• Wirya Hassan

Email Automation: All The Benefits At A Glance

Updated: Aug 18, 2019



Email automation is the magic word for time-saving, personalized and highly effective email marketing with the right software, but certainly not rocket science. I explain to you how email automation enables you to reach your customers in a targeted, individual and needs-oriented manner in all situations with little time.


What is Email automation?


Marketing Automation describes the automation of marketing processes with the help of suitable software. As part of email marketing automation, emails are set up once using

this software and automatically sent as soon as a defined event occurs.


What sounds very technical and impersonal up to this point, however, allows you to send individual, target group-oriented mailings - for example, when a prospective customer signs up for your newsletter, downloads a whitepaper after a lecture or has their birthday already

registered to one of your already registered customers.


The goal of Email automation is to significantly reduce your efforts while sending emails to each recipient according to their needs and actions.


By personalizing and adapting emails to defined events, the so-called trigger emails achieve a particularly high response. The positive side effect: you accompany your recipients and customers in the long term with appropriate content and thus strengthen their loyalty to your company.


Email automation in practice


Automation combines two basic processes: data management and campaign management.


In order to create specific campaigns and to send them individually, you need the

corresponding information about your email recipients in the previous step.


data management


Data management means the administration of your customer data, ie the administration of all data of your newsletter subscribers, Buyers, interested parties, event participants, ... As a rule, you know their name and email address. Purchases, frequency of purchase, opening rates or the behaviour of your (potential) customers in newsletters and on your website can be used to derive additional data.


The email marketing software can be used to form segments that bundle your customers and readers into interest groups.


In the case of an electronics online store, for example, a group of 35-45-year-old male customers with an interest in TV and sound equipment and a group of 25-35 year old female customers interested in video games could emerge. These segments show that it takes two completely different pitches to target the different stakeholders.


By means of the appropriate software it is possible to find similarities between specific persons and to assign these to different recipient groups.


Personalized campaign management


The next step is to define an email process for a specific target group in the Campaign Manager of your email marketing software. A newsletter-welcome-series could for example run like this: "If" the prospective customer subscribes to your newsletter, "then" he receives "after 2 hours" a "welcome mail" and "after 2 days" an "info-mail" (eg over the publication date of the newsletter, regularity, special offers, etc.). "Then" he is transferred to the "Standard Newsletter Campaign".


So if a prospective customer signs up for your newsletter, he will always be greeted automatically. This way, you can engage your recipients in person and with campaign-

related emails when their interest and openness are highest, rather than just addressing them weeks later. Best of all, you can collect information about the new recipient in order to better reach him later, after being transferred to the standard newsletter campaign.

The Benefits of Email automation


Email automation brings a multitude of advantages: It enables you to send individual, personal mailings that are precisely tailored to the needs, interests and customer life cycle stages of your recipients. With the right data and campaign management, you can achieve almost a simulation of 1: 1 communication.


time savings

Probably the most important advantage is the time savings and the simultaneous increase in the efficiency and effectiveness of your mailings. Who has time to greet each newsletter subscriber individually?


Email automation creates completely new ways of communication through the considerable time savings: from the welcome page to satisfaction surveys, information series on events or the sending of tailor-made, needs-oriented product information before and after a purchase.


Targeted targeting through better knowledge

With email automation and the right data management, you get to know your recipients and customers better than ever before. How does a reader react in your newsletter? Which contents and products interest him? Appropriate monitoring of behaviours and smart data management will give you a holistic view of your customers and individual targeting - a trend that is currently reflected in all areas of marketing under the buzzword "personalization".


More highly qualified leads

At the same time, more, and above all, highly qualified leads are created. While it often happens that marketing leads to cold leads being passed on to the sales department,

needs-oriented communication enables Leads to be individually processed and sustainably qualified. Where are the interests of the lead? Does the lead even fit into the customer grid? What information is the lead ready to give?


Higher open rates, click through rates, conversion rates & improved ROI

As a result of personalization, the open rates and thus also click rates, conversion rates and the return on investment increase. At the same time, all processes and substeps can be implemented in such a transparent way that optimizations can be made in a focused manner precisely where they are needed.


More competitive appearance in the market

As a smaller business, your larger competitors will virtually always have more resources for marketing and more sellers than you. Nevertheless, that does not mean that you are not competitive.


Email automation does not mean that the company with the higher advertising budget wins, but the one that can specifically provide its recipients with personalized and relevant content.



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