2. 1. The Welcome Email
Welcome new subscribers to your email list
• 96% of visitors to your website aren’t ready to buy
But if you can get them to subscribe you can start to
build a relationship with them
• Once they subscribe, send them an automated
welcome email
Give them a discount or special offer to encourage them
to return to your site and make a purchase
3. 2. The Onboarding Email
Help new customers use your product
• People will only pay for your product if it adds value
So you need to help people use your product and see the value
it provides
• Once they create an account, send them an automated
onboarding email
Provide resources and tips on how to use the product and get
the most value out of it
4. 3. The Feedback Email
Understand how you can improve
• Your customers hold the answers to how you can improve
your business
Sending them surveys is a great way to collect feedback from
them
• Once they use your product, send them an automated email
asking for their feedback
Link to a survey to make it easy for them to give feedback, and
offer a reward for completing the survey
5. 4. The Expiration Reminder Email
Remind customers to renew
• Losing existing customers costs your business money
Research shows a 5% increase in retention can increase a
company’s profitability by 75%
• When your customer’s expiry date is approach, send them
an automated email reminding them to renew
Make it easy to renew by linking to a dedicate renewal page
6. 5. The Birthday Email
Offer something special on their birthday
• Birthdays are a special time for your customers
Showing you care can increase loyalty and drive sales
• On your customer’s birthday, send them an automated email
with a special birthday offer
Wish them happy birthday and give them a special birthday-
only offer.
• Pro Tip: If you’re offering something they might want to use on their
birthday (I.e. a restaurant voucher), make sure to send it a few days ahead
of time.
7. 6. The Appointment Reminder Email
Remind customers to schedule an appointment
• Repeat business is a critical to most companies
Research shows it’s costs 5x more to acquire a new customer
than keep an existing one
• When your customer’s next checkup date is approaching,
send them an automated email reminding them to make an
appointment
Make it easy by linking directly to an online booking page
• Pro Tip: Use tools like ScheduleOnce to create online booking pages and
allow your customers to easily book appointments
8. 7. The Lead Nurturing Email
Convince leads to purchase
• Not all leads are ready to purchase right now
In fact, research shows 50% of leads generated by
organizations are qualified by not yet ready to purchase
• Use automated emails to educate leads on your solution
Give a brief description of the content before providing a
prominent call to action to click-through and read the post
• Pro Tip: Use this 5 part automated email series as inspiration for your lead
nurturing emails
9. 8. The Blog Email
Drive readers to your content
• Email is a highly effective channel for driving traffic
In fact, email is consistently the 3rd or 4th biggest driver of
traffic for publishing powerhouse BuzzFeed
• Connect your email marketing tool to your RSS feed to
automatically send emails when new posts are published
Send them educational content that educates them on the
problem your product/service solves.
10. 9. The Event Reminder Email
Increase attendance at your events
• Your business puts a lot of effort into running events &
webinars to promote your products & services.
Unfortunately though, as many as 50% of registrants won’t
actually show up on the day.
• Send automated emails in the lead up to your event to
remind attendees and increase attendance
Include details like time & location as well as a reminder of the
value they’ll get from attending
• Pro Tip: If you’ve got slides or a recording from the event, send them out to
all registrants afterwards to make sure as many people see them as
possible.
11. Easily send any of these emails with your
Campaign Monitor account
Campaign Monitor’s email automation features make it easy to
setup automated email campaigns that grow your business