Email Marketing Automation in 2023: An Ultimate Guide

According to the latest statistics, over 69% of marketers prefer email marketing to share content with their target audiences. If you are one of them, this email marketing automation guide is for you. Below, we will explain email automation, its workflows, and tips and tricks

But why automation?

Email automation helps marketers save time by communicating relevant information to subscribers as per their actions and interests. It also makes their lives easier by removing time-sensitive tasks like sending boilerplate messages, creating email lists, and manually scheduling events. Thus, it allows marketers to focus on complicated and demanding tasks.

In addition, it will make your team more productive. For example, marketers will know the potential audience, what to send, and when.

Being a leading email marketing automation platform in Mohali, we will lead you through a complete guide. If you have just started with this, it is crucial to start with the basics. Shall we begin?

What is email marketing automation?

Email marketing automation involves implementing tailored, automated, and contextual email campaigns. It will boost the impact and accuracy of your marketing while lowering time and money consumption. Like other advertising techniques, it requires dividing the customers into several groups, which relies on their actions and characteristics. And the appropriate groups receive email campaigns that meet their needs and requirements.

However, email marketing automation works on workflows. These are preset, triggered sets of actions you want from automation software. To learn how it works, keep reading.

What is email marketing automation workflow? 

We just learned an email automation workflow is a sequence of automated emails that depends on factors like customer behavior or segmentation. So, how does this workflow function?

When a new customer subscribes to your newsletter, it triggers your email marketing automation workflow to start functioning. Consequently, it will send a welcome email to them to join the community. After a few days, your customer will receive a reminder email to follow your social media channels.

Email marketing automation workflow: A step-by-step guide

Now, you are aware of the email automation workflow. It is the right time to use it for marketing advantage. Here are the steps involved in creating a workflow for your email automation.

1. Pick your automation tool

The market is crowded with countless email automation tools. But you must choose one of the best marketing automation tools that align with your goals and needs. For this, consider the usability when making your choice.

When it comes to mastering a complicated email automation platform, you need a lot of time. But the right automation tool can make it easier. For example, Mailmunch has drag-and-drop functionalities. That means even a beginner can operate it with ease. Besides this, we have a multitude of email automation software in the market.

2. Determine your target audience

After choosing your automation tool, the next step is determining the audience to who you will send email ad campaigns. But how can you identify your receivers?

For instance, lifecycle stages are the best ways to categorize your recipients. In case of an upsell campaign, consider sending emails to existing consumers. Remember, it will target customers who have yet to buy a specific product. If you do this manually, you have to spend a significant time. That is where email marketing tools come into play. Based on the chosen parameters, you can segment your customer base effectively.

3. Build your campaign

You have your tool “Mailmunch” and know who your audience is, now create a campaign. It is the first step in setting up an email marketing automation workflow. All you need to do is log into your account, you will be directed to a dashboard.

Once you are there, click the button in the top corner on the right-hand side, “Create New Campaign.” A window will appear, “Pick a campaign,” and select automation as the campaign type.

4. Utilize a pre-built workflow process or start from scratch

You can start developing your email marketing automation workflow. The best thing is you have two options. First, use a pre-built procedure and modify it based on your goals. Second, you can create a personalized workflow from scratch.

5. Personalize your workflow

Finally, we were here for workflow customization. After completing everything, you will reach the automation builder. Use email templates to design your email campaigns. Here, you will apply lists and tags to your emails, set the scheduling, and add process criteria.

There is no doubt about the effectiveness of email marketing automation. But since the demand will be extremely high in 2023, all marketers must follow some practices to improve their gains.

Best practices for a successful email marketing automation in 2023 

1. Timing matters

Let us say you want to categorize your email list depending on demographics. In this case, paying attention to the time you send your emails is crucial. For instance, you can set time-based triggers according to the times when email opening chances are higher.

Note:* The recipients open the email campaigns during business hours. So, it is best to send emails at 8 or 9 am.

2. Conduct frequent A/B testing

Workflows for email marketing automation are not always productive. Therefore, constant improvements are necessary for successful workflows.

If you want to determine whether your workflow will be beneficial, conduct email A/B testing. With this, you will find out which components of your automated workflows function the best by comparing the results of two iterations.

3. Get rid of inactive subscribers

With an automated re-engagement workflow, you can reactivate lost or inactive subscribers. But regardless of your best marketing efforts, if you still have inactive subscribers, remove them from the list. Having inactive subscribers can harm your email marketing automation. It will impact your domain reputation.

4. Practice CAN-SPAM

Every marketer dealing in email marketing platforms should abide by regulations like CAN-SPAM. It lays forth guidelines for commercial email marketing. These are as follows:

• Avoid misleading subject lines
• Avoid using incorrect header information
• Tell your recipients your location
• The message should be in the form of an a

5. Offer unsubscribe option

As an email marketer, you should allow your subscribers to opt-out anytime. Therefore, it is essential to include an unsubscribe link in your automated emails.

The bottom line

Indeed, automation is the best way to increase the efficiency of your email marketing. It allows you to automate repetitive tasks and use valuable time to focus on customers and other important work. But to reap the benefits of email marketing automation, you must follow these tips diligently.

Hopefully, you find this post helpful. In the upcoming posts, we will explain the best marketing automation tools. Follow the SoftProdigy blog!