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Six Email Campaigns for Automation Cheat Sheet (DRAFT) by [deleted]

This is a draft cheat sheet. It is a work in progress and is not finished yet.


Email is an efficient tool that provides customers with helpful emails, while saving time and effort for marketers in the long run.

The benefits of automation are numerous: It cuts down on tedious manual tasks, reduces human error and increases consis­tency. It also helps establish a regular message cadence with recipients and provides marketers a regular baseline upon which to build metrics and measur­ements.

However, automation is not ideal for every campaign. To most effect­ively leverage this tool, view it as the first step in event-­based marketing. The more you can tie emails back to a trigger point — an easily identi­fiable time stamp such as an event, date or customer action point — the more the customers will anticipate the message and thus have a higher likelihood of intera­ction. Read on for six event-­based campaigns that are prime candidates for automa­tion.

Renewals & Reminders

Reminder emails are the perfect example of how helpful automation can be. If contacts subscribe to your products or services, it’s likely that those subscr­iptions are set to expire. Marketers are pressed for time, so it’s nearly impossible to get a firm grasp on which subscr­ibers are in within a 30-day, or other, renewal window at any given time.

This is where automation comes in. Use subscr­iption deadlines to set triggers for reminder email campaigns. This kind of campaign can be used for many different types of businesses or subscr­ibers. For instance, those who have contracts or subscr­iptions expiring, people who have purchased a product that is usually consumed or expired within an average span of time, or even contacts who have received a time-s­ens­itive promotion from your brand, will benefit from these emails.

Welcome Messages

Welcome emails are an important way for brands to establish a relati­onship with new subscr­ibers and are some of the most easily automated.

The trigger is clear — set your emails to be sent after a certain amount of time has passed from the time a contact first subscribes to your mailing list. Aim to have these welcome emails delivered within the first 24 hours of sign-up. Data suggests that the ideal time frame to send welcome emails is between 8 a.m. and 2 p.m., because marketers garner the most intera­ction from new subscr­ibers

Transa­ctional Emails

Similar to welcome emails, make sure to leverage automation for your transa­ctional emails — the messages that are sent when a customer interacts with your brand in a meaningful way. For your triggers, use certain actions (or inactions) such as purchases or password changes.

Distin­guish your transa­ctional messages from others by refraining from using sales language and including just the critical inform­ation that the customer is expecting, such as purchase confir­mation, shipping inform­ation or new password verifi­cation. By doing so, you can leverage recipient antici­pation around these emails to increase campaign open rates.

Helpful Hints

Rather than trying to sell a product or service, use some campaigns to promote usage of a service that people have already purchased or subscribed to. For example, if a B2B marketer notices that many customers are not utilizing a service included in their package, a helpful reminder email will assist them in using the product to its full extent, while building a trusting relati­onship between brand and customer.

In this case, use the absence of certain events as the campaign trigger.

Feedback Requests

In the same way that you like to help your customers, it’s likely that some of your customers might want to help you. Use recent purchases or subscr­iptions as triggers to automate emails asking for product reviews, service feedback or survey partic­ipa­tion.

Set parameters within the automation so that only your best (most intera­ctive) contacts receive these emails, as they are the most likely to partic­ipate and provide valuable feedback for your brand.

Reacti­vation Campaigns

Lastly, rely on automation to help boost intera­ction with email recipients who have gone cold. Send final, friendly emails with incentives to interact with your brand, such as small coupons. If these messages don’t motivate them to open or click-­thr­ough, remove these email addresses from your contact lists immedi­ately to help ensure delive­rab­ility rates.

Be sure to mark a specific time period from last intera­ction as the trigger for your campaigns. For instance, set it up so that contacts who haven’t interacted in 60 or 90 days are set to receive the reacti­vation emails.

With busy holiday execution underway for most marketers, automating the above campaigns will save time and stress this season — and year-round — while much of the work takes care of itself.