Email Automation Use Cases and Strategies For Every Business

Email automation refers to the use of software or services to automate routine email tasks like sending triggered emails, welcome emails, nurture campaigns, and more. It allows businesses to set up rules and logic that determine when and to whom emails should be sent based on user behaviors and other factors.

Email automation helps businesses to scale email marketing efforts and improve efficiency. Instead of manually sending emails one by one, email automation tools allow you to create email templates and set up rules to determine when those templates should be sent. This saves a tremendous amount of time and effort.


Key benefits of email automation include

  • Increased efficiency – Automate routine email tasks to save time
  • Improved engagement – Send triggered emails when users take certain actions
  • More personalization – Customize email content for each subscriber
  • Higher conversions – Send emails at optimal times to boost sales
  • Better measurement – Track open, clickthrough, and unsubscribe rates

In this comprehensive guide, we will cover everything you need to know about email automation including:


What Are The Types of Email Automation?

There are a few main types and categories of email automation.

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Welcome Emails

Welcome emails are sent to new subscribers or customers immediately after they sign up or make a purchase. These emails aim to:

  • Welcome new subscribers and thank them for joining
  • Provide quick value and build engagement
  • Set expectations about future communications
  • Start onboarding subscribers and educating them about your offerings


Nurture/Lead Nourishment Emails

Nurture campaigns send a pre-defined series of emails to subscribers with the goal of educating them, building trust, and moving them down the sales funnel. They often segment subscribers based on attributes like:

  • Website behavior
  • Purchase history
  • Interests
  • Demographics

Nurture emails can cover topics like:

  • Product capabilities and features
  • New content offers like ebooks or webinars
  • Special promotions and sales
  • Industry or role-specific content


Behavioral/Triggered Emails

These are emails sent automatically when (or shortly after) a subscriber takes a specified action like:

  • Abandoning a shopping cart
  • Clicking a link in an email
  • Visiting specific pages on your website
  • Opening a certain number of emails
  • Not taking action for a period of time

Triggered emails aim to engage inactive subscribers, promote particular content, or offer incentives to complete desired actions.


Transactional Emails

Transactional emails provide service-oriented information to subscribers. Examples include:

  • Account creation/update confirmations
  • Shipping and order confirmations
  • Password reset emails
  • App notification emails

Though not strictly promotional, transactional emails represent touchpoints that can influence how subscribers feel about your brand.


Retention/Re-Engagement Emails

These emails are sent to inactive subscribers in an attempt to win back their engagement. They might include:

  • Special offers for re-activating subscribers
  • Content upgrade offers
  • Surveys asking about their inactivity
  • Questions addressing common customer issues


Email Newsletters

Periodic email newsletters or digests are used to provide subscribers with a roundup of new content, product updates, promotions and more. Newsletters help stay top of mind and provide ongoing value.

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How Does Email Automation Work?

Email automation involves several key components working together.


Email Service Providers

An email service provider (ESP) is the software, cloud platform, or infrastructure that is used to send and manage emails. Popular ESPs include MailChimp, Constant Contact, Campaign Monitor, GetResponse, and SendGrid.

ESPs provide:

  • Tools to easily create emails using templates, drag-and-drop editors, etc.
  • Contact management to build segmented subscriber lists
  • Analytics on opens, clicks, etc.
  • Delivery infrastructure to get emails reliably to subscriber inboxes
  • Automation tools and workflows to send triggered or scheduled emails


Lead Generation

To fuel email automation, you first need to generate email subscriber leads. This can happen through:

  • Signup forms on your website or blog
  • Social media calls-to-action
  • Lead ads on Facebook or LinkedIn
  • Integrations with CRM or helpdesk platforms
  • Direct outreach and partnerships
  • Landing pages offering content upgrades or discounts

Ideally, you collect additional data on leads like demographics, interests, and behaviors to enable better personalization and segmentation.


Workflows and Triggers

Once you have leads and an ESP, you can use workflows and triggers to automate when certain emails get sent.

Workflows are a series of emails that get sent in a defined sequence. They might send a welcome email immediately after signup, then a follow up series over the next week educating subscribers about key features of your product.

Triggers are one-off emails sent when a specific event happens, like:

  • User visits pricing page
  • 4 weeks since last email was opened
  • Shopping cart abandoned

Rules and conditional logic determine which emails each subscriber receives and when. Automation allows executing these workflows and triggers at scale.


Email Copy and Design

Email copy and design are crucial to email automation success. Copy should provide valuable information written in a conversational tone. Stylistic elements like headings, lists, images, and video help engage subscribers in long-form content.

Template sections allow combining fixed content that persists across all emails (like headers, footers) with dynamic content that changes for each user. Dynamic content pulls in personalized details for each subscriber and relates to the user’s specific trigger event.

Testing subject lines, content variations, designs, timing, and more allows optimization over time.



Email automation tools provide detailed analytics on email program performance. Key metrics include:

  • Send and delivery rates
  • Open and clickthrough rates
  • Conversion rates
  • Unsubscribe rates
  • Email activity by subscriber segmentsReviewing analytics helps identify the best performing email types, subjects, content, designs and segments to inform ongoing optimization.

Email Automation Use Cases and Strategies For Every Business 3

What Are The Benefits of Email Automation?

Utilizing email automation provides many benefits, including:

More Effective Marketing

  • Send relevant, timely, and personalized content automatically based on subscriber behaviors and interests
  • Create customized nurture tracks for key segments
  • Automate follow-ups when site visitors show intent through actions
  • Improve email deliverability through proper list segmentation


Increased Efficiency

  • Save time by eliminating the need to manually trigger emails
  • Create reusable templates, document processes, and scale efforts
  • Free up marketers to focus on strategy and optimization vs execution


Higher Conversions

  • Send cart abandonment emails to automatically recover lost sales opportunities
  • Automatically request reviews after purchases
  • Follow-up quickly when prospects show interest
  • Encourage disengaged subscribers to reactivate with timely offers


Better Customer Relationships

  • Deliver an onboarding series to educate new users
  • Send anniversary and re-engagement emails to build loyalty
  • Resolve issues faster with automated notifications and confirmations
  • Create smiles with birthday discounts or special offers


More Intelligence

  • Use behavioral data to segment subscribers and personalize content
  • See how different segments respond to various email types
  • Continuously optimize based on open, click, and conversion metrics

The combination of automation and personalization enabled by email automation allows delivering the right content to the right subscriber at the right time – every time.

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What Are Some Common Email Automation Best Practices?

To maximize the impact of your email automation, keep these best practices in mind:


Focus on Value and Relevance

  • Only send emails subscribers explicitly opted-in for
  • Ensure a clear value exchange via free content, discounts, etc.
  • Personalize content based on subscriber interests and behaviors


Find the Right Frequency

  • Avoid sending too many emails as this risks unsubscribes or complaints
  • Send enough emails to stay top of mind without overwhelming
  • Test different nurture track frequencies to find the ideal balance


Write Strong Subject Lines

  • Subject lines should create curiosity and highlight value
  • Make them personal, conversational, and relevant to the recipient
  • Avoid spam triggers like all caps, over-punctuation, or urgent words


Automate List Hygiene

  • Remove hard bounces automatically to maintain reputation
  • Use re-engagement campaigns on inactive subscribers before removing
  • Unsubscribe inactive subscribers after several failed reactivation attempts


Follow CAN-SPAM Regulations

  • Allow unsubscribes via email or online forms
  • Include physical mailing addresses
  • Monitor and comply with list removal requests


Test and Iterate

  • Try different send times and days to determine what performs best
  • Experiment with email content, offers, and designs
  • Monitor performance by segment and adjust approaches as needed

Following email automation best practices helps improve deliverability, engagement, and performance over time. Be sure to stay up-to-date on ESP and ISP policy changes as well.


What Email Automation Tools Are There?

There are many best email automation platforms and tools, but some top options you can use like below:

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Mailchimp, widely recognized as a leader in the email marketing space, offers a feature-rich email automation tool that enables businesses of all sizes to engage with their audience effectively, streamline marketing workflows, and ultimately, drive sales and customer loyalty. Here’s a comprehensive look at what makes Mailchimp’s email automation tool stand out:

  • User-Friendly Interface: Mailchimp’s email automation is designed with usability in mind, making it accessible for both beginners and seasoned marketers. The intuitive drag-and-drop interface allows users to create professional-looking emails without needing advanced technical skills.
  • Automated Campaigns: Users can set up a variety of automated emails, such as welcome emails, order confirmations, abandoned cart notifications, and more. These trigger-based emails are sent out automatically based on subscriber behavior, ensuring timely and relevant engagement.
  • Targeting and Segmentation: Mailchimp offers robust segmentation options. You can divide your email list based on various criteria, including demographics, interaction with previous emails, purchase history, and more. This level of segmentation ensures that your automated emails are targeted effectively, meeting the specific needs or interests of different audience segments.
  • Personalization: With Mailchimp, you can personalize your automated emails at a granular level. By using subscriber data, you can tailor email content to include elements like the recipient’s name, recently viewed products, or recommendations based on past purchases, which can significantly enhance engagement rates.
  • A/B Testing: This feature allows you to test different email versions to determine which one performs better in terms of open rates, click-through rates, conversions, etc. By continuously testing and optimizing, you can ensure that your automated email campaigns are as effective as possible.
  • Analytics and Reporting: Mailchimp provides comprehensive analytics and reporting features that give you insight into the performance of your automated campaigns. You can track metrics like delivery rates, subscriber activity, click-through rates, and ROI, among others. These insights are crucial for making informed decisions about future campaigns.
  • Third-party Integrations: One of Mailchimp’s strengths is its ability to integrate with various third-party applications and systems— from e-commerce platforms like Shopify and WooCommerce to CRM systems like Salesforce. These integrations allow for the seamless transfer of data into your email campaigns, making automation even more potent and contextually relevant.
  • Multi-channel Marketing: Beyond email, Mailchimp supports a variety of channels such as social media, direct mail, ads, and more, allowing for consistent, automated messaging across all platforms. This omnichannel approach ensures a unified brand experience for customers, wherever they interact with your business.
  • Compliance and Security: Mailchimp adheres to international regulations, including GDPR, ensuring that your data handling is compliant with global standards. The platform also emphasizes security, providing features like two-factor authentication (2FA) to keep your account and data protected.
  • Education and Support: Mailchimp invests in customer education and support, offering resources like tutorials, webinars, and how-to guides to help users make the most of their email automation tools. Additionally, they provide various support channels, including live chat, email, and phone support for immediate assistance.



“Drip” is an e-commerce marketing automation platform known for its user-friendly interface and powerful features that are specifically beneficial for marketers, e-commerce retailers, and digital agencies. It emphasizes simplicity, ensuring that even users without extensive technical knowledge can create sophisticated marketing campaigns. Below is an in-depth look at Drip and its offerings:

  • Ease of Use: Drip prioritizes a clean, intuitive user interface, making it easy for users to navigate the platform. Its visual campaign builder allows for the easy creation of workflows with a simple drag-and-drop functionality, significantly lowering the learning curve often associated with such sophisticated tools.
  • E-commerce Integration: Drip seamlessly integrates with numerous e-commerce platforms like Shopify, WooCommerce, and Magento. This integration allows retailers to pull in data from their online stores, which can be used to personalize and trigger marketing campaigns based on customers’ shopping behaviors and preferences.
  • Customer Data Tracking: Drip provides a unified view of customers by tracking interactions across various touchpoints. It can monitor website behavior, email interactions, and purchase history, assembling a comprehensive picture of each customer. This data is invaluable for segmentation, personalization, and measuring the effectiveness of marketing campaigns.
  • Email Campaigns and Workflows: At its core, Drip is an email automation tool allowing users to set up trigger-based emails that respond to a variety of customer actions. These automated workflows can include cart abandonment emails, post-purchase follow-ups, welcome emails, and more. The workflows can be as simple or complex as needed, with multiple triggers, rules, and actions.
  • Personalization and Segmentation: Using the rich customer data it collects, Drip allows for advanced segmentation and personalization. Users can segment their audience based on numerous factors, including past purchase behavior, engagement levels, demographic information, and more. Personalized content can then be delivered to each segment, increasing relevance and engagement.
  • Visual Workflows: One of Drip’s standout features is its visual workflow builder. It provides users with a visual representation of their marketing campaigns, making it easier to construct and understand complex customer journeys. Users can visually craft each step of the automation, from triggers to actions, and immediately see how customers will progress through the campaign.
  • Multichannel Capabilities: Beyond email, Drip supports direct integration with other channels such as SMS, social media platforms, and direct mail. This capability ensures consistent messaging across all customer touchpoints, enhancing the overall customer experience and reinforcing marketing strategies.
  • Reporting and Analytics: Drip provides insightful analytics and reporting features that help users understand the performance of their marketing campaigns. These reports cover various metrics, including open rates, click-through rates, conversion rates, revenue generated, and more. The platform also allows for A/B testing of campaigns to identify the most effective strategies.
  • Customer Relationship Management (CRM): While Drip isn’t a full-fledged CRM, its features include elements of CRM functionality. By maintaining detailed customer profiles and interaction histories, Drip enables businesses to manage their customer relationships more effectively, ensuring each marketing effort is informed by the latest data.
  • Support and Community: Drip offers various support resources, including knowledge bases, webinars, and community forums, allowing users to learn from both experts and peers. They also provide direct support through different channels depending on the plan a user is subscribed to.



ConvertKit has positioned itself as the go-to email marketing solution for creators, encompassing bloggers, course developers, podcasters, YouTubers, and other online influencers. With its creator-centric features and focus on simplicity, ConvertKit offers tools tailored to the unique needs of this audience. Here’s an in-depth look:

  • Creator-Centric Design: ConvertKit’s user interface and design principles are built with creators in mind. The platform emphasizes ease-of-use, making it accessible even for those who might not be technically inclined.
  • Subscriber-Centric Approach: Unlike many other platforms that count subscribers multiple times if they’re on different lists, ConvertKit employs a subscriber-centric approach. This means subscribers are counted once regardless of how many lists or tags they’re associated with, making it more cost-effective for creators.
  • Visual Automations: ConvertKit’s visual automation builder lets creators set up automated email sequences easily. This is particularly beneficial for course developers or membership site owners who want to automate onboarding sequences or drip content to their audience.
  • Flexible Form Building: ConvertKit offers versatile forms and landing pages that can be easily embedded into websites, blogs, or shared on social media. These are essential tools for creators looking to grow their audience or promote new content, products, or courses.
  • Segmentation and Tagging: Creators can tag subscribers based on their actions, preferences, or how they joined the list. This allows for sophisticated segmentation and ensures that emails are highly targeted, increasing engagement rates.
  • Direct Integration with Online Platforms: ConvertKit integrates seamlessly with various online platforms and tools popular among creators, such as Teachable, Patreon, WordPress, and more. This is invaluable for those selling courses, memberships, or digital products.
  • Commerce Features: ConvertKit Commerce allows creators to sell digital products directly through the platform. This feature is particularly beneficial for those who want a simple way to monetize without setting up a separate e-commerce system.
  • Membership & Community Engagement: ConvertKit is designed to support creators who manage membership sites or online communities. With its automated sequences, creators can provide exclusive content, updates, or promotions to their members seamlessly.
  • Analytics and Reporting: Understanding audience behavior is crucial for creators. ConvertKit provides detailed analytics on subscriber growth, email open rates, click rates, and more. This data helps creators refine their strategies and understand what resonates most with their audience.
  • Support and Education: Recognizing the unique challenges and goals of creators, ConvertKit offers extensive educational resources, including webinars, tutorials, and articles. Their support team is also known for its responsiveness and deep understanding of the platform’s features.


Active Campaign

ActiveCampaign is a comprehensive marketing automation platform that stands out due to its combination of email marketing, sales automation, CRM, and messaging functionalities. It’s designed to provide businesses with all the tools they need to maintain and improve customer experiences, streamline operations, and grow at scale. Here’s a detailed look at ActiveCampaign and its features:

  • Advanced Email Marketing: At its core, ActiveCampaign is renowned for its email marketing capabilities. It allows users to send newsletter campaigns, triggered emails based on user behavior, and targeted messages using segmentation. The platform supports dynamic content and advanced personalization, which helps businesses make their interactions much more relevant and engaging.
  • CRM with Sales Automation: ActiveCampaign offers a built-in Customer Relationship Management (CRM) system that integrates smoothly with its marketing automation tools. This feature ensures that the sales team can manage interactions seamlessly and follow up appropriately with potential leads. It automates many aspects of the sales process, allowing teams to focus on closing deals and addressing complex customer needs.
  • Marketing Automation: The platform enables businesses to build complex, automated customer journeys. Users can set up a series of conditions, actions, and triggers to automate the marketing process. This might include sending a series of welcome emails when a customer signs up or following up with personalized content based on user interactions.
  • Omnichannel Messaging: ActiveCampaign supports multiple channels, allowing businesses to reach customers through their preferred medium. This includes email, SMS messaging, social media, and even direct mail. By maintaining a consistent message across all these channels, businesses can create a more unified and effective marketing approach.
  • Machine Learning and Predictive Sending: ActiveCampaign incorporates machine learning technologies to optimize marketing efforts. For example, predictive sending helps determine the optimal time to send emails to each individual recipient, increasing open rates and engagement.
  • Audience Segmentation: The platform offers robust segmentation capabilities, allowing businesses to divide their audience based on numerous criteria like behavior, geography, interaction history, and more. This targeted approach ensures more relevant and personalized communication strategies.
  • Dynamic Content and Personalization: ActiveCampaign allows for the creation of highly personalized content. Using data collected through interactions and behaviors, the platform can customize messages in real-time, ensuring each recipient receives content that aligns with their interests and needs.
  • Integration Capabilities: ActiveCampaign integrates with over 250 different apps and services, including payment gateways, e-commerce platforms, and social media networks. This makes it easier for businesses to centralize their operations and data.
  • Scalability: The platform caters to the needs of a wide range of businesses, from small and medium-sized enterprises to large corporations. As companies grow, ActiveCampaign’s features and insights can scale to meet their evolving demands.
  • Reporting and Analytics: ActiveCampaign provides comprehensive reports and analytics, giving businesses clear insights into campaign performance, customer behavior, and more. These data-driven insights are crucial for refining marketing strategies and making informed decisions.
  • Customer Support and Onboarding: Recognizing the complexity of its offerings, ActiveCampaign provides extensive support and onboarding services. Users can access a range of tutorials, webinars, and documentation to maximize their use of the platform. Live chat, email, and phone support are also available.



Omnisend is a marketing automation platform specifically designed for e-commerce, providing a seamless approach to integrating and automating email, SMS, and other messaging forms into a unified marketing strategy. While it can work with various e-commerce platforms, it has garnered particular attention for its deep integration with Shopify. Here’s a detailed overview:

  • E-commerce Centric: Omnisend has tailored its features to meet the unique needs of e-commerce businesses. This focus is evident in functionalities that accommodate the specific demands of an online store, such as cart abandonment reminders, product recommendations, and post-purchase follow-ups.
  • Shopify Integration: One of Omnisend’s standout features is its deep integration with Shopify. This compatibility allows store owners to synchronize their Shopify data with Omnisend seamlessly, making it easier to track customer behaviors, purchase histories, and other essential e-commerce metrics. Information from Shopify can trigger targeted campaigns, personalized messaging, and other customer engagement strategies directly through Omnisend.
  • Multichannel Marketing Automation: Beyond email, Omnisend allows businesses to connect with their customers through various channels. These include SMS, push notifications, Facebook Messenger, WhatsApp, and more. Users can create automated workflows that engage customers across multiple platforms, ensuring a wider reach and consistent messaging.
  • Email Marketing and Templates: Omnisend provides a range of customizable email templates that are specifically designed for e-commerce purposes. These templates are optimized for high conversion rates and can be used for various campaigns, including promotional emails, new product announcements, and welcome sequences.
  • SMS Marketing: Text messaging is an integral part of Omnisend’s service offering. Its SMS features allow for targeted text campaigns, integrating SMS into broader marketing automation workflows. For instance, a customer who abandons a shopping cart might receive a follow-up text message reminding them of their unpurchased items.
  • Segmentation and Personalization: Omnisend supports advanced segmentation, allowing businesses to create highly targeted content based on specific customer behaviors and preferences. This data-driven approach ensures that customers receive content, offers, and product recommendations that are relevant to their interests, which can significantly boost engagement and conversion rates.
  • Dynamic Product Content: Through its integration with e-commerce platforms like Shopify, Omnisend can pull in dynamic content from your store, including product details, pricing, and images. This feature makes it simple to create rich, product-focused campaigns without manually inputting each item’s information.
  • Customer Feedback and Reviews: Omnisend enables businesses to automate feedback collection after a purchase. Gathering reviews and feedback is crucial for e-commerce stores to build social proof and inform prospective customers, and Omnisend’s automation tools make this process much more efficient.
  • Reporting and Analytics: Omnisend offers comprehensive analytics to track the performance of marketing campaigns. These insights cover email open rates, click rates, conversions, campaign ROI, and more. Understanding these metrics is crucial for e-commerce businesses to adjust their strategies for better performance.
  • Customer Support and Resources: Omnisend provides various support resources to help businesses make the most of their platform. This includes a knowledge base, tutorials, and customer support through various channels, ensuring users can quickly resolve issues and implement best practices in their marketing efforts.



Klaviyo is a robust marketing platform that specializes in email and SMS marketing, emphasizing a data-driven approach. It’s particularly popular among e-commerce businesses due to its deep integrations with e-commerce platforms, advanced segmentation, and focus on real-time behavioral tracking. Below is an in-depth discussion of Klaviyo’s features and capabilities:

  • Data-Driven Customer Understanding: Klaviyo’s central proposition is its powerful data analytics capabilities. It collects and unifies customer data from various touchpoints, creating rich customer profiles that enable businesses to understand their audience deeply. This includes purchase history, website interactions, email engagement, and more. Such comprehensive data forms the backbone of all personalized marketing strategies executed through Klaviyo.
  • Fast and Seamless Integration: Klaviyo integrates effortlessly with numerous e-commerce platforms, CRM systems, and other tools (like Shopify, Magento, WooCommerce, and BigCommerce), allowing businesses to pull in data without the need for complex configurations. This ease of integration ensures that businesses can have Klaviyo up and running quickly, feeding it the data it requires to start developing insights and running campaigns.
  • Real-Time Behavioral Tracking: What sets Klaviyo apart is its ability to track and respond to customer behaviors in real-time. If a customer interacts with a website or makes a purchase, Klaviyo immediately updates their profile and can trigger personalized communications based on these actions. This real-time response capability makes interactions more timely and relevant, thereby increasing engagement and conversion rates.
  • Advanced Segmentation: Using the rich data it gathers, Klaviyo allows businesses to create highly detailed customer segments. Companies can segment audiences based on a wide array of behaviors, preferences, and purchase histories, ensuring that each marketing message is as relevant as possible to its recipients. This level of segmentation goes beyond basic demographics, delving into nuanced customer journeys and individualized profiles.
  • Personalized Marketing Campaigns: Leveraging its strong data and segmentation capabilities, Klaviyo enables the design and deployment of highly personalized marketing campaigns. With information on customer preferences and behaviors, businesses can tailor their email and SMS messages to match individual needs and interests, resulting in higher engagement.
  • Automated Flows: Klaviyo supports the creation of automated communication flows, allowing businesses to build complex, triggered communication sequences. These might include welcome emails, cart abandonment messages, re-engagement campaigns, and post-purchase follow-ups, all of which operate automatically based on customer behaviors.
  • Performance Analytics and Reporting: Klaviyo provides in-depth analytics on campaign performance and customer behavior. Its reporting tools offer insights into metrics like open rates, click rates, conversions, and revenue generated, allowing businesses to monitor their ROI accurately and understand which strategies are working.
  • E-commerce Focused Features: With features like product recommendations, dynamic data blocks (for real-time content updates), and back-in-stock alerts, Klaviyo addresses the specific needs of e-commerce businesses, helping them to drive sales directly through their marketing channels.
  • Community and Support: Klaviyo has a vast array of learning resources, including comprehensive guides, webinars, and an active community. Users can access direct support, but they also have the opportunity to learn from other businesses and share strategies.



Sendinblue is a marketing communication platform that emphasizes the use of AI and automation to provide a robust, multi-channel experience. It’s known for its versatility, offering not just email marketing but also SMS, chat, and more, making it a comprehensive solution for businesses looking to centralize their communication efforts. One of Sendinblue’s most appealing aspects is its very generous free plan, making it accessible for startups and small businesses with tight budgets. Below is a detailed exploration of its features and offerings:

  • AI-Powered Features: Sendinblue incorporates artificial intelligence in several ways to optimize campaign performance. This includes send-time optimization (where AI determines the best time to send messages for maximum engagement) and predictive analytics to help shape more successful campaigns based on past performance and customer behavior patterns.
  • Email Marketing: Core to Sendinblue’s offering is its email marketing service. Users can create emails using a drag-and-drop editor or HTML, benefit from a library of templates, and access detailed reporting on metrics like delivery, open rates, click-through rates, and more. The platform supports segmentation and personalization to ensure content is relevant to its recipients.
  • SMS Marketing: Beyond email, Sendinblue allows for the creation and execution of SMS marketing campaigns. This feature is beneficial for time-sensitive offers, appointment reminders, or updates where immediate attention is likely needed. Like with email, users can track campaign performance.
  • Chat Functionality: Sendinblue provides live chat software that can be integrated directly into a website, allowing real-time communication with visitors. This feature is invaluable for improving customer service, guiding sales, and gathering immediate feedback.
  • Marketing Automation: Sendinblue users can set up automation workflows that trigger specific email or SMS communications, or user list updates based on user behavior or other conditions. This functionality is essential for scaling marketing efforts, as it allows for a more personalized customer journey without the need for manual intervention at every step.
  • CRM Capabilities: Sendinblue includes a built-in CRM system, which helps businesses organize and track their interactions with customers and leads. Having marketing communications and customer relationship information in one place enhances the consistency and efficiency of campaigns.
  • Generous Free Plan: One of Sendinblue’s standout features is its free plan, which is more generous than many competitors. It allows a substantial number of email messages per day under the free plan, enabling small businesses or startups to run relatively large campaigns without initial investment. This aspect is particularly appealing for those with limited budgets or just starting with email marketing.
  • Transactional Emails and IP: Sendinblue provides reliable deliverability for transactional emails, ensuring essential emails don’t end up in spam folders. Businesses can also purchase dedicated IP addresses to improve their sender reputation.
  • Integrations and APIs: Sendinblue offers various integrations with e-commerce, content management, and other third-party systems. These integrations allow for seamless data flow and action triggers between Sendinblue and other tools businesses may be using. Additionally, Sendinblue provides APIs for custom integrations.
  • Reporting and Analytics: Detailed reporting is available for all campaigns, providing insights into what’s working and what isn’t. These analytics are crucial for businesses to adapt and refine their strategies for better engagement and conversion rates.
  • Customer Support and Resources: Sendinblue offers multiple avenues for customer support, including email, chat, and a resource-rich website with guides, tutorials, and a knowledge base. This ensures users can quickly find answers to their queries or issues.



Keap, formerly known as Infusionsoft, is a comprehensive sales and marketing platform designed specifically for small businesses. By combining various tools such as landing pages, email marketing, CRM (Customer Relationship Management), and e-commerce capabilities, Keap offers a one-stop solution that helps small businesses automate their processes, grow customer interactions, and efficiently manage their operations. Here’s a deeper look at Keap:

  • All-in-One Solution: Keap is designed as a holistic platform that consolidates multiple business functions. This all-in-one approach means that users can manage their customer information, marketing campaigns, sales pipelines, and online sales, all from one interface. This not only simplifies overall workflow but also ensures consistency in data and communication strategies.
  • CRM (Customer Relationship Management): At its core, Keap offers robust CRM software that helps businesses organize customer information, track interactions, and manage communications. This centralized system is critical for personalized customer engagement, lead tracking, and the nurturing necessary to convert leads into sales.
  • Advanced Email Marketing: Keap’s platform allows for the creation, customization, and automation of email marketing campaigns. With its advanced segmentation capabilities, users can send highly targeted communications based on customers’ behaviors, preferences, and previous interactions with the business. It also provides detailed performance reports to analyze the effectiveness of email campaigns.
  • E-commerce Capabilities: Keap extends beyond traditional marketing tools to include e-commerce features. These include the ability to set up online shopping carts, manage product inventories, handle billing transactions, and track orders. It’s an essential feature set for businesses looking to incorporate or grow online sales.
  • Landing Pages: Users can create attractive, conversion-optimized landing pages with ease using Keap’s templates and drag-and-drop builder. These landing pages are crucial for lead capture efforts, promotional campaigns, or product launches.
  • Sales Pipeline Management: Keap helps businesses streamline their sales processes by tracking and managing sales activities. It allows for setting up custom pipelines to reflect a business’s sales stages, providing visibility into ongoing deals, potential revenue, and required follow-up actions.
  • Marketing Automation: The platform allows businesses to automate repetitive tasks, such as sending out follow-up communications, initiating email marketing campaigns based on triggers, or moving leads through the sales funnel automatically. This automation is a significant time-saver and ensures no lead is overlooked.
  • Integrations: Keap integrates with several other tools and platforms, enhancing its functionality. Whether it’s connecting with third-party e-commerce platforms, social media, webinars, or other software solutions, these integrations help create a cohesive digital ecosystem for a business.
  • Customer Support and Training: Recognizing that small businesses might not have dedicated IT teams, Keap provides extensive support and training resources. This includes how-to guides, webinars, and direct contact options for customer service to ensure users can make the most of the platform.
  • Scalability for Small Businesses: Keap is designed with scalability in mind, catering to small businesses that have the potential for rapid growth. Its features are built to be as beneficial to companies with a handful of employees as they are to those that are expanding significantly.

Email Automation Use Cases and Strategies For Every Business 6

What Are Some Common Email Automation Use Cases?

Email automation spans across many different industries and use cases, including:


  • Abandoned cart and browse abandonment emails
  • Back in stock notifications
  • Order confirmations and shipping emails
  • Reviews and ratings requests
  • Retargeting recent site visitors

B2B Software

  • Demo booked confirmations
  • Post-demo followup surveys
  • Content upgrade offers for visitors
  • Lead scoring and nurture tracks
  • Account renewal/expansion emails

Online Course Creators

  • New lesson release announcements
  • Cohort community updates
  • Winback offers for inactive users
  • Deadline reminders
  • New course promotions


  • Event reminders and followups
  • Donation thank yous
  • Peer-to-peer fundraising support
  • Volunteer appreciation
  • Newsletters and impact reports

lead Generation Businesses

  • Lead notifications
  • Appointment booking confirmations
  • Review requests
  • Upsell offers after first purchase
  • Referral program announcements

User Onboarding

  • Welcome and setup guide emails
  • Product walkthroughs and tips
  • First milestone celebrations
  • Satisfaction surveys
  • Access to gated expert content

The ability to track subscriber behaviors and connect actions to automated workflows creates many opportunities to engage users beyond traditional bulk email blasts.


What Are Some Email Automation Mistakes To Avoid?

Here are some common email automation mistakes to steer clear of:


Over Automating

Don’t go overboard building endless complex workflows. Start with 3-4 foundational flows addressing core needs. You can always expand from there.


Ignoring Unsubscribes

Failing to immediately honor unsubscribe requests damages sender reputation. Never send more emails after someone opts out.


Purchasing Low Quality Lists

Buying email lists of dubious origin is risky. You’ll have low engagement and high complaints. Focus on collecting double opt-in leads.


Irrelevant Content

If content isn’t personalized and relevant to subscribers, they’ll tune it out. Use dynamic content and segmentation to send people info they actually care about.


Thinking One Size Fits All

You can’t take a blanket approach and blast the same emails to all subscribers. Tailor messaging based on subscriber attributes and behaviors.


Launching Without Testing

Don’t send a large batch of emails without piloting your workflows first. Test with small groups to identify issues before full deployment.


Not Setting Expectations

If people don’t know what they signed up for, unwanted emails will annoy them. Set clear expectations upfront about your communication.


Ignoring Analytics

Failing to monitor email program performance means missing optimization opportunities in subjects, content, design, targeting, etc.

By learning from the mistakes of others, you can steer clear of these common email automation pitfalls right from the start.

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