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Campaign Optimization · Lesson 14 of 14

Automation

Email marketing automation is the process of sending automated emails based on specific events or actions by your subscribers.

1 Learn the concept

Email marketing automation is the process of sending automated emails based on specific events or actions by your subscribers. A welcome sequence, an abandoned-cart reminder or a birthday message can all run without manual work. Automated emails often perform well because they arrive at the right moment. This lesson explains common automations and how to plan them.

A timeline of a three-email welcome seriesA WELCOME SERIESDay 0Welcome and what to expectDay 2A useful tip or storyDay 7A gentle offer or next step
Triggered automatically when someone subscribes.

2 See it in action

  • Welcome series: introduce the business after signup.
  • Abandoned cart: remind people of items they left.
  • Post-purchase: thank, guide and ask for a review.
  • Re-engagement: win back inactive subscribers.

Worked example

Planning a welcome sequence

Email 1 (immediately): a warm welcome, the incentive and what subscribers will receive.

Email 2 (day 2): a useful tip with a link to a popular page.

Email 3 (day 7): a gentle offer and an invitation to reply.

Measure: opens, clicks and first purchases.

Result to look for: a first purchase rate higher than from the regular newsletter.

3 Study an example

Example scenario

A new subscriber receives a welcome email at once, a helpful tip two days later and a gentle offer a week later. The sequence runs for every new subscriber without extra work.

4 Apply it and download

  1. Outline a three-email welcome sequence.
  2. Write the subject lines.
  3. Complete the welcome email sequence template.

Worksheet Welcome email sequence templateOpen, print or save as PDF

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