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Automating Your Email Campaigns: Your Comprehensive Guide


It is essential for business owners and marketing experts to look for ways to conserve resources and time. You will want to dedicate your time to growing your business by not sending emails or responding to consumers every single time. Email marketing is one of the things you may not take on yourself, and the best way to do so is by automating your email campaigns. 

You can find everything you need about automating your email campaigns in this article. So, dig in. 

Key Takeaway

Automating your email campaigns enables you to find and satisfy your audience, maintain efficiency, and improve the overall process of your email marketing efforts. With the right tool, email automation will be a breeze. 

What is Email Automation in Marketing?

what is email marketing
Email automation involves the automatic distribution of your emails.

An automated email, otherwise known as triggered email or behavior-driven email, refers to a message that your email service provider (ESP) distributes automatically based on a subscriber’s specific actions (or lack thereof) on your website or app. Many people often misunderstand that automating your email campaigns merely helps brands save time by distributing emails in bulk. Most marketers and brand owners believe that automating your email campaigns will only remove the manual work involved in email marketing and nothing more.

However, the reality of automating your email campaigns shows that its benefits go beyond mere efficiency and time management. For one, automation can streamline your communication through personalized campaigns, and many more.

Automating your email campaigns enables you to create emails that will reach the right audience at the right time without the need for micromanagement. When you link your website and campaign monitor email automation analytics with your chosen email marketing platform, you will have the power to target users based on their preferences, behavior, and previous sales, allowing you to personalize and tailor each customer’s experience and increase your email automation campaign’s relevance.

Active campaign email automation enables you to reach your target audience precisely. A study by Omnisend reveals that automated emails in 2023 generated 42% of all email purchases. Hence, automating your email campaigns provides you with so many benefits, going beyond mere efficiency.

So, the answer to the question, “Can email marketing be automated?” is a resounding yes. 

How To Automate Email Campaigns

20 Best Email Marketing Software
Email marketing software is the primary resource in email automation.

At this point, you may already be interested in automating your email campaigns, so you may ask, “How do I automate an email campaign?”

Thanks to email marketing tools and platforms, automating your email campaigns has already been made easy. The big idea of campaign automation is uncomplicated—create a campaign and set up a trigger or a predefined event to active automated email sending at the time of the event.

Here are the steps involved in automating your email campaigns:

  • Email Marketing tool. Start by installing an email marketing tool such as the one in our Ortto review, which offers user-friendly email automation features.
  • Develop and categorize your email subscriber list. Build it naturally through signup forms, then segment it into smaller groups based on factors like interests or behaviors.
  • Configure an automation trigger. This trigger could be any event or condition that initiates the automated campaign, such as a newsletter signup, abandoned cart, subscriber’s birthday, prolonged lack of engagement, and more.
  • Design your email campaigns. Craft visually appealing emails with images, text, call-to-action buttons, discounts, and your brand’s logos.
  • Activate the automation. Choose the optimal timing to send out your automated campaigns and activate them. Continuously monitor their performance to identify areas for enhancement.

It is important to remember that automating your email campaigns involves choosing the best email marketing tool. The right tool makes automation simple and stress-free, especially for amateurs and inexperienced marketers or brand owners. We have numerous email marketing tools to recommend, but you may start by heading to our Campaigner review.

Aside from email marketing software, you can also look for email marketing experts to help you automate your email campaigns. You may look into email campaign automation Frankfurt Microsoft consultants, and the like. 

Benefits of Automating Your Email Campaigns

As mentioned, automating your email campaigns allows you to enjoy so many benefits. Here are some of the benefits you can experience with automating your email campaigns:

Improved Customer-Retention Rate

Automating your email campaigns allows you to retain your existing customers and reach new ones. Reaching out to existing customers is not only more efficient and cost-effective than acquiring new ones but also easier with automation. To do this, ensure your messages are scheduled regularly or consistently and contain relevant content to make a lasting impact.

For instance, an email that says, “Hey, it’s been a while. Come back!” or “We miss you!” might not resonate well and could be ignored. On the other hand, consider this personalized approach and see how it rings better than a simple message:

“Dear John, it’s been some time since we’ve connected and engaged, and we wanted to share an exciting update with you. The gadget you’ve purchased parts for recently launched a new model, now available at a 50% discount! We invite you to explore this latest offering and enjoy more deals.”

Sending personalized emails that address a specific need can significantly increase the chances of re-engaging a customer.

Personalized Customer Experience

lady holding a card
You have different consumers. Make sure to address their needs properly.

Studies confirm what many marketers understand and that is customers appreciate personalized experiences, as it allows them to feel heard and well catered. According to research, 90% of consumers find personalized content appealing to some extent. Email remains the primary method for delivering personalized experiences among marketers.

Automating your email campaigns allows you to develop a sequence of automated emails that nurture relationships with customers, benefiting your clientele and your business. This approach enhances the efficiency of email marketing throughout the sales funnel.

Increased Marketing Strategy Scalability.

Manually managing an email series can pose challenges when it comes to scalability. Consider the implications if your customer base were to expand rapidly—would your current staff be able to maintain the schedule effectively?

In contrast, automating your email campaigns offers scalability to your email marketing endeavors. By configuring your platform to automatically send messages whenever someone subscribes via a custom signup form, you eliminate the need for staff oversight. This approach allows your system to respond to user behavior and send relevant messages without straining your limited resources. Explore additional email marketing campaign tips for further inspiration.

Tips for Making Email Automation More Effective

Once you have understood how to automate your email campaigns and set up your workflow, you are good to go. Here are some useful tips for automating your email campaigns:

Offer Discounts Strategically

sale signage
Give discounts wisely!

Shipping costs significantly contribute to cart abandonment rates, presenting a common challenge for online retailers.

While you may not be able to eliminate shipping fees or drastically reduce prices, offering discount coupons or promo codes can incentivize hesitant shoppers. However, it’s crucial to use this strategy carefully to avoid creating an expectation of frequent discounts among customers. 

Overusing discounts may lead to a situation where customers anticipate regular discounts, potentially impacting your profitability in the long run. 

Create Automated Drip Campaigns

Drip marketing involves sending out emails based on user actions or a schedule. These emails contain relevant content about a product, industry, or company. Drips allow your audience to know more about what you can offer, and with email automation, drip campaign emails will only be sent to those who have shown interest in your offers. 

Track Responses

You can get information from your subscriber for every automated email you send. With target automated emails, you will learn relevant details from your consumers and use them to direct your succeeding strategies and efforts. If, for example, your recipients are not responding to your discount emails or newsletters, then you can upgrade your strategies and think of a more specific one. 

Choose The Best Time

In automating your email campaigns, ensure choose the best time to send your emails. Take into account the optimal timing for delivering your message, considering both the triggering event and the content. When sending messages, ensure they are spaced out appropriately to benefit your customers rather than overwhelming them with your emails. 

It’s also noteworthy to remember that your recipients have preferred times to check their emails, so you will want to automate your emails and send them at the time your recipients are most active. Doing so increases engagement and ensures that your emails don’t remain ignored. 

Tone Down Your Volume

While many believe that more is merrier, we say it isn’t always better. It’s imperative that you send relevant emails to your email list, but automating your email campaigns requires toning down the volume of your emails. Sending too many messages at short intervals may turn away your recipients. What you can do is focus on solutions to your recipients’ concerns or content that is meaningful to them. 



automated emails stats
Automated Emails vs Campaigns by Omnisend
  • What is the difference between email campaigns and automation?
    Automating your email campaigns and your email campaigns are both integral components of your email marketing strategies, yet they serve distinct purposes and operate differently.An email campaign refers to a targeted and coordinated series of email messages sent to a specific group of recipients with a shared objective, such as promoting a product launch, announcing a sale, or nurturing leads. These campaigns are typically manually crafted and scheduled by marketers based on predetermined timelines or events, and they often require ongoing monitoring and adjustments.On the other hand, email automation involves using technology and predefined workflows to send emails automatically based on user actions, triggers, or specified criteria. Automation enables marketers to streamline repetitive tasks, personalize content based on user behavior, and deliver timely messages without continuous manual intervention. This technology allows for greater scalability, efficiency, and consistency in email marketing efforts, as it can handle a larger volume of communications and respond dynamically to customer interactions.
  • What are examples of automated email use cases?
    One common use case is welcome emails. Welcome emails are automatically triggered when a new subscriber joins an email list or registers on a website. These emails introduce the brand, provide relevant information, and often include a call to action to encourage further interaction. Abandoned cart emails are another effective automation example, where users who leave items in their online shopping carts receive reminder emails with the aim of recovering potentially lost sales.

    Moreover, personalized birthday or anniversary emails create a sense of connection and appreciation, strengthening customer loyalty. Re-engagement campaigns target inactive subscribers with tailored messages to rekindle their interest and encourage them to return to the platform.
    Transactional emails, such as order confirmations, shipping notifications, and purchase receipts, are also commonly automated to provide real-time updates and improve customer experience.
  • How do I keep my automated emails from going to spam folders?
    You can implement several best practices to ensure your automated emails avoid being marked as spam and reach your recipients’ inboxes. First and foremost, focus on maintaining a clean and updated email list by regularly removing inactive or invalid email addresses and obtaining explicit consent from subscribers. Avoid spammy language, excessive punctuation, or misleading subject lines that may trigger spam filters.
    Furthermore, authenticate your domain and set up proper email authentication protocols like SPF, DKIM, and DMARC to verify your email’s legitimacy and improve deliverability. Monitor your email-sending reputation by adhering to industry standards, such as avoiding sending emails from suspicious or blacklisted IP addresses. Segment your email list based on user preferences and engagement levels to deliver relevant content, as engaged subscribers are less likely to mark your emails as spam.

Now that you already know what is involved in automating your email campaigns, you might want to look into the costs of email marketing in this “Email Marketing Costs: Factors to Consider for your Campaign Budget” article. 

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