Are you looking for an effective way to grow your business with a sales funnel? Email automation is one of the most powerful tools around when it comes to reaching and repeatedly engaging with potential customers.  


A sales funnel, which makes use of automated emails allows you to send a series of emails automatically to your users, who have either completed a form on your site or are subscribers, without manual intervention – Winner! 

This can save your team a lot of time and help you stay in touch with your subscribers regularly. 

Below, we will give you a step-by-step guide to setting up email automation, as well as tips on how to get the most out of these mailers. 



Email automation can be a huge time-saver for busy teams. By setting up automatic email responses, you can free up your team’s time to focus on other (more fun) aspects of your business. 

It can also help you build and nurture relationships with your customers. By sending emails that are relevant and targeted to each customer, you can create a more personalized experience that will keep them coming back for more. 

By sending follow-up emails after someone makes a purchase, you can encourage them to buy again or refer their friends. And by segmenting your email list, you can send highly targeted emails that are more likely to result in a sale. 

Overall, email automation is a powerful tool that can help you save time, build relationships and increase sales. If you are not already using it in your business, now is the time to start! 


Setting Up Your Automated Email Campaigns 

Assuming you have already chosen your email marketing platform and collected a list of subscribers, you will need to take additional steps to set up your automated email campaigns.  

  1. Segment your database into different groups, so that you can send targeted content. For example, create separate lists for new subscribers and existing customers. You can also segment by interests, location, or any other criteria that makes sense for your business. 
  2. Once you’ve segmented your list, decide which types of mailers you want to send. Some common types of automated emails are welcome emails, anniversary emails, cart abandonment emails, lead nurturing emails, and re-engagement emails. 
  3. Once you know the types of mailers to set up, craft your messages using personalization tags and visuals, so they feel relevant and tailored to each recipient. 
  4. Then, schedule your email campaigns to go out automatically at predetermined intervals. 
  5. Lastly, track your results so you can optimize your campaigns over time.


Creating Effective Emails for Your Audience 

In order to stand out in someone’s inbox, it’s vital to create mailers that are visual, interesting and useful to your audience. Here are a few tips on how to create effective emails for your audience: 

  1. Keep it short and sweet: Get to the point quickly and be as concise as possible.
  2. Personalize where you can: Addressing your recipient by name is always a nice touch.
  3. Images: Use suitable images wisely and only when they truly add value to your message.
  4. Proofread: This one is important! Reviews can go a long way to ensure your mail comes across as professional and polished.


Analyzing Your Results 

After you’ve sent your first email campaign, it’s important to analyze the results to improve future campaigns. This entails tracking metrics like open rate, click-through rate, unsubscribe rate, and bounce rate. Once you have these numbers you can start to see patterns emerge, and so, you can make changes to future campaigns. For example, if you notice that people are more likely to open emails that have a personal touch, then you can make sure to include a personal message in all future emails. Or if you notice that certain types of links tend to get more clicks than others. 


Tips and Tricks for Improving Your Email Automation 

  1. Use Segmentation to Target Your Messages

By segmenting your list, you can target your messages to specific groups of people, which will help improve your open and click-through rates.  

  1. 2. Use A/B Testing
    A/B testing is a great way to fine-tune your email campaigns and improve their effectiveness. With A/B testing, you send out two different versions of an email to a small group of people and then compare the results. This helps you determine which version is more effective so that you can send that version to the rest of your list. 



If you need any additional assistance or have any questions about setting up an effective email automation campaign, as part of your sales funnel, for your business, contact us – we’d be delighted to help!