Email marketing automation eliminates time-consuming tasks, such as preparing email lists, sending generic messages, or scheduling events manually. This gives marketers and salespeople more time to work on projects that require their attention (or cannot be fully automated).
Now let's look at how this process actually works.
How to Automate Email Workflows
Select email automation software.
Identify who you're sharing your email campaigns with.
Determine your email campaign's goal.
Set enrollment criteria.
Determine which processes you want to automate with Workflows.
Create your email campaign assets.
Check your email automation setup and run a test if possible.
Make our email automation workflow live and monitor its progress.
Pro tip: While you work through the following steps, keep the teachings from this video on email marketing in mind — many of the topics covered below are also touched on in the video and vice versa — after all, your email marketing automation is part of your email marketing strategy.
1. Select email automation software.
There are several email automation software on the market today — the key is selecting the best option for your business and goals.
With HubSpot's Marketing Automation Software, you can automate your email drip campaigns without any code. Select triggers, conditions, and actions, so your emails are sent to the right audience members at the right time.
Pair your email campaign workflows with goals to track and analyze their success. And speaking of workflows, you can visualize, customize, and personalize them to help you target every individual in your contact database.
(You can also use HubSpot to automate many other tasks besides email, such as lead scoring, lead rotating, webhooks, etc.)
Pro Tip: Use HubSpot's Marketing Automation software to automate and personalize email campaigns to move prospects through the marketing flywheel and generate qualified leads.
Versium Reach: Best email marketing automation software to visualize and segment customers.
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email marketing automation tools: versium reach
Versium Reach allows you to create target audiences that you can use across various marketing platforms (like HubSpot) and channels to help you effectively target and reach those groups through your email (and other digital) campaigns.
Versium Reach helps you visualize and segment your customers so you can tailor your email campaigns to them no matter which stage of the buyer's journey.
The tool also helps you maintain a cost-effective lead generation strategy — Versium allows you to experiment with a single data source for better-performing customer segments.
Mailchimp: Best email marketing automation software for connecting ecommerce and email platforms.
Mailchimp makes it easy to deliver personalized and relevant messages and purchase paths to individuals based on their contact information and how they interact with your company. Send-time optimization then schedules your emails to be sent when your customers are most likely to engage with them.
Mailchimp offers many ecommerce integrations (e.g. WooCommerce, Shopify) so you can connect your online store to the email tool — this way, you can target customers based on their purchases.
Mailchimp offers six main types of email automation to make your team more productive and efficient — customer journey automation, behavior automation, transactional email automation, postcard automation, date-based automation, and RSS-to-email automation.