How to Set Up Automated Email Marketing Workflows (with Examples)

Alexis Juanita


There is no wonder automation has turn out to be a new usual in this quick-paced globe. Automatic processes support streamline copious schedule jobs throughout many industries, allowing for you to enhance productivity when focusing on much more important initiatives necessitating human attention.

E-mail advertising automation is nothing new, way too. And seemingly, it’s in this article to continue to be: as of 2021, there had been 4 billion every day e mail users, with this range envisioned to improve to 4.6 billion by 2025. 

Even so, e-mail automation calls for a additional considerate method since you risk being overly intrusive when frustrating your customers with messages they may well come across irrelevant. This is the place e-mail promoting workflows appear to save the day.

What is an electronic mail advertising and marketing workflow?

An email promoting workflow is a collection of automatic e-mail induced by specific user actions. Personalization permits you to deliver messages to the ideal men and women at the appropriate time, supporting you to move leads down the sales funnel. 

How to established up an automated electronic mail workflow

There’s nothing at all complicated in making an automated email workflow. 

Let’s choose a look at the main ways you want to comply with.

1. Set your target

For starters, you have to have to choose on the objective of your automated e-mail workflow. While boosting conversions and revenue is the main goal of most email internet marketing strategies, it’s also value focusing exertion on tailoring individual encounters for your audience. 

Right here are some examples to get you inspired:  

  • Onboard new clients
  • Develop up trust with your users
  • Welcome new subscribers
  • Give a cost-free trial of your item or provider
  • Reveal your experience
  • Tell buyers of a product start
  • Reconnect with a shopper just after an deserted cart

2. System your emails

With your goal in mind, you need to have to choose how to accomplish it. In other phrases, you have to determine out how to carry a consumer from recognition to motion. It is crucial to glimpse at the revenue method from your customers’ point of view and perform out what they will need from you.

Also, it is crucial to decide the target viewers your e-mails will be intended for. To categorize your recipients, it is most effective to use your info on lifecycle stages. Truthful ample, due to the fact sending a welcome e-mail to current clients won’t make any feeling.

Finally, decide how several touchpoints your workflow will consist of relying on your intention. For illustration, an electronic mail or two need to suffice to welcome your new subscribers, when it is recommendable to consist of at minimum three email messages in a workflow focused at opportunity consumers.

3. Figure out enrollment triggers

Set behaviors and requirements to qualify potential customers into your workflow centered on your targets. Enrollment triggers can contain clicking a CTA, subscribing to a publication, downloading an E book, engaging in a dwell chat, producing a buy, etc.

Some revolutionary tools also make it possible for you to build extra triggers to help fine-tune the workflow dependent on how every single consumer interacts with your e-mails.

4. Craft engaging e-mail copies

Just before you get down to imaginative writing, program your e-mails. It’s critical to produce content in a rational sequence, shifting potential customers progressively by means of the funnel. 

Do investigate on how to write a suitable e mail. Don’t forget that your articles needs to have an rapid effect, so make sure you present it obviously and correctly. 

Also, steer clear of remaining way too wordy and cluttering your copies with extended, sophisticated sentences. The good news is, there are a lot of on the internet tools to assistance you polish your producing, these kinds of as Hemingway Editor or Grammarly

Final but not the very least, believe up engaging issue lines to motivate buyers to open your e-mail.

5. Established up a workflow

When your email copies are prepared and waiting around to be shipped to the recipients, you need to established time delays — the time you give end users to interact with the electronic mail prior to triggering the subsequent motion. 

Again, the time amongst emails will mostly count on your objective: a couple of days for lead-nurturing workflows, two months if you goal to showcase your experience, etc. 

Not to point out, it’s vital to produce emails at occasions when your end users are most possible to open up and go through them. 

6. Take a look at and publish your workflow

Prior to your workflow goes are living, examination it by sending email messages to your inbox. Make sure your e-mails are properly sequenced, no matter whether the make contact with record consists of applicable recipients, and seem for other feasible difficulties.

Some top rated-executing e-mail workflow illustrations you are going to want to attempt out

1. Onboarding workflow

Growing your mailing listing does not make feeling if you fall short to convince your subscribers that your small business can solve their agony points and make their life simpler. To leverage each and every contact in your list, you can generate an onboarding workflow. 

Decide on registration as the result in motion to mail the welcome message, adopted by an e mail that will assistance you master your user’s passions and choices. Dependent on the remedy, give relevant articles in your pursuing information.

2. Deserted cart workflow

According to data, 50% of users who opened an abandoned cart e-mail produced a invest in. Which is a fantastic outcome however, what if a single deserted cart email is just not plenty of? 

You may possibly want to established an automated workflow to deliver up to 10 emails next an deserted cart, showcasing the finest options of the solutions the person has been checking out or featuring a lot more very affordable selections.

3. Buy workflow

Order workflows support enrich customer activities, and make loyalty and trust, hence encouraging folks to occur back again for additional. Next messages that affirm orders and tell consumers about shipment status updates, you can deliver emails aimed at cross-marketing relevant goods.

4. Direct nurturing workflow

Direct nurturing workflows are centered on driving warmed top rated-of-the-funnel leads down the funnel to convert them into shoppers. To result in this sort of automation, it is finest to select steps reflecting users’ avid interest, like newsletter membership or Book down load. 

To capitalize on a direct nurturing workflow, share related educational material that will motivate users to get your products or service.

5. Re-engagement workflow

Re-engagement workflow is what you could possibly have to have to convey cold prospects back to the internet marketing funnel. It’s essential to publish an partaking duplicate to encourage your end users to return. 

Dependent on what you market, it is very best to set a time delay of no significantly less than six months soon after a person final opened your electronic mail.

To wrap it up

Incorporating electronic mail workflows to your promoting strategy is a ideal way to streamline your advertising and marketing method, expand conversions, and greatly enhance purchaser practical experience. By offering the right content at the appropriate time, a very well-imagined-out workflow can aid you carefully guideline users down the gross sales funnel.

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