In a world where reactivity and personalization are essential, marketing automation has become a key lever for businesses. With our marketing automation tool, our clients can automate their communication and send targeted email and SMS campaigns for key events.
But to make the most of these features, it’s crucial to follow the right approach. Here are our top tips to build an effective automated emailing strategy.
1. Segment Your Database Smartly
A high-performing campaign starts with smart segmentation.
Create lists based on specific criteria: purchase history, online behavior, birthday, location, and more. The more your message is tailored to the recipient’s profile, the greater the impact.
Example: Send a personalized message to loyal customers ahead of a special VIP-only offer.
2. Create Relevant Automated Workflows
Automated emailing relies on workflows triggered by a specific action or event (newsletter signup, cart abandonment, birthday, etc.).
These workflows should be designed to nurture the customer relationship without feeling intrusive.
Think about setting up a welcome email series, service reminders, or follow-ups after an unconverted visit.
3. Craft Strong Subject Lines and Email Content
The subject line is your first opportunity to drive opens: be clear, engaging, and relevant.
The email content should be concise, visually appealing, and focused on the desired action (book, buy, reply…).
Include an eye-catching visual, a clear CTA button, and personalized text to maximize engagement.
4. Sync Your Email and SMS Campaigns
To boost your strategy’s effectiveness, combine email with SMS campaigns.
SMS is ideal for urgent reminders or one-off events (limited-time offers, appointment confirmations, flash sales…).
Send a detailed email, followed by a reminder SMS the day before an event or a promotion ends.
5. Analyze Performance and Continuously Optimize
Marketing automation tools provide precise stats on each campaign: open rates, clicks, conversions…
Regularly analyze this data to refine your content, sending times, and audience segments.
Test different email versions (A/B testing) to identify what resonates best with your audience.
6. Stay GDPR Compliant
Yes to automation — but always in compliance with the law.
Make sure your contact lists are opt-in and that every message includes a clear unsubscribe option.
This builds trust and strengthens loyalty.
In Conclusion
A well-planned automated emailing strategy not only saves time, but also helps you build a strong, personalized and responsive customer relationship.
With our marketing automation tool, you can easily schedule email and SMS campaigns while ensuring smooth, professional communication.
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Embrace marketing automation!
Contact us to get started with support from our experts.