Consumers like receiving emails from brands. In fact, according to Marketing Sherpa, 72% of customers prefer communication with companies to happen through email.

Email Automation

Source: Marketing Sherpa


In order to benefit from the full potential of email, it is crucial to know that you must neither bombard subscribers with daily messages nor keep the number of messages you send to an absolute minimum.

Email Automation

Source: 10 Facts about How and Why Consumers Like and Subscribe


To stay on top of the mind of your subscribers and monetize email marketing, you must provide users with the feeling of timely and regular communication. The sooner you get your subscribers accustomed to the frequency of your emails, the better.

Reach out to your leads when their interest in your brand is high and they are the most receptive to hearing your marketing message i.e. the moment they sign up. This is where Email Automation comes into picture. It helps to nurture a better relationship that may convert your subscribers into customers.

What Is Email Automation?

Email automation involves emails that are sent in a pre-set sequence once a new subscribe happens. As these emails are set to go out in a sequence and order that you decide, they help produce positive results with a limited amount of effort on your part.

The Benefits of Email Automation


Saves time

Email automation can be set up ahead of time. As you can schedule them at your convenience, it helps to save your precious time.

Saves money

Up to 98% of first-time visitors coming to your website are not sales ready. That is why you encourage them to join your email list. Once they have subscribed, sending automated emails greatly enhances the lead nurturing process.

Don’t wait; start from Day One! Set up a series of emails – a drip marketing program. You will have a chance of reducing cost per customer acquisition by an average of 33%.

Builds valuable relationships

Using email automation you can introduce your subscribers to your brand, and by getting more and more data at your disposal, you can address their needs better.

Not everyone who joins your email list will become a customer. However, the smart use of email automation will let you win a sizeable number.

Educates subscribers

If you’re selling to business customers, you have to remember that most of them are not ready to purchase your product or service the moment they’re browsing your website.

Prepare a few opt-in strategies with freemium content which aims at different pain points. When a visitor downloads one of your freemium PDF files, you can follow up with them through an email automation cycle.

Educational program delivered in the form of automated emails will help your subscribers make an informed decision enabling them to fulfill their company goals with your product or service.

The buying process in B2B is risky, so try to reduce the risk of investment for your potential customer by including information adequate to your leads’ buying stages:

  • Problem/need recognition – send out a bundle of informative blog posts tailored to the downloaded freemium content.
  • Information search – send testimonials of your satisfied customers and use the power of social proof. Point out the best practices enabled by the use of your software or product.
  • Evaluation of alternatives – send a snippet of a whitepaper or a branch report to create a unique selling point and strengthen your expert image.
  • Purchase decision – send, for example, five reasons to choose you as a vendor and provide subscribers with a time limited offer.

Kick-Start Customer Relationship with Email Automation

We have summed up a few ideas on how to show the new subscriber that you are committed to doing the little “extras” and your brand is customer-friendly. Consider including the following in your automated email copy:

  • Information that will build trust right from the start – Tell them about your company. Provide social proof from customers who trust your brand. Include information about customer service and social media profiles to make sure that new subscribers can easily reach out to you.
  • Information that will send visitors to your site – Flaunt your website, include the best articles or customer guidelines and start building your brand credibility.
  • Information which will help you learn more about your subscribers – Include a link to a preference center in your automated emails; it will help you segment your subscribers and also personalize your content based on their interests.

10% more sales with less ongoing work and enhanced customer engagement. Sound too good to be true? It’s not. B2B marketers who implement email marketing automation into the email marketing strategy increase their sales by an average of 10% (study).

Email automation can enable you to send the right content at the right time to the right person. With that type of relevance, your email campaigns can enjoy:

  • Better response rates.
  • Develop deeper relationships with your customers.
  • Increase revenue.

So, how can you best utilize automation to enhance your email marketing programs? Here are trending and frequently used automation programs:

Welcome Emails

We’ve talked at great length about the importance of welcome emails (we even have an infographic and a lookbook on the subject). These automated programs are incredibly effective for reaching new subscribers, making them feel welcomed to your brand, and driving great engagement and revenue.

Triggered Emails

Just like the name implies, these emails are triggered based on actions (or lack thereof). For example, a cart abandonment program can be triggered to bring back lost customers. (See our infographic on the topic). Other triggered email campaigns include post-purchase emails, browse abandonment programs, winback programs (lack of purchases over time), and many others.

Feedback Requests

Reviews can be a crucial component to building up your brand’s credibility. Facilitating the process of review collection can be automated as part of your overall email marketing program. Asking for feedback can heighten customer engagement to a great level while giving you a platform to know more about your customers’ preferences.

Special Occasion Emails

Birthday and anniversary wishes combined with special offers can make your brand a top favorite. People love to be remembered on special occasions, and utilizing your data to send these nice reminders can make your customers’ days.

Nurture Drip (Lifecycle) Campaign Emails

Every sales cycle is different. Utilizing a nurture drip or lifecycle campaign can slowly nurture your leads and prospects and ultimately help convert them into (hopefully) happy customers. These programs can help keep your brand top of mind.

What Matters in Making Automation Work:

Have you wondered how these amazing automations work? Here’s what matters to every great automation program:

  • Data Matters (for Segmentation)

    Any data point you collect can be used in some way for segmentation of your list. Each of the programs above will rely in some way on data points you collect, whether it’s signup date, purchase date, birthday, anniversary date, etc. Make sure your data collection is clean and optimized for solid segmentation to create great automated email programs.

  • Whitelisting Matters (for Deliverability)

    Make sure to ask the subscriber to whitelist your email. Positive whitelisting is a major factor in building your sender reputation and getting your emails into the inbox. After all, if it doesn’t get to your subscriber’s mailbox, it doesn’t matter how good your content is.

  • Timing Matters

    Sending the email at the best time can really help you increase the open and click rates. Find what works for your subscribers and customers and work hard to send emails at the right time.

  • Testing Matters

    Always test your emails before sending them. This can save your time and keep you safe from embarrassment. Make sure to test the entire automation process so you know your emails are going out as intended.


  • B2B marketers who implement marketing automation in their email campaigns increase their sales by an average of 10%.
  • Automation can help send the right content at the right time to the right person.
  • It has better responsiveness.
  • It’s an easy nurturing method that can better response rates.

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