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Home Blog Business and Marketing​​ Ultimate Guide to Automated Email Campaigns for Small Businesses
A sample automated email campaign
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Ultimate Guide to Automated Email Campaigns for Small Businesses

Key takeaways: 

  • Email automation helps small business owners build customer relationships by delivering personalized and timely emails automatically whenever the customer completes a pre-designed trigger. 
  • Email automation can enhance the customer experience by announcing limited promos and new developments with your brand, such as product releases. 
  • Building marketing campaigns based on a template can avoid email faux pas like triggering spam filters. 

Modern email automation now usually leverages AI to send emails based on specific triggers your customers perform. It can aid your email marketing efforts by engaging your customers and keeping your brand at the forefront. 

Email marketing can be intimidating, but with the help of automation software, you can set aside the grunt work tasks and focus on more important assignments like responding to customer inquiries. 

Here, we’ll guide you through the ins and outs of email automation. We’ll also talk about its benefits, discuss the common types, and suggest some of the best automation software. 

What is email automation? 

Email automation is a marketing technology that sends personalized emails to your customers depending on the actions they take — or don’t take. 

Instead of sending individual emails to your customers, email automation lets you design a series of personalized emails that your customers receive whenever they complete an action, such as buying a product, signing up for a newsletter, or logging in as a new user. 

It helps businesses engage with their audience more effectively. 

Delivering automated and personalized emails makes customers feel like your business cares about their well-being. For instance, timely emails like birthday promos or product recommendations based on previous purchases encourage your customers to build a relationship with your brand. 

Benefits of email automation  

Automated email marketing tools offer a range of benefits that can help streamline your marketing. 

Here are five of its most significant benefits for small business owners like you:  

Time-saving  

Automated marketing campaigns save you a lot of time by doing the work for you. Once set up, the software automatically sends emails, so you don’t have to send each message manually. This frees up your time to focus on other important tasks.  

Personalization at scale  

Email automation lets you send personalized emails based on factors like customer behavior, preferences, or demographics. For example, you can automatically send emails when new customers sign up for your services or re-engagement campaigns for clients with lapsed accounts. This level of personalization helps improve engagement and enhance customer retention in the long run. In fact, a 2023 Omnisend report found that customers are 42% more likely to open personalized welcome emails sent through email automation software. In comparison, the same study cited that regular campaigns with generic messaging had an open rate of 25%. 

Cost-effective  

Automated email software can handle tasks that would normally require a whole team. Once set up, it runs with minimal maintenance. You can reach more customers and boost your ROI without the extra costs of hiring more staff.  

24/7 marketing  

Marketing automation platforms can run even when you’re not available. You can reach your customers anytime, anywhere, while providing timely promotions such as flash sales, limited-time discount coupons, or holiday campaigns without your intervention.  

Scalability  

As your business grows, email automation can grow with it. Whether you’re sending 100 emails or 100,000, the process remains efficient and consistent regardless of organization size.  

Common types of automated email marketing campaigns  

Depending on your marketing strategy, you can use several types of automated campaigns. Here are the most commonly used email marketing automation techniques:  

  • Welcome emails. Sent to new subscribers or customers to introduce them to your brand. They include a warm greeting, a brand overview, and sometimes a special offer.
  • Onboarding emails. Sent to new customers or users to help them get started with your product or service. They usually offer tips, instructions, or a welcome offer to ensure the new user has a good experience and knows how to use what they bought or signed up for.  
  • Lead nurturing emails. Designed to move potential customers through the sales funnel by delivering valuable content, product information, and offers based on their interests or behaviors.  
  • Abandoned cart emails. Sent to users who added items to their cart but didn’t complete the purchase. These emails remind them to finalize their purchase, often with discounts or incentives.  
  • Re-engagement emails. Sent to people who haven’t interacted with your brand in a while. The goal is to get them interested again by offering something special or reminding them of what they’re missing.  
  • Transactional emails. Sent when someone takes an action, like making a purchase or changing their password. Examples include order confirmations, shipping updates, or account changes. They provide important info that the customer needs to know.  

Email automation templates for customer engagement 

To give you an idea of how to design your own email marketing automation, here are some templates you can reference for the different email types and subject lines: 

Welcome emails: 

Subject: Welcome to Automaton! We’re glad you’re here 🎉 

Hi Jonathan, 

Thanks for joining the Automaton community! We’re excited to have you with us. 

To get you started, here are a few things you might like: 

  • Explore our products and offers. 
  • Check out our latest blog posts for tips and updates. 
  • Follow us on X and Facebook to stay in the loop. 

If you have questions or need help, just hit reply — we’re here for you! 

Welcome aboard, 

William Williamson 

Automaton 

Onboarding emails 

Subject: Let’s get you set up with Automaton 🚀 

Hi Bethany, 

Welcome again to Automaton! We want to make sure you get the most out of your experience. 

Here are some quick steps to help you get started: 

  • Login to your Automaton account — (video link to tutorial) 
  • Manage your account details — (video link) 
  • Link your email — (video link) 

Need a hand? Our support team is just a reply away. 

Looking forward to seeing you thrive with [Your Brand]! 

Best, 

William Williamson 

Automaton 

Lead nurturing emails 

Subject: Here’s something you might find useful, Benjamin! 

Hi Benjamin, 

We thought you might like to know about some features you can leverage with Automaton. 

At Automaton, we’re all about helping you address your automation concerns. Here’s a quick guide to help you along: 

  • Automaton can automatically personalize every email you send to your customers. 
  • You can set Automaton to send emails automatically based on your customers’ actions. 
  • Automaton has built-in KPI measurements to track your campaign performance easily. 

If you want to learn more or have any questions, feel free to reply — we’d love to help! 

Keep in touch, 

William Williamson 

Automaton 

Abandoned cart email 

Subject: Oops, did you forget something? Your cart is waiting! 

Hi Andrea, 

Looks like you left some great items in your cart at Automaton. We saved them for you — just in case you’re ready to complete your order! 

Here’s what’s waiting for you: 

(Brief list or images of the cart items) 

Need help or have questions? Just reply to this email — we’re happy to assist. 

Complete your purchase now and enjoy a complimentary discount code! 

See you soon, 

William Williamson 

Automaton 

Re-engagement email 

Subject: We miss you, Randy! Let’s catch up 

Hi Randy, 

It’s been a while since we last heard from you, and we wanted to check in. We’ve got some exciting updates and offers that you might love! 

Here’s what’s new at Automaton: 

  • Custom email address integrations 
  • The Automaton anniversary promos 
  • The launch of the Automaton blog 

We’d hate for you to miss out — come back and see what’s waiting for you! 

If there’s anything we can help with, just hit reply. 

Looking forward to reconnecting, 

William Williamson 

Automaton 

The 5 best email automation tools 

Finding the right email automation service can help hit your target goals and better connect with your audience. Selecting the right tool for the job can help achieve these objectives. The best automation software equips you with features like KPI (key performance indicator) tracking, 24/7 support, and omni-channel integration to make your job easier.  

Here’s a brief rundown of the five most popular email automation tools to help you choose the best software to meet your goals: 

*Indicated prices are as of time of posting 

Platform Free plan Base price Premium features 
Mailchimp Yes $20/month 1. Advanced segmentation and reporting 
2. Custom-coded email templates 
3. Personalized onboarding 
ActiveCampaign No (has a 14-day trial) $15/mo 1. Multi-step marketing automation
2. Unlimited automation triggers and actions
3. A/B testing 
Kit Yes $25/mo 1. Unlimited email sequences
2. Deliverability reporting
3. 24/7 priority support 
HubSpot Email Marketing Yes $800/mo 1. Omni-channel automation
2. SMS integration
3. Lead scoring 
GetResponse No (has a 30-day free trial) $15/mo 1. Priority support
2. SMS marketing
3. AI recommendations 
  1. Mailchimp
    • Pros: 
      • User-friendly drag-and-drop email builder. 
      • Extensive templates and design options. 
      • Powerful automation workflows for different customer journeys. 
      • Integrated analytics and reporting. 
      • Free plan available for small lists. 
    • Cons: 
      • Pricing can get expensive as your list grows. 
      • Limited automation features on free and lower-tier plans. 
      • Some users find the interface overwhelming due to its many features. 
  2. ActiveCampaign 
    • Pros: 
      • Advanced automation capabilities with conditional logic. 
      • Built-in CRM to manage leads and sales. 
      • Great segmentation and personalization options. 
      • Small businesses and large enterprises can fully take advantage of the software. 
      • Strong customer support and onboarding. 
    • Cons: 
      • The learning curve can be steep for beginners. 
      • Pricing can be high compared to simpler tools. 
      • It has a limited free trial period. 
  3. Kit 
    • Pros: 
      • Explicitly designed for creators and small businesses. 
      • Simple and clean interface with easy automation setup. 
      • Tag-based subscriber management for precise targeting. 
      • Good landing page and form builder included. 
      • Affordable pricing for the features offered. 
    • Cons: 
      • Limited advanced reporting and analytics. 
      • Fewer built-in templates and design options. 
      • Not ideal for large enterprises or complex workflows. 
  4. HubSpot Email Marketing 
    • Pros: 
      • Part of HubSpot’s powerful CRM and marketing suite. 
      • Easy-to-use email builder with personalization. 
      • The free tier offers many features and generous limits. 
      • Excellent integration with sales and customer service tools. 
      • Strong automation and workflow capabilities. 
    • Cons: 
      • Pricing for premium plans can be expensive. 
      • It can be overkill for simple email marketing needs. 
      • Some features require buying additional HubSpot products. 
  5. GetResponse 
    • Pros: 
      • Comprehensive marketing platform including webinars and landing pages. 
      • Intuitive drag-and-drop email and automation builder. 
      • Advanced segmentation and autoresponder sequences. 
      • Reasonable value pricing with many features included. 
      • Built-in analytics and conversion funnels. 
    • Cons: 
      • The user interface can be less polished compared to competitors. 
      • Some automation features require higher-tier plans. 
      • Support can be slow during peak times.  

Automate your way to streamlined emails 

As more people want personalized experiences, email automation becomes key to making your email marketing more convenient. 

Automating your campaigns lets you send customized messages to your customers without having to write individual emails by hand. This cuts down on time and boosts engagement, so your audience gets the right message when they need it. 

Network Solutions helps seamlessly combine your email with your brand. Our professional email services make your brand more memorable with every email delivered.  

Frequently asked questions 

What is email automation? 

Email automation leverages AI to deliver personalized and automated emails to engage customers whenever they accomplish pre-determined actions.  

Is email automation worth it? 

Yes, marketing automation software can handle your marketing emails while you focus on more important tasks. 

How do I ensure email security doesn’t automatically flag my email campaigns as spam? 

Set your automation software parameters to create subject lines that don’t sound suspicious. Take the time to correctly set up the software when designing your campaigns to avoid triggering spam filters. 

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