Email automation could be the key component missing from your marketing plan. It offers benefits that go beyond increased productivity. It can improve communication by sending triggered, personalized email campaigns and is the ideal complement to your email and transactional marketing campaigns.

However, are you trying to learn what automated emailing is and how to auto-send emails? This blog will guide you through everything you should know about email automation to improve your outreach to your subscribers and streamline your workflows. We will also give you a few options for some of the best-automated email senders to help you get started. Keep reading to know more!

What is Email Automation?

An automatic email sent by your email service provider (ESP) in response to a specific action taken or not taken by a user on your website or web application is known as automated email. It is also called triggered email or behavior-driven email. 

With automated email, you can send one-on-one, real-time messages to increase customer engagement, loyalty, and retention. They also help you follow up with your customers or guide them through your website. 

The following are some examples of automated emails that you may send:

• Welcome emails: New users will automatically get a welcome email containing an introduction to your products and services and how they can be useful when subscribing to your newsletter from your landing page.  
• Nurture series emails: Use tailored content to guide customers through the sales funnel, addressing their specific needs and readiness for a purchase, converting them from casual browsers to loyal customers. 
• Happy anniversary or birthday emails: You can increase customer loyalty and foster an emotional bond by honoring significant occasions in their lives with exclusive discounts or prizes. 
• User verification emails: Reduce the possibility of fraud by verifying new sign-ups twice.
• Re-engagement campaigns: Inform users of what they're missing out on when they haven't used your platform or purchased in a while to regain their interest.
• Feedback requests: Set a pre-determined time post-purchase to trigger an automated email and ask your customers for feedback to improve your service or product.
• Cart abandonment reminders: Encourage customers to finish their purchases by sending timely reminders.
• Event-triggered offers: These are automatically sent to customers in response to specific actions they take, such as downloading a resource or spending a certain amount of time browsing through the catalog.

Benefits of Email Automation

Marketers and business owners who are short on time will benefit greatly from automated emailing. Here are the reasons why you should automate your emails:

1. Save time and resources by automating

You can save ample time and resources by sending out automated emails to numerous subscribers simultaneously. Furthermore, the best part is that your content can still be unique and consistent with your brand.

2. Increase customer retention

Email automation can help you reestablish your relationship with subscribers who haven't purchased from you or responded to your cold emails in a while. This is accomplished through automated win-back emails, which are designed to encourage passive recipients to re-engage with your brand.

3. Improve segmentation

Email marketing campaigns can be made more relevant and successful by using automation tools to precisely target your audience based on their location, previous purchases, or level of engagement and making an email list based on the segmentation. Real-time dynamic segmentation is another feature of email marketing automation.

4. Provide a personalized customer experience

By leveraging data-driven insights and customer behavior, you can create personalized email campaigns that connect with your target audience. These emails provide a tailor-made experience for every recipient by displaying products relevant to them, leading to increased engagement, opening rates, and customer loyalty.

What Are The Steps To Auto-Send Emails?

An automated email sender offers you all the features and tools required to automate your workflow and establish more personalized, meaningful communication channels with your audience.

To set up your campaigns and begin to auto-send emails, follow these steps:

Step 1. Set up your account by signing up

First things first, register for an email automation provider if you haven't already. Some providers, such as Neo, offer this solution for free. Spend some time setting up the necessities after creating your account:

• Verify your domain: You can maintain a uniform identity and increase brand awareness by authenticating your domain. 
• Activate sender authentication: Finish this step to ensure your emails look professional and improve deliverability.

Step 2. Create your contact list

To send automated emails, you'll need a list of subscribers and data to help create different parameters. To send your targeted emails, you can create segmentation using the following strategies:

• Behavioral segmentation: Create a custom subscribers list according to their behavior, such as previous purchases, browsing history, email engagement, etc.
• Demographic segmentation: Segment your list according to age, gender, location, income, and other factors.
• Psychographic segmentation: Using personal values, attitudes, interests, and lifestyle, you can create customer segmentation.
• Event-based segmentation: Collect subscribers who make purchases during specific seasons, holidays, or other events.

Step 3. Design an email template

You can get AI-generative writing assistance depending on the automated email sender you choose. You may also use pre-determined templates that you can customize according to your needs or create new templates from scratch. Moreover, some tools will even let you insert your HTML-based templates or other rich formatting options. 

Step 4. Set up email automation

Here comes the exciting part, which is configuring your email automation:

• Define triggers: Select the events or actions that will cause an automated email to be sent. This can occur during the registration process, during a purchase, or when a cart remains abandoned for more than 36 hours.
• Create workflows: Create sequences that will send emails according to your triggers. For instance, a re-engagement campaign for users who haven't interacted with your emails recently or a welcome series for new subscribers.

Step 5. Test and launch

Before launching your campaigns:

• Test your emails: Test emails to make sure everything appears correct and functions as it should. Verify that all devices and email clients are functioning properly. You can create a temporary email for testing purposes. 
• Schedule or start your campaign: Once you're satisfied with your emails, you can start sending them immediately or schedule them to go out automatically.

Step 6. Analyze and optimize

Analyzing the performance of your automated emails is essential. It can help you gauge the success rate and other KPIs and make necessary adjustments to enhance the performance. 

Best Automated Email Senders

Several automated email senders are flooding the market today. So, here are three automated email providers to help you improve your customer experience and engagement. 

1. Neo

Neo is among the top low-cost email marketing solutions for small businesses looking to improve their customer relationships and maximize productivity. With strong features, such as integrated forms, email tracking tools, campaign mode, email tracking, Smart Write, and more, you can design the perfect automated email series. With Neo's Email Campaigns, you can send targeted and customized emails to a list of recipients. Some of its notable features are:

Features:

• Choose the recipients of your email campaign by either creating or choosing a Contact Group containing the list of recipients.
• Compose the email using the Gen AI-powered tool, Smart Write, which appears personal in plain text, and add your own rich formatting.
• Add custom fields to personalize with your name, business name, or location.

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2. Drip

Drip is a platform for email and SMS marketing automation designed for expanding eCommerce businesses. It offers built-in analytics and multichannel marketing campaigns and allows you to create personalized segments based on preferences and purchasing patterns. 

Features:

• The app has pre-made templates, email-gathering technology, and drag-and-drop elements for easy email campaign creation.
• Email support, on-site campaigns, and unlimited email sends are included in all the plans.
• A/B testing, pre-made customer playbooks, and performance analytics can help you manage campaigns.

3. Mailchimp

Mailchimp is one of the popular email automation platforms. It comes with tools like data segmentation, templates, and personalization options such as tailor-made emails and product recommendations. Furthermore, it is easy to set up this automated email sender. Along the customer journey, businesses can designate triggers that alert customers when they view a particular page or product. A/B testing, customer branding, and email scheduling are all accessible with Mailchimp’s plans. 

Features:

• With an automated customer journey builder, you can create personalized marketing workflows that are responsive to your customer’s interests and behavior.
• Use Mailchimp’s AI to automate personalized product recommendations and generate brand-consistent emails. 
• Retargeting advertisements allow you to re-capture site visitors' attention and attract them back at the appropriate time. 

4. EngageBay

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EngageBay is an all-in-one email marketing platform for small businesses, startups, and solopreneurs. With EngageBay, you get drip email campaigns, segmentation and personalization, autoresponders, A/B testing, email tracking and scheduling, and more. EngageBay’s omnichannel marketing also lets you nurture your customers across all channels throughout the customer journey. 

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Features:

• 1000s of free, beautiful, visually stunning, and responsive HTML email templates for all occasions. 
• 360-degree customer view with customer journey mapping and omnichannel marketing
• Segmentation, automation, and email personalization to help you tailor your campaigns for better reach and response. 
• All-in-one marketing, sales, and support software to align all teams across a unified customer view. 

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Comparison & Rating

Now that we know some of the best-automated email senders let us compare them to help you discover the platform that suits your needs. We will also rate them based on their usability, user-friendliness, features, and functionality.

Wrapping Up

Email automation provides more than just time-saving bulk emailing. Personalized and timely messages help develop effective customer engagement and lead conversion. Businesses can effectively engage customers with automated email campaigns, which include reminders about abandoned carts and welcome messages. These customized experiences will quickly increase sales.

One of the best free email marketing platforms is Neo, which uses powerful marketing tools to enhance your business's credibility. Register with Neo today and enjoy a limited-time free trial to scale your business. 

Frequently Asked Questions (FAQs)

Q1. What does email automation mean?

Sending your subscribers targeted, customized emails according to pre-determined schedules or triggers is known as email automation. 

Q2. What is Email automation workflow?

Consider an email automation workflow as your assistance, sending emails on your behalf in response to established triggers and conditions. You can be certain that your subscribers will receive timely, interesting, and personalized communications when you use email automation workflow.

For example, the automation sends a kind and friendly welcome email to someone who signs up for your newsletter from your landing page without effort! To maintain interest and inform your audience, the workflow can automatically send follow-up emails at a later time.

Q3. How do you plan an automated email?

Setting up email automation begins with determining your goals for email marketing, important triggers, and targeted customer segments. After that, outline the precise messages, timing, and channels you'll use in your automation workflow. Although you can design automated workflows from scratch, email automation solutions can help you save a lot of time and effort by sending emails on your behalf without missing anything.