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E-mail Automation: Advantages, Software program, and FAQs


Emails are quick and cheap, making them nice for companies. The difficulty is sending the correct emails to the correct individuals on the proper time. E-mail automation makes that half simpler.

However electronic mail automation can appear sophisticated and mysterious should you haven’t labored instantly with it. Nonetheless, while you perceive it, electronic mail automation is an extremely highly effective software that amplifies and simplifies your advertising and marketing efforts. Certainly, when surveyed in 2020, world entrepreneurs reported a tie between advertising and marketing automation and content material advertising and marketing as the 2 best digital advertising and marketing strategies.

On this article, we’ll cowl what electronic mail automation is and the way it works, adopted by its advantages for your enterprise. We’ll additionally cowl a number of frequent examples of electronic mail automation. Lastly, we’ll have a look at 5 of the highest electronic mail automation instruments that will help you get began.

Desk of contents

What’s electronic mail automation? 

E-mail automation is while you automate the method of sending particular person emails or a sequence of emails to your subscribers. It may be so simple as robotically emailing a coupon after somebody submits their electronic mail in your website or as complicated as incorporating habits monitoring throughout channels for a months-long electronic mail nurture program.

E-mail automation methods usually use “if-then” logic to find out when to robotically ship a message. For instance, if a buyer makes a purchase order, the e-mail automation platform sends them an order affirmation. Easy automations like this enable small groups and even one-person outlets to maintain up with their transactional emails and run primary drip campaigns.

Woman pointing to email message

Automation workflows often begin with a set off, the occasion that indicators to your automation platform that workflow ought to begin. The set off is the “if” a part of “if-then.” What the system does in response is known as an motion. This may very well be sending a one-off electronic mail, transferring a contact from one section to a different, or some other email-related motion. 

However generally, you want guardrails to make sure the motion is suitable. That’s the place circumstances and time controls are available in. Situations allow you to get extra particular (“if this and this occur, then…”). 

For instance, you can create a set off to ship a cross-sell electronic mail to clients after they make a purchase order and add a situation to ship it provided that they spend $50 or extra.

Time controls can help you ship automated emails on the proper time. Slightly than ship a cross-sell electronic mail instantly, you can add a time management that sends it 24 hours after buy. 

Not each electronic mail automation will want circumstances and time controls, however they’re very important for manufacturers with subtle electronic mail advertising and marketing methods

Why is electronic mail automation essential?

E-mail is likely one of the most essential channels for digital advertising and marketing. 

Greater than 91% of Web customers are additionally electronic mail customers. For individuals ages 25-44, the quantity jumps to 95%. The income from electronic mail advertising and marketing is predicted to achieve $10.89 billion in 2023.

The advantages are fairly convincing should you’re questioning why electronic mail is the hottest advertising and marketing channel for automation. Let’s have a look.

Saves time, effort, and cash

Think about having to personally hit “ship” for the hundreds of emails your enterprise sends. Or should you needed to copy and paste a subscriber’s title into each electronic mail. These are the time-consuming duties that electronic mail automation frees you from.

E-mail automation can prevent the difficulty of manually including subscribers to your electronic mail checklist, segmenting electronic mail contacts, scheduling time-based sends one after the other and extra. Creating guidelines and methods in your mailing checklist frees you for extra artistic and essential work.

Scales and amplifies your work

Even should you devoted all of your time to sending emails, handbook electronic mail advertising and marketing merely can’t sustain with a rising enterprise. With electronic mail automation, you may create your electronic mail belongings and inform the system when to ship them. 

E-mail automation permits a one-person advertising and marketing group to ship a whole bunch and even hundreds of emails day by day and simply create segmented electronic mail sequences for various lead phases. 

Delivers a greater buyer expertise

Clients don’t like to attend, and automation ensures they obtain the suitable emails shortly. E-mail automation platforms enable clients on the opposite facet of the world to get messages in minutes, even when your group is off the clock. 

Clients obtain extra personalised content material by automated buyer segmentation, lead scoring, and electronic mail nurturing. E-mail advertising and marketing instruments like ActiveCampaign allow you to ship automated emails and personalize their content material.

Message with personalization tokens
Message with personalization tokens

You need to use previous purchases or extra superior habits monitoring to find out a buyer’s curiosity and ship them electronic mail communications with essentially the most related content material.

E-mail automation examples 

There are countless sorts of automations for advertising and marketing emails: deserted cart emails, transactional emails, newsletters, RSS feeds, upsells and cross-sells, nurture campaigns, birthday messages, occasion reminders, and so forth.

Let’s stroll by a few of these examples to indicate how electronic mail automations work.

Deserted cart emails

Nearly 70% of ecommerce carts are deserted. 

For each one that completes a purchase order in your website, 2 different individuals began purchasing however walked away earlier than finishing their buy. Deserted cart emails are a easy and straightforward approach to get better a few of these misplaced gross sales.

An deserted cart electronic mail is triggered when a contact locations a number of merchandise of their purchasing cart after which leaves the web site with out finishing the acquisition. 

If you happen to’re utilizing ActiveCampaign, the direct integration with Shopify acknowledges that set off and begins the automation workflow. Utilizing time controls, you may ship an preliminary deserted cart electronic mail an hour later and observe up with a number of extra reminders.

Workflow for abandoned cart email
Workflow for deserted cart electronic mail

This can be a easy automation, however cart abandonment electronic mail open charges are persistently larger than 40%, and the click-through fee was 8.76% in 2021. You’ll be able to arrange an automation for deserted carts in a couple of minutes and watch the gross sales roll in.

Welcome electronic mail collection

A welcome electronic mail or a welcome electronic mail collection is a standard approach to construct buyer relationships or heat up new leads. Welcome emails are usually despatched shortly after a contact subscribes and have a mean open fee of 30%.

They’ll present priceless info and present customers what to anticipate from you. Meditation app Headspace, as an illustration, invitations electronic mail recipients to begin meditating with their attribute model imagery.

For an automatic welcome electronic mail, you’d set turning into an electronic mail subscriber because the set off, and that will start a workflow that both sends a single welcome message or begins a collection of welcome emails.

Re-engagement marketing campaign

Automated emails are a good way to welcome new contacts simply, however they will also be a priceless software to win again disengaged subscribers. 

Manufacturers ship re-engagement emails to customers who aren’t opening (or clicking on) emails or previous clients who’ve stopped shopping for. This is only one instance of an automation the place the set off is the lack of an occasion. 

Relying in your services or products, your electronic mail could be a nudge to the recipient to examine their account. You may also spotlight new options or merchandise the subscriber has been lacking.

To create an automatic re-engagement electronic mail, you’d create a set off primarily based both on an period of time or a sure variety of tried engagements. 

As with welcome emails, you could ship a one-off re-engagement electronic mail or create a collection of emails tempting the consumer to have interaction. As an illustration, you can robotically ship a message when a contact hasn’t bought in additional than 6 months. You possibly can additionally set off a re-engagement collection if a subscriber hasn’t opened or engaged with 25 emails. 

Reengagement emails are a priceless automation as a result of it’s straightforward for disengaged contacts to fly beneath the radar. With electronic mail automation, your electronic mail system identifies the contacts and reaches out with no further effort from you. 

5 finest electronic mail automation instruments

Your electronic mail automation software could make an enormous distinction in how a lot work is required of you and the way efficient your advertising and marketing might be. These are 5 of the highest electronic mail automation platforms to think about.

1. ActiveCampaign

ActiveCampaign is a complete advertising and marketing automation suite permitting you to automate superior advertising and marketing campaigns incorporating electronic mail, SMS/textual content messages, gross sales outreach, and lead scoring within the built-in buyer relationship administration (CRM) system. It’s a sturdy software with a spread of plans for companies of all sizes.

Homepage of ActiveCampaign website
Homepage of ActiveCampaign web site

E-mail automation in ActiveCampaign:

  • Cross-channel automation: With ActiveCampaign, you may create multi-channel and even omnichannel automated advertising and marketing campaigns, connecting electronic mail, ecommerce, social media, and SMS for the very best buyer expertise.
  • 800+ automation recipes: Customers have entry to a whole bunch of pre-built electronic mail workflows and different automations.
  • Transactional emails: ActiveCampaign integrates with main ecommerce platforms to robotically ship confirmations and different transactional emails.
  • Automated lead scoring: Together with electronic mail advertising and marketing campaigns, ActiveCampaign lets you automate lead scoring and different gross sales and advertising and marketing duties.

2. GetResponse

GetResponse is a advertising and marketing software program specializing in inbound advertising and marketing. It helps engagement throughout a number of channels, together with electronic mail, SMS, and chat. It gives touchdown pages and a few content material creation instruments as nicely. 

Homepage of GetResponse website
Homepage of GetResponse web site

E-mail automation in GetResponse:

  • E-mail advertising and marketing automation: GetResponse offers primary electronic mail automation options for cart abandonment and different frequent conditions.
  • E-mail creation: GetResponse gives electronic mail templates and a drag-and-drop electronic mail builder. Customers additionally acquire entry to a library of free photographs and GIFs.
  • Engagement scoring: GetResponse gives a CRM with primary contact administration and engagement scoring, which lets you tailor automations primarily based on every prospect’s shopping for stage within the gross sales funnel.

3. Sendinblue

Sendinblue promotes itself as an all-in-one advertising and marketing platform for small companies. They provide electronic mail advertising and marketing and automation, SMS advertising and marketing, sign-up kinds, touchdown pages, and a primary gross sales CRM.

Homepage of Sendinblue website
Homepage of Sendinblue web site

E-mail automation in Sendinblue:

  • Customized electronic mail workflows: Inside Sendinblue, you may create easy and superior electronic mail automation workflows. The interface isn’t essentially the most intuitive, however you may incorporate lead scoring and different complicated particulars
  • Automation A/B Testing: To enhance and optimize your electronic mail workflows, you may cut up your viewers for A/B exams.
  • Transactional emails: Sendinblue gives an electronic mail API to attach with the remainder of your tech stack and robotically ship affirmation emails and different transactional messages.

4. Salesforce Advertising and marketing Cloud

Salesforce is among the many largest names within the software-as-service (SaaS) trade. The corporate is finest recognized for its highly effective enterprise CMS, however additionally they have Advertising and marketing Cloud, their digital advertising and marketing platform. If you happen to’re already utilizing Salesforce’s CMS, Advertising and marketing Cloud could be the best path to implementing electronic mail automation.

Salesforce Email Studio product page
Salesforce E-mail Studio product web page

E-mail automation in Salesforce Advertising and marketing Cloud:

  • Cross-channel automation: As a result of Advertising and marketing Cloud clients usually use different Salesforce merchandise, you may create complicated automation incorporating electronic mail, internet, and cell interactions.
  • E-mail studio: Inside Advertising and marketing Cloud, you may construct mobile-responsive emails or begin with one in all their templates. 
  • Previews and permissions: You probably have a bigger advertising and marketing group, the power to set consumer permissions can forestall errors and false begins. Entrepreneurs can safely preview emails and automations. 

5. Adobe Marketo Have interaction

Adobe is one other main participant within the software program world, and Marketo Have interaction is the model’s advertising and marketing automation platform. Fashionable with enterprise and mid-market companies, Marketo Have interaction gives electronic mail advertising and marketing, account-based advertising and marketing, and lead administration.

Marketo Engage page on Adobe website
Marketo Have interaction web page on Adobe web site

E-mail automation in Adobe Marketo Have interaction:

  • AI viewers constructing: With their deal with bigger corporations, Marketo Have interaction lets you use synthetic intelligence to parse by giant electronic mail lists and robotically create segments.
  • Cross-channel personalization: Together with robotically personalizing emails, Marketo Have interaction helps web site, SMS, and touchdown web page personalization. 
  • Conduct monitoring: With Marketo Have interaction’s habits monitoring, the system is all the time studying about what particular person clients and viewers segments are enthusiastic about. That is one other priceless software for bigger companies.

Ceaselessly requested questions 

Right here we cowl a number of the commonest questions on electronic mail automation.

What are electronic mail automations? 

E-mail automations are when your electronic mail advertising and marketing and automation platform sends emails with out you having to personally press “ship.” They use “if-then” logic to ship acceptable electronic mail messages primarily based on occasions or buyer habits. 

Welcome emails are one frequent electronic mail automation. Usually, when a consumer fills out an electronic mail subscription kind, that motion triggers the e-mail automation system to ship a welcome electronic mail. 

You may also create extra complicated electronic mail automations to ship single emails or electronic mail sequences over weeks and months. By setting circumstances and time controls, you create “guardrails” to keep away from sending them inappropriate or poorly-timed emails.

Can I automate electronic mail in Gmail?

Fashionable electronic mail automation instruments combine with main electronic mail service suppliers, permitting you to implement automated emails on Gmail, Outlook, and different electronic mail platforms. Inside Gmail, you may schedule particular person emails, however this requires handbook motion in your half.

How do I arrange electronic mail automation?

The way you arrange electronic mail automation is dependent upon what electronic mail advertising and marketing platform you employ. Some supply pre-built automations, however most can help you construct electronic mail automation workflows from scratch. An electronic mail automation workflow requires a “set off” (comparable to a purchase order) to set off the “motion” (sending an electronic mail).

ActiveCampaign has an intuitive visible workflow builder from which you’ll construct automations, however it additionally consists of over 800 automation recipes for frequent workflows, like cart abandonment emails, occasion reminders, and extra.

How a lot does automated emails value?

The price of automated emails is dependent upon which electronic mail automation software program you employ and what number of contacts or electronic mail sends you have got. Most electronic mail automation methods have a number of plans which can be charged month-to-month, starting from $9 per 30 days to hundreds of {dollars}.

Faucet into the ability of electronic mail automation 

Between transactional emails, newsletters, promotions, and new product bulletins, the quantity, and number of emails even a small enterprise sends can really feel overwhelming. E-mail automations enable entrepreneurs to maintain up with their emails and supply far more personalised, well timed, and related content material to clients.

If you perceive how electronic mail automation works, you simply want the correct electronic mail automation software that will help you get began. Naturally, you need a platform that makes it straightforward to design lovely, responsive emails, however look intently at how highly effective and intuitive the automation course of is. 

With a whole bunch of pre-built automation recipes and an easy-to-use responsive electronic mail designer, ActiveCampaign empowers entrepreneurs to take their electronic mail technique to the subsequent degree. 
Begin your free trial immediately to see how ActiveCampaign provides you the ability of straightforward and efficient electronic mail automation.



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