How to Create an Automated Email Marketing Workflow
Posted: Wed Dec 18, 2024 5:10 am
Now that you understand why automated email marketing is so useful, you're probably eager to get it set up. This step-by-step guide will help you out.
Choose the right email marketing platform
First, you need a solid email marketing platform to run your automated workflows. The good news? There are plenty of platforms available, including Mailchimp and Hubspot.
In fact, there are so many that it can be overwhelming. The key is to find the one that suits your business.
Start by thinking about what you want your platform to do. Should it handle complex automation sequences? Should it integrate seamlessly with your CRM or spain business fax list ecommerce platform? Look for features like advanced segmentation and in-depth analytics. You’ll also want a platform that’s scalable.
Cost is another important factor. Some platforms offer free or low-cost plans for smaller businesses, but advanced options often cost extra. Take the time to try out a few platforms and make sure you feel comfortable using them before making a final decision.
Image obtained from mailmunch.com
Setting Email Marketing Goals and Objectives
Now that you’ve chosen a platform, it’s time to define what you want to achieve with your email marketing campaign . Are you looking to increase sales, boost engagement, generate leads, or simply keep your audience informed?
Your goals should be as specific as possible. For example, instead of saying, “I want more sales,” you could aim to “increase sales by 10% in Q4 through a targeted email campaign.” If you want more engagement, your goal could be “increase email open rates by 4% in six months.” These specific goals will give you something to measure success by.
Keep in mind that your goals will also determine the content and frequency of your emails. For example, a sales-oriented goal might involve more product-focused emails, while an engagement goal might inspire educational content or personalized recommendations.
Create and segment your email list based on relevant criteria
Your email list partner is one of your most valuable assets. That being said, it’s not just about how many subscribers you have, but also who they are and what they need.
List segmentation is a must if you want to send emails that really connect with different groups of your audience. Try to think about how you can divide your list into segments. This could be based on demographics like age and location, behavior like purchase history or website activity, or level of engagement (for example, how often they open or click on your emails).
If you run an e-commerce store, you might have one segment for new subscribers, another for repeat customers, and a third for those who haven’t purchased in a while. On the other hand, if you work in the B2B sector, you might segment based on industry or the stage your customers are at in the sales funnel.
Choose the right email marketing platform
First, you need a solid email marketing platform to run your automated workflows. The good news? There are plenty of platforms available, including Mailchimp and Hubspot.
In fact, there are so many that it can be overwhelming. The key is to find the one that suits your business.
Start by thinking about what you want your platform to do. Should it handle complex automation sequences? Should it integrate seamlessly with your CRM or spain business fax list ecommerce platform? Look for features like advanced segmentation and in-depth analytics. You’ll also want a platform that’s scalable.
Cost is another important factor. Some platforms offer free or low-cost plans for smaller businesses, but advanced options often cost extra. Take the time to try out a few platforms and make sure you feel comfortable using them before making a final decision.
Image obtained from mailmunch.com
Setting Email Marketing Goals and Objectives
Now that you’ve chosen a platform, it’s time to define what you want to achieve with your email marketing campaign . Are you looking to increase sales, boost engagement, generate leads, or simply keep your audience informed?
Your goals should be as specific as possible. For example, instead of saying, “I want more sales,” you could aim to “increase sales by 10% in Q4 through a targeted email campaign.” If you want more engagement, your goal could be “increase email open rates by 4% in six months.” These specific goals will give you something to measure success by.
Keep in mind that your goals will also determine the content and frequency of your emails. For example, a sales-oriented goal might involve more product-focused emails, while an engagement goal might inspire educational content or personalized recommendations.
Create and segment your email list based on relevant criteria
Your email list partner is one of your most valuable assets. That being said, it’s not just about how many subscribers you have, but also who they are and what they need.
List segmentation is a must if you want to send emails that really connect with different groups of your audience. Try to think about how you can divide your list into segments. This could be based on demographics like age and location, behavior like purchase history or website activity, or level of engagement (for example, how often they open or click on your emails).
If you run an e-commerce store, you might have one segment for new subscribers, another for repeat customers, and a third for those who haven’t purchased in a while. On the other hand, if you work in the B2B sector, you might segment based on industry or the stage your customers are at in the sales funnel.