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Email Automation Guide: How To Automate Emails?

Email Automation Guide: How To Automate Emails?

Email Automation

Email automation has greatly improved the efficiency of communication. It helps you to manage your time by doing email-related activities for you repeatedly. In this article, we will help in optimizing your email management by providing you some of the best email automation tips. Enhance your email marketing results today! 

Whether you are using the drip email campaigns or the automated welcome emails, then the following email automation guide can come in handy.

What is email automation?

Email automation is a process of sending emails through software without the need of a person to manually do it. Some of the examples of automated emails are the welcome email, offers and discounts, and follow-up emails. 

The system applies user’s specific data to every email sent to the user. This makes it more relevant and in turn, enhances the open rates. Best automated email campaigns are time-saving and help in communicating the intended message to the target audience.

Email Marketing automation Tips & strategy

The first step that one should take is always to identify the objectives of the email marketing. First of all, define the goals that you have. Are you nurturing leads? Or are you driving sales? The purpose of having clear goals is that they enable one to have strategies that are efficient. 

However, this is not all. Next, focus on segmenting your email list. Categorize your audience. Organize them into categories according to the behavior for instance, or interest.

Apply available software programs that can help make the work easier. Select software that will work for you. Establish the events that will prompt the sending of the emails.

Email marketing Vs marketing automation

Personalization and Targeting 

Email marketing is a way of sending the targeted messages to the specific customers directly into the customer’s inbox. This enables the marketers to be able to segment their audience into various groups. 

On the other hand, marketing automation applies complex algorithms to this process to make it automatic. 

Efficiency and Time Management 

As for conventional email marketing, it is rather time-consuming. Creating each email and the list management are time-consuming activities. Outbound automation platform in marketing simplifies this process. 

With the help of automation in emails, there are ways on how you can create settings that send an email at a certain time.

Scalability and Reach 

Email marketing is quite efficient but it is not suitable for massive marketing. Sharing individualized messages to numerous people can be tiresome. 

Marketing automation outperforms other tools in this aspect. Marketing engagement tools are used in business to increase customers’ databases without necessarily having to stretch a lot of muscles. 

Analyzing and Optimizing Campaigns 

Owing to this, tracking the performance of the email campaigns is very vital to any marketer. Some of the basic metrics like open rates and click-through rates are often accompanied with email marketing services. But, marketing automation provides the next level of detail that can be obtained.

Integration with Other Tools 

Email marketing, being isolated is a very efficient form of communication but it may not be very compatible with other marketing strategies. 

However, marketing automation being not a standalone approach to marketing, has the ability to connect with many sales engagement tools.

Sales Email Automation Vs Marketing Email Automation: A Comparison

Purpose and Goals 

Sales engagement tools are used for the direct response of the audience. Its primary purpose is to transform leads to customers within a short time. Sales personnel employ it to engage the leads. 

On the other hand, marketing email automation is more varied in its application. It creates a bond that is not easily broken and fosters loyalty to the brand. 

Content Strategy 

The text in sales email automation is usually very specific and rather pushy. It frequently encompasses proposals, presentations, and meetings. 

Alternatively, the content of marketing email automation is informative in nature. It consists of newsletters, blogs, and industry news. 

Target Audience 

Sales email automation is more specific in its approach as compared to promotional email automation. This is targeted at people with high purchase intention because the site offers products and services for sale. 

However, marketing email automation is directed to a more general audience, other than the email subscribers.

Tools and Platforms 

Salespeople use specific sales engagement technologies. These tools link with CRM to monitor the interaction with the prospects. 

However, marketing email automation employs full scale marketing automation solutions. 

Metrics and Measurement 

Sales email automation metrics are centered on the direct interaction and conversion metrics. On the other hand, marketing email automation is more concerned with metrics such as the click through rates.

Top 5 Email marketing automation platforms


SendEngage. io is the best outbound automation platform that makes email marketing easy through its easy to use interface. It is ideal for both the small and big companies. The platform has very good automation capabilities. Some of its key features include:

  • Drag-and-drop email builder
  • Advanced segmentation options
  • Real-time analytics and reporting

2. Mailchimp

MailChimp is suitable for everyone right from the novice to the professionals. It offers many templates and many automation tools. It connects well with many other applications that one may be using in their business.

  • Pre-built automation workflows
  • Detailed audience insights
  • Customizable email templates

3. HubSpot

HubSpot has all the tools one needs for marketing and this includes email automation. It is useful when coordinating your marketing activities across the different platforms through which you intend to market it. HubSpot also has great features for CRM integration, including:

  • A/B testing capabilities
  • Personalized email content
  • Smart send time optimization

4. ActiveCampaign

ActiveCampaign does not only focus on the email marketing but also includes features of CRM and sales automation. It is great for companies that want to optimize their procedures. The platform has many automation features that are quite comprehensive like:

  • Dynamic content personalization
  • Advanced split testing
  • Multi-channel automation

5. GetResponse

GetResponse has everything a marketer needs to have in one place. It is famous for being simple and cheap. This platform has some of the best features for email automation covering:

  • Landing page builder
  • Autoresponders
  • Webinar integration


In conclusion, follow the above mentioned email automation tips to boost your ROI. there are so many features that are provided by email automation platforms to make your email marketing easier and more effective. From simple drag-and-drop editors for emails to the options for segmenting the audience, these tools are versatile. Get started with today to improve your email marketing strategies.