Email is a powerful marketing tool that’s especially effective when used in conjunction with other digital media. But it can be difficult to figure out how to make the most of email marketing for your business. After all, unlike social media, there’s no standard set of rules governing how and when you should use email marketing as part of your strategy. 

Fortunately, email automation has become an increasingly popular way to take advantage of the many benefits email offers as part of a larger marketing strategy. In this article, we explain what it is and how you can get started with it today.

Understanding Email Automation?

Automating any type of process can save you time and effort, but it’s important to understand the difference between automation and AI first. Automation is about applying a set of rules to a process so that it is handled automatically. 

This can be as simple as printing a reminder when an email is received, or as complex as automatically scheduling a call-to-action workflow. AI, on the other hand, is more about “learning” and “understanding” to decide on your behalf. This is why many marketers are looking to automate more of their digital activities. 

Using AI-driven tools such as automation platforms, marketing operations can automate much of the “data-driven” processes they use every day, saving time and effort while also increasing efficiency.

Why Try Email Automation?

Although email is an effective marketing tool in its own right, adding automation to its use can unlock several benefits that can boost your conversions, open rates, and click-through rates (CTR). 

You can use automation to boost your email response rate, increase conversion rates, increase brand recognition, drive sales, and more. Automation is particularly well-suited for B2B businesses, which can often rely on a long sales cycle. For instance, targeting specific sales leads using email can be an especially effective way to drive ROI as it cuts across sales cycles and can reach decision-makers when they are less likely to be distracted by other types of marketing communications. 

Email marketing can also be a great way to build your brand. When done well, email can be a powerful means of boosting your company’s visibility and showing your customers that you understand their needs.

The Benefits of Email Automation

There’s a lot to like when it comes to the many benefits of email automation. Let’s take a closer look at how they can help your business. 

Improving Email Response Rates

Automating certain actions on your email list can help improve response rates, especially when it comes to building your email list. When you send emails manually, you don’t know if the person who receives them is interested in what you have to say. Automating some of these actions can give you a better idea of who is on your list and, importantly, who is likely to respond. 

Boosting Conversion Rates

Email is a powerful vehicle for boosting conversions. Research shows that people are more likely to complete a purchase if they have received email marketing communications from your company for at least one month. This is especially true for online shopping. 

Boosting Brand Recognition

Email can also be an effective way to boost brand recognition. As well as adding value to your subscribers through content, you can use email to provide them with crucial information such as new product releases, special offers, and access to company resources. 

Driving Sales

Email can also be an effective way to drive sales. When done well, it can serve as a great way to bridge the gap between a buyer and a salesperson. It can also be an effective way to boost sales while also creating buzz around your brand. 

Building Loyalty

Email can also be an effective way to build loyalty. Sending customers relevant updates regularly can help them see your brand as more than just a transaction. It can also help you build a steady stream of new customers through customer referrals.

Building a Successful Email Automation Strategy

Before you get started with email automation, it’s important to understand what makes for a successful strategy. Here are a few key factors to keep in mind.

Clear and Consistent Timing

One of the keys to building a successful email automation strategy is to keep the timing consistent. This helps to ensure subscribers engage with your emails at the right time. – Consistent Visuals: Another key factor for a successful strategy is for your emails to look consistent and follow the same visual identity. Animations, GIFs, and images can all help to build brand recognition and encourage engagement. 

Content That Sells

The best email automation strategies incorporate content that sells. Emails are an excellent way to boost brand recognition and build a steady stream of new subscribers, but they can also be an effective way to sell products and services. 

Automating the Right Actions

Even with these tips in mind, it’s important to remember that email automation is not magic. You have to pick the right actions to automate. You also have to pick the right email automation tools to get the most out of your strategy. If you try to implement automation on your own, you run the risk of missing important steps along the way, resulting in poor outcomes. To ensure a successful automation strategy, it’s a good idea to consult with an expert. An automation consultant can help you navigate the many factors that go into a successful strategy, help you pick the right tools, and help you build a strategy that is tailored to your business goals and objectives.

Choosing an Email Automation Tool

When it comes to choosing an email automation tool, there are several factors you should keep in mind. These include the following. 


There’s no doubt that email can help boost sales and customer engagement. However, setting up and managing email marketing on your own can be a complicated process. If you don’t set aside the necessary budget, it could be difficult to implement the most effective tactics for your brand and business. 

However, there are a variety of email marketing services that offer affordable email automation solutions. These may only cost you a few dollars per month. If you start with a low-cost option, you can gradually increase your budget once you see the return on investment.

Signup Frequency

Another thing to consider when choosing an email automation tool is how often you’d like to send emails to your list. Most email marketing services offer a variety of signup options, including autoresponders, one-time signups, and drip campaigns. Drip campaigns are the most common signup method. 

In this type of campaign, customers are “pushed” to read your emails over some time. This can help you build a larger email list without annoying your customers with “spam” emails.


Email automation has become an increasingly popular way to take advantage of the many benefits email offers as part of a larger marketing strategy. Additionally, as a result, there has been a rise in spammers sending massive amounts of emails. This has raised questions about how scalable email automation is. 

Thankfully, this isn’t an issue with most email automation tools. Most offer ways to easily manage large lists and send fewer emails per batch. For example, most include a built-in unsubscribe feature. You can also use a cron job or other scheduling method to manage your emails.

Advanced Features

Email automation has become an increasingly popular way to take advantage of the many benefits email offers as part of a larger marketing strategy. At the same time, email has also become one of the most targeted channels for digital marketers. This is likely due to its high degree of personalization.


At the end of the day, email automation is just another form of marketing. This means that you should expect to pay a reasonable fee to implement it. However, you should also keep in mind that many email automation tools offer a free trial. 

If you decide to sign up for a free trial, you should make sure to evaluate the features that are important to you. If you don’t find one that fits your needs, you may want to consider paying for a paid email automation service.

Final Thoughts

Email marketing is a powerful marketing channel that offers benefits that can’t be found in social media. And, as email usage continues to grow, it’s a channel that will only continue to grow in importance in your marketing strategy. 

That’s why it’s essential to understand how it works and how you can take advantage of its many benefits. The good news is that, with a little bit of effort, you can automate important parts of your email strategy, boosting response rates, improving conversion rates, and building brand recognition.

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