Create an email automation workflow

Business Benefits

Automate your email campaigns.


Review the automation workflow setup and settings in your email marketing software.

Determine the goal of your email automation workflow.

Define the trigger for the workflow as an action most likely to be a precursor of your goal.

Segment your recipient list as needed to maximize workflow and message relevance.

Determine how many emails will be needed to create enough touchpoints to maximize goal conversions, but not so many to trigger high unsubscribe rates.

Create a flowchart that outlines the individual email sends between trigger and goal.

For each step, create an email that builds on the trigger or previous email and aligns with audience expectations.

Test your workflow internally before setting it live on the trigger.

Monitor both overall goal success and individual email performance to optimize your workflow over time.