Email marketing guide

Email automation without the maze

Automation should make communication more relevant and consistent. Start with a small number of triggers and outcomes, then expand when subscriber behavior gives you a reason to branch the journey.

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What email automation does

Map the trigger, the message, and the intended next step before building anything. Simple workflows are easier to test and maintain. Add branches only when subscriber behavior or business logic gives you a clear reason to treat people differently.

Triggers and actions

Treat this as part of one connected email system. The strongest setup makes the next action obvious for both the subscriber and the person running the program, while keeping the process simple enough to maintain.

Tags and segments

Treat this as part of one connected email system. The strongest setup makes the next action obvious for both the subscriber and the person running the program, while keeping the process simple enough to maintain.

What to automate first

Treat this as part of one connected email system. The strongest setup makes the next action obvious for both the subscriber and the person running the program, while keeping the process simple enough to maintain.

How to avoid overbuilding

Treat this as part of one connected email system. The strongest setup makes the next action obvious for both the subscriber and the person running the program, while keeping the process simple enough to maintain.

Need software for this workflow?

Use our selection guide to compare the features that matter before choosing a platform.

Choose email marketing software