your specific trigger. Moreover, it helps you to automatically send emails to specific customers or subscribers to your email list with a single click. 

How to Automate Emails? 

Email automation is the process that helps individuals smooth the email-sending process without manual effort. Firstly, you need to consider the purpose of sending emails to your customers. It may be a welcome message, follow-up emails, or sending occasional or personal greetings also, if they’re purchasing or signing up for newsletters or visiting a specific page of your website.

Setting triggers will help you to make your email more relevant to the target audience’s specific action. Now, write email content by considering the trigger, ensuring you write clear, concise, and engaging content. Also, you don’t need to put irrelevant information or additional stuff as it may overwhelm the users. 

Lastly, schedule it based on the specific timing of triggers for better results. Also, it’s worth it to send this email after the trigger occurs, don’t delay for a certain period. Also, you can test different email automation tools to check what works the most for your business. 

However, ensure you’re timely monitoring email performance to make necessary adjustments. 

Best practices of email automation 

1: Automated follow-ups

Automated follow-ups will be very effective to keep the communication consistent with the customers. Sending manual reminders will be overwhelming, so we must set up automatic follow-up systems. So, it will help you to send your message to the specific customers after some period. 

Also, personalize your automated emails follow-ups based on customer-specific behaviors. For example, if someone is visiting your site but doesn’t make a purchase. You may send them a gentle reminder with more information about your business products or services. 

However, you can share with them a discounted or special offer that encourages them to purchase. It also helps you to build a community of nurtured leads and loyal customers.

2: A/B Testing 

A/B testing refers to the process of testing and comparing different emails to check which performs the best. For this purpose, you can test different subject lines, images, and call-to-action buttons to analyze which perfectly suits your audience. However, you can schedule these tests at different times to track customer behaviors. 

These insights will help you to improve your email campaigns and maximize the efficiency of email automation. It also helps you to increase your open rates and get higher engagement and conversion. Because through this, you’re able to deliver the content that your audience is demanding. 

3: Track customers’ response 

Whenever you send an automated email, you have the opportunity to get information from each customer. When you learn about your buyers, you can decide your next move easily. Also, email automation will provide information such as open rates, click-through rates, and how many people take action after reading it. 

These insights will help you to make improvements in future email campaigns. For example, if you are not opening discounted emails or other product recommendations, then try a different approach. However, if the engagement rates are very low, ensure to write valuable information in an engaging tone. 

So, tracking customers’ responses to your emails will help to make a successful future campaign. 

4: Discount Offers

Offering discount offers is another excellent sales promotion example for making the most of your email automation. There are many reasons that your customers abandon their shopping carts. It may be higher shipping costs, expensive products, other service charges, or additional fees on cash on delivery. 

So, you can offer discount codes, coupons, and vouchers to your customers with reminders or follow-ups. It helps them to remember their selected items with a discount to complete the purchase process. However, you can offer discounts during special occasions like birthdays, anniversaries, and other holidays to build stronger connections. 

Through this, they feel more valued, which keeps returning to your business. 

5: Additional tips 

The following are some additional tips that help to boost the effectiveness of your email automation. 

• Personalize the email with the participant’s name.
• Divide your email list into smaller units based on specific behaviors, demographics, and interests.
• Most people check emails on their phones, so ensure to make it Mobile-friendly.
• Use triggers to send automated emails. It will ensure that emails arrive at the right time after the specific customer’s action. 
• Keep the message clear and concise and only have key information.
• Add a clear CTA like “learn more” and “Buy now” to guide the reader about the next steps. 

Best Email Automation Tools 

1: Brevo

Brevo is the most popular email automation tool that has a complete newsletter for advanced automation. It is available at affordable prices to support entrepreneurs and small business owners. Also, it offers a free plan in which you can send 300 emails each day. 

Also, you can customize its trigger to sales reminders, lead scoring, transactional emails, etc. It has CRM software, which has lead-scoring abilities to maximize effectiveness. So, it is an ideal choice for e-commerce store owners who want to use only one tool for their entire email marketing. 

You can’t create multiple user logins with this Tool, and you can’t run A/B Testing emails. However, it is best for transactional emails such as order placements or invoice emails. 

2: MailChimp 

It offers a range of automation features which makes them everyone’s favorite. Its advanced triggers include blog and article updates, updated user contact information, open and click rates, etc. Also, you can send your customers reminders about abandoned carts, order placements, order confirmation, and product update emails. 

However, By logging into Mailchimp you can directly integrate into Shopify and build your landing pages. You can track detailed insights about open rates, click-through, and engagement rates to run your email automation effectively. It also integrates with multiple apps, social media, and blogging platforms to smooth your email marketing process. 

It has no free plan; you have to spend money to experience this automation tool. Its e-commerce integration will provide built-in templates that help online store owners to speed up the process. 

3: Hubspot

Hubspot is the best email automation platform that focuses on conversion and engagement. It automates repetitive marketing tasks based on the customer journey to provide a personalized experience. Also, it has a built-in marketing automation app that collects useful information about customers through CRM. 

It’s a worthwhile spending tool that has CRM and additional features to improve your sales. Also, it has an amazing tool that smooths your email marketing campaigns within less time and brings more results. However, it has different paid plans, so if you just want to check out how it works, prefer the basic one.

4: Active Campaign

If you want to experience deep email marketing automation tools, then Active Campaign will satisfy your needs. It has plenty of email automation features. Whether you want to do segmentation, quality content, site performance, or lead generation, it will help you a lot. 

Moreover, it has a built-in CRM that helps to track your sales and marketing data and set up relevant follow-ups. It is an outstanding tool for both large and medium enterprises to smooth their workflow. However, multiple templates will help to create personalized emails that perfectly resonate with your target audience. 

5: Omnisend

Omnisend is one of the easy-to-use email automation tools which is best for online e-commerce stores. It will smooth the process of email marketing from creating an email list to scheduling emails for triggers. However, its simple and user-friendly interface will help a lot to edit your emails. 

Also, it offers a lifetime offer where you can enjoy all advanced features unlimitedly. It has multiple paid plans, so choose one of those that suit your business needs. However, it is considered the most affordable tool through which you can automate all your tasks. 

6: Marketo

It is the most powerful email automation tool to improve your marketing efforts through effective email campaigns. It helps businesses to create content based on specific behaviors and demographics. However, it segments your audience from your email list so that you can deliver the right message to the right audience. 

Moreover, its user-friendly interface will help marketers create visual-appealing email campaigns without having expert designing skills. You can analyze different key metrics such as engagement and conversion rates to open and click-through rates. This real-time insight will help you to make adjustments to your campaigns for more effective results. 

Also, its CRM software will help build customer interaction and generate nurture leads. It helps to save time for businesses while maintaining strong customer relationships and higher ROI. 

Benefits of Email Automation

Automated emails are not only not improving sales and leads but are also advantageous in many aspects, which are as follows.

1: Improve customer experience

Automated emails are a great way to improve your customer experience. Personalized emails and content that is relevant to customer queries, problems, or solutions will be very effective. Research shows that 90% of customers are finding personalized content more appealing. 

It will also help to improve and grow customer relations with your business as they connect consistently. So, email marketing and automation play an important role in growing your business faster. However, email automating tools will allow you to make content based on the customer’s real-time activity 

So, by understanding their real-time activity, you can identify which guidelines they need after this specific action. 

2: Ease your workflow

Email automation will ease your workflow and save a lot of time and energy. You don’t need to send emails to every subscriber, as it takes more time and effort. So, it will help you to stay in touch with potential customers from one platform. 

But the best thing is that you’re still able to personalize each email according to specific customers’ preferences. There is no need to perform the same tasks every day. So, you just need to set up specific triggers that will help you to personalize your email campaigns. 

Overall, it’s a cost-effective way to ease your workflow without taking any risk to your business. 

3: Boost performance 

Email automation will help a lot to improve your overall marketing results. According to a study, automated emails will increase 77% of conversion rates and 80% increase in leads effectively. However, it helps your leads to move towards the sales funnel process.

Firstly, it engages them with the relevant content and clear call-to-action guides for the next steps. After this, automated follow-ups will help them to take the desired action while maintaining a positive experience. So, it helps small, large, or medium enterprises to boost the performance of their overall marketing efforts. 

4: Build strong relationship

Email automation will also help you to build strong relationships with your customers. Automate email tools have CRM software that provides valuable data of customers to make email campaigns more relevant.  Also, it ensures that you get a maximum engagement rates and higher return on investment. 

Moreover, through valuable product and service information, you can improve brand awareness through automated align emails. It’s much easier to sell them you’re products or services because you’re aware of what customers need. Also, when your message is aligned with specific demographics of customers, they feel more connected and valued to your business. 

Building a relationship with your customers is the best way to encourage your customers to come back for purchase. 

Conclusion 

Overall, email automation helps to connect and engage your target audience effectively. Through automation, you can perform other valuable tasks at the back. It also saves your bulk time to build strong and pure relationships with your target audience. 

Moreover, automated follow-ups will encourage your users to make repeat purchases. A/B testing will refine your email marketing strategies according to specific customers’ needs and preferences. You are also able to track customer responses and make more relevant email campaigns. 

Also, we will mention some popular and effective email automation tools that will maximize your revenue. By understanding the benefits of automating emails, you can strengthen your business. So, don’t waste more time on manual campaigns! Make the most of email automation! 

Frequently Asked Questions (FAQs)