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The art of using email automation, the Holy Grail of digital marketing (+ case studies)

The art of using email automation, the Holy Grail of digital marketing (+ case studies)

By Charlotte Goyard

Published: November 10, 2024

Let's face it, personalization and responsiveness have become fundamental requirements for companies, but especially for prospects, so email automation stands out as an indispensable lever for any digital marketing strategy. Today, we're showing you marketing automation workflows applied to emailing.

By automating the sending of email messages based on user behavior and preferences, companies can not only gain in efficiency, but also enhance the relevance and impact of their communications.

This approach doesn't just simplify repetitive tasks; it creates opportunities to proactively engage your customers, while maximizing return on investment (ROI). 🔥

Definition and importance of email automation

Email automation makes it possible to automatically send predefined email messages, based on user behavior and preferences. But this process goes beyond mere convenience. It facilitates proactive communication, offering regular, personalized interaction with your customers.

This mechanism plays an essential role in marketing. Did you know that 72% of Internet users prefer to receive promotional content by e-mail? According to Marketing Sherpa.

E-mail automation continuously optimizes the prospect journey. Thanks to targeted messages that meet their specific needs, you can achieve a positive return on investment (ROI). This system is becoming a major asset in an ever-changing market.

5 benefits of email automation

Email automation offers invaluable benefits for companies looking to improve their marketing strategy.

  1. For a start, it saves a considerable amount of time. By automating the sending of e-mails, your marketing teams are freed from repetitive tasks. This frees them up to focus on higher value-added tasks. For example, the sending of welcome e-mails or newsletters can be planned in advance.
  2. Secondly, this strategy improves contact segmentation. With criteria based on purchases, behaviors or interests, you can precisely calibrate your messages. As a result, every e-mail becomes relevant, increasing the chances of conversion.
  3. What's more, automation allows you to personalize your messages even further. By integrating elements such as the recipient's first name or product recommendations, you strengthen the bond with your customers. This approach boosts engagement and satisfaction.
  4. And let's not forget the easy access to data and analysis. This enables you to monitor the performance of your campaigns in real time. This means you can adjust your strategy according to the results obtained, guaranteeing maximum efficiency.
  5. Finally, automation ensures better deliverability practices. It reduces the risk of messages being spammed, and ensures that your communications reach their target. In short, e-mail automation is a formidable tool for optimizing your digital marketing. ✨

How does email automation work? 5 case studies

Email automation relies on specific triggers, such as a user signing up for a newsletter, making a purchase, or abandoning a shopping cart. When these triggers are activated, a workflow is automatically set up, sending a series of personalized e-mails tailored to the user's actions or profile.

👉 For example, a user who abandons his basket could receive a series of e-mails reminding him of the items left behind, followed by a special offer to encourage him to finalize his purchase.

First use case:

One of the first uses concerns the sending of welcome e-mails. When a new user registers, a welcome e-mail establishes a positive first impression. It demonstrates the customer's interest in your offers. This message can also contain promotions to encourage a first action, such as an initial purchase.

Second application:

Onboarding emails are also crucial. They offer support to new customers in their use of a product or service. This is particularly relevant for models such as SaaS. By sending a series of onboarding emails, you help users overcome initial hurdles, encouraging them to become more engaged.

Third application:

Personalized reminders are another major application. Whether it's for an abandoned basket or a targeted promotion, these messages encourage customers to complete their action. In fact, more than 60% of customers who receive a reminder for an abandoned basket complete their purchase after recontact.

Fourth application:

Notifications to sales reps are also essential. When leads reach a certain level of maturity, an e-mail notifies the sales department so that contact can be made quickly. This intervention can increase the chances of conversion by a factor of nine, as Hubspot points out. This helps turn prospects into loyal customers.

Fifth application:

Finally, reactivation workflows are an effective way of rekindling the interest of inactive customers. By personalizing messages according to purchase or engagement history, these e-mails remind potential customers of the value of your products or services and encourage them to return.

How do you effectively implement email automation?

4 tips for best practice

To ensure the effectiveness of e-mail automation, adopt certain best practices.

  • Start by sending a confirmation or welcome e-mail as soon as a prospect signs up. This establishes an immediate connection and lays the foundations for a lasting relationship.
  • The right timing is also essential. Take into account your contacts' time zones to maximize the chances of your e-mails being opened.
  • Next, don't forget to segment your contacts. This increases the relevance of each message, optimizing engagement and conversion rates.
  • It's also crucial to personalize messages according to interaction history. These targeted emails generally achieve much higher open and click-through rates.

Get a tool or software

The design and technical aspects of your e-mails are crucial to their success. Make sure your automation technology integrates seamlessly with your content management system (CMS) to ensure smooth interactions.

Every e-mail needs to be tested before final delivery, to ensure that it looks good on different devices.

The choice of tools is therefore crucial not only for maximizing the efficiency of e-mail automation, but also for all your marketing automation processes.

Use tracking and optimization

Optimizing your automated campaigns is an ongoing process. It starts with defining clear KPIs to measure e-mail performance. Analyze open, click and conversion rates to identify areas for improvement.

Data analysis is essential. Use the insights provided by your tools to fine-tune the effectiveness of your campaigns. Adjust your communication based on feedback.

Maintain regular contact with your subscribers. If some of them stop responding, consider sending reactivation e-mails to stimulate their interest.

In short, email automation

In conclusion, email automation is a powerful lever in digital marketing. By adopting effective practices and using the right tools, you can not only gain in efficiency, but also improve the quality of your customer relations while maximizing conversion potential.

A clever automation strategy is the key to your business success in the digital age. 🗝️

Article translated from French