Setting Up Automated Email Marketing Workflows

Almost every marketer considers email marketing to be one of their top channels. However, your manual email administrative task may slip out of your hands when you have enough deadlines, content to plan, and strategies to execute. So, automation can be the key to your marketing goals if you want to hit your targets before time.


Email automation software and tools have given a new vision to the marketing world. With automation, your email workflow will have a purpose, a trigger, and a set of actions that can deepen your relationship with the lead and edge them closer to the end goal. Well, if you are new to this topic and are eager to set up your email automation workflows, you have come to the right place. In this blog, we will walk you through the steps for automating your email campaigns so that you can step up your marketing efforts to the next level:


1. Choose an email automation software


The first step toward automating your email marketing workflow is to select the right email automation software. Your choice of software can have a significant impact on the success of your marketing strategy. As a result, you need to make a smart move when picking your email automation software.


2. Define your target audience


You must choose which subscribers to your email list can be part of your campaign. Here, you may have to segment your audience based on criteria. By doing so, you can create emails that resonate well with your audience. Also, ensure your email marketing tool can segment your audience based on your niche.


3. Identify the purpose of your email campaign


Before you embark on your email automation journey, you must know what you want to gain from your campaign. For that, you need to define your goals well. 


When it comes to successful goal setting, ask yourself a few questions: Why are you sending your campaigns? What specific actions do you want your subscribers to take? Finding the answers to these questions will navigate your campaign down the right path and steer your audience through the sales funnel.


Once you launch your campaigns, you must ensure they are moving in the right direction. In other words, you must know which audiences to follow up with and which to skip. 


There is no point in sending further emails when the conversion has already happened. If you do so, you might end up losing a valuable customer. Thus, to avoid such a scenario, ensure your chosen email automation software can manage your workflow sequence.


4. Determine enrollment criteria


Set some benchmarks or rules and regulations for your contacts to get qualified for your automated workflows. For instance, you may set triggers when a user opens a link in an email. This way, you may configure your email workflows based on any criteria, including email clicks, page views, or combinations. This may ensure the accuracy of your customer data and can help you streamline your current marketing approach. 


5. Outline the desired automation workflows


Quality and consistency are essential to maintain credibility with customers. This may include how you design an email to launch it. When mapping your work sequence, you must specify the actions you desire to automate. This could be scheduling your email, updating your contact data, or segmenting your email list. 


6. Specify assets for your campaign


It’s time to check whether everything you need is available for your email marketing operation. Next, you must load your email automation software with all the creative assets you wish to add to your campaigns. By doing so, you get ready for a successful launch of your email marketing campaigns.


7. Run a trial test to see how your email automation works


Once you are done with the above steps, running an email automation test is crucial. Testing ensures that your setup sequences and triggers work according to your route map.


When performing a test, check your list of enrolled contacts and the sender’s settings, and finally, do not skip reviewing your workflow charts. By doing so, you can catch errors and optimize your emails accordingly.


8. Launch your email automation process and evaluate its performance.


After you have successfully tested out your email workflows, it’s time to send them out into the live world. When you officially launch your automated campaign, keep an eye on its progress and see if any irregularities need to be addressed. Through such continuous improvement, your email marketing efforts will eventually be able to capture your audience’s attention.


Related: How to create an amazing email marketing strategy for generating leads?

Automated emails can take a significant burden off of you. For example, with automation, you can easily design your email marketing campaign and send it out at specific times, helping you save time while fostering better customer relations.


Whether you’re welcoming fresh subscribers to your email list or sending them offers to increase their purchase value, automated email workflows can drive major conversions that may have been left behind. 


When it comes to email automation, there’s a never-ending list of perks that you can reap. Therefore, wisely incorporate the above tips into your email automation plan and streamline outbound communication with your audience.


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