The document discusses the importance of email automation for businesses, emphasizing the need for strategies like trigger-based emails, drip campaigns, and re-engagement messages to nurture leads and enhance customer relationships. It outlines best practices for effective automation, such as segmentation, personalization, and compelling calls to action, while also recommending various email automation platforms like Mailchimp and Hubspot. Furthermore, it highlights key metrics to track, including open rates and conversion rates, to evaluate the success of email campaigns.

1. Email Automation:
Streamlining
Communications and
Nurturing Leads
In today’s fast-paced world, automated emails can make or break a business.
Learn how to create a successful email automation strategy and keep your
leads interested.
Aniruddh Saha | Digital Marketing Intern
Seven Boats Info-System Pvt. Ltd.

2. Types of Email Automations
Trigger-Based
Automate messages based on subscriber
behavior, such as form submissions,
website visits, and abandoned carts.
Drip Campaigns
A sequence of emails sent at specific
intervals designed to nurture leads and build
relationships.
Product Onboarding
Onboard users and help them get the most
out of your product. These targeted
messages help convert freemium users to
paying customers.
Re-engagement
Win back inactive subscribers with
personalized message campaigns. Re-
engage and convert leads with timely,
relevant offers.

3. Designing Effective Email Automation
1 Segmentation
Divide subscribers into groups based
on their demographic info, interests,
or behaviors. Tailor communication to
their preferences.
2
Personalization
Make your messaging more personal
by using their name and targeting the
content to match their interests.
3 Call-to-Action
Create irresistible calls to action that
increase click-through rates and drive
conversions. Make the message
about the reader's needs, not the
sender's.

4. Email Automation Platforms and Tools
Mailchimp
A popular platform that offers automation,
geolocation, analytics, and integration with
third-party apps.
HubSpot
Offers marketing support for startups that helps
nurture leads through their entire journey, from
awareness to purchase.
Klaviyo
Provides insights and reports for e-commerce
shops, and allows for segmentation,
Constant Contact
Offers email marketing, online surveys, and
event marketing tools, along with automation,

5. Metrics to Track for
Effective Email Automation
1 Open Rates
Track the percentage of
recipients who opened the
message to gauge its
effectiveness.
2 Click-through Rates
Measure the number of
clicks on links within the
message to see how
engaged the readers are.
3 Conversion Rates
Track the percentage of subscribers who took the desired action,
such as making a purchase or filling out a form.

6. Introduction: Purpose and Benefits of
Email Automation
Time-Saving
A well-crafted email
automation campaign can be
set up in advance to
automatically reach your
audience.
Increase
Engagement
Provide value to your
audience with targeted
messages that address their
specific needs and interests.
Build Loyalty and
Trust
Nurture leads with
personalized communication
and build long-term
relationships.

7. Best Practices for Successful Email
Automation
1
Keep It Short and
Sweet
Use simple language, be
concise, and get to the
point quickly.
2
Test, Test, Test
Regularly test for
deliverability, open rates,
click-through rates, and
conversions to make
improvements and
optimize strategy.
3
Add Value
Provide value with each
email that you send,
whether that’s with useful
information or exclusive
access to deals and
promotions.