If you’re comparing Zoho Campaigns with Mailchimp, chances are you’re not just looking for “features” but for the right fit. And that’s exactly what this comparison is designed to help you find.

After testing both platforms extensively, one thing became clear. While both platforms have evolved significantly over the years, there are notable differences in how they approach email creation, automation, audience management, ease of use, and pricing.

In this Zoho Campaigns vs Mailchimp comparison, we’ll break down how the two platforms stack up based on their features, workflows, and day-to-day usability.

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Zoho Campaigns Vs Mailchimp: Feature Comparison

Let’s break down how Zoho Campaigns and Mailchimp compare feature-by-feature so you can decide which platform better fits your email marketing goals.

Setup & ease of use

Zoho Campaigns:

The setup experience with Zoho Campaigns is structured and well-guided, but not entirely frictionless out of the box. The platform walks users through account creation, basic configuration, and domain authentication, clearly explaining why each step matters, including SPF, DKIM, and sender details.

Getting started is more straightforward for teams already using other Zoho products, as many settings and concepts feel familiar. However, if Zoho Campaigns is your first Zoho tool, the initial setup can feel slightly heavier than expected, with more decisions required upfront compared to other email marketing platforms.

Once inside the platform, the interface is clean, albeit not as modern as Mailchimp’s. Everything you need is there (campaigns, automation, lists, reports), but it’s not immediately obvious where new users should start.

This matches feedback we’ve seen across recent Capterra and G2 reviews, where users often describe Zoho Campaigns as logical after a few sessions rather than instantly intuitive. In our experience, there’s a learning curve, but it flattens quickly once you understand Zoho’s structure.

After spending some time with the platform, we also noticed the orange (+) button at the top of the screen. This handy button lets you jump straight into creating a new email campaign, SMS, automation workflow, signup form, etc.

Mailchimp:

With Mailchimp, the setup process is fast, guided, and intentionally optimized for users who may have never used an email marketing service before.

Account creation takes only a few minutes, and Mailchimp immediately walks you through the essentials like audience setup, sender details, and basic compliance. Domain authentication and brand details are encouraged early on, but they’re framed as optional steps rather than hard blockers, which lowers friction for beginners.

From a usability standpoint, navigation is simple, labels are clear, and the platform does a good job surfacing “next steps” through prompts, checklists, and contextual tips.

During our testing, it rarely felt unclear where to click next, even when exploring features for the first time. This is one of Mailchimp’s strongest advantages and a recurring theme in user reviews. Like Zoho Campaigns, Mailchimp has a “Create” button that lets you quickly craft an email, automation, survey, ad, or even social post.

Winner: Based on setup speed and overall approachability, Mailchimp takes the lead. While it offers more features than Zoho Campaigns and may feel more complex at first, it’s still easy to explore, even for complete beginners. The modern interface and guided experience make it faster to get up and running, with deeper functionality revealed gradually as needs grow.

Email builder

Zoho Campaigns:

Zoho Campaigns uses a drag-and-drop editor supported by a library of customizable templates. You can adjust layouts, add content blocks (buttons, tables, polls, videos, etc.), and fine-tune spacing and formatting with reasonable precision. Small edits may take an extra step/click or two, and the editing experience can feel slightly rigid compared to more modern builders.

Despite that, we found that elements behave consistently, designs render accurately across clients, and there’s little guesswork once you understand how Zoho structures its emails. If you’re sending regular campaigns, you will likely appreciate this reliability. It’s also surprisingly easy to add dynamic content (show content to specific users based on conditions you set).

Beyond drag-and-drop email creation, Zoho Campaigns supports HTML editing, which appeals to more technical users who want full design control or custom layouts. What we didn’t find in the Zoho Campaigns editor was an AI generator tool for email copy or subject lines. This means you’ll have limited help when crafting your promotional messages or proofreading your copy.

Mailchimp:

Mailchimp’s email builder is one of the platform’s strongest selling points. It is fast, intuitive, and includes a range of beautiful templates. You can drag and drop various content blocks in your campaigns, including images, videos, products, surveys, and more. Rearranging content and making visual tweaks feels smooth and fast, with minimal friction. What’s more, you can effortlessly personalize your emails for different contacts in one go through the visibility options.

Mailchimp caters to users of all experience levels. As such, advanced users can insert custom HTML code to create unique email designs. Unlike Zoho Campaigns, Mailchimp’s generative AI can save time by crafting email copy and offering suggestions. However, this is only available on more expensive plans.

Another feature that stood out during our testing was the “Creative Assistant.” This lets you “grab” visuals from your website to use in your email campaigns or to create branded templates.

Through the “Optimize” tab, Mailchimp checks for missing links, typos, and layout issues before you send your campaign. Finally, Mailchimp does a good job guiding users as they build. Inline tips and visual cues help prevent common mistakes without feeling intrusive. Even first-time users can produce a professional-looking email without frustration.

Winner: Mailchimp wins this category thanks to its more intuitive editor, modern templates, and faster path from idea to finished email.

Templates

Zoho Campaigns:

Zoho Campaigns offers a solid selection of pre-built email templates (283 in number) covering common use cases such as newsletters, announcements, promotions, and onboarding emails. The layouts are clean and responsive, but visually, they are more “conservative” than Mailchimp’s templates.

While the templates don’t look as sharp, the platform offers flexible customization. Templates are easy to modify, allowing you to adapt layouts, sections, and content blocks to better fit your brand.

Additionally, the platform lets you build your own template by manually adding HTML code, upload a custom-coded template, or send plain-text emails.

Mailchimp:

Like Zoho Campaigns, Mailchimp features a robust library of 285 email newsletter templates. These are well-designed and fully customizable, allowing you to adjust colors, add branding elements, or save your own layouts for future use.

To find the template you need, you can filter them by email purpose (e.g., newsletter, welcome, announcement), style (e.g., minimalist, playful, dark), and industry (e.g., eCommerce, education, travel).

If you’re on one of the higher-tier plans (Standard, Premium), you can also use your own custom-coded HTML templates or import designs you’ve created with other email template builders.

On the other hand, free plan users can only access 7 basic designs.

Winner: Even though Mailchimp’s templates are more aesthetically pleasing, this is a tie. You can find great designs to build your campaigns on both email platforms.

Marketing automation

Zoho Campaigns:

Zoho’s platform offers a logic-driven visual workflow builder that lets you design automated journeys using triggers, conditions, and actions.

You can trigger automations based on common email events such as signups, email opens, link clicks, list entry, and date-based conditions. Actions include sending emails, SMS messages, updating subscriber fields, applying tags, or moving contacts between lists.

Where Zoho Campaigns really gains power is through its native integration with Zoho CRM. This connection allows you to build email automations using CRM data such as lead status, deal stage, industry, or custom fields. For example, you can automatically send a tailored email sequence to leads that move from “Contacted” to “Qualified,” or re-engage contacts when a deal stalls for a set number of days.

Things get a bit complicated if you want to run multi-channel campaigns. To do that effectively, you need a separate product called Zoho Marketing Automation.

Zoho Campaigns only allows you to use SMS, while Zoho Marketing Automation includes WhatsApp campaigns, social media marketing, and the ability to trigger campaigns based on web page views. The latter will be hugely beneficial for eCommerce stores wanting to target contacts with recommendations based on products they’ve viewed.

Mailchimp:

Mailchimp incorporates a user-friendly visual workflow editor that lets you create multi-step workflows and use branching logic. There’s a wide range of triggers, including signups, purchases, email engagement, audience changes, and time-based conditions. Actions mainly revolve around email sends, delays, tagging, and basic audience updates.

You also get numerous automation flow templates for nurturing subscribers, re-engaging them, or sending transactional messages.

Mailchimp’s automation strength lies in how quickly you can launch it. Journeys are easy to visualize, edits are simple to make, and the overall experience feels less technical than Zoho Campaigns.

To access advanced automation options or multiple starting points, you need at least the Standard plan. As for free plan users, they have access only to a free preview of the feature.

Winner: Mailchimp takes this win because the experience feels more intuitive and effortless. However, if your business relies on CRM data to deliver personalized campaigns, Zoho Campaigns’ automation will be a better fit.

List management

Zoho Campaigns:

The way Zoho Campaigns approaches contact management is entirely different from Mailchimp’s. Zoho encourages users to think in terms of lists, segments, tags, and sync rules working together.

The platform allows you to create multiple lists based on acquisition source, purpose, or lifecycle stage, and then layer dynamic segments on top using subscriber attributes, engagement data, or CRM fields. Segments update automatically as contact data changes, which is especially useful for ongoing campaigns and automations.

Zoho Campaigns becomes more powerful when connected to Zoho CRM. In that setup, contacts can sync bi-directionally, and list membership can be driven by CRM data such as lead status, deal stage, industry, or custom properties. For example, you can maintain a list that always includes leads marked as “Qualified” in the CRM, without manual updates. This makes list management feel more centralized and aligned with sales activity rather than isolated inside email marketing

Another benefit is that it automatically overwrites duplicate emails, preventing multiple entries for the same contact. However, managing multiple layers (lists, segments, andCRM syncs) can feel heavy if your needs are simple, and it requires a clearer upfront structure to avoid complexity later.

Mailchimp:

List management remains one of Mailchimp’s strongest weaknesses. Here,lists (called Audiences) are separate entities, meaning you can’t include different lists in the same campaign.

What’s even more frustrating is the way subscribers are counted. For example, if a subscriber exists on more than one list, you’re charged for that same subscriber as many times as they appear. As such, costs can rise very quickly.

Within an audience, you can segment contacts using engagement data, signup source, purchase behavior (with integrations), tags, and custom fields. Segments can be saved and reused, making it easy to target specific groups without maintaining multiple standalone lists.

Mailchimp also lets you build dynamic segments using multiple conditions, such as combining engagement behavior, signup source, and purchase frequency. More expensive plans offer predictive insights to target specific groups more effectively.

Winner: Zoho Campaigns wins thanks to its more flexible segmentation model and deep CRM-driven list control.

Reporting & Analytics

Zoho Campaigns:

The platform provides clear visibility into campaign metrics, including opens, clicks, bounces, unsubscribes, and spam reports, all accessible through a centralized reporting dashboard.

Where Zoho Campaigns adds depth is in how reports can be broken down by audience attributes and behavior. You can analyze performance based on lists, segments, tags, and even CRM-related data when connected to Zoho CRM. This makes it easier to see how different lead types or lifecycle stages respond to your emails.

Another strength is the ability to track engagement over time. Zoho lets you see how contacts interact with campaigns across multiple sends, helping you identify consistently engaged or inactive subscribers. These insights can then be used directly in segmentation or automation.

Overall, Zoho Campaigns’ analytics provide enough clarity into your performance, even though the interface isn’t the most visually polished.

Mailchimp:

Mailchimp offers a robust set of analytics tools, ideal for data-driven email marketing. The platform tracks key email metrics, including open, click, and unsubscribe rates, as well as engagement over time.

You can also track more advanced metrics like subscriber lifetime value, revenue attribution, and predicted demographics. But it doesn’t stop there. You can run Comparative Reports and benchmark campaign performance against past sends or account averages. This is available on more expensive plans, though.

The platform also highlights audience-level insights, such as engagement trends, growth patterns, and subscriber activity over time. These views are useful for spotting shifts in performance or audience behavior without having to dig through multiple reports.

All in all, we found Mailchimp’s visual reports to be detailed and easy to read.

Winner: It’s a tie. Both Zoho Campaigns and Mailchimp perform well, but they excel in different ways. Zoho Campaigns offers deeper, more flexible insights for users who want detailed analysis and CRM-aligned reporting, while Mailchimp presents performance data in a clearer, more actionable format.

Integrations

Zoho Campaigns:

Zoho Campaigns is built to work best inside the Zoho ecosystem. It integrates natively with apps such as Zoho CRM, Zoho Forms, Zoho Analytics, and Zoho Desk, allowing contact data, engagement activity, and campaign insights to flow between tools with minimal setup.

The Zoho CRM integration is the most important one. It enables two-way data sync, CRM-based segmentation, and campaign triggers based on lead or deal updates. This makes Zoho Campaigns a strong choice for teams that rely on CRM data to drive targeting and automation.

Outside of Zoho’s products, integration options are more limited. The tool connects with select third-party tools for eCommerce, lead capture, and data sync, and it also supports integrations via Zoho Flow or Zapier. However, setting up non-Zoho integrations often requires additional configuration.

In short, Zoho Campaigns is well-suited if you’re already using Zoho tools, but less flexible if you depend heavily on a broad third-party tech stack.

Mailchimp:

Mailchimp offers a much wider range of native integrations across eCommerce, CRM, CMS, analytics, and advertising platforms (300+ integrations). Popular tools can be connected directly from the integrations marketplace, often with minimal setup.

Mailchimp integrates easily with eCommerce platforms, enabling purchase data, customer behavior, and revenue tracking to feed directly into campaigns and automation. It also connects with various CRMs, form builders, and website tools, making it easier to fit into diverse marketing stacks.

For tools without native integrations, Mailchimp supports API access and third-party connectors, expanding its compatibility without requiring extensive technical work.

Overall, Mailchimp’s integration ecosystem is broader and more flexible.

Winner: Mailchimp wins the Integrations category due to its broader native integration library and greater compatibility with a wide range of third-party tools.

Customer support

Zoho Campaigns:

Based on official documentation and information we received from Zoho representatives, customer support is the same across its plans. The only exception is the free plan, which limits chat support to the first 14 days of the trial.

Specifically, you can contact Zoho support via in-app chat and phone from Monday to Friday during business hours. There is also 24/7 email support.

Regarding the quality of support, we got satisfactory answers from both the AI chatbot and the human representatives.

However, some users on review sites mention inconsistent response times, especially on lower-tier plans. They report waiting longer than expected for initial replies, even if the final resolution is solid. Documentation is extensive, but finding the right article can be challenging due to the sheer volume of Zoho resources.

Mailchimp:

Mailchimp’s support depends on the plan you’re on. Free plan users get email support only for the first 30 days. The Essentials and Standard plans include 24/7 live chat and email support. The top-tier Premium plan adds phone and priority support.

Reviewing Mailchimp’s help center and onboarding resources, we found them clear and easy to follow. For common questions or setup issues, you can find answers quickly without contacting support directly.

While all this looks great at first glance, we noticed that Mailchimp’s support receives mixed feedback in recent reviews. For example, response times can be slow, and support interactions are sometimes described as scripted or less personalized. Nevertheless, whether you find a solution quickly depends on your pain point.

Winner: Mailchimp takes the win due to its round-the-clock support coverage. Through its 24/7 live chat and email support, it can reduce the risk of leaving customers without help during weekends or critical campaign moments. This may be a decisive factor for businesses running time-sensitive email programs.

Mailchimp vs Zoho Campaigns: Pricing

Now, let’s compare the two email marketing services in terms of their pricing.

Zoho Campaigns:

Zoho Campaigns offers a Free Forever plan and two paid plans.

The free plan includes up to 2,000 contacts and 6,000 email sends per month, making it a generous free tier for small businesses or those getting started with email marketing.

The platform’s paid plans start at an affordable pricing point:

• The Standard plan starts at $4/month (or $3 with annual billing) and unlocks unlimited emails, basic segmentation, templates, and basic automation.
• The Professional plan (starting at $6 per month) adds advanced capabilities, including enhanced segmentation, contact scoring, advanced workflows, dynamic content, time zone sending, and expanded user access.

Zoho Campaigns also provides a “Pay-as-You-Go” option, ideal for occasional email senders. This plan doesn’t require a monthly or annual commitment.

Overall, Zoho Campaigns’ pricing is very budget-friendly, especially at the entry level, and scales predictably based on features and contact count.

Mailchimp:

Like Zoho Campaigns, Mailchimp offers a free plan, but it’s more limited. You can have up to 250 contacts and send 500 emails per month, which is suitable for beginners or micro lists.

There are three paid plans (Essentials, Standard, Premium) that unlock different functionality:

• The Essentials plan starts at $13/month for 500 contacts and includes core email marketing features, access to templates, limited automation, forms, and landing pages.
• The Standard plan starts at $20/ month and introduces advanced automations, send-time optimization, Generative AI, custom-coded templates, and enhanced reporting.
• At the top end, the Premium plan ($350/month for up to 10K contacts) includes Mailchimp’s most advanced functionality and unlocks phone and priority support, unlimited users, and unlimited audiences

Mailchimp’s pricing scales sharply as contact counts grow, and access to advanced automation and analytics is gated behind higher tiers, leading to significantly higher costs at scale.

Winner: Zoho Campaigns. It’s way more affordable, while its free plan is significantly more generous than Mailchimp’s.

Top Zoho Campaigns and Mailchimp Alternatives

If you’re still unsure about Zoho Campaigns and Mailchimp, or you want to explore other alternative solutions, here are the top tools to consider.

1. Moosend

Pricing: Paid plans start at $9/month, 30-day free trial (Sign up here)

Best Feature: Advanced automation with real-time behavior triggers

Moosend is an affordable email marketing tool with an intuitive email builder, lead generation tools, and powerful automation that’s easy to implement. Its visual automation builder supports real-time triggers based on user actions, allowing teams to create personalized journeys that go beyond basic email engagement. It also includes eCommerce triggers (product viewed, abandoned cart, total cart value), ideal for online stores.

The platform comes with 130+ professionally designed email newsletter templates and prebuilt automation flows to kickstart your marketing. With Moosend, you also have an AI Writer that assists with copy generation, and a powerful eCommerce AI that helps you deliver relevant product recommendations and understand your customers’ behavior. Another key benefit of Moosend is its detailed analytics dashboard with real-time data, which enables you to make smart decisions and optimize your email marketing strategy.

Finally, the platform has a responsive customer support team available via live chat and email.

2. Constant Contact

Pricing: Paid plans start at $12/month, 14-day free trial

Best Feature: Event invitation management

Constant Contact offers a complete set of tools for email marketing, list building, social media marketing, and events management. The platform offers a modern editor, well-designed templates, and intuitive automation options. Constant Contact aims to deliver a smooth marketing experience for small businesses, with its features connected to one another. For example, you can automatically tag contacts by clicks, purchases, or event attendance and deliver personalized campaigns that resonate with each subscriber.

Like Moosend and Mailchimp, Constant Contact incorporates AI for content recommendations. You also get web forms and social media ads management. Among the key reasons to select this alternative is its ease of execution compared to complicated functionality, which is essential for small businesses.

3. MailerLite

Pricing: Paid plans start at $10/month, free plan

Best Feature: Sell digital products and subscriptions

MailerLite is another great alternative to Zoho Campaigns and Mailchimp, standing out for its clean interface and balanced feature set. You can create stunning email campaigns with ease, set up robust automation paths, and build high-converting landing pages within a single platform. It’s designed for users who want flexibility without unnecessary complexity.

The tool also allows you to sell digital products and subscriptions. On top of that, you can integrate with eCommerce platforms and create tailored email campaigns based on your customers’ shopping behaviors.

Additional Resources to Check

Here are a few resources to expand your reading:

• Mailchimp alternatives
• Zoho Campaigns alternatives
• Best email newsletter software
• Cheap email marketing services
• Mailchimp review

Zoho Campaigns vs Mailchimp: The Verdict

Choosing between Zoho Campaigns and Mailchimp ultimately comes down to how you plan to use email marketing and what you expect from the platform long term.

Zoho Campaigns delivers strong value for businesses that prioritize CRM-driven personalization and cost efficiency. It’s a good fit for small businesses and B2B teams planning to build their marketing stack within the Zoho ecosystem, and especially those already using Zoho CRM. While it requires a bit more upfront setup and familiarity, it rewards you with deep automation and segmentation at a great price.

Mailchimp, on the other hand, is easier to set up, more intuitive from day one, and better suited for beginners or teams that want to move quickly without dealing with complex configurations. Despite being pricier, you benefit from its design flexibility, prebuilt automation flows, and “always-on” support availability.

Before committing to either platform, we’d definitely suggest taking advantage of their free plans and testing them firsthand.

Frequently Asked Questions (FAQs)

Here are some common questions and their answers.

1. Is Zoho Campaigns better than Mailchimp for small businesses?

It depends on how the business operates. Zoho Campaigns is often a better fit for small businesses that want affordable pricing, structured segmentation, and CRM-driven personalization, especially if they already use Zoho CRM. Mailchimp, on the other hand, works well for small teams that value quick setup, an intuitive interface, and broad third-party integrations.

2. Which platform is easier to use: Zoho Campaigns or Mailchimp?

Mailchimp is generally easier to use for beginners. Its interface is more intuitive from the first login, and most features are easy to discover without prior experience in email marketing. Zoho Campaigns has a steeper learning curve but becomes efficient once users understand its structure and workflows.

3. Is Mailchimp worth the higher price as your list grows?

Mailchimp can be worth the higher price as your list grows if you value ease of use, the ability to build sophisticated workflows, and having a broad list of integrations, more than cost-effectiveness. For businesses with simple email needs and tight budgets, though, it will be hard to justify the added cost.

4. Can I switch from Mailchimp to Zoho Campaigns (or vice versa)?

Yes. Both platforms allow you to export contacts, lists, and basic campaign data, enabling migration. However, automations and templates usually need to be rebuilt manually, so it’s best to plan the transition carefully, especially if you rely on complex workflows.

5. Should I choose Zoho Campaigns or Mailchimp?

Zoho Campaigns is better suited for businesses that rely on CRM data, run B2B or sales-led campaigns, and want predictable pricing as their list grows. Mailchimp is a stronger option for beginners, small teams, and businesses that prioritize simplicity, visual flexibility, and compatibility with a wide range of third-party tools, even if that comes at a higher cost over time.

Running a small business often means handling sales, operations, and marketing all at once. While consistent marketing is essential for growth, limited time and budget constraints, as well as complex marketing tools, can make automation seem like a “nice-to-have” rather than a priority.

That’s exactly why today’s best marketing tools for small businesses focus on simplicity, affordability, and real impact. From email marketing automation to CRM workflows and app integrations, these tools help small teams work smarter, stay visible, and grow without needing a full marketing department.

In this blog post, we’ll break down why small businesses need marketing automation, address common concerns, and highlight the best marketing tools by use case.

Small Business Marketing Tools: Overview

Why Small Businesses Need Marketing Automation

For many small business owners, marketing automation still sounds like something built for large teams with big budgets. In reality, it solves a much more basic problem: there’s never enough time to do marketing consistently while running a business.

Without automation, marketing often becomes reactive. Emails are sent late (or not at all), follow-ups are missed, leads go cold, and customer communication depends on someone remembering to do it. Automation removes that manual work by handling routine tasks in the background, so important steps happen on time even when you’re focused elsewhere.

Beyond email, automation helps small businesses stay organized across channels. CRM tools track leads and prompt timely follow-ups, SMS tools deliver time-sensitive updates, and social tools make it easier to plan content in advance instead of posting last-minute. Together, these tools turn marketing into a repeatable system rather than a growing to-do list.

In a nutshell, automation helps small businesses stay visible, respond faster, and nurture customers consistently, without adding more work or complexity. While cost savings matter, the real value is replacing manual effort with systems that prevent missed opportunities and support steady growth.

Email Marketing Automation Software

Email marketing automation tools help small teams connect with their target audience without manual effort by automating campaigns like welcome emails, follow-ups, promotions, and customer journeys. Instead of sending one-off newsletters, businesses can build scalable email sequences that save time and drive revenue.

Moosend

Moosend is an email marketing automation platform built with small businesses in mind. It helps teams automate essential email campaigns without requiring technical skills or a steep learning curve. You can automatically welcome new subscribers, recover abandoned carts, re-engage inactive contacts, and send timely follow-ups based on user behavior. The workflow builder also includes ready-made automation recipes, letting you kick-start your strategy.

The platform can also handle the creation and automation of transactional emails, such as order confirmations, account updates, and payment notifications. This ensures customers receive time-sensitive communication without manual effort.

Small businesses can benefit from Moosend’s unlimited email campaigns on all plans, even on the free tier. With no limits on email sending, you can test numerous things to discover what works for your audience and deliver consistent communication through your automations.

The platform also includes beginner-friendly segmentation options, so that your messages stay relevant. Finally, you get rich, real-time analytics to track performance and improve your efforts over time.

Pros

• Easy-to-use drag-and-drop email and automation builders
• Pre-built automation templates for common small business use cases
• Affordable and transparent pricing (with unlimited emails)
• Great landing page builder

Cons

• No built-in SMS marketing
• Forms could be more customizable

Pricing: Starts at $9/month, offering all core features and unlimited email campaigns. Also, it has a 30-day free trial for 1,000 contacts and lets you try most features.

Constant Contact

Constant Contact is an email marketing platform designed specifically to support the needs of small business owners, especially those looking for an all-in-one marketing solution. The workflow builder comes with several automation recipes for essential journeys, while you can also create more complex, custom paths.

One standout capability is its built-in event management functionality, which allows businesses to create events, manage registrations, and send automated reminders directly through email. Constant Contact also includes social media marketing tools, making it easy to schedule posts, run ads, and promote campaigns across social platforms from the same dashboard.

Another valuable feature for small businesses is Lead Magnet, which helps you create gated content like guides, checklists, or discounts, to capture new subscribers. Combined with automation and reporting, this makes Constant Contact a strong option for businesses focused on list growth and community engagement.

Pros

• All-in-one marketing solution
• Built-in event management and social media tools
• Lead Magnet feature for easy list building
• AI Writing assistant

Cons

• Some templates are not as modern
• May get expensive to access more advanced features

Pricing: Starts at $12/month for 500 contacts. A 30-day trial is available to try the marketing tools for free.

Mailchimp

Mailchimp is a well-known email marketing tool offering a broad set of marketing features beyond email. Small businesses can get started quickly thanks to its guided setup. You get an intuitive campaign builder, pre-built templates, and a BrandKit tool that can quickly generate stylish, on-brand graphics and layouts for your marketing campaigns.

Mailchimp also offers robust automation, letting you set welcome, product recommendation, and re-engagement emails on autopilot. What’s more, it includes signup forms, landing pages and ads, which can appeal to businesses looking for an all-in-one marketing platform. However, as your email list scales, pricing becomes more expensive.

Pros

• Easy onboarding and user-friendly interface
• Robust automation for email and SMS
• Large integration ecosystem

Cons

• Limited free plan (used to be more generous)
• Automation and segmentation can feel restrictive at lower tiers
• You pay for duplicate contacts and unsubscribes

Pricing: Starts at $13/month with essential email features for 500 contacts. The free plan allows up to 250 contacts and 500 monthly emails.

SMS Marketing Tools

With SMS marketing tools, you can reach customers instantly with time-sensitive, high-visibility messages. This channel is ideal for promotions, appointment reminders, order updates, and urgent announcements.

The right SMS marketing software for small businesses focuses on ease of use, compliance, and automation without requiring a complex setup.

SimpleTexting

SimpleTexting is an SMS marketing platform for businesses that want to launch text campaigns quickly and stay compliant without complexity. It solves the challenge of real-time customer communication by making it easy to send bulk texts, set up automated messages, and manage two-way conversations from a single dashboard.

For small businesses, SimpleTexting is especially useful for promotions, reminders, and announcements that need immediate attention. Features like scheduled texts, autoresponders, and keyword-based opt-ins help businesses grow their SMS list and automate responses. Built-in compliance tools also support opt-out management, reducing the risk of regulatory issues.

Pros

• Easy to set up and use
• Supports two-way messaging and autoresponders
• Strong compliance and opt-in management

Cons

• Limited segmentation options
• Less suitable for complex, multi-step SMS journeys

Pricing: Starts at $29/month for 500 credits (text messages) and a toll-free number. There’s also a 14-day trial available.

Textmagic

Textmagic is a business communication service that lets you reach potential customers via SMS, email, or both. The straightforward interface and pay-as-you-go pricing make it a great solution for businesses looking to avoid long-term contracts.

This tool is particularly suited for transactional messages, alerts, and customer notifications. You can also automate essential SMS workflows such as appointment reminders, order updates, and internal alerts. Thanks to its global coverage, you can deliver bulk text messages to 200+ countries. On top of that, you also get handy features like message scheduling, SMS templates, and automatic opt-out management.

Pros

• Transparent, pay-as-you-go pricing with no contracts
• Strong for transactional and notification-based SMS
• Supports international messaging

Cons

• No visual workflow builder for automated SMS sequences
• Fewer tools for SMS list growth beyond manual opt-ins

Pricing: $0.049 per outbound SMS. You can also test the tool through its 30-day free trial.

CRM Tools

With CRM tools, small businesses can manage customer relationships more efficiently by organizing contacts, tracking interactions, and automating follow-ups. Instead of relying on spreadsheets, CRM automation ensures no lead, deal, or customer conversation falls through the cracks.

Zoho CRM

Zoho CRM is a flexible CRM platform that helps small businesses automate sales processes, manage leads, and track customer activity across multiple channels. It’s a great tool if you want structured pipelines, rule-based automation, and room to scale over time.

With Zoho CRM, you can eliminate manual follow-ups and automate lead assignment, task creation, email notifications, and deal updates, ensuring sales processes move forward consistently. Thanks to the broader ecosystem of Zoho apps, businesses can also expand into marketing, support, and analytics as needed.

Pros

• Strong sales automation and pipeline management
• Highly customizable workflows and rules
• Scales well as business needs grow

Cons

• Interface can feel complex for very small teams
• Setup requires time to configure effectively

Pricing: Starts at $20/user/month. There is a 15-day trial of the paid plans and a free edition supporting up to 3 users and essential features like leads, documents, and mobile apps.

Less Annoying CRM

Less Annoying CRM is designed specifically for small businesses that want a simple way to manage contacts and follow-ups. As the name suggests, its main goal is to remove unnecessary effort from CRM software.

The platform helps you stay organized by keeping contact information, notes, and tasks in one place. While automation is intentionally minimal, features like reminders and task tracking ensure important follow-ups aren’t missed. This makes it a good fit for solo founders or very small teams that value clarity over advanced automation. Another benefit for small businesses is the responsive customer support that consists of experienced agents.

Pros

• Extremely easy to use and quick to set up
• Flat pricing with no feature tiers
• Responsive customer support with experienced agents

Cons

• Limited automation capabilities
• Not designed for complex sales pipelines

Pricing: Starts at $15/user/month with unlimited contacts and pipelines. You can also try the tool through its 30-day trial.

HubSpot

HubSpot is a popular inbound marketing platform that offers a generous free plan including its CRM. Specifically, the platform combines contact management, sales tracking, and basic automation in one system. It’s often chosen by small businesses looking for a CRM that’s easy to start with and integrates tightly with marketing and customer support tools.

With HubSpot, you can effortlessly tailor email campaigns to each contact’s individual needs based on CRM data. You also get if/then logic for your automated journeys. Additionally, the segmentation options are easy to implement even for beginners. Overall, small businesses will be able to centralize customer data and automate simple workflows such as task creation, deal updates, and follow-up reminders. And even though HubSpot’s vast functionality may “deter” beginners, its free plan makes it a great choice for small businesses.

Pros

• Free CRM with generous core features
• Strong integration with marketing and support tools
• Clean interface and easy onboarding

Cons

• For serious automation, you need a paid plan
• It gets expensive to access its full functionality

Pricing: Starts at $20/month. HubSpot’s free plan lets you access the CRM, store up to a million contacts, and send 2,000 emails/month.

Search Engine Optimization (SEO) Tools

SEO tools can be hugely beneficial for small businesses as they can help improve your online visibility without relying solely on paid ads.

From keyword research and content optimization to competitor analysis and technical checks, the right SEO software makes search growth more structured and measurable. Plus, you don’t have to be an SEO expert to see results.

Semrush

Semrush is an all-in-one SEO and digital marketing platform that helps small businesses research keywords, analyze competitors, and track search performance. It provides a broad view of your SEO efforts from a single tool.

This marketing automation tool helps identify growth opportunities by showing which keywords competitors rank for, where content gaps exist, and how a site performs technically. Features like site audits, rank tracking, and backlink analysis make it easier to prioritize SEO tasks instead of working blindly.

Pros

• Comprehensive keyword and competitor research
• Built-in site audits and rank tracking
• Useful beyond SEO (content, ads, social insights, AI search)

Cons

• Can feel overwhelming for complete beginners
• Higher-tier plans are needed for advanced features
• Expensive if you are on a tight budget

Pricing: Semrush ONE (SEO + AI search) starts at $199/month, while traditional SEO plans at $139.95/mo. There’s also a 7-day free trial available.

Surfer

Surfer is a content-focused SEO tool that can help you optimize pages for search engines while writing. It solves one of the biggest SEO challenges: knowing what to include in a piece of content to rank competitively.

For small teams, Surfer is especially useful during content creation. Its Content Editor provides real-time recommendations based on top-ranking pages, including keyword usage, structure, and content length. This helps businesses create SEO-friendly blog posts and landing pages without deep technical knowledge or guesswork.

Surfer can also help you adapt to how search is evolving. Instead of focusing only on exact keywords, it looks at topic coverage and relevance, making it easier to create content that matches what search engines and AI-powered results are actually trying to show users.

Pros

• Clear, actionable on-page optimization guidelines
• Easy to use alongside content writing workflows
• Strong for content-driven SEO strategies

Cons

• Limited technical SEO capabilities
• Best value when paired with another SEO research tool

Pricing: Starts at $99/month, which is ideal for individuals and small teams. No free plan or trial.

Content Harmony

Content Harmony is another SEO and content research tool designed to bring structure to the content planning process.

The platform automates research by generating detailed content briefs based on keyword data, competitor analysis, and real search results. These briefs highlight key topics to cover, relevant questions to answer, and supporting terms to include, helping writers build well-structured, search-focused content from the start. This makes it easier to plan blog posts, guides, and landing pages with confidence, without spending hours on manual research.

Pros

• Excellent for content planning and SEO research
• Helps align content with search intent and SERP expectations

Cons

• Limited integrations

Pricing: Starts at $50/month. There’s also a $10 trial available (no expiration), providing 10 Content Workflow credits.

Social Media Marketing Tools

Social media plays a different role than email or CRM. It’s where visibility, brand voice, and day-to-day engagement happen.

For many businesses, the challenge isn’t just scheduling posts, but finding time to plan content, stay consistent, and understand what actually performs. Social media marketing tools help streamline content creation, publishing, and performance tracking, without turning social into another full-time job.

Hootsuite

Hootsuite is a social media management platform that helps businesses plan, publish, and monitor content across multiple social media platforms from one dashboard. It’s particularly useful for maintaining a consistent posting schedule without jumping between platforms.

Key features include post scheduling, content calendars, basic analytics, and social listening tools that allow you to monitor brand mentions and conversations. Hootsuite also supports team collaboration, making it easier to review and approve content before it goes live.

Pros

• Supports multiple social media channels in one place
• Built-in content calendar and scheduling
• Social listening and monitoring features
• Native integration with Canva

Cons

• Advanced analytics require higher-tier plans
• Expensive platform for very small teams

Pricing: Starts at $149/month. There is also a 30-day free trial.

Buffer

Buffer focuses on simplicity and content publishing, making it a popular choice for businesses that want a clean, distraction-free way to manage social media posts. Its interface is built around planning and scheduling content quickly, without overwhelming users with advanced options.

Alongside scheduling, Buffer offers basic analytics to track engagement and post performance. It also includes tools for content planning and idea organization, which helps teams stay consistent even when posting frequency varies.

Pros

• Clean interface for content planning
• Free plan available for basic scheduling

Cons

• Limited analytics and reporting depth
• Fewer engagement and monitoring features

Pricing: Starts at $6/month. A free plan is also available.

CoSchedule

CoSchedule is a marketing calendar and content planning platform that helps teams organize social media alongside blog posts, campaigns, and other marketing activities. Rather than focusing only on posting, it brings structure and visibility to the entire content schedule.

CoSchedule allows users to plan, schedule, and reschedule social posts in relation to broader campaigns, making it easier to see how social fits into the bigger picture. It also supports collaboration and approval workflows, which help reduce last-minute changes and missed deadlines.

Pros

• Marketing calendar that connects social with other channels
• Helpful collaboration and approval features
• Affordable pricing plans

Cons

• Less emphasis on social listening or engagement tools
• Best suited for planning rather than real-time interaction

Pricing: Starts at $29/month. There is also a free calendar for users looking for basic social publishing.

Project Management Tools

Project management software helps keep marketing work moving without relying on long email threads or scattered notes. For growing businesses, they bring visibility to tasks, deadlines, and responsibilities, making it easier to plan campaigns, coordinate work, and follow progress across teams.

Trello

Trello is a visual project management tool built around boards, lists, and cards. It’s especially useful for organizing marketing tasks, content calendars, and campaign checklists in a way that’s easy to understand at a glance.

Teams can create boards for different projects, move tasks through stages, and add due dates, checklists, and attachments to each card. Trello’s flexibility makes it a popular choice for managing editorial calendars, social media planning, and lightweight project tracking.

Pros

• Very intuitive visual interface
• Flexible boards that adapt to different workflows
• Generous free plan

Cons

• Limited reporting and timeline views
• It can become cluttered when handling complex projects

Pricing: Starts at $6/month (monthly billing). There’s a free plan for up to 10 collaborators per Workspace.

Asana

Asana is a structured project management platform designed to help teams plan, track, and manage work across multiple projects. It’s suitable for coordinating ongoing marketing efforts with clear ownership and deadlines.

Asana supports task dependencies, timelines, and multiple project views, allowing teams to see how work connects and where bottlenecks may appear. Features like task assignments, progress tracking, and goal setting make it easier to manage larger campaigns and recurring initiatives.

Pros

• Strong task organization and dependency tracking
• Multiple views (list, board, timeline)
• Useful for coordinating larger or ongoing projects

Cons

• More setup is required compared to simpler tools
• It can feel overwhelming at first

Pricing: Starts at $6/month. There is also a free plan, ideal for managing your projects without upfront investment.

Analytics Tools

Analytics tools help businesses understand what’s working, what’s not, and where to focus next.

Instead of guessing, these platforms turn website and marketing activity into insights you can act on, whether that’s improving a page, refining a campaign, or reallocating budget. The tools below cover both traffic-level insights and deeper customer behavior analysis.

Google Analytics

Google Analytics is a widely used web analytics tool that helps track how visitors find and interact with a website. It provides visibility into traffic sources, user behavior, and conversions, making it a foundational tool for measuring marketing performance.

It incorporates features like event tracking, funnel analysis, and audience segmentation, which help identify which channels drive results and where users drop off. The newer GA4 version also focuses on event-based tracking, offering greater flexibility in measuring interactions across devices and platforms.

Pros

• Free to use with robust core features
• Detailed traffic, behavior, and conversion insights
• Integration with Google Ads and other tools

Cons

• Steep learning curve, especially with GA4
• Interface and reporting can feel complex

Pricing: Free to use.

Kissmetrics

Kissmetrics is a behavior analytics platform focused on tracking individual users across sessions and touchpoints. Instead of looking only at pageviews or sessions, it helps understand how people move through a product, website, or funnel over time.

The tool is handy for analyzing customer journeys, retention, and conversion paths. By tying actions to specific users, Kissmetrics helps identify what leads to long-term engagement or drop-off, making it easier to optimize customer experiences based on real behavior patterns.

Pros

• Strong user-level and funnel analysis
• Useful for understanding retention and lifecycle behavior

Cons

• Requires setup and planning to get meaningful data
• Higher cost compared to basic analytics tools

Pricing: Starts at $25.99/month. You can also leverage the 14-day free trial.

Picking the Right Marketing Tool for Your Small Business

Finding the best marketing tools for small businesses comes down to choosing solutions that support growth without spending hours on setup. From email marketing and CRM platforms to SEO, social media, project management, and analytics tools, the right mix helps you stay organized, reach the right audience, and make data-driven decisions.

Instead of trying to use everything at once, start by identifying your most significant marketing gaps, whether that’s lead generation, content visibility, customer engagement, or performance tracking.

The tools covered in this guide are built to scale with your needs, making them practical options for small businesses looking to grow sustainably.

FAQs

Here are some common questions we’ve been getting from our readers.

1. Do small businesses really need marketing automation tools?

Yes, marketing automation tools help small businesses stay consistent even with limited time and resources. Automation handles repetitive tasks such as email follow-ups, lead tracking, and reminders, allowing businesses to focus on operations and customer relationships rather than manual marketing work.

2. Are there free marketing tools for small businesses?

Yes, many marketing tools offer free plans or trials suitable for small businesses. Free versions of email marketing tools, CRM systems, analytics platforms, and social media schedulers can cover basic needs. As your business grows, paid plans unlock more advanced features, higher limits, and better reporting.

3. Can small businesses compete with larger companies using marketing tools?

Yes. The right marketing tools allow small businesses to compete more effectively by working smarter, not harder. Automation, analytics, and content tools help level the playing field by improving efficiency, targeting the right audience, and making better data-driven decisions without large teams or budgets.

4. How do I choose the right marketing tools for my small business?

Start by identifying your biggest marketing challenge, such as lead generation, visibility, customer engagement, or organization. Choose tools that solve that specific problem first. It’s usually more effective to build a small, focused marketing stack than to use many tools with overlapping features.

When a customer completes a purchase, confirms a booking, or requests a password reset, they expect a clear, instant response in their inbox.

That usually comes in as a transactional email, an automated, event-triggered message that confirms what just happened and guides the customer to the next step.

Transactional emails are a core part of the customer experience. This guide covers transactional email best practices and common mistakes to avoid, helping you deliver clear, reliable, and compliant messages that support your customers at every step.

What Are Transactional Emails?

Transactional emails are automated messages triggered by a specific user action or system event. They deliver essential, one-to-one information (confirmations, alerts, or updates) that customers actively expect after completing an action, such as placing an order or resetting a password.

Unlike welcome or other marketing emails, transactional emails confirm what has already happened, rather than promoting something new or trying to influence future behavior.

Most businesses rely on a core set of transactional emails to support everyday customer interactions. The most common types include:

• Account creation and security emails (including 2FA)
• Order confirmation and billing emails
• Shipping and delivery updates
• Payment confirmations (including failed payment notices)
• Account change notifications (password, email, profile updates)
• Security alerts like unusual logins
• Subscription renewals, expirations, or cancellations

What sets transactional emails apart is their purpose and the expectations they set. Customers open them because they need immediate and clear information about their action, a link, or a status update. That’s why reliability, clarity, and compliance matter more here than anywhere else.

The Core Principles Behind Great Transactional Emails

Before diving into specific transactional email templates and best practices, it helps to understand the principles that make these messages effective. These foundations shape how customers experience critical moments and guide the tactical decisions that follow.

• Purpose over promotion: Every transactional email should clearly answer one question: What just happened? Any secondary content must support that purpose, not provide distractions.

• Immediacy builds trust: Fast delivery signals reliability. Delays in transactional emails undermine confidence, especially during security or payment-related actions.

• Low cognitive load: Users open transactional emails to confirm or complete an action. Clear structure, plain language, and visible next steps help them move on without friction.

• Predictability and consistency: Familiar layouts, tone, and formatting make messages instantly recognizable and reinforce trust across every interaction.

• Accessibility as a standard: Critical information must be readable and usable for everyone, across devices, environments, and assistive technologies.

• Reassurance reduces support tickets: Calm, confirming language helps users feel confident that everything worked as expected, preventing confusion and unnecessary support requests.

Transactional Email Best Practices by Category

Now it’s time to turn the core principles into concrete decisions on the page. The way a transactional email is designed, written, personalized, and delivered directly impacts how trustworthy and effortless your product feels.

From layout and clarity to deliverability and subtle engagement, let’s see which areas break down the practical choices that shape those experiences.

Design and Layout

A clear transactional email design builds a zero-friction, reliable “pattern” your customers recognize every time. The goal is to help them solve their micro-task in seconds, on any device, without hunting for the information they care about.

1. Put the key information at the top

Make sure your structure is scannable. A simple one that can be applied to all types of transactional emails your brand sends works best.

Use a short introductory line inside the email that names the event in your subject line. Like this example from Roark:

Subject line: Order #xxxxx confirmed

So we’ve got the following:

• Order number
• Items
• Amount
• Primary CTA (in our case, the “View order status” button, which is the main action)

The brand used headings and bold labels so the user could jump straight to what matters. On mobile, this entire sequence should fit above the fold or very close to it. If someone has to scroll before they even know whether their payment went through, the layout is working against them.

Of course, all of these leave a question unanswered: “What about brand consistency?” It’s logical to think that this messes with your brand’s tone, look, and feel.

Transactional emails should look like you, but in a calmer, pared-down way compared to campaigns. Use your logo, brand colors, and typography, just without heavy imagery or complex layouts. Think more like “product UI email” and less like “campaign creative.”

2. Make the main CTA easy to see and tap

Your email CTAs should be obvious. The main action button should clearly stand out from the surrounding text, with enough padding to feel tappable, and a clear label like “Reset password” instead of “Click here.”

You can teach your customers a pattern across all transactional flows. Keep the basic layout consistent for confirmations, receipts, alerts, and resets:

• Similar header and intro line placement
• Details block styled the same way
• CTA in a predictable spot

Once customers recognize the pattern, they don’t have to “figure out” each new email type. Their brain already knows where to look.

3. Use one simple, mobile-friendly layout

Most transactional emails are opened on mobile devices. According to Forbes Advisor, around 41% of email opens happen on phones. That makes mobile optimization a baseline requirement.

Start with a single-column layout like the one below:

Try this template

Designs like this are easier to scan, adapt better to smaller screens, and reduce cognitive load when users are looking for specific information, such as a confirmation number, receipt, or reset link.

When designing for mobile users, focus on clarity, accessibility, and consistency to reduce friction and prevent user errors. More specifically:

• Use templates with dynamic content so one layout can adapt to different transactional scenarios without duplicating or manually editing emails.
• Leave generous spacing between sections, links, and buttons to prevent misclicks, especially in time-sensitive interactions.
• Keep body text large enough to read without zooming, as small fonts reduce clarity and trust in transactional messages.
• Design for dark mode by ensuring logos stay visible, icons remain clear, and text maintains sufficient contrast across color inversions.

Tone and Copy

The tone of a transactional email should be calm and reliable, providing users with exactly the information they need at the right moment.

Simple language works best, since most people skim these messages to confirm what happened and what to do next.

4. Use plain, neutral language

First of all, use plain, concrete language. Here’s an example from our inbox:

Subject line: Your subscription expired yesterday

Transactional subject lines should be clear and direct. This is not the place for puns or clever phrasing. People need to understand immediately what happened and whether they need to act.

A good transactional subject line starts with the action that triggered the email. Its job is to help recipients recognize the message at a glance and decide if it requires attention.

In practice, the subject line should answer three questions:

• What is this?
• Is it urgent?
• Do I need to act?

When it comes to transactional email body copy, remember to add one short line that closes the worry loop, especially for sensitive events:

This transactional email example is written in a simple format and showcases all details necessary:

• Starts with the action the recipient must follow if the email was not intended for them.
• States the requested payment amount, the recipient, the payment method, and the amount.
• Shows where the recipient can find and download their invoice and what to do if they have any additional questions.

The matter-of-fact tone of this email is what you should be aiming for: a tone that feels calm, factual, and on the customer’s side, not clever copywriting’s sake.

5. Remove humor, hype, and clever phrasing

Of course, as mentioned above, you’ll still want to sound like your brand, but transactional emails aren’t the place for full-strength personality.

So, remember to keep the core informational blocks neutral and precise, and email storytelling to a minimum. The parts with costs, access, or security should read like a trustworthy UI.

To keep your personality without compromising the quality of your transactional email, add light brand flavor in low-stakes areas:

You can see that the body copy includes a greeting, a friendly closing line, and an emoji that matches the brand’s playful personality. It’s still calm and informative, with no puns or imaginative copywriting.

To write good transactional emails:

• Use direct language that clearly states what happened, especially for sensitive actions such as payments or account issues.
• Avoid jokes, vague phrasing, or playful copy that could confuse the message.
• Keep the tone calm and neutral, not excited or salesy, to reduce stress for the reader.
• Write in simple, globally understandable English, or localize when possible.
• Avoid idioms, slang, or culture-specific references in instructions.
• Make sure the reader can immediately understand what happened, what it means, and what to do next.

Email Personalization

In transactional emails, personalization should clarify context and confirm the action that triggered the message. Done well, it reassures users that the email is relevant and trustworthy without adding unnecessary noise.

6. Use personal details to confirm the email is legitimate

The best personalization in transactional emails is the kind that lets people immediately verify, “Yes, this is mine.”

To achieve that, include details that confirm the event and add just enough data to anchor the message to a real action:

This email did not include the recipient’s name, but it did include the email address and a clear reassurance that the action was requested from that address. In this case, adding a name would have been redundant, since the email address already confirmed identity.

As a rule, any data that does not help the recipient understand or validate the event should be omitted from a transactional email. Focus on the key details that reduce doubt and support the primary action, while also helping users quickly spot fraud or mistakes.

In this example, the email answers three essential questions:

• Which action took place?
• Who requested it?
• Through which email address?

For post-purchase, payment, or security-related emails, show enough information to identify the method used without exposing risk. Mask card numbers, abbreviate addresses where appropriate, and avoid including data that is not required to understand or complete the transaction.

7. Match language, currency, and time to the user

When it comes to transactional information, try to add contextual personalization. This element is what makes transactional emails feel accurate and usable across regions, not just “translated.”

Use local language wherever applicable, as well as currency symbols or codes. Show VAT or tax where it’s expected, and follow the address formats that make sense for the country. This reduces confusion and support queries around billing and shipments.

Another crucial element is date and time. When you mention such data, especially for deliveries, appointments, or expiring links, try to tie them to the user’s timezone.

Personalization in transactional emails should be clear about whether the message is intended for the recipient and how it makes sense to them. If it does that, it’s doing its job.

Email Deliverability

Transactional emails only work if people actually receive them. The good news is you don’t have to become a deliverability expert. As a marketer, your job is to know what “good” looks like, ask for the right setup, and keep an eye on a few simple signals.

8. Authenticate your sending domain

Mailbox providers need to confirm that emails sent from your domain are legitimate. Set up SPF, DKIM, and DMARC to authenticate your domain and protect against spoofing.

Don’t assume this is handled automatically. Explicitly confirm with your technical team or email provider that these records are correctly configured and monitored. Proper authentication improves inbox placement and ensures transactional emails reach recipients when they matter most.

To give you a hand, many platforms provide documentation, DNS setup guides, and even a DMARC checker.

9. Send emails from a branded, verified address

Always send transactional emails from a domain you own, such as [email protected], rather than a free webmail address. Branded domains signal legitimacy to mailbox providers and enable authentication via SPF, DKIM, and DMARC.

Using a consistent, purpose-specific sender address also helps recipients quickly recognize the message as legitimate. This is especially important for sensitive emails like password resets, payment notices, and account changes.

Free webmail addresses are harder to authenticate, scale poorly for automated sending, and are more likely to trigger trust or deliverability issues. A branded sending address supports long-term inbox placement and reinforces user confidence when the email is opened.

10. Use infrastructure built for transactional email

Transactional emails rely on speed and reliability. Providers designed for transactional sending handle infrastructure, IP reputation, and routing to ensure messages are delivered quickly and consistently.

This reduces the risk of delays or filtering for critical emails such as password resets, booking confirmations, and order notifications.

11. Keep transactional and marketing email flows separate

Not all your traffic is created equal. A weekly promo can afford to be delayed or filtered more than a password reset can. Grouping everything together technically makes life easier. However, it puts your most important emails at the mercy of your boldest campaigns.

At a high level, aim for separation by subdomain, pool, or category. Many teams use different technical “lanes” for different email types. For example, you can use one pool for newsletters and promos like “news.yourbrand.com” and one like “notify.yourbrand.com” for transactional flows.

This helps protect transactional deliverability if a campaign performs poorly or if you experiment aggressively on the marketing side.

12. Choose between SMTP and API

Most transactional platforms offer two ways to send emails: SMTP and a transactional API. Transactional email services like Moosend support both methods for things like order confirmations, password resets, and order status updates.

But where does the SMTP vs transactional API question help?

SMTP is the “classic” route. It operates like a regular email server connection and is easier for many developer teams to plug into quickly. If you’re using basic transactional flows where you don’t need advanced logic or microscopically detailed logging, it’s all you need.

Transactional API, on the other hand, is the “faster” route. It’s built specifically for users to send high-volume, real-time transactional messages. It is also often faster and more reliable under load, with cleaner, structured data. The transactional API is also easier to track, log, and debug when issues arise, such as failed sends or timeouts.

13. Monitor important transactional email metrics

Treating transactional emails as a “set and forget” campaign is risky. A few light-touch checks can catch problems early.

Focus on delivery and bounce trends. Keep an eye on whether your delivery rate on key transactional flows is stable. Sudden spikes in bounces or drops in delivered messages can signal issues with domain health, list quality, or a configuration change gone wrong.

For example, for things like password resets and two-factor codes, you can look at how quickly people open those emails after they’re sent. If users regularly request multiple resets or contact support because “the email never arrived,” there’s an issue to investigate.

User engagement 

Transactional emails land in the inbox because they’re useful. However, that doesn’t mean you can’t add engagement; it just has to feel like a natural next step, not a distraction.

14. Add help center or FAQ links

Help links work best when users may have questions or need reassurance, such as after invoices, error messages, or failed payments. A simple line like “Need help? Visit our help center” feels supportive and gives people a clear next step without adding pressure.

This approach works well because it respects the moment. Here’s an example from Spotify:

This email was sent after what seemed to be an “irregular” login to my account. The section at the end makes it all the more legitimate and is placed ideally after the CTA button.

15. Cross-sell and upsell without being salesy

You can cross-sell or upsell in transactional emails, as long as you don’t cross the line between “smart” and “annoying.”

Keep recommendations tightly relevant and include complementary products in the order confirmation, such as accessories and refills.

This cross-sell email example from Huckberry is essentially an order confirmation email that gently nudges the user towards checking out more products. The confirmation, details, and core CTA sit at the top. The additional items are further down, so they can either be skipped without friction or the user can then calmly check out what’s offered if they want to.

The main point here is that customers shouldn’t get the feeling that the real reason for the email was to sell them something. When it comes to transactional emails, this is a breach of trust.

16. Run A/B tests

Transactional emails should be to-the-point and simple, but this doesn’t mean you can’t do some light experiments. Especially when it comes to engagement.

First of all, you can A/B test small variations. Try different subject lines, preheaders, sender names, or subtle copy changes to see what improves opens and essential clicks while keeping your core metrics stable.

Then, you can compare engagement across versions. Review your reporting and analytics to see how a “purely transactional” version performs compared to one with a small help link or a contextual recommendation.

Done this way, engagement in transactional emails feels like part of the service, not a distraction from it.

Common Transactional Email Mistakes to Avoid

Even well-intentioned teams can accidentally turn transactional emails into tiny sources of friction, confusion, or mistrust.

However, most issues fall into a few predictable categories related to how the email reads, looks, is sent, and is maintained over time.

UX & content mistakes

These are the common mistakes that make customers work to understand what happened. They can hinder the user experience and turn the email customer journey into anything but smooth.

• Vague or misleading subject lines: Phrases like “Update on your account” or “Important information” prompt users to open the email to figure out whether it’s serious, urgent, or relevant. For transactional emails, this feels lazy at best and suspicious at worst. Always state the specific action that triggered the message so recipients instantly understand why they’re receiving the email.
• Using “no-reply” addresses: A no-reply@ address signals that you don’t want to hear from customers when they might actually have a question. It would also make it harder for some inbox providers to associate engagement with good sender behavior. Use a monitored or clearly redirected address instead.
• Burying key information in a wall of text: If users have to scroll and skim to find out whether their payment went through or which order this is about, the email is doing the opposite of its job. Long, unstructured paragraphs are especially painful on mobile.
• Overly technical or robotic language: Transactional emails often touch on security, billing, or errors. If the copy reads like a system alert, non-technical users will feel anxious and lost. You want calm, human, plain language.

Design & accessibility mistakes

These mistakes don’t just make emails look worse; they also make them harder to read.

• Inconsistent branding across updates: If your password reset email looks completely different from your receipts or shipping updates, users may question its legitimacy. Inconsistent branding also forces them to “re-learn” each email type instead of trusting a familiar pattern.
• Poor mobile experience: Tiny fonts and cramped layouts are all common in older transactional designs. On a phone, this translates into zooming, mis-taps, and general frustration. This is not a best practice in email design and definitely not what you want during time-sensitive actions.
• Putting critical information only in images: If order details, prices, or CTAs live only inside an image, they can become inaccessible when visuals are blocked or when someone uses a screen reader. Essential content must exist as text, with images as supporting elements.

Deliverability & compliance mistakes

These are the quiet issues that don’t show up in the UI but hurt you in the background.

• Using the same infrastructure for everything: If you’re using the same IP or pool to send transactional emails as you do for promos, any damage from campaigns or no list cleaning can drag down critical mail, too. That’s how password resets end up being filtered: last week’s sale was oversent.
• Skipping authentication & domain hygiene: Lack of proper domain authentication makes your emails look suspicious to inbox providers. For the customer, this can translate into missing resets, invoices ending up in spam, or not trusting security alerts.

Operational mistakes

These are process problems rather than one-off choices. And they’re incredibly common.

• Not testing flows end-to-end after changes: A small tweak in your product, billing system, or ESP configuration can silently break an important email. If no one regularly walks through signup, checkout, password reset, and key account changes like a user, issues can go unnoticed for weeks.
• Letting copy and patterns drift across teams: When different teams own different parts of the customer journey, you often end up with three versions of a “payment failed” email, all with slightly different tone and guidance. That inconsistency confuses customers and makes troubleshooting harder.
• Ignoring bounce, complaint, and failure signals: If nobody owns the health of transactional flows, warning signs like rising bounces, spam complaints, or repeated “didn’t get the email” messages never come together into a clear problem.

Avoiding these mistakes takes less effort than one might imagine, provided the actions are intentional. Decide what “good” looks like, document it, and treat transactional emails as part of the product, not as one-off system messages.

Turning Transactional Emails into a Competitive Advantage

Transactional emails may look simple, but they reveal how reliable and user-focused your product really is. When design, tone, personalization, deliverability, and engagement work together, these messages stop feeling like background system notices and start reinforcing how easy your product is to use.

To improve them, start with a quick audit. Walk through your customer’s transactional emails and check whether each message clearly serves its purpose.

Even small, focused improvements can lead to smoother user journeys, fewer support tickets, and a customer experience that stands out without being loud.

FAQs

Now let’s answer some of the most common questions regarding transactional email campaigns.

1. Can I include promotions in transactional emails?

Yes, as long as the promotional content remains clearly secondary. The main purpose of the email should be clear and visible at the top. Any upsell or recommendation should appear below the core details and feel optional rather than intrusive.

2. Do transactional emails need an unsubscribe link?

They’re often not legally required because they’re considered essential service communications. However, it’s a best practice to give users control over notification frequency or categories where appropriate. Offering a simple “manage notifications” link reduces frustration and helps maintain long-term deliverability.

3. How many transactional emails is “too many”?

If users receive multiple notifications for small, similar events, it becomes noise. Combine low-priority updates when possible (e.g., summaries or digests), and respect user preferences for alert frequency. Real-time notifications should be reserved for events that are genuinely important or time-sensitive.

4. Are transactional emails subject to marketing email regulations?

They’re treated differently because they’re tied to an urgent action the user already took, not to promotional messaging. Still, mixing too much marketing inside a transactional email can blur the line and cause compliance questions, so keep promotional content minimal and clearly secondary.

5. What if my transactional emails are going to spam?

This usually points to a domain authentication issue, a sender reputation problem, or transactional and promotional traffic being mixed on the same sending pool. Check that SPF, DKIM, and DMARC are set up correctly and consider separating transactional traffic from marketing sends.

Picture this: you launch a new newsletter. The automation fires, the welcome email looks perfect, and everything seems fine. Then support starts getting messages like “I never got it” or “It’s not even in spam.”

Your ESP may show the email as delivered, but inbox providers still decide where it lands. First-time or bulk emails often end up in Promotions, Updates, or Spam. That’s where whitelisting matters. Adding you to contacts or marking you as safe signals trust, and when enough subscribers do this early, inbox placement improves fast.

This guide shows why email whitelisting matters, when and how to ask without being pushy, best practices, and how to embed it into your flows without disrupting your message.

What Happens if Subscribers Don’t Whitelist You?

Even if your infrastructure is perfect, inbox providers still try to be safe rather than sorry when it comes to bulk senders. When subscribers don’t add you as a trusted sender, their mailbox has no extra reason to favor your emails over the dozens of other newsletters they get every week.

So what actually happens when subscribers don’t take that small step to mark you as trusted?

Reduced inbox placement

If subscribers don’t take any action to mark you as a trusted sender, your emails are far more likely to land in Promotions, Updates, or Spam. This happens to solid brands and reputable senders with clean domains, especially when you’re new to someone’s inbox or when you send email blasts.

From a mailbox provider’s perspective, your message checks all the “bulk email” boxes: marketing language, multiple links, images, tracking, and scheduled delivery.

Inbox algorithms look for signals of genuine engagement like replies, forwards, contact additions, and tab movements. Without those early cues, mailbox providers treat you like any other bulk sender, which usually means secondary tabs or filtered placement.

And the impact shows up quietly in your metrics:

• Welcome emails get less visibility.
• Lead magnet follow-ups get buried.
• Carefully timed onboarding nudges compete with dozens of other promotional messages instead of showing up where people actually act.

Over time, that lower visibility leads to lower opens and clicks, which feeds straight back into worse placement for future campaigns.

Of course, that is not to say that whitelisting replaces good deliverability practices. Still, it gives inbox algorithms a clear, human signal that your emails belong in the inbox, not behind a tab or a filter.

Lower engagement and worse sender reputation

Deliverability is brutal with first impressions. When someone joins your list, they’re at peak interest. If your first emails land in the Promotions tab or are filtered away, they don’t open or get clicked.

From the inbox provider’s point of view, that looks like zero interest. Couple that with a complaint rate higher than 0.01% from recipients who forgot they signed up in the first place, and you have the recipe for slowly training the algorithm to treat your messages as background noise.

Even when you send something genuinely valuable, like an offer, a feature launch, or a time-sensitive update, your email campaign is now trying to fight its way out of the “unimportant” bucket.

Whitelisting helps you avoid that cold-start spiral. If you can get even a small slice of new subscribers to add you to their contacts or mark you as safe right away, your first emails will land in a more favorable place. That early engagement tells mailbox providers that your emails are wanted.

Over time, this small action protects your sender reputation and keeps your average performance from sliding downhill.

Broken or delayed workflows

The painful part is when key workflows quietly break because emails never surface.

Think about where your program depends on timely email:

• The welcome email that delivers a lead magnet or next steps
• Trial onboarding sequences that nudge people towards activation
• Password resets, verification codes, billing, or renewal notices
• Product updates that explain changes before support tickets start flooding in

If those messages are delayed, buried in the Promotions tab, or dumped in spam, the experience on the other side could be disappointing. This disrupts the flows people rely on, leading to expired codes, missed activation steps, and lost value.

This then turns into more support load, slower conversions, and more churn than the numbers alone suggest.

In that case, whitelisting acts as a small but powerful safety net. A simple prompt to trust your emails early on can make the difference between a workflow that works and one that quietly fails.

When and Where to Ask Subscribers to Whitelist You

Asking people to whitelist you is a bit like asking for a favor. The “when” matters as much as the “where.” The sweet spot is to ask in moments and locations where subscribers are already expecting something from you (like you would do with UX copy) and clearly see the value of getting your emails reliably.

In your welcome email

Your welcome email is the most natural place to introduce whitelisting. Subscribers have just signed up, they’re actively expecting your message, and they’re still in a high-intent mindset.

The key here is placement. You don’t want to lead with whitelisting. So, start with a standard welcome structure. Greet the subscriber, explain what they’ve signed up for, and set expectations around content and frequency.

Once that context is established, add a short, friendly line near the end of the email or just above the footer. One sentence is enough. You can also surface it as a subtle “pro tip” block under your main CTA if that better fits your layout.

This is the welcome email I received upon signing up for the Visual Capitalist’s newsletter. You can see that the structure has a greeting, and then shows what I could expect to receive and how to receive it.

At the end, the email is pointing to a short guide section and an instructions page. The tone feels like they’re helping me get full value from what I signed up for.

If your onboarding includes a follow-up to the welcome email, this is where you can recover subscribers who may have missed the first one. At this point, some people realize they never saw the initial message or that it landed in Promotions or spam.

A short line near the top acknowledging that, followed by a link to your whitelisting instructions, gives them a clear fix without blame. It also reinforces that whitelisting is a normal part of the experience, not a one-off request.

After delivering a lead magnet

Lead magnets are a key lead generation tactic and a natural point to introduce whitelisting, as value has already been exchanged and follow-up is expected.

Someone signed up for a resource, a multi-part series, or a follow-up sequence. The delivery email naturally sets expectations for what comes next.

This is why the whitelisting request works best when it’s directly tied to follow-up content. Instead of a generic deliverability message, reference what the subscriber can expect next and position whitelisting as the way to make sure it arrives on time.

Then, ensure you:

• Place the whitelisting prompt right after the download link or in a small “don’t miss the next part” block.
• Use explicit timing language (e.g., “You’ll receive part two tomorrow” or “The next template arrives in 24 hours”). This will help subscribers connect whitelisting with a specific outcome they care about.

This approach works especially well for ebook series, template packs, and educational email courses, where missing one email breaks the experience. It turns whitelisting into the practical step that ensures the rest of the series arrives on time. When timing is clear and the sequence is obvious, the request feels logical, helpful, and easy to act on.

Inside the email footer or the preference center

For existing subscribers, whitelisting should never interrupt the main message. At this stage, it works best as something that’s available when people are already managing their relationship with you.

Email footers are a natural fit for this. A single line placed near unsubscribe or preference links keeps the request visible without hijacking attention. You could add a single line under the unsubscribe/preferences links of your email footer.

Here’s what Adobe did:

The brand takes it a step further by linking to their Privacy Policy before asking to be added to the safe senders list. This ensures consistency and trust that the brand won’t spam recipients.

The preference center is another effective placement. When subscribers are choosing topics or frequency, they’re already thinking about control and inbox management. Adding a small prompt or link to your whitelisting guide here feels relevant and self-serve, especially for subscribers who are actively trying to fix missing emails.

In both cases, the goal is availability. You’re giving people a clear option to improve delivery when they’re ready, without forcing the issue.

On a thank you page

Thank-you pages are high-attention moments in your funnel. The action is complete, expectations are set, and users are ready for the next step.

That makes them ideal for a short whitelisting prompt. Here’s how this can look after a whitepaper request:

“We’ve sent your whitepaper to your inbox. To make sure you get it and future updates don’t end up in your spam folder, take 10 seconds to add us to your contacts. Here’s how to do it in Gmail, Outlook, and other mailbox providers.”

If you have jump links, put them right there on the page. You’re catching people at the exact moment they’re waiting for an email, which makes the whitelisting action feel perfectly natural and logical.

Re-engagement or win-back emails

Re-engagement flows are where deliverability and trust are already fragile. Some people stopped opening because they lost interest, others stopped opening because your emails slid into Promotions or spam, and simply disappeared from view.

You can’t fix everything with whitelisting here, but you can give still-interested subscribers a way to pull you back into their inbox.

Keep it simple and make sure to highlight the optional nature of the action:

“If you’d like to keep hearing from us but haven’t seen our emails in a while, it might be your filters, not you. Adding us to contacts or marking this as ‘Not spam’ helps your inbox recognize us again. Here’s a quick how-to guide.

Of course, in this case, the whitelisting request isn’t the hero of the message. Your main focus is your re-engagement sequence to answer the core questions:

• Why should I stay on this list?
• Are your emails worth a place in the inbox?

For the segment that wants to stay but hasn’t been seeing you, this gives them a concrete fix instead of relying on them to figure out they need to whitelist your emails in the first place.

For this email flow, here’s where to place your whitelisting request:

• Near the bottom of the email, after your main “stay subscribed” CTA
• As a PS: line. For example, “P.S. If you haven’t seen our emails lately, here’s what could be wrong.”

Overall, to make whitelisting work, add it where natural consumption points occur, like a welcome, delivery, or value moment. Keep it short, benefit-led, and optional. Create a simple, clean whitelisting guide rather than cramming steps for every client into every email.

How to Get Subscribers to Whitelist You without Sounding Pushy

Timing may be half the game, but how you ask is what decides whether people actually do it.

You don’t want to sound scared (“please whitelist us or we’ll die”) or demanding (“go do this now”). Instead, treat whitelisting as a small, optional “pro tip” that helps them get more of what they already said they wanted.

1. Lead with value

Fear-based copy puts your problem at the center, not your recipients’. It doesn’t speak to their needs or offer real value. Using email copy like “You might not get our emails” can also feel a bit pushy.

What you can do instead is to flip the narrative. Phrases like “Want to receive our emails to your inbox?” or “Know all the industry secrets by adding us to your safe senders/contact list” propose a suggestion or an action based on a small “yes” on the recipient’s end.

Some creative ways to adapt your email copy are the following:

• “Get all our updates without delays by adding us to your contacts.”
• “A quick add to your contacts keeps future emails easy to find.”
• “Want the next email to land straight in your inbox? Add us to your address book.”
• “To make sure our emails show up right where you expect them, add us to your contacts.”
• “Want us to stop playing hide-and-seek with your inbox? Add us to your contacts.”

The example above is from Iron Panda, an eCommerce fitness brand. The value here is evident, as it’s not just about receiving a campaign. The whitelisting practice here is tied to order information and exclusive offers.

Also, urging the recipient to contact your brand if any questions arise gives the email a nice touch and positions the brand as one that cares about customers.

All in all, value-led copy promotes whitelisting as an email practice that provides a type of upgrade for recipients, not an action that saves your email campaigns.

2. Keep the ask short and casual

With attention spans dwindling and busy schedules becoming the norm, recipients don’t have the time or energy to read a mini-post about whitelisting inside your email. Therefore, there’s no need for you to give a full guide on it. In most cases, one simple sentence can do the job.

Make sure to use great openers that feel light and human:

• “Quick tip:”
• “One small favor:”
• “Before you go, a 10-second tweak:”

Openers like this give recipients an idea of what your next sentence will be about. When you follow up with the actual request, make sure to use clear and short instructions:

“Quick tip: Add us to your contacts so the rest of this series can be delivered straight to your inbox.”

If you need more details, don’t cram them into the email body. Just use an email CTA with a link that the user can follow to understand exactly what to do next:

“Here’s how to do that in Gmail, Outlook, and more.”

Keeping the ask short and cohesive helps your email copy stay clean and makes it easier to collect interested leads, as people who care about your campaigns and brand will click through for instructions.

3. Use clear microcopy

Most subscribers don’t know what “whitelisting” means. And they probably won’t care to find out, either. “Whitelisting” sounds technical and makes the action seem complicated and time-consuming.

To avoid making your request sound like a knowledge base article, turn it into educational email content that recipients can understand.

Use direct language that shows an everyday email action. Instead of only saying “Whitelist our email,” you can say “Add us to your contacts or whitelist our email.”

Or, you can do it like Eddy Shleyner’s Very Good Copy:

This is a great example of creating clear and digestible whitelisting copy without sounding too technical. It’s giving recipients a clear action-to-outcome flow while keeping the copy jargon-free.

It also creates a hidden benefit by showing users exactly how to perform the action while they’re reading the email and are already engaged.

4. Consider visual cues

A tiny bit of visual structure can make your request feel easier and more skimmable. Of course, you don’t need to create a dedicated email design for whitelisting.

All you need is a content block with skimmable content that makes whitelisting look effortless to users unfamiliar with the practice.

Here are some methods you can use:

• A 3-step mini checklist:
  • Open this email
  • Click our name at the top
  • Tap ‘Add to contacts’
• A small arrow/emoji pointing to the instruction:→Quick tip: Add us to your contacts so you don’t miss the next whitepaper.
• A boxed “Pro tip” block in your welcome email: Pro tip: Tell your inbox you want to hear from us by adding us to your contacts.

Here’s an example by the Generative AI Newsletter that nails the visual cue approach:

This is the welcome email I received upon signing up. The combination of a dedicated visual cue and emojis captured my attention when skimming this email.

The mini checklist, on the other hand, is a very handy tool for readers who want to remember the information while performing the task at hand.

5. Provide options

Different inboxes and user behaviors mean there isn’t one single “whitelisting action.” But does this mean you have to explain every client in every email?

Not really. What you need to do is give people a couple of easy options in the email copy—especially if you’re using zero-click campaigns—or an easy way to do it through a dedicated link at your email footer.

For example: “If this email landed in Promotions or Junk, drag it to your main inbox or add us to your contacts or safe senders list.”

Or, if you want to send users to a separate page with a step-by-step guide, you can do it like this:

This whitelisting example by Carney keeps the in-email copy universal and short. Providing a link with clear whitelisting options gives readers who click through more precise guidance.

Put together, these principles give you a powerful combination of actions. Use value first, then follow with a short line of copy and actionable language that leads to an optional link to a client-specific guide.

Mini Whitelisting Guides for Popular Email Clients

Your subscribers don’t experience your email campaigns as a single unified system. They have Gmail, Apple Mail, Outlook, Yahoo, or some default app on their phone or computer, each with its own filtering behavior, quirks, and ways of interpreting trust.

Giving people simple, client-specific instructions increases the likelihood that your messages land where they should.

Below are short guides you can use for your welcome emails, thank-you pages, or onboarding flows.

For Gmail

Gmail is the most popular email provider. With around 1.8 billion active users worldwide, it accounts for a huge slice of daily email traffic, especially among consumers and professionals.

Adding to its popularity, Gmail features some of the most sophisticated filtering systems. Promotions tab, auto-categorization, and behavioral weighting make it seem like Gmail sees everything. Giving subscribers a way to signal you’re not just another sender is genuinely valuable here.

To urge Gmail users to whitelist your emails, here’s what you can tell them:

• Add us to your contacts:
  • Open our email in Gmail.
  • Hover over our name at the top.
  • Click “Add to contacts” in the little card that appears.
• Help future emails hit the inbox:
  • If this email is in Promotions, click and drag it into Primary.
  • When Gmail asks if it should always do this for our emails, click “Yes.”

Gmail uses contact lists and actions like dragging to Primary as strong signals of personal relevance. That puts your emails in a better position than relying solely on algorithmic categorization.

This action takes only a moment, but it ensures important content shows up where people actually look.

For Apple Mail

Apple Mail consistently shows up at the top of global email client usage lists, especially because it’s the primary email client that comes pre-installed on Apple devices. Since the iOS 15 update introducing Mail Privacy Protection (MPP), marketers have changed how they interpret engagement.

Apple now preloads images, meaning opens can appear higher than they actually are. That makes it harder to tell who genuinely interacts with your emails. And that’s exactly where subscriber trust signals like whitelisting pick up the slack.

When someone manually adds you to their contacts, that’s a real, deliberate action that MPP can’t mask. And mailbox providers treat those actions as stronger indicators of genuine interest than inflated open rates.

Here’s how you can explain whitelisting to Apple Mail users:

• What to do (on a Mac computer):
  • Open our email in Mail.
  • Right-click our sender name at the top.
  • Choose “Add to Contacts.”
• What to do (on an iPhone/iPad)
  • Open our email in Mail.
  • Tap the sender’s name.
  • Tap “Add to Contacts” or “Create New Contact” and save.

With MPP blurring the line between “opened” and “actually engaged,” adding a sender to contacts becomes one of the clearest signals that a subscriber really wants your messages. It also helps Apple Mail treat your emails more like personal communication and less like automated bulk.

Once someone saves you to their contacts, future messages are treated more like personal mail than generic bulk sends.

Outlook (desktop and web)

Outlook powers personal inboxes, corporate accounts, and large-scale business environments.

That means stricter spam filtering, additional security layers, and a higher likelihood that bulk emails will be deprioritized unless the user explicitly marks the sender as safe.

Here’s how to tell an Outlook user how to whitelist your email:

• Add us to your contacts (on Outlook Desktop):
  • Open our email.
  • Right-click the message.
  • Hover over “Junk”, then select “Never Block Sender.”
• What to do (on Outlook Web)
  • Open our email in your browser.
  • Click the three dots (•••).
  • Choose “Add to Safe senders.”

Outlook’s safe-sender designation bypasses several layers of filtering. This is especially important in workplace environments where IT policies can otherwise down-rank unfamiliar senders.

This means a quick click keeps important onboarding emails and updates out of the Junk folder.

Yahoo Mail

Yahoo Mail may not dominate as it used to, but it still serves a percentage of the population. Its filters can be aggressive, sending your email to spam when they detect repeated marketing-style formatting. Adding a sender to contacts gives Yahoo clear confirmation that your messages are wanted.

Here’s the guide to include in your next campaign for Yahoo users:

Add us to your address book:

• Open our email in Yahoo Mail.
• Click the three dots (•••).
• Select “Add sender to contacts.”

If you find us in Spam, open the email and click “Not spam.”

Yahoo strongly weighs the distinction between “unknown sender” and “saved contact.” This simple action helps keep future emails out of spam entirely.

Android Mail Apps

Android doesn’t have a single default mail client, but many: Gmail, Samsung Mail, Outlook for Android, etc.

The universal constant across almost all of them is the contact list. Most Android mail apps treat “saved contacts” as the strongest trust signal, regardless of email app type.

Here’s how to urge Android users to whitelist you:

Add us to your safe senders list:

• Open our email.
• Tap the sender name or email address.
• Select “Add to contacts” or “Create contact.”

If the email hits Promotions or Spam, move it to your main inbox or tap “Not spam.”

Across Android apps, being in the user’s contacts is one of the most reliable signals that a sender is legitimate and welcomed, especially when different apps interpret bulk mail differently. It’s the quickest way to ensure users see follow-ups and access links without digging through folders.

Whitelisting Best Practices for Better Deliverability

Whitelisting is one piece of a bigger deliverability puzzle that involves recognition, trust, consistency, and technical hygiene. If the rest of your setup is a mess, whitelisting can’t save you. If your foundations are solid, it becomes the extra nudge that gets you into the inbox faster and more often.

This is where you connect the dots between a subscriber’s action (add you to contacts, mark “not spam”) and what you and your platform do behind the scenes (authentication, reputation, list quality).

1. Keep your “From” name consistent

Your “From” name is the first trust signal people see. If it keeps changing from “Marketing Team,” to “Company Newsletter,” to “Alex from X Brand,” you’re making recognition harder for both humans and filters.

Using a clear, consistent sender name that includes your brand makes it easier for subscribers to recognize and trust your emails. This supports higher open rates and long-term engagement.

Pick a “From” name format and stick to it. You can use your brand name for product updates, transactional, all-business stuff, and the “Name from Brand” format for more conversational or content-led emails.

The key is to not make people or algorithms wonder whether you’re the same sender they opted in to.

2. Use a recognizable sender address

Similarly, constantly hopping between sender addresses like info@, no-reply@, newsletter@ reduces familiarity and can raise flags.

Choose a primary sending domain and address for your marketing emails. For example, [email protected] or [email protected].

Keep it tightly tied to the brand on your site and in your ESP account. This helps mailbox providers link your sending behavior, authentication, and engagement history to a single identity, rather than scattering your reputation across multiple addresses.

Not to mention that it also makes your whitelisting instructions simpler, as all you have to say is “Add [email protected] to your contacts.”

3. Send predictable content early in the relationship

The first few emails after signup are where inbox providers decide whether you’re actually wanted in the customer’s inbox. If your early content is erratic, spammy, or wildly different from what you promised at signup, you’re burning that trial period.

Use your first 2-3 emails to:

• Deliver exactly what recipients signed up for
• Keep formats clean and lightweight
• Reinforce your value proposition and expectations

Content relevance and engagement can address core deliverability issues, as engagement signals signal to mailbox providers that your recipients want to receive your campaigns.

If people open your emails, click through your links, and interact with your content, your inbox placement improves. Whitelisting then amplifies those early positive signals.

4. Maintain a clear sending schedule

Filters love predictability. If you go from radio silence to blasting every day during a sale, don’t be surprised if engagement drops and your deliverability follows.

Choose a cadence that your team can sustain, in terms of quality. If it’s a weekly digest, for instance, send it weekly; if it’s a quarterly product update campaign, send it quarterly, and so on.

Sending patterns and habits are a key factor that inbox providers track over time. In this case, whitelisting helps make sure those regular touches land where they should. However, consistency itself trains inboxes to view you as legitimate, not as sporadic noise.

Tip: If you’re sending from a new domain or IP, keep your cadence steady, especially during the warm-up stage. Gradually increasing volume helps inbox providers build trust, and whitelisting reinforces those early positive signals.

5. Remove inactive users before major sends

Nothing tanks sender reputation faster than repeatedly emailing people who never open, click, or even see your messages. High volumes of non-engagement and bounces are classic warning signals for filters.

Before big campaigns like product launches, Black Friday promos, or announcements, make sure to perform a thorough list cleaning. Exclude chronically inactive segments or place them into a separate re-engagement flow, not the main blast.

Whitelisting shines when it’s layered on top of a healthy list. If only your most engaged subscribers see “add us to contacts,” their behavior will reinforce strong engagement signals instead of being diluted by thousands of cold addresses.

6. Combine whitelisting with SPF, DKIM, and DMARC

Finally, the technical backbone. Proper email authentication is non-negotiable if you care about inbox placement.

• SPF tells inbox providers which servers are authorized to send emails on behalf of your domain. If someone else tries to spoof your domain, SPF helps block it.
• DKIM is a “digital signature” added to each email that proves the message really came from your domain and wasn’t altered in transit. Providers use it as a trust and authenticity check.
• DMARC provides a policy layer that specifies what inbox providers should do when an email fails SPF or DKIM (quarantine it, reject it, or allow it). It also sends back reports so you can see if anyone is trying to impersonate your domain.
• BIMI stands for Brand Indicators for Message Identification. It builds on DMARC by adding a visual trust signal. When set up correctly, it allows inbox providers to display your verified brand logo next to your emails. While it doesn’t directly affect delivery, it strengthens brand recognition and helps recipients quickly identify legitimate messages.

Of course, you don’t need to talk about any of this with your subscribers. So, handle the above quietly in the background.

Whitelisting and using authentication protocols show mailbox providers can verify you’re a legitimate sender. And recipient interaction shows that subscribers can confirm they actually want you in their inbox.

That combination turns whitelisting from a tiny “nice if it happens” action into part of a robust deliverability strategy that consistently gets your emails in front of real people.

Go Straight to the Inbox

Whitelisting is one of those small steps that delivers outsized results. It takes subscribers seconds, but it can dramatically improve inbox placement, especially in those early, high-stakes moments of your relationship.

The key is to make your ask feel natural. Place it where it fits, tie it to real benefits, and give people clear instructions so they never have to guess what to do.

Whitelisting works best when it supports a solid deliverability foundation. It amplifies good signals but can’t repair bad ones. Pair it with authentication, consistent sending habits, and healthy list management, and it becomes a simple, reliable lever that helps more of your emails land exactly where they should.

FAQs

Now, let’s answer some of the most common questions regarding whitelisting emails and the reasons behind the practice.

1. What does email whitelisting actually mean?

Email whitelisting is when a subscriber manually signals that they trust your emails by adding you to their contacts, marking your message as “not spam,” or moving it to their main inbox, so future emails are less likely to be filtered.

2. Does whitelisting guarantee inbox placement?

No. Whitelisting doesn’t override poor sending practices or broken authentication. It works best as a reinforcement on top of solid deliverability fundamentals like engagement, consistency, and proper setup.

3. Does whitelisting matter for transactional emails, too?

Absolutely. Password resets, verification codes, and billing notices rely on timely delivery. Whitelisting helps ensure these critical messages aren’t delayed or buried.

4. Is whitelisting useful if you already have SPF, DKIM, and DMARC set up?

Yes. Authentication proves you are who you say you are. Whitelisting proves subscribers actually want your emails. Together, they create a much stronger trust signal than either alone.

5. How many times should you ask someone to whitelist you?

Once or twice is usually enough. Repeating the request too often can come across as pushy. After the initial ask, keep it available in the footer or the preference center rather than resurfacing it constantly.

Most marketers have had that moment: staring at a campaign and thinking they have to send it manually because their automation workflow doesn’t make sense. And it’s not because you lack creativity, it’s because your workflows might not fit your industry, customer journey, or the story your data tells you.

This guide was built with that moment in mind.

From guiding a SaaS user through activation to preparing a guest for their stay, the goal is the same: creating non-generic email automation workflows that are ready to support your business objectives while staying true to the customer journey.

Here are the core email automation workflows to build, along with how to make them work best for your business.

What to Do Before Activating an Email Automation Workflow

Most automation failures happen because something small was overlooked before you ever clicked “activate.” So, think of the stage before activating the automation as checking your car engine before a long drive.

Getting your foundation right before you begin saves you from messy data, broken flows, or customers receiving the wrong message at the wrong time.

Here’s what to prepare before activation:

• Get your data in order: Clean duplicates, standardize fields, and confirm you have the data your automations rely on. Accurate syncing and triggers start with a reliable email automation platform.
• Verify data syncing across systems: Ensure your CRM, ecommerce, or booking tools are properly connected and updating in real time. Missing or delayed events can break even the most personalized workflows.
• Map out the workflow logic: Clarify entry criteria, conditions, and timing for each step. Visualizing the customer journey helps surface friction points before automations go live.

Anatomy of a High-Performing Automation Workflow

A strong email automation workflow starts with a few core elements. When these pieces work well, the automation feels simple and effective.

• Triggers: The single event that admits someone into the flow. That could be a signup, an “add to cart,” a completed booking, or a long gap in activity. Pick the smallest, most reliable signal that actually correlates with the outcome you want.
• Conditions: These are the “if this, then that” checks that keep your messages relevant. It could be anything from your subscription plan to the product you bought or a recent activity. The key here is to use only the conditions you need. Excessive branching makes flows hard to test and harder to optimize, while using just one condition can slow things down.
• Actions. When a specific condition is met (such as a date being reached), the workflow performs a clear step, like sending an email. Each action moves the user forward in the sequence, whether that’s a celebratory message, a reminder, or a follow-up. Keeping actions simple and intentional makes the workflow easy to understand and maintain.

Apart from the core components, there are also timing and delays, which are the human layer. Some actions happen instantly, like sending an anniversary email the moment the date is reached.

Others require waiting. Short delays work for immediate acknowledgments, while longer waits, like days or weeks, help space out follow-ups so messages feel timely and non-intrusive. Understand when the best time to send an email is and how each delay should serve a purpose. Give the recipient time to respond before taking the next step.

Lastly, every workflow needs a clear endpoint. Whether it’s sending a final follow-up, completing a celebration cycle, or simply delivering value at the right moment, you should clarify what success looks like right off the bat. Once that goal is met, the user should exit the workflow.

Key Email Workflows by Industry

Before diving into the specifics, here’s what you need to keep in mind: every industry has its own pressure points and customer patterns. The best automations work because they’re built around this fact.

Next, we’ll be using Moosend’s ready-made automation recipes and visual workflow builder to demonstrate the examples. You can follow the logic step by step or try the workflows yourself by signing up for a free Moosend trial.

1. SaaS industry: From onboarding to activation

For SaaS brands, the first days after subscribing make or break the entire customer lifecycle. Once someone creates an account or starts a free trial, your automation workflow should immediately guide them to the action that demonstrates your product’s value.

Let’s start with the recipe you’ll need for that. Choose the “Onboarding email sequence” recipe from the “Automations” tab on your Moosend account. After that, things are fairly simple.

Here, the trigger is a new subscription. You decide how long to wait before sending the email. After that, your marketing automation software should take over and deliver your welcome email campaign.

A strong onboarding SaaS workflow keeps the path simple. Your onboarding email should arrive instantly and give users exactly what they need to get started: a short checklist, a single CTA, and zero distractions. The goal here is to help them complete one meaningful action as quickly as possible.

As you can see, there is a “Filter” tab in our workflow. This concerns who opened your campaigns and who didn’t.

In our example, around the 48-hour mark, we follow up with a milestone or progress-style message. This works especially well when it nudges users toward the Aha moment you’ve defined. So, include a quick-win tutorial, a short video, or a prebuilt template to get them moving without extra thought.

If your email remains unopened, then the user is most likely disengaged. So, keeping them in your workflow won’t benefit you. This is why we included the “No” and “Unsubscribe from list” step.

By day five, you can add more value with a feature-highlight campaign that showcases a more advanced, user-role- or plan-tailored feature through dynamic content.

As the trial window closes, send a well-timed reminder with a personalized upgrade push. Instead of generic “your trial is ending,” show the user what they’ve already achieved and what they’ll unlock by moving to a paid plan. If they convert early, they should automatically exit the flow so they no longer receive trial content.

2. Ecommerce: From cart abandonment to repeat purchases

Cart abandonment is one of the most frustrating revenue leaks in eCommerce. According to Uptain’s study, cart abandonment rates reached 71,72% in the first half of 2025:

The good news? A well-timed cart abandonment automation workflow can bring shoppers back before the moment passes and set the stage for repeat purchases. It is also a great place to use some upselling techniques. In fact, 58% of marketers use marketing automation for upselling, according to Moosend’s research on marketing automation statistics.

An abandoned cart workflow starts the moment someone adds an item to their cart, but doesn’t check out:

We decided to keep our example simple and straightforward. So, our potential customer would receive only one cart abandonment email and would exit the workflow if they didn’t purchase after the first reminder email. But this doesn’t mean you have to do it the same way:

• Send the first reminder after 45 minutes while the intent is still high. For the best results, keep it simple by showing the product, highlighting the value, and making the path back to checkout friction-free with a dedicated CTA.
• After 24 hours, if the shopper still hasn’t completed the purchase, add a little urgency. Some gentle nudges, like low-stock indicators or fast-selling-item notes, will do.
• At the 72-hour mark, you can decide whether to introduce an incentive. Some brands offer a small discount, others use free shipping or loyalty points. The key is to make the offer feel like an added bonus rather than a default expectation. If discounts aren’t a part of your brand’s strategy, skip this step entirely and use value-driven messaging instead.

Of course, a completed purchase doesn’t mean your work is done. Your ecommerce workflow should naturally shift into post-purchase mode. Here’s where the “Upsell/Cross-sell” recipe comes into play:

Start with a simple “You made a great choice” moment, then move on to complementary products, bundle suggestions, or replenishment cycles, depending on the category.

For brands with consumables or repeat-purchase items, add a timed reminder further down the road with a recipe like Moosend’s “Repeat purchases reminder.”

If your average customer repurchases at 30 or 45 days, schedule your nudge right before that window. This not only boosts repeat sales but also keeps customers engaged without feeling spammed.

To ensure you get the timing just right, review your ecommerce email metrics to identify the core time intervals that work for each customer segment and product.

3. Agencies and publishers: Lead nurture that converts

For agencies and publishers, content is the entry point. However, this alone rarely closes deals. The job of a nurture flow is to turn that initial interest into a meaningful next step, like a booked consultation, a demo, or a paid subscription.

This means moving people from resource consumption to action with a clear, confidence-building email workflow.

Tip: If you need inspiration for how others structure similar sequences, browsing practical email automation examples can help you visualize the flow before you build it.

Now, when someone downloads a resource or fills a form, send a simple welcome email that delivers the asset, sets expectations, and gives one clear next step:

A welcome email workflow isn’t the place to sell, but to confirm value and establish your credibility.

Two to three days later, follow up with relevant content that deepens the relationship. Choose a follow-up that matches the original asset. For example, if the lead magnet was a how-to, follow up with a case study. If they grabbed a playbook, send a short checklist next. The goal is to move them from passive readers to curious prospects by showing what other clients have achieved.

Another way to lead them gently further down the funnel is to engage them with behavior-based content that reflects the pages they’ve already visited.

To achieve that, use the “Specific area of interest” automation:

This email automation workflow will help you distinguish between segments and specific topic areas and follow up with actions accordingly: a low-friction next step, such as a short demo, or an exclusive piece of premium content.

Personalize your email using the content they consumed (industry, topic, or company size) and make the CTA trivial to complete. If they take the action, remove them from the sequence and move them to the next relevant one.

Workflows like this offer quick auto-segmentation, making your content even more powerful. Prioritize people who revisit topic pages, click multiple resources, or open more than one email. They’re hotter leads and should be routed to premium offers faster.

4. Healthcare: Patient retention and education

Keeping patients engaged after an appointment is a sensitive subject. Healthcare email marketing should focus on care, not promotions.

To nail it, craft timely, useful messages that reduce no-shows, improve outcomes, and build trust that keeps them coming back:

• Start the automation when an appointment is scheduled, missed, or completed.
• Then send a reminder 24 to 48 hours before the visit so patients have all the specifics, such as confirmation details, prep instructions, and an easy rescheduling option if needed. This alone can significantly reduce no-shows, especially for specialists or clinics with long waitlists.
• The day after an appointment, follow up with a short, reassuring care-instruction email. This is where your sequence should feel human and helpful, with next steps, links to resources, and what to do if symptoms change. Patients engage far more with clear, bite-sized info than long discharge notes.

But how can you reduce the time spent manually creating content for each patient?

This is where Moosend’s workflows make emails feel intelligent instead of generic. You can activate automations based on specific changes inside a patient’s profile with the “Custom field value change” automation for real-time care follow-up:

If you update a field like “appointment status” from “completed” to “follow_up_needed”, Moosend can automatically send the correct next-step email. This is perfect for cases where follow-up is conditional, like lab results pending or additional care instructions required.

Another example is when a custom field’s value is changed from “checkup due” to “treatment stage,” or “visit count.” When one of these fields changes—for example, when a patient becomes due for a screening or completes a treatment cycle—this automation can immediately send a relevant, helpful message guiding them to book their next step.

5. Hospitality: From booking to loyalty

In hospitality, a booking or inquiry goes beyond just confirming a reservation. These common actions can serve as triggers for a structured email workflow that supports the entire guest journey.

You can begin with your booking confirmation message. This one is purely a transactional email that lists the dates, room type, check-in info, and cancellation policy. By making this your starting point, you set the stage for more personalized steps that follow.

Add a trigger tied to the guest’s browsing history. For this step, it’s time to revisit the “Specific area of interest” recipe. If someone spent time browsing your spa page, family packages, or sea-view upgrades before booking, the automated email can be tailored to that interest. This one personalization layer can dramatically increase upgrade conversions.

Now, let’s assume your guests left. Once the stay is complete, send a post-departure email campaign with a thank-you message and feedback request. Here, you can use Moosend’s “Survey Buyers” recipe to send a quick survey like this:

This email automation recipe can work beautifully, provided you utilize proper time intervals. It not only captures fresh impressions but also opens the door to your review request.

But nurturing guests doesn’t stop when their stay is over. To re-engage them, you can use the “Anniversary” recipe. If you have birthdays, stay anniversaries, or loyalty milestones stored, you can fire a tailored offer at the perfect moment.

A warm “Happy Birthday! Here’s a special rate on your next stay” feels less like a promotion and more like recognition.

By connecting these automations, you can create a loop that quietly runs in the background while remaining hyper-relevant to each guest. And the travel email metrics that matter most here (upsell rate, review volume, and repeat bookings) will tell you exactly where your email automation flow is converting best.

All Industries: Welcome, Say Thanks and Boost Loyalty

For every brand, the first signup, purchase, or stay sets the tone for the relationship that follows.

The cleanest, highest-return automation strategy is a three-stage chain: a “Welcome” recipe to set expectations, a “Thank-You” recipe to reinforce the decision, and a loyalty sequence that keeps the relationship alive. Built together, they move a contact from curious to committed.

Welcome email automation

Let’s start with the welcome email automation.

Trigger this when someone signs up, creates an account, or opts in. The first message should be instant and focused on saying hello, confirming what they signed up for, and giving one next step that is relevant to your lead magnet or the page that prompted the signup.

Wait 48–72 hours and send a second welcome touch that adds immediate value, with quick tips, a mini tutorial, or links to the most-used resources. Use a conditional split: if they completed the first step (clicked tour, opened key content), route them to a “what’s next” path; if not, send a simple incentive nudge.

Your welcome email series should look like this:

“Thank-You” email automation

When the first transaction happens, a “Thank-You” recipe should start. This is a relationship-building moment.

Send an instant confirmation with logistics and expectations. Then, 24–48 hours later, deliver helpful content tied to that purchase, such as usage tips, care instructions, local recommendations, or downloadables.

Use behavior-based splits here as well. For instance, buyers who click product-care links enter a follow-up nurture for accessories or add-ons; those who don’t may receive a short survey to capture friction. It should look like this:

Loyalty email sequence

This is the final step. The typical trigger is “When someone completes a purchase.” Start with a value-first touch like exclusive content, members-only tips, or a small surprise coupon. Then, follow with a referral or anniversary offer later.

For subscription or repeat-purchase categories, add replenishment reminders timed to average lifecycle windows.

Built as a connected trilogy, these recipes feel personal, reduce early churn, and create the conditions for customers to become long-term advocates.

And as an added bonus, email automation templates keep your strategy consistent and scalable by providing every workflow witha proven structure and making it easy to replicate high-performing sequences across campaigns.

Best Practices to Keep Every Email Workflow Sharp

Building a workflow isn’t enough on its own. Maintaining it can come with its own set of hassles, as some audiences change, others lose interest in your offers, and small data issues can compound into big problems along the way.

A little ongoing maintenance act can keep your sequences working like a well-oiled machine and your reputation intact.

Test timing, tone, and CTA placement

Run regular A/B tests on your email copy, subject lines, sender name, and CTA verbs.

Small timing shifts or a clearer CTA can move your leads down the funnel faster than redesigning an entire flow.

Keep lists clean and suppress inactive contacts

Unengaged addresses hurt deliverability and waste budget. Use a time condition in your email automation workflow, then set off a re-engagement flow for inactive contacts.

If they remain silent, use Moosend’s “unsubscribe from list” action inside an automation to quietly remove them from specific lists. This keeps your active lists healthy without manual effort.

Refresh content every few months

Since your flows aim to engage users, there’s no reason for your content to be stale. Rotate creatives, swap imagery, and update CTAs and offers.

Even evergreen sequences benefit from new social proof, recent case studies, or updated visuals. Fresh content also gives you new A/B test ideas.

Segment beyond demographics

Move past age/location segmentation. Create segments based on product views, past purchases, time since last activity, or content downloads.

Pair these segments with dynamic content blocks to make each email feel hyper-relevant to multiple audience slices.

Track and analyze your metrics

Track primary KPIs for each workflow and surface them in a custom dashboard or exported report. Moosend can help you see the core statistics at a glance:

By clicking the pie chart symbol on the right side, you’ll access your workflow’s dedicated dashboard:

Determine what metrics work best for your—it could be your link clicks, your opens, or your unsubscribers—and move accordingly.

Small, consistent maintenance is what some marketers overlook in email automation workflows. Schedule a monthly automation health check. Test one variable, remove what doesn’t work, and refresh your content.

Over time, those tiny wins compound into major performance improvements.

Ready to Automate Your Email Marketing Campaigns?

The right email marketing automation workflow can reshape your entire customer journey. When every touchpoint fires at the right moment, with the right message, engagement stops feeling accidental and starts feeling engineered. The real power behind a well-built automation system is that it gives your brand the consistency and momentum that manual sending can’t match.

If you’ve followed the frameworks above, you already have everything you need to start. Pick one workflow and build it inside Moosend. The no-code automation builder will guide you through triggers, conditions, and actions without slowing you down.

Activate your first workflow, watch the results roll in, and let your strategy grow from there.

FAQs

Let’s answer some of the most common questions regarding email automation workflows.

1. How often should I update my workflows?

Check them every 2–3 months. Products, offers, and customer behavior change. Your email automation workflow’s components should too.

2. What’s the ideal delay between emails?

It depends on intent. High-intent email workflows, such as cart abandonment or free-trial, use shorter delays. Educational or loyalty flows perform better with a few days in between.

3. What KPIs should I track for automation?

Start with open rate, click-through rate, conversions, revenue per email, and unsubscribes. Add deeper metrics like unique links clicked as you grow.

4. What if someone enters multiple workflows at once?

Set clear rules for when contacts can enter or exit workflows to prevent overlapping messages. One journey at a time is usually more effective.

5. Do I need a huge list to start using automation?

Not at all. Email automation workflows are beneficial to businesses regardless of list size. Your workflow will do its job (and make yours easier) even with 50 contacts. It’s about relevance, not volume.

Running an online store today means managing email campaigns, product updates, customer inquiries, abandoned carts, and more. As your store grows, spreadsheets and manual processes will slow you down. That’s where an eCommerce CRM comes in.

Think of it as your command center. It keeps customer interactions, purchases, and preferences in one place, helping you understand what people buy and what brings them back. With competition rising and acquisition costs climbing, investing in the right CRM is how modern online brands can grow smarter.

In this blog post, we’ll break down what an eCommerce CRM is, its benefits, key features, and top tools to help you choose a platform that fits your business and supports your long-term goals.

What is a CRM for Ecommerce?

An eCommerce CRM (Customer Relationship Management) is a tool that helps online stores manage and understand their customers. It replaces guesswork by centralizing customer profiles, purchase history, browsing behavior, support conversations, and marketing interactions.

Unlike traditional CRMs (such as Salesforce), which are built primarily for sales teams and longer buyer cycles, an eCommerce CRM is designed for online shopping. It connects directly to your store and marketing tools, helping you automate follow-ups, segment shoppers by behavior, and track revenue from every campaign.

Benefits of Using an Ecommerce CRM 

A good eCommerce CRM can become the backbone of your customer experience, helping you make smarter decisions. Here’s why it’s worth the investment:

• Complete view of each customer: You can see every interaction in one place, from purchases and browsing behavior to support tickets and email engagement. This helps you understand what customers want and how to serve them better.
• Stronger customer relationships: With accurate data, you can personalize communication, recommend the right products, and keep shoppers engaged long after their first purchase.
• Higher customer retention and repeat sales: CRMs help you automate timely follow-ups, win-back campaigns, and loyalty flows that bring customers back without relying on expensive acquisition tactics.
• Easier segmentation and targeting: Grouping customers by behavior, value, and preferences makes every message more relevant and increases conversions across your marketing channels.
• Better decision-making with real data: You can track trends, identify your most valuable segments, and see which campaigns drive revenue. Then, you can stop guessing and start optimizing what really works.
• More efficient workflows: Automate routine tasks like tagging customers, sending follow-ups, and syncing data across tools, giving your team more time to focus on growth.

These benefits create the foundation for a more scalable business. Now, let’s look at the key features to prioritize.

What Features Should an Ecommerce CRM Have?

There are several key features that a great eCommerce CRM should include:

Unified customer profiles

A complete view of each customer, including all relevant data in one place. This data includes contact information, purchase history, browsing behavior, engagement history, and preferences.

For example, seeing that a customer bought twice, abandoned a cart, and clicked a product email helps you tailor follow-ups or offers rather than sending generic messages.

Real-time data syncing

Your CRM should sync data in real time and automatically update your online store and marketing platform. This way, you always work with up-to-date information.

Advanced segmentation

Tools to group customers based on behavior, spend, lifecycle stage, and other attributes that help you target more precisely. For instance, you can target high-spending customers with VIP offers, re-engage inactive buyers after 60 days, or promote replenishment products to repeat purchasers.

Marketing automation

Marketing automation gives you the power to create automated flows like welcome sequences, abandoned cart reminders, win-back campaigns, and product recommendations. All these campaigns can be triggered by customer actions, eliminating the need for manual scheduling.

Analytics and revenue tracking

Clear insights into customer lifetime value, repeat purchase rates, segmentation performance, and campaign-driven revenue.

Personalization capabilities

Dynamic content, tailored offers, and product recommendations based on browsing and buying habits.

Integrations with your tech stack

Smooth connections with eCommerce platforms (e.g., Shopify, WooCommerce, BigCommerce), email and SMS tools, customer support apps, and loyalty programs.

Now, let’s see some of the top tools in the market.

Best Ecommerce CRM Platforms for Your Business

Below, let’s take a look at the best CRM options for online stores.

1. HubSpot

Pricing: Paid plans start at $20/month, free plan

HubSpot is a popular all-in-one customer platform, with a CRM that gives eCommerce stores everything they need to manage contacts, automate marketing, and track revenue.

This tool can meet various needs since it offers paid plans for both smaller and larger businesses. It has a user-friendly interface, an intuitive email builder, and strong marketing automation capabilities.

While the platform is easy to navigate, its CRM will need some getting used to. Nevertheless, the Sales Pipeline (Deals) lets you track deals and identify top prospects in a clear, non-confusing way. HubSpot’s biggest benefit is arguably its free CRM suite, letting you get started without an upfront investment. However, if you need more advanced features, you’ll find that some of them are only available on the paid plans.

HubSpot Features

• Pipeline and deal tracking
• In-depth reports and analytics
• Lead capture tools (forms, pop-ups)
• Drag-and-drop email editor
• Live chat and chatbot builder

Pros

• Generous free plan with essential CRM and marketing features
• User-friendly interface with helpful onboarding resources
• Solid automation capabilities

Cons

• Advanced automation and reporting can get expensive
• The ecosystem can feel overwhelming for small teams

Pricing

HubSpot has a great free plan that lets you access the CRM, build email campaigns, set up one automated action, track replies, and more. Also, you can send up to 2,000 emails per calendar month and store up to one million contacts.

To unlock advanced functionality and better automation, you’ll need to upgrade to a paid plan starting at $20/month (Starter plan for individuals and small teams).

2. Moosend

Pricing: Paid plans start at $9/month, 30-day free trial (Sign up here)

Moosend is an email marketing and automation platform with built-in CRM features designed for eCommerce and SMBs. While it’s not a dedicated CRM, Moosend is known for its fast setup, ease of use, and budget-friendly pricing, without sacrificing functionality.

The visual automation builder makes it effortless to design personalized journeys, track revenue, and follow your customers through the entire lifecycle. You also get advanced customer segmentation, behavioral tracking, and a clean drag-and-drop email editor that works well for beginners and experienced users.

Among Moosend’s strongest features is Audience Discovery. This lets you automatically identify your best-performing customer groups and send campaigns that convert. Moosend integrates with all major eCommerce platforms, enabling you to sync your data and gain valuable insights.

Overall, it’s a solid choice for stores looking to boost repeat purchases and customer engagement without using complex enterprise tools.

Moosend Features

• Visual automation builder
• Behavioral and product-level segmentation
• Landing pages and subscription forms
• Transactional emails (SMTP + API)
• Integrations with Shopify, WooCommerce, PrestaShop, and more

Pros

• Easy-to-use with a beginner-friendly interface
• Affordable pricing compared to most competitors
• Strong automation capabilities for eCommerce journeys

Cons

• Limited CRM depth compared to other platforms
• Signup forms could be more customizable

Pricing

Moosend offers a 30-day free trial for up to 1,000 subscribers, including unlimited emails. Paid plans start at $9/month and give you access to the workflow builder, signup forms and landing pages, and the SMTP server.

If you opt for the Moosend+ plan, you can add enterprise-grade features to your stack, such as transactional emails, Audience Discovery, and more.

3. Agile CRM

Pricing: Paid plans start at $14.99/month, free plan

Agile CRM is a customer management platform built for small and growing businesses. It combines sales, marketing, and service tools under one roof, making it useful for eCommerce brands that need CRM capabilities together with automation.

It supports detailed contact tracking, behavior-based segmentation, and automated workflows that help you nurture leads and retain customers.

Agile CRM also offers multichannel outreach for email, SMS, social, and telephony, so you can manage everything from one system. Due to its cloud-based nature, it is mobile-ready, fast, and simple to use.

Agile CRM Features

• Behavior-based segmentation and tagging
• Web and event tracking
• Automated customer journeys based on actions and lifecycle stages
• Lead scoring and deal tracking
• Built-in helpdesk and ticketing

Pros

• Free plan for up to 10 users
• Good segmentation and contact scoring options
• Useful for eCommerce stores wanting a more advanced CRM structure

Cons

• Interface is dated compared to other tools in this list
• Some automation features are limited on lower plans
• Setup may require more time for beginners

Pricing

Agile CRM offers a free plan for up to 10 users that includes basic CRM features, unlimited deals and tasks, and lead scoring. Paid plans start at $14.99/user/month (billed monthly) and unlock more automation, segmentation, and marketing features. Higher tiers include advanced reporting, integrations, and phone support.

4. Klaviyo

Pricing: Paid plans start at $20/month, free plan

Klaviyo is among the best email marketing software for eCommerce, known for its exceptional segmentation, dynamic personalization, and powerful automated customer journeys.

Built specifically for online stores, Klaviyo integrates deeply with eCommerce platforms and pulls in rich customer data, including browsing and purchasing behavior. It also provides predictive insights, making it one of the strongest B2C CRM tools for lifecycle marketing.

The platform also includes SMS marketing, A/B testing, and AI agents to help you grow and optimize your processes. You also get revenue tracking to understand your customers and increase retention. Finally, for brands with larger budgets, Klaviyo offers some advanced add-ons that can boost your marketing efforts and provide richer insights.

Klaviyo Features

• Unified customer profiles with detailed activity timelines
• Advanced eCommerce automation
• Pre-built automated journeys (welcome, abandoned cart, post-purchase, etc.)
• Multi-channel segmentation
• 350+ built-in integrations

Pros

• eCommerce-focused segmentation
• Highly advanced automation and pre-built flows
• Great for brands focused on retention and lifetime value (LTV)

Cons

• Pricing increases quickly as your list grows
• It can feel overwhelming for small stores

Pricing

Klaviyo has a free plan for up to 250 active profiles (contacts) and 500 monthly emails. Paid plans start at $20/month, with pricing scaling based on your list size. SMS and advanced features are available in combined plans.

5. Zoho CRM

Pricing: Paid plans start at $20/month, free plan

Zoho CRM is a flexible, all-in-one customer management platform designed for businesses that want deep customization, automation, and multi-channel communication.

While it’s not eCommerce-specific, it integrates well with online stores and provides customers with the visibility and workflow automation many eCommerce brands rely on.

With detailed customer profiles, lead scoring, segmentation, and automated workflows, Zoho CRM helps you centralize shopper data and build structured journeys to convert and nurture customers.

Zoho CRM Features

• Workflow automation for follow-ups, tagging, and task assignment
• Lead scoring and AI-based predictions (Zia AI)
• Customizable customer pipelines
• Real-time analytics and revenue dashboards
• Webforms, live chat, and omnichannel communication

Pros

• Highly customizable CRM with flexible workflows
• AI tools that help score leads and predict outcomes

Cons

• Some customizations require more setup time
• The interface may be complicated for beginners

Pricing

This CRM tool has a free plan for up to 3 users, including essential features. Paid plans start at $20/user/month and include advanced automation, segmentation, analytics, and custom dashboards. Higher tiers unlock AI insights, more customization, and multi-channel communication options.

6. Pipedrive

Pricing: Paid plans start at $24/month, 14-day trial

Pipedrive is a sales-focused CRM built to help teams track leads, manage customer pipelines, and automate follow-ups. Though not dedicated to eCommerce, it works well for online stores that want a clean, visual CRM to track customer inquiries, wholesale accounts, or high-value orders. The simple interface makes it easy for teams to stay organized and act quickly on customer opportunities.

Its automation features, segmentation, and deal tracking help you build dedicated customer journeys for post-purchase nurturing, upselling, and B2B eCommerce workflows.

Pipedrive Features

• Visual pipelines for tracking customer deals and orders
• Segmentation based on customer attributes, behavior, or deal value
• AI functionality for emails and reporting
• Revenue forecasting and reporting
• A vast list of integrations

Pros

• Among the most user-friendly CRMs
• Great pipeline management and tracking
• Easy to customize for eCommerce use cases

Cons

• Limited built-in marketing automation
• Lacks advanced personalization

Pricing

Pipedrive offers a 14-day free trial that you can use without providing a credit card. Paid plans start at $24/seat/month and offer essential CRM features, automations, and pipeline management.

7. Less Annoying CRM

Pricing: Paid plans start at $15/month, 30-day trial

Less Annoying CRM is a simple customer management platform designed primarily for small businesses seeking an easy, clutter-free way to organize customer data. This eCommerce CRM has a straightforward interface and customizable pipelines.

Coupled with strong contact management features, the platform is a practical option for online stores seeking a lightweight CRM to track customers, inquiries, and follow-ups.

It’s built for teams that want to avoid complexity and prefer a CRM that “just works” without steep learning curves or complicated configuration.

Less Annoying CRM Features

• Customizable pipelines for orders, leads, or support inquiries
• Calendar and task management for follow-ups.
• Basic automation for tasks and reminders
• Email logging and template support
• Responsive and knowledgeable customer service

Pros

• Easy to learn and navigate
• Transparent pricing with a single plan
• Great customer support

Cons

• Limited automation compared to advanced CRMs
• No built-in marketing automation or email campaigns

Pricing

Less Annoying CRM offers a single plan at $15/user/month, which includes all features (contacts, pipelines, calendars, reminders, and basic automation). A 30-day free trial is also available with full functionality.

Selecting the Right Ecommerce CRM

Choosing the best eCommerce CRM comes down to understanding your store’s needs and how each tool supports your customer journey. Some platforms offer full CRM functionality with deep sales pipelines and advanced workflows, while others focus on marketing automation, segmentation, and revenue-driven personalization.

Before deciding, consider your goals. Do you need robust lifecycle automation? Detailed customer profiles? Easier contact management? Or a solution that ties marketing and CRM data together?

Consider your team size, growth stage, and budget, and prioritize features that help you improve retention, personalize communication, and streamline your daily processes. With the right CRM in place, you’ll be better equipped to build stronger customer relationships, drive repeat purchases, and scale your ecommerce business more confidently.

Frequently Asked Questions (FAQs)

Here are some common questions and their answers regarding eCommerce CRM software.

1. What’s the difference between an eCommerce CRM and a traditional CRM?

An eCommerce CRM is designed specifically for online stores. It pulls in shopping behavior, purchase history, and lifecycle data to automate abandoned cart emails, segment customers, and track revenue from campaigns. Traditional CRMs focus more on sales pipelines and manual outreach, and usually lack built-in ecommerce insights or marketing automation.

2. Do small online stores need an eCommerce CRM?

Yes, especially if you want to improve customer retention. Even small stores benefit from having centralized customer data, automated follow-ups, and better segmentation. A CRM helps you stay organized, personalize communication, and generate consistent repeat sales without manually tracking everything.

3. What key features should I look for in an eCommerce CRM?

Look for tools that offer behavioral segmentation, automation workflows, unified customer profiles, revenue tracking, and strong integrations with your ecommerce platform. These features ensure you can create personalized journeys and understand which customer groups drive the most value.

While some sectors like eCommerce rely on flashy promos and impulse purchases, an insurer’s long-term viability is built on direct, clear, and consistent communication.

Insurance email marketing is the quiet, reliable touchpoint that lets you reach your audience in a non-intrusive way with content they want to receive.

Think welcome emails, claim or policy updates, and renewal reminders that inform and drive retention without sounding like emergency drills.

Knowing which emails to send, when, and what to include in them, can get tricky, though. That’s why in this guide, you’ll find real-life insurance email marketing examples, best practices, and must-have features to create email campaigns that support and guide your clients.

Why Do Insurance Businesses Need Email Marketing?

Trust and privacy are key in insurance marketing. Random cold calls or social media posts are probably not the best way to win over prospects and clients.

Instead, you need a tool associated with relationship-building, open communication, and compliance, and email marketing can check all those boxes.

This is how it helps you address unique challenges related to your niche:

Building trust with your clients

Insurance, like email marketing, relies on trust to work. Insurance coverage is a difficult decision to make, and it usually takes longer for coverage seekers to become policyholders.

Regular and valuable email content like onboarding material, FAQs, and policy updates allows you to nurture recipients at a slow yet steady pace. That way, you position your business as a credible advisor instead of a policy seller.

Controlling the channel

Unlike other channels, email marketing ensures you can at least reach your target audience. A cold call might not be answered, a brochure might get lost, a social media algorithm might go through changes.

Email works differently since it’s a channel you own and control. When someone gives you their email, they grant you direct permission to contact them. This usually says “I want to hear what you have to share”.

So, email gives you hands-on access to subscriber data. Plus, you’re the one in control of your communication with subscribers instead of relying on intermediaries or trying to decipher algorithm changes to deliver your messages.

And as long as you stick to email marketing best practices, chances are that these messages will get opened and read.

Saving time and effort

Sometimes, insurance agents face time and staffing limitations. But when you invest in solid email newsletter software, you get helpful tools that streamline email creation, customization, and scheduling.

For example, you can access predesigned email templates you can easily tweak instead of building designs from scratch.

Also, email automation lets you send personalized emails at key moments without handling things manually every time. And you can even scale your efforts as your client base grows just by setting up the right campaigns.

Keeping your company top of mind

People don’t wake up one morning and think “I should sign an insurance policy today.” They typically sit with the decision, weighing the pros and cons of each option over a long period of time.

With the right insurance emails, you can keep them informed with real-time updates. More importantly, you have an open line of communication they can use whenever they have questions or you want to ask for feedback.

Ensuring privacy and compliance

Proper data management and compliance with regulatory standards is a requirement in email marketing. This is to ensure you won’t betray your clients’ trust and avoid legal penalties. Let’s see some of the regulations you should adhere to:

• GDPR
• HIPAA
• CAN-SPAM Act
• GLBA

Thankfully, modern email marketing platforms make this process easier, letting you access compliance-friendly features. For example, you can build double opt-in lists, include unsubscribe buttons to your emails, safely store and manage audience data, and perform regular list cleaning.

Best Insurance Email Examples and Why You Need Them

Ready to get inspired? Take a look at our top picks of insurance email marketing examples.

1. Welcome emails

As the first touchpoint between your business and new subscribers, welcome emails set the tone for the relationship. It’s also an email type that new contacts expect and, therefore, are more likely to open. So, now is your chance to build trust and authority right off the bat.

A warm, simple welcome note that thanks them for joining may go a long way. But there’s more you can do to grab your subscribers’ attention:

• Introduce your company and team members
• Highlight your services
• Set expectations on future email content and frequency
• Share useful resources that show your value proposition.
• Inform them about the next steps

Just like Better does in this straightforward welcome email:

Subject line: Welcome to Better Settlement Services

Source

Why it works:

• They use the recipient’s name to greet them and a real person to sign the email.
• The general manager’s professional headshot adds credibility to the message.
• They notify subscribers on the next steps while reassuring them that no action is required on their part.
• The clean design with white space and simple structure improves readability.
• They link to a relevant article so recipients can learn more in their own time.

2. Educational emails

Educational emails are the backbone of any successful email marketing strategy. You can use them to send valuable coverage information and proactive tips to address challenges.

Depending on your objectives and target audience, you can decide on a certain email frequency.

Usually, a monthly newsletter will do just fine to keep subscribers engaged. But a weekly cadence could also work if you invest in helpful content and tailored solutions.

Here are a few ideas on what to share:

• Legislatory and policy updates that may affect your clients’ coverage or interactions with your agency.
• Quick tips like financial planning advice or safety checklists for preventing damage.
• Changing industry trends and how they could use new tactics or technology to their advantage, e.g., installing smart home devices for fire prevention.

Below, you have a timely newsletter by Farmers Insurance that kept recipients up to date with new service options during the pandemic:

Subject line: Your Safety is Important

Source

Why it works:

• The clear subject line reveals the objective with an empathetic tone.
• The list of thoughtful solutions, such as offering payment extensions, eases common client headaches.
• The thoughtful email copy focuses on what the company can do for recipients.
• They add two subtle calls-to-action aiming at engaging rather than promoting.
• They include customer support options in detail to save readers’ time from searching online.
• The message comes from the CEO who personally thanks subscribers for their trust.

3. Renewal reminders

While attracting new customers is an important priority, so is retaining existing ones. One of the most effective ways to do that is through well-timed policy renewal reminder emails. Such a campaign helps you reduce customer churn and increase their lifetime value.

The first email should reach recipients a month before the expiration date. Remember, life gets busy and your customers may have a lot on their minds. So, you should offer them enough time to handle pressing matters, such as saving up the money needed to renew.

Send a follow-up email two weeks after that. An effective way to prompt action is to feature customer testimonials and case studies. Alternatively, offer a small incentive like a limited-time discount.

Finally, deliver a last email 2-3 days before the expiration date to serve as the final nudge to renew.

Make sure to add the following information to meet your goals:

• Policy type
• Details and benefits
• Payable amount
• Expiration date
• Relevant resources
• Customer support options
• Quick and simple option to renew

4. Claim updates

Have you ever had that overwhelming feeling before filing an insurance claim? It’s a mix of the shock deriving from the loss or anxiety about health check-ups and the stressful process that comes next.

This is the ideal time to send a dedicated email or series to guide your customers. The goal of these campaigns is to provide all the necessary details so they rest assured they’ve done everything right.

It’s important to turn the process into small, clear, and digestible steps. For example, use your campaigns to let them know:

• Claim information, such as name, policy number, date of claim, etc.
• Their claim status (e.g., pending, approved, or denied)
• The next required steps, such as documents needed
• When to expect a follow-up by a team member
• Contact information to the customer service or the insurer

Keeping them informed also helps you boost customer satisfaction, which, in turn, is an integral part of long-term loyalty.

5. Promotional emails

A targeted promotional email helps insurers drive new clients and repeat business. Their most common use case is to get the word out for limited-time offers or special deals.

But you also have the option to ask subscribers to register for an event or schedule a call with an agent.

For example, you can inform recipients about new coverage options or bundled deals through product recommendations. With the help of segmentation, you can send tailored promotions using each recipient’s policy history and any data at your disposal.

What happens if they’ve already purchased an insurance product? You may send an upsell or cross-sell offer to suggest relevant or additional insurance services and increase your clients’ lifetime value. For example, consider offering a discount to clients who choose to bundle certain policies.

Like in the following insurance email example by Money that targets pet owners to suggest insurance cover for their best friend.

Subject line: Is pet insurance worth it?

Why it works:

• The subject line in the form of a question engages the reader while getting straight to the point.
• The header grabs attention with an emotion-evoking image and a strong, prominent headline.
• They use the power of loss aversion to explain why subscribers need pet insurance.
• They clarify that the cost depends on certain variables, which they make sure to mention.
• The scannable email design uses distinct color blocks and bold headings to separate sections.

How can you ensure these messages land at the right time? Email marketing automation allows you to create and schedule reminder email sequences. You set a specific date as the trigger, and your workflow handles the rest.

For example, you can use Moosend’s ready-made repeat purchases reminder automation recipe and customize it by adding the details discussed and wording that reflects your tone of voice.

Use this template

6. Seasonal campaigns

Who’s to say that seasonal emails aren’t for insurance companies? Every industry can leverage relevant national days and holidays to email prospective and existing customers.

For example, here are some occasions to send insurance email campaigns on:

• Car Insurance Day (February 1st)
• National Pet Health Insurance Day (April 7th)
• New Homeowners Day (May 1st)
• National Life Insurance Day (May 2nd)
• National Preparedness Month (September)
• National Fire Prevention Week (around October 9th)

But it’s not just specific dates. It could also be times of the year, such as the summer, back-to-school season, or Christmas. The key is to tailor the message so it suits your industry and your recipients’ life events.

For example, a relevant back-to-school email example could promote renter’s insurance for college students moving into new apartments.

Seasonal content doesn’t always have to be promotional, though. You could send these campaigns to share expert tips so your clients can protect themselves, their loved ones, and their assets against seasonal risks.

For instance, offer travel safety or home security advice during the summer and Christmas vacations. Or just show up to wish them happy holidays.

SoFi sent the following insurance email marketing example a few days before National Insurance Awareness Day. It doesn’t get more relevant than that.

Subject line: NIAD is coming up! (IYKYK…)

Why it works:

• The email CTA and the benefit-focused headline placed above the fold instantly grab attention.
• They use the Z-pattern to break down the three insurance types into clear blocks.
• The action-oriented copy focuses on the outcome instead of the promotion.
• The “Download the SoFi App” CTA is a great way to facilitate mobile users.
• The detailed legal and compliance disclosure serves as a token of transparency.

7. Survey emails

Practice isn’t the only thing that makes perfect. So does customer feedback, helping you identify where you do well and what products, services, and procedures to improve.

On top of that, survey emails are a great source of data that help you dive deeper into their preferences, fears, and aspirations. That way, you can target them with tailored tips, recommendations, and offers.

You can use several survey formats like polls or questionnaires to grasp your customers’ experiences. Whatever you choose, make sure you follow these best practices to ensure a high completion rate:

• Make the process simple: Respect your subscribers’ time by keeping your surveys short with no more than 4-5 questions. Don’t make them go through many steps and choose the multiple choice or NPS format whenever possible.
• Mind the timing: A feedback request email should land shortly after a key interaction, such as a customer support communication, so the action is still fresh on your client’s mind. In fact, 68% of customers say that the timing of the survey increases the chances of completing it.
• Add a small incentive: Customers love to be rewarded for their loyalty. You can offer them a small token of appreciation like a discount on the next renewal or a free entry into a giveaway. Ensure the incentive is clear and prominently displayed so they don’t miss it.
• Act on their insights: If you ask for customer feedback to improve, then you must stick to the promise. Also, consider sending a follow-up email where you explain how you used their input to optimize your services.

In this insurance email marketing example by Insurify, the feedback request is as easy as it gets:

Subject line: Thank you + quick question

Why it works:

• It serves the purpose perfectly by leaving out excessive text or additional CTAs that could distract recipients.
• The email subject line aligns with the appreciative and concise copy.
• The single question in NPS format is friction-free since the subscriber can answer it quickly without leaving the email.

8. Milestone emails

There are moments in the customer journey that go beyond sales and deals, such as celebrating a client’s birthday, a business anniversary, or a claim approval. Enter milestone emails. These campaigns should focus on strengthening connections and making clients feel appreciated.

An insurance agency may have a comprehensive customer profile at their disposal. This translates into more opportunities to engage them with such a campaign.

So, if your records show an exciting life event like a marriage or a new home, send such a campaign just to say “congratulations”. But you can always take it one step further.

Let’s say your customer just got married. You can check in to ensure their existing policy covers their changing needs and suggest an upgrade if needed. To sweeten the deal, offer a small discount to show you’re not just words.

However, make sure it doesn’t feel like a hard sell but a subtle way to get them from point A to point B.

Also, it’s important to only use this information if it was provided directly by the policyholders. Data privacy should never come as an afterthought since violating it might become a dealbreaker for subscribers and a breach for email regulations.

It doesn’t take much to create a milestone email. You can customize a predesigned template so you don’t have to worry about spending too much time on it or learning how to code.

Moosend’s newsletter template library offers a range of designs for different use cases:

Grab it!

So, pick the design that serves your needs, and adjust it with a few clicks. For example, you can add festive animated images like a key for their new house. Or their personal agent’s signature for a human touch.

Insurance Email Best Practices

The insurance email examples we shared have something in common: they use email best practices to ensure engagement and conversions. Let’s see what you should do to follow their lead.

1. Make compliance your top priority

Insurance businesses should, first and foremost, comply with data protection and privacy laws, such as GDPR, GLBA for financial institutions and service providers, or HIPAA for healthcare email marketing.

Permission-based email marketing isn’t just about staying away from legal trouble. It’s mostly about respecting your audience and their personal information and fostering trust.

Here’s what you need to do to achieve it:

• Don’t use any misleading tactics in your subject lines like adding RE: to let recipients think the email is a response when it’s not.
• Set up a double opt-in process to ensure subscribers confirm their email addresses during signup. That way, no mistyped or fake address will enter your list, which helps you keep it clean and free of spam traps.
• Always include a clear and visible unsubscribe button in your email campaigns.
• Include your physical address and contact information for credibility.
• Avoid showing sensitive information directly in the email. Instead, use links to direct them to secure portals.
• Inform subscribers about any regulatory updates affecting their coverage or changes in policy and billing terms.

Besides following these best practices, you also need to choose email marketing software that takes care of certain things for you.

Everything starts with role-based access that allows you to control who can view and manage sensitive customer data. This minimizes the risk of mishandled policy data or unapproved sends.

You’ll also need automatic list management, for example to move subscribers who opt out into a suppression list. Dynamic segments are another helpful feature you can use to group recipients based on their preferences so they only receive relevant emails.

On top of that, your email marketing platform must offer options for subscribers to update their preferences. This process involves setting up an email preference center so they can select the email types (e.g., policy updates, newsletters, claims workflows) and adjust the frequency.

With these in mind, your clients will know you’re doing your best to safeguard their data and inboxes. As a result, they feel more confident when interacting with your business.

2. Craft clear and engaging email subject lines

What’s the first thing you see when you receive an email? That’s the subject line, the element that impacts whether you’ll open the campaign. If it’s generic or boring, chances are you won’t.

To get your campaigns opened, you should start by keeping your subject line short, simple, and focused, preferably under 50 characters.

Also, avoid confusing recipients through misleading subject lines. Instead, use descriptive copy that conveys the email purpose. For example, write “Important update about your car insurance” instead of “Important news.”

Lead with value and risk-mitigation benefits rather than choosing urgency or aggressive sale messages. For example, write “How to protect your home during the storm season” instead of “Limited-time offer.”

On the same note, use personalization beyond the recipient’s name, for example by referencing recent policy activity (e.g., “Here are the next steps for your claim”). You could also ask a question to evoke curiosity, such as “Need help organizing insurance paperwork?”

Emojis in subject lines are great to catch attention, but you’d better avoid them if they don’t fit your brand identity or campaign goal, like in the case of a claim update. Last but not least, don’t include spammy words like “guaranteed” or “money” since they may trigger filters.

3. Use pre-built email templates

Not all insurance businesses have dedicated marketing teams. With ready-made email templates, you save time from email creation while ensuring professional look and feel. Plus, you can involve more team members, even those with no coding skills, and easily scale your email marketing efforts.

Most email solutions offer premade, mobile-responsive templates that you can tweak using a drag-and-drop builder. Such a tool simplifies tweaking the layout, removing or adding components, or uploading your branding assets to keep every campaign visually consistent.

What you leave out or include depends on your email purpose. For example, you can:

• Incorporate a countdown timer to a renewal reminder email to display the time left before the policy expires.
• Insert a survey block into a feedback email so you can learn more about a customer’s experience with your agent or whether current coverage meets their needs.

The best part? If you created an email design that you love, most email tools like Moosend allow you to save it as a template and reuse it in future campaigns.

4. Opt for simple and customer-centric messages

Your customer always comes first. Turn your focus and email copy on them and consider how you can serve them better.

Start by using clear and simple language. Remember, your subscribers aren’t insurance experts, so keep your emails free of industry jargon and complex terms they’ll have to search online. Why use “endorsement” when you can simply say “policy change?”

Also, place critical information first. For instance, if they have to upload an extra document for a claim, mention that first and give them clear, actionable instructions. It’s equally important to avoid unnecessary information and instead focus on concise wording that gets them to the next step.

When insurance is involved, any occasion could be stressful. It’s not only diseases or natural disasters, but also scenarios like buying a new car or preparing for a trip.

Therefore, your insurance emails should quickly address pain points and provide solutions. Do you want to promote an add-on? Then, frame it as a must-have upgrade because it will save them time, money, or trouble.

For example, you could include a peak-travel checklist and then present one of your products as the solution to a potential setback, e.g., a missed-connection benefit that covers overnight accommodation.

This insurance email example by Blue Shield of California uses actionable and caring copy, digestible sections, and helpful resources to help subscribers stay healthy during fall.

5. Segment your email list

Nobody needs a generic email. That’s why it’s important to segment your list. With email segmentation, you divide your list into smaller, targeted groups based on shared characteristics like demographics, behavior, and preferences so you can send personalized emails.

Every insurance customer has unique needs depending on characteristics like their age, stage in the customer journey, or income.

But which segmentation criteria make sense for insurance emails? Let’s check a few ideas:

• Policy type (health, life, home, car)
• Claim history
• Behavior and engagement (renewal links clicked in email)
• Stage in customer journey (new prospect, policyholder, disengaged customer)
• Seasonal risks in the recipient’s location

You can access this kind of information right from signup through a targeted subscription form. Users may fill in information like their name and location, policy types, content they’re interested in, or preferred communication channels.

As time goes by and they engage with your brand across multiple touchpoints, you can easily collect more data that will guide your email personalization efforts.

For instance, when Hellas Direct visitors ask for a quote, they must share details like their birthday, location, and whether they’re an individual or company representative:

6. Personalize your email content

After implementing list segmentation, you’ll have enough data to customize your email content.

Email personalization can be something as simple as referencing your customer’s current coverage plan and sharing relevant information like legal terms or upcoming changes.

If your email platform offers behavior-based triggers, you can send personalized messages that feel relevant to a recent subscriber action.

So, if a website visitor browsed a pricing page on critical illness coverage, share a downloadable resource explaining common conditions covered. Delivering such a personalized email after an interaction feels more like a tailored service than a marketing message.

Dynamic content is another powerful feature, letting you display different blocks to each subscriber based on their demographics or needs.

For example, people with life insurance policies will see a section reminding them to update their beneficiaries. Whereas those with travel coverage will get instructions for submitting claims quickly.

7. Automate for common campaign types

Automated campaigns allow you to reach every recipient with tailored and timely messages based on specific triggers. These involve their actions, key moments in their journey, or dates reached.

Some of the most common events triggering an automated email or sequence include:

• Signing up for newsletters
• Filing claims
• Requesting quotes
• Browsing add-ons
• Opening or not opening emails
• Buying a policy
• Communicating with an agent

Depending on the triggers you set, you can send an email campaign in response to your customer’s behavior. With email automation tools, you deliver the right message at the optimal time, such as follow-ups after sending a personalized quote.

Insurers can automate workflows like onboarding sequences with thank-you notes, policy details, and reviews to showcase outcomes in a tangible way. You can also use claim update sequences to inform subscribers about the next steps and the progress of their claim and ask for feedback.

You may even use the weather conditions in the subscriber’s location to trigger a tailored promotion. Let’s say a subscriber has just bought basic car coverage and lives in a region with a severe storm forecast.

Using Moosend’s weather-based upsell recipe, you could send an offer for a more comprehensive plan that covers damages caused by natural phenomena.

Customize it!

There’s a catch, though. Just because trigger emails are pre-scheduled, it doesn’t mean it’s ok to sound robotic. Make sure to reference their actions in the email and add personal touches whenever possible.

8. Leverage AI-powered writing assistants

Even experienced content writers face writer’s block. Let alone if email content creation comes on top of claim and customer inquiries management.

This is why AI in email marketing has become a thing, and many email solutions now have built-in AI writing assistants.

These tools allow you to craft email subject lines and copy in a few minutes. You can also ask them to:

• Proofread your email copy and remove any grammar or spelling mistakes.
• Adjust the tone to fit your brand voice and industry requirements (like balancing professional with positive, friendly language.)
• Explore new topic ideas or fresh angles, such as highlighting common mistakes when filing claims.
• Restructure complex ideas like claim timelines, into simpler, easy-to-grasp messages.
• Translate your messages to reach global audiences more effectively, an option offered by specific platforms like Brevo.

There are even free optimization tools like Moosend’s AI writer that helps you create, proofread, and refine your email, landing page, and subscription form copy. You can also use it to experiment with different tones and text lengths and come up with the most engaging version.

While AI proves to be a major asset in email creation, always remember that it can’t build authentic connections.

This is still a job destined for human marketers who should use their innate creativity to get into their clients’ shoes and create emails that evoke emotions. That way, your subscribers can relate and understand that a real person is behind the campaign.

9. Perform A/B testing

Even minor adjustments may play an important role in how subscribers interact with your emails. A/B testing allows you to experiment with email components and identify what works best for your subscribers, leaving guesswork out.

With A/B testing, you compare two email versions that differ in one element, sending them to smaller segments of your list to see which brings better results to optimize your email campaigns. It’s important to test one variable at a time to have a clearer understanding.

For example, test a straightforward subject line (e.g., “Your life insurance policy is about to expire”) against an urgency-focused one (e.g., Two days left to renew your life insurance policy”). Once the results are in, the winner is automatically sent to most of your subscribers.

Email marketing platforms offer A/B testing features so you can check the performance of various components, such as your subject lines, email copy, layout, CTAs, or product recommendations.

10. Monitor and adjust

It’s impossible to refine what you don’t track. This is why you should regularly monitor key email metrics like click-throughs, conversions, unsubscribes, and subscriber lifetime value to tell what works in your strategy and where tweaks are needed.

For example, if you notice low click-through rates, your email content and promotions might not be compelling enough. Or a cluttered design may discourage subscribers from reading.

Meanwhile, high unsubscribe rates may be a sign of poor list hygiene or excessive frequency, which can both damage your deliverability in the long run.

To help you keep track of key engagement metrics, robust email software comes with detailed and easy-to-read reports. Besides all-time-classics such as opens and clicks, some platforms let you access insights like activity by device, email client, or location.

There’s also real-time reporting, like Moosend’s click maps, that show you which links and email sections received the most engagement.

The platform also allows you to create custom reports, where you select the metrics that matter most. Top products and campaigns, as well as best-performing days, times, or senders are some of the widgets to choose from while tracking performance through an intuitive dashboard.

You can also read our case study to see how InsuranceMarket created their unique reporting dashboard using Moosend’s API.

Take Charge of Your Insurance Emails

After checking our favorite insurance email examples, you may be tempted to experiment with many email types at once to see what sticks. However, we suggest you decide on the most essential campaigns, use the best practices and tools mentioned, and then add more workflows to the mix.

So, choose an email automation solution that takes care of everyday tasks so you can focus on what you do best. You can get started by signing up for a Moosend account and use email automation, personalization, and analytics to build and optimize your emails.

That way, you’ll have all the time you need to focus on what you do best: protecting what matters most to your customers and providing them with the best solutions.

FAQs

Here are the answers to common questions regarding insurance emails:

1. What are the most important elements of an insurance email?

An effective insurance email should have a simple subject line that clearly shows what the email is about, plus content that aligns with the subscriber’s interests and lifecycle stage. You also need a prominent and straightforward CTA, your contact information, and a clear unsubscribe option to ensure compliance with privacy laws.

2. What kind of content should you prioritize in insurance email marketing?

You can combine different content types, such as quick tips, policy updates, seasonal campaigns, and exclusive deals. Monitor which emails resonate most with your subscribers and keep an eye on competitors for inspiration. Avoid reaching out only when you’re trying to drive a renewal or sale. You need to stay connected with subscribers through non-promotional campaigns like milestone or educational emails. That way, you show them that you’re not just interested in the transaction but also care to provide value.

3. What challenges do insurers face when creating emails?

The biggest challenge involves handling sensitive information and complying with data privacy and security regulations. Insurance emails could also include complex terms, which may result in miscommunication and customer frustration. Finally, striking the right balance between professional and engaging content can get tricky.

You’ve wrapped up your new ebook, and you’re ready to move to the next big step: getting it in front of the readers. It might feel like scaling a mountain at first, especially if you’re new to this.

The key to facing this challenge is to reframe it as a creative part of the process. Because it absolutely can be.

In this guide, we’ve collected some high-value ebook marketing strategies to help creators and publishers reach the right audience. Follow it step-by-step and watch your ebook sales rise.

Pre-launch Ebook Marketing Strategies

Before the official launch, you need to build buzz around your book. Here’s how to create anticipation, gain your audience’s early commitment, and turn your work into a bestselling asset.

1. Understand your target audience

Your first and most crucial step is knowing exactly who you are addressing. So, ask yourself: Who are your potential readers, and why should they choose your ebook over the countless similar pieces of online content?

To reach them, define a powerful Unique Value Proposition (UVP), whether you’re targeting business prospects or general literature readers. Share your core topics, key takeaways, or even a sneak peek of the content.

For example, if you’re targeting new-business audiences, focus on the pain points your content solves to win their trust. Define your ideal buyer persona and build your entire storytelling around them. Then adjust your tone and maintain consistency across all promotional channels, from email sequences to social media campaigns.

Moreover, use tools like AI, Google Trends, and Reddit to grasp what your target audience is discussing about your topic. Not only will this help you optimize your message, but it’ll also give you fresh content ideas to stay ahead of the curve.

2. Set up an ebook landing page

How can you start building a dedicated audience before the launch? The answer is simple. Craft a high-quality landing page and start collecting email addresses from people who are already highly interested in your topic.

Here’s a real-life scenario: The global digital marketing agency, SimplyDigital, created a free ebook on a highly relevant, trending topic to attract potential subscribers. By promoting their landing page across various platforms, they collected 15,000 sign-ups in just four months.

What makes a landing page highly effective?

• A clear, actionable headline that reflects the main purpose of the ebook.
• A strong value proposition that highlights what readers will learn.
• A short explanation of who the ebook is to attract the right people.
• A compelling call-to-action (CTA) with a simple sign-up form.
• A visual preview, such as the ebook cover or infographic.
• If applicable, social proof, like testimonials or ratings, to add credibility.

Adjust all these elements to your brand’s tone to build a consistent user experience across all platforms. To increase anticipation, create a waitlist to start building an excited audience before the launch. Keep in mind that incentives such as giveaways, pre-order discounts, or exclusive access to the first chapter always make sign-ups more appealing.

See how SEO consultant Tomer Rudzki executed this strategy:

If you haven’t built similar assets before, you can save significant time by using a landing page builder with pre-made templates. You can either use a dedicated tool like LeadPages or an email marketing service with list growth features, such as Moosend. Choose a template that suits your needs and customize it based on your ebook requirements.

Create your landing page

3. Drive traffic from different channels

Promoting your landing page requires strategic synergy across various channels. First, share snippets of your ebook content, such as quotes, infographics, and key stats on social channels like LinkedIn and Instagram, and invite your followers to your landing page or waitlist. Live videos and Q&A sessions are also major drivers of engagement.

Consider writing original blog posts and guest posts on relevant topics that serve as “appetizers” for the ebook’s core content. If you run a successful blog, place prominent CTAs on your most highly-visited pages to boost traction. If you’re active on YouTube, create a dedicated video to engage your subscribers.

As for your website, use banners, strategically timed pop-ups, and CTAs throughout your site (or on your main sales page, if applicable) to inform visitors about your upcoming launch. Optimize all these pages for SEO to ensure you are easily discoverable in search engine results.

And of course, send targeted emails to your existing list to inform contacts about the ebook and invite them to sign up.

4. Nurture contacts with a pre-launch automated series

Don’t let new contacts go cold, especially if the launch date is still weeks away. Warm them up with a triggered email series, starting with a personalized welcome email. Thank them for their support and clearly set expectations for the next steps.

Share exclusive content, such as behind-the-scenes glimpses or the mission driving this ebook. As the launch day draws near, send a teaser email with a countdown timer to build excitement.

There’s no need to overwhelm your list with a dozen emails. Instead, consider this series as strategic nudges to ensure they are ready to act on the launch date.

Crafting and delivering these emails manually, timed to each subscriber’s sign-up date, is nearly impossible. This is exactly why you need email automation software. All you have to do is select the trigger criteria and set up the workflows using if/then logic. Tools like Moosend offer pre-made workflows (often called ‘recipes’) to save you even more time.

Build your automation

Launch Ebook Promotional Tactics

Your new ebook is ready to drop. Here’s what to do during the critical first days to build maximum momentum and increase sales:

5. Give exclusive first access to email subscribers

Your most engaged readers have already signed up through your landing page. Now, turn them into your first buyers (or downloaders) by sending a highly dedicated email campaign.

Your subject line is an important factor in this campaign’s success. Create urgency to encourage them to check out faster. For your waitlist members, focus on exclusivity and scarcity in your copy.

Check out these powerful examples:

• My new ebook is LIVE! Grab your copy
• 🎉 Only 100 buyers get this bonus (Ebook is out!)
• 🚀 LIVE NOW: Your [Incentive] expired in 24 Hours!
• Stop [Pain point]. Get everything you need in the new ebook

In the body of the email, remind readers of the key takeaways and benefits using concise bullet points. Include a clear, urgent CTA such as “Get The Ebook Today” to finalize their purchase or download.

Remember, you don’t need an extravagant design to grab attention. A clearly written plain-text email with a compelling subject line and a focused CTA can often do the trick better. If you prefer an HTML version, here’s a great example from Flywheel:

6. Announce it on social media platforms

It’s time to announce the launch to your social media followers. Share dedicated posts or a launch video on the platforms where your target readers are most active (e.g., LinkedIn, Instagram, TikTok).

Start by sharing powerful infographics or visual quotes directly from the book. If you’re new to content creation, simple tools like Canva or Snappa can help you easily craft engaging digital assets. If you offer an incentive, such as free copies for the first few downloads, ensure this exciting information is prominently displayed and easy to spot.

You can also run a giveaway contest. Ask users to comment and share the announcement to significantly boost visibility and reach new audiences.

Finally, host a live session to share the exciting news and get more people on board in real time. Use the session to explain the ebook’s value, share its creation story, and run a quick Q&A to further engage your audience.

7. Leverage your network for reviews

Word-of-mouth is a key component of all marketing efforts. To activate this social proof channel on the spot, share live the purchase link with your family and friends, and kindly ask them to leave an honest online review.

Leverage list segmentation by sending a dedicated email campaign to colleagues, industry contacts, or loyal readers, asking them to share it online and provide quick feedback or testimonials.

Also, you can set up a triggered email in advance that automatically goes out a few days after someone downloads or purchases the product, asking them to rate it on platforms like Goodreads or Amazon. Generating these reviews quickly will signal to platform algorithms that your book is trending. To increase your review rate, offer an incentive in exchange, such as a gift card to a lucky winner or a free copy of a similar ebook.

8. Implement a time-sensitive bonus

Urgency is a powerful motivator for immediate customer action when properly executed. To leverage this power, offer a limited-time incentive on launch day, such as a 24-hour discount or an entry into an intriguing contest or giveaway. Select an incentive that best aligns with your audience while still supporting your overall marketing plan.

Ensure you announce this bonus across all your pre-launch communications, including your teaser emails and social posts, to maximize anticipation. This is especially important if the offer is only valid for a narrow window, like a few hours.

9. Optimize your sales page

Whether your main storefront is your website or a dedicated landing page, your priority should be ensuring it turns visitors into readers. In addition to promoting across multiple touchpoints, ensure the page is fully SEO optimized to boost organic traffic from highly interested users.

Beyond the cover and topic, mention the benefits the readers will gain, and revamp your call-to-action to align with their purchase intent. As reviews start to come in, add them to the page as soon as possible to build trust with new visitors.

Look at the amazing sales page for bestselling author James Clear’s phenomenal book, Atomic Habits. It includes direct links to both digital and physical purchase options, plus bonus resources for purchasers, such as guides and a habit tracker. The social proof embedded on his page is a powerful addition:

Sustainable Post-launch Ebook Marketing Strategies

While listing your ebook on major platforms like Amazon and Kindle is a game-changer, you can make your content evergreen and drive sustainable sales using your own platforms. This requires a thoughtful, ongoing plan that you must revisit regularly to keep your promotional content fresh.

10. Analyze your pre- and launch day performance

First, monitor the progress of all your promotional efforts. Use data from platforms like Tableau and Google Analytics to gain deep insights into user behavior on your main sales page.

Track essential email metrics, including open rates, click-throughs, and downloads or purchases, to understand precisely what worked and what needs improvement. Moreover, track online conversations and reviews to grasp the ebook’s impact.

For example, if the buy-in was lower than expected, it’s worth reverse-engineering the customer journey to pinpoint what went wrong. Was the issue the topic, the price, or the promotional messaging? This valuable data will reveal clear reader preferences you can refer to when creating future content.

You can also employ tools like A/B testing in your content updates to continually discover the most impactful versions of your sales pages.

11. Re-engage disinterested subscribers

Have you spotted subscribers who signed up for your page but haven’t yet claimed the ebook? Send a targeted re-engagement email reminding them of the book’s core value to win them back.

First, send a follow-up email to non-openers with a different, high-impact subject line. For people who clicked or engaged with the content but didn’t buy or download, send a dedicated follow-up a few days later that focuses on overcoming objections.

To create urgency, induce Fear-Of-Missing-Out (FOMO) by highlighting the number of copies already downloaded or sales targets achieved. Integrating recent, positive reader reviews can also be highly effective in changing minds and capturing their attention again.

If they still haven’t purchased or downloaded after your final nudges, consider removing them from your active mailing list. This is especially important if you send frequent nurturing emails, as maintaining low engagement harms your sender reputation and email deliverability.

12. Expand your reach through influencers and affiliates

If you want to boost your ebook’s traction, partner with micro-influencers and affiliates. It’s the fastest way to tap into existing, highly engaged audiences. Identify creators and publishers in your niche and form partnerships to sell your ebook.

Send them a personalized email that clearly outlines the flat fee for their creative production and a commission percentage for every successful sale they bring. To make it easy for them, provide a clear media kit containing visual assets and pre-written copy for various formats (newsletters, social posts, videos), along with their unique tracking link to ensure every conversion is accurately recorded.

Beyond direct sales, explore other collaboration options, such as co-hosting a live Q&A session, appearing on relevant podcasts, or exchanging links with other successful bloggers to showcase your work far and wide.

13. Repurpose your ebook content

Content repurposing is an essential technique for any creator looking to target a wider audience with diverse content consumption preferences.

For example, you can transform a chapter or section of your ebook into:

• A newsletter series
• An infographic or a carousel
• A podcast episode
• A webinar or workshop

Then, embed a clear link to the sales page within all of this repurposed content. This will turn every resource into a sales tool.

Ready to Make Your Ebook a Must-Have Asset?

The biggest mistake publishers and creators make is simply waiting for sales to happen organically. But your digital asset deserves an enriched, strategic marketing approach. By prioritizing your email strategies, segmenting your lists, and creating genuine urgency through multiple touchpoints, you are transforming passive interest into active sales.

You now have the knowledge and the playbook to turn your ebook into a best-seller.

FAQs

Here are some frequently asked questions regarding ebook marketing strategies.

1. How long should the pre-launch phase last for an ebook?

The optimal time frame is four to six weeks. This duration allows you to effectively nurture your audience through emails, social media, and other channels, ensuring you build anticipation without losing momentum or attention.

2. Which channel (email, social media, or paid ads) should I prioritize if I have very limited time?

The people in your email list have already demonstrated interest and trust by opting in to your communications. Focus your limited time here, as this audience is already highly engaged and far more likely to convert.

3. Is email worth it for ebook promotion if my list is small?

Yes. Even a small list of highly engaged contacts is valuable. You should definitely reach out to them immediately and announce your new ebook with a dedicated email series.

4. What are the most effective marketing strategies for new ebook creators?

Create a waitlist to grow your email audience, then start nurturing those contacts with engaging emails. Key tactics include ebook sneak peeks, a teaser countdown, and valuable incentives like discounts or giveaways.

You know that time of the evening when you have to cook for the next day? And do the same all over again the next evening? We’ve all been there.

Creating every email campaign manually feels similar to cooking meals seven nights in a row. That’s where email marketing automation best practices come into play.

You still choose the ingredients, mix them up, and decide when you’ll serve the food. But with the right meal prep done, you save time for the busy days ahead. The best part? You don’t have to be an experienced marketer to get started.

But before building your automated workflows, you need a clear roadmap. So, let’s explore everything about email marketing automation, including best practices, examples, mistakes, and tools to use.

What Is Email Marketing Automation?

Email marketing automation is the process of sending emails to your audience based on predefined rules. Basically, you put email sending on autopilot instead of having a team member hitting “send” every time.

To set up an automated workflow, you first need to choose the right email marketing automation software for the job. Then, you’ll define the triggers, conditional steps, and actions, and email automation will take care of the rest without you moving another finger.

The trigger event may be signing up for a newsletter, engaging with an email, or viewing specific products. You can also schedule your automated workflow to go out on a specific day, like in the case of a subscriber’s birthday.

Here are some occasions when you can use automated emails:

• Welcoming and onboarding new subscribers
• Delivering transactional messages like order confirmations
• Recovering lost sales with abandoned cart reminders
• Re-engaging dormant customers or subscribers
• Rewarding loyal customers
• Sending upsell and cross-sell promotions

So if, for example, you want to target people who visited a page on your website but didn’t purchase, you can set up an automated workflow to reach them after a few minutes, with a special offer just for them. Simple as that.

What Isn’t Email Automation: Common Myths Debunked

Email automation has been a standard practice for quite some time, yet some marketers still don’t get it right.

With that in mind, let’s debunk a few common email marketing automation misconceptions.

Myth #1: Email automation is complicated

Many businesses stray away from email marketing automation because they think it’s difficult to implement. But is it really?

Automated campaigns aren’t for tech-savvy users only. They may be equally valuable for any business and marketer with minimal to no technical skills.

For example, as a marketing automation beginner, you may start with a few simple but targeted workflows like welcome or abandoned cart campaigns. As your list and expertise grow, you can try out more advanced workflows.

But this progression won’t become a challenge since most email automation platforms support users at every step. On the educational side, they typically come with onboarding documentation, such as FAQs, demos, or case studies to help you grasp how automation works.

When it comes to execution, you usually get tools like built-in automation templates, flexible builders, and intuitive interfaces to map out your workflows.

With a user-friendly editor, you can easily add triggers and conditions, duplicate steps, and customize a ready-made design. No coding required at any stage.

Use Moosend’s builder

Myth #2: Email automation is costly

Another popular myth is that most email marketing tools are designed for enterprise use only. But while large corporations may use them, so can other companies.

Small and medium-sized businesses, solopreneurs, and any company on a tight budget can afford reliable email automation software. In fact, many tools in the market target SMBs, so they’ve adjusted their pricing to align with their needs.

There are many affordable email platforms with flexible pricing catering to different business types. Platforms like Mailchimp or Kit also offer freemium models to get started. However, make sure that they aren’t limited and let you access key automation features like a template library.

Alternatively, opt for solutions with generous free trials like Moosend or Campaign Monitor (30-days) so you can test their features before choosing a paid plan.

Myth #3: Email automation is an one-off tactic

Does set-it-and-forget it ring a bell? That’s not exactly the case. Email marketing automation saves you time so you can do a better job, but it doesn’t do it for you.

Its ultimate benefit is that it takes care of repetitive tasks like constantly monitoring audience actions to deliver the right message. As a result, you get more time to allocate on more creative or strategic tasks.

Meaning, you can dive into audience data, define pain points and engagement patterns, segment accordingly, and write and design emails that resonate.

You also have to monitor and analyze campaign performance and subscriber engagement. This is how you’ll understand what brings results and where you have to make changes.

Myth #4: Email automation feels impersonal

“Automated emails sound impersonal and cold.” Popular opinion, but not true.

As we pointed out, effective email automation requires you to gather and manage audience data, create relevant content, and define when you want to reach subscribers.

And if you put enough effort into email segmentation and personalization, automated emails will feel highly relevant. That’s because the trigger is usually a subscriber’s action, while the marketer’s work is to match the content to their behavior.

On top of that, with the right personalization tags, you can send tailored recommendations that change based on each subscriber’s characteristics and interests. And let’s not forget the tone as long as you write your emails in a natural, human voice that reflects your brand’s identity.

Myth #5: Email automation is the same as AI

It’s not unusual to believe that automated emails are AI-generated, and that subscribers instantly understand that. If that’s what’s holding you back from incorporating email automation into your strategy, it’s time to let it go.

Email automation is about building workflows that rely on a set of rules to be triggered, ensuring your campaigns run automatically.

On the other hand, AI analyzes a plethora of data from various sources and uses these insights to make decisions and handle complex tasks in less time.

As opposed to email automation, which requires manual optimization tweaks, AI may learn from new information and get better without human intervention.

What do they have in common? Both automation and AI in email marketing take on several tasks of our hands so we can focus on:

• Creating unique, conversation-like content
• Monitoring and interpreting outcomes
• Using critical thinking and a personal angle
• Building genuine relationships

Myth#6: Email automation is spam

Automated campaigns are often associated with spam. But spam emails have more to do with what and how often you send, and where you send from. It also has to do with the tactics you use.

So, if you neglect email deliverability best practices such as using email authentication or warming up your IP address, your emails will probably land in the spam folder. The same goes for delivering irrelevant or generic emails in bulk, or going overboard with your email frequency.

On the flip side, with the right email automation practices in place, you’ll send targeted, timely emails subscribers will expect or appreciate.

Or you may deliver content on a specific schedule when you have something important to share that will resonate with your subscribers.

Email Automation Best Practices for a Winning Strategy With Examples

Email automation requires some effort on your side. Let’s see which email automation best practices you should follow for optimal performance.

1. Choose an email automation tool

It all starts with the email automation solution you select. Unfortunately, not all tools serve all business needs.

For example, a startup might need (and afford) basic features at first. For this reason, it wouldn’t make sense to pick a platform that offers advanced tools at a high cost. Instead, they should look for one with essential features at a reasonable price.

So, how can you ensure you make the right choice? Here are the key factors to consider:

• Ease of use: Pick a tool with a short learning curve and a user-friendly interface to easily navigate through features. Look for simple tools, ready-to-use templates, and drag-and-drop functionality.
• Automation features: The must-haves are a flexible automation builder and built-in templates you can customize in a few clicks. You’ll also need several trigger options, conditional logic, plus A/B and spam testing.
• Powerful email editor: A powerful yet user-friendly editor is a prerequisite for hassle-free creation. You should be able to build appealing emails, for instance, by changing colors and fonts or adding your branding assets, even with no HTML skills.
• Best-in-class deliverability: To engage your audience, your emails must reach inboxes. For this, you need a tool with excellent deliverability. Plus, it should offer features like spam testing, IP reputation management, and detailed reporting to monitor and improve deliverability rates over time.
• Integrations: A unified strategy requires your tools to work well together. Therefore, your email platform must have a list of integrations to sync and manage audience data. You should connect it with tools like your CRM, social media platforms, and web analytics.
• Scalable pricing: You may start small in terms of budget and features, but you also need pricing that scales as your list grows, without hurting your budget. You could review software with alternative pricing options like credit plans that charge you only when you send.

Now, how can you know that everything a platform promises really works? Try out options offering free trials to find out if a tool is a good fit. For example, Moosend gives you a 30-day free trial that lets you test most core features.

2. Decide which automated workflows you need

The types of automated campaigns you can choose for your audience depend on your industry and specific objectives.

In eCommerce email automation, for example, you’ll probably build cart abandonment emails, product recommendations, and transactional messages. A SaaS company, on the other hand, might focus more on onboarding email sequences or re-engagement campaigns.

So, let’s review the most common automated emails and sequences to consider:

• Welcome emails: Give new subscribers a warm welcome, introduce your brand, products, or services, and set the tone for future emails.
• Onboarding series: Educate your audience on how your product or service works. Share helpful content like guides, demos, or templates to get them started.
• Transactional campaigns: Send emails during key transactions, such as password resets or order and shipping confirmations to keep recipients informed and reassured.
• Abandoned cart emails: Remind subscribers of the items left in their cart and persuade them to complete their purchase with incentives like free shipping.
• Post-purchase sequences: Set them up to thank your customers, offer tips on how to make the most of their purchase, or suggest complementary products to boost sales.
• Milestone emails: Use these automated emails to send your wishes and celebrate key moments in the customer’s journey by giving them a special discount or any other gift they’d enjoy.
• Re-engagement emails: Share updates on what you’ve been up to or tailored promotions to inactive customers or subscribers to win them back.
• Customer loyalty emails: Inform your loyalty program members about milestones reached, new products or features, point balance, and upcoming rewards.

In this abandoned cart email, ASICS chooses not only to display the abandoned item, but also target subscribers with personalized product recommendations based on their browsing history.

Subject line: Come back and take another look.

Why it works:

• The simple, actionable subject line informs recipients on the next step.
• An image of the abandoned item serves as the email focal point.
• They rely on recipients’ browsing history to recommend these products.
• The free returns and shipping, along with the 24/7 customer service, remove some of the purchase-related pain points.

3. Use segmentation for better targeting

According to Constant Contact, 56% of users unsubscribe from email lists because the content doesn’t feel relevant. But if your automated emails feel tailored to recipients’ preferences and deliver value consistently, recipients are less likely to opt out or lose interest.

This is where segmentation takes charge, allowing you to group subscribers based on shared characteristics and send them relevant content.

Take lifecycle emails, for example. A prospect in the awareness stage usually expects an onboarding workflow to learn how your product or service works. But a customer in the advocacy stage could act on loyalty or referral program invitation emails so they can get more from their interactions with your brand.

Segmentation goes beyond lifecycle emails. There are more parameters you may use to divide your audience, including:

• Demographics like gender, age, and location
• Sources, such as a lead magnet or a social media ad
• Activity on your website or app, such as browsing products or adding them to a cart
• Engagement with your email campaigns like opens, clicks, or unsubscribes

With a reliable email marketing automation platform, you can also build dynamic audience segments that monitor subscriber behavior in real-time and update accordingly.

Here’s how Headspace uses segmentation to send a tailored discount deal to students:

Subject line: Headspace is 85% off for students

Why it works:

• The persuasive subject line states the offer and who it’s for.
• The headline highlights the result, addressing a common pain point for students.
• They use short phrases, straightforward language, and a conversational tone to make the email scannable and engaging.
• The prominent email CTA is repeated to improve chances of conversion.
• They link to relevant FAQs so subscribers can learn more about the deal.

4. Personalize your automated emails

Using these insights allows you to craft automated emails that speak directly to each segment’s unique interests. If you’re new to email automation, you can start with simple triggers like account creation or the recipient’s anniversary with your brand to set workflows in motion.

As your needs grow, you can nail personalization through dynamic emails that show tailored content to subscribers based on characteristics like their gender, location, or behavior.

For example, a food blogger may suggest blog posts or videos with simple vegetarian recipes to subscribers who regularly view this kind of content.

Similarly, an eCommerce business may deliver product recommendations using their customers’ past purchases. For instance, if they’ve purchased a coffee maker, suggesting coffee blends would be a great option.

These personal touches remove the mechanical look and feel that’s (mistakenly) associated with automation. And once you get personalization right, subscribers will look forward to the email experiences you deliver.

Here’s an example of effective list segmentation from Canva, informing recipients about new templates that may interest them based on their activity on the platform.

Subject line: New templates added for infographic

Why it works:

• The subject line informs subscribers why they should open the email.
• The reference to the subscriber’s action (signing up to Canva) highlights relevance.
• They surround the bold and branded CTA with plenty of white space to make it pop.
• The template images help subscribers visualize their next project.

5. Prioritize relationship-building

You want to offer tailored recommendations and solutions to your audience through email automation. What you don’t want is sounding pushy. Instead, think of your campaigns as conversations with a friend.

If your goal was to guide a friend, what words and tone would you use? Surely, you’d go for casual, natural, and helpful. Also, you wouldn’t make it about you but instead would focus on what they need and how they can get it.

Do the same for your subscribers. Create messages that remind them of that soothing feeling of catching up with someone you count on.

Here’s how:

• Showcase the benefits of your products or features.
• Offer value (e.g., educational content or a little treat) before going for the “ask.”
• Mention the pain point but focus on the outcome so they don’t feel stressed.
• Share use cases and success stories your subscribers can relate to.
• Use a conversational tone and free your content from jargon and salesy phrases.
• Take an empathetic approach, putting yourself in your subscribers’ shoes when writing email copy.
• Consider experimenting with humor, puns, or timely references if they match your brand voice.

In this follow-up email, Sundays does everything right to address common concerns of customers who switch their dogs’ food.

Subject line: Checking in

Why it works:

• The subject line sounds more like a friendly nudge than a brand message.
• They use thoughtful copy and resources to ease customers’ fears during the transition.
• The PS note makes the email feel even more relatable.
• The helpful content comes from the co-founder, who also signs the email and shares the idea behind the brand.
• They include all customer support-specific details in case the email resources aren’t enough.

6. Set the email frequency

A key advantage of email automation is that it gives brands the opportunity to reach subscribers at the right moment.

Setting intervals between emails is an email automation best practice that prevents email fatigue, or worse, unsubscribes and spam complaints. Besides avoiding information overload, you also increase the chances of engagement.

That’s because when recipients have enough time to process the first message, they’ll probably be more receptive to the next one. The key is to keep them engaged and up to date without overwhelming them.

As a rule of thumb, you can send the first follow-up 1-2 days after the initial message to keep the action fresh in their mind. Then, wait for another 4-5 days for a final nudge.

Let’s take an abandoned cart email sequence as an example:

• Send the first email within the hour of cart abandonment to remind subscribers of their items.
• Deliver a second campaign two days later, including customer reviews and testimonials to build up FOMO.
• Wait four days before sending a third email with a small incentive like a promo code as a final persuasion tactic.

Here’s what it would look like with Moosend’s cart abandonment automation recipe:

Build your own workflow

Keep in mind that it will take some trial and error to get it right. But the ultimate indicator of whether your email frequency works is subscriber engagement.

7. Make room for unscheduled emails

Email automation needs the human touch. This often comes in the form of an unscheduled communication due to a bump in the road.

When something unexpected happens, nothing makes your brand feel more mechanical than sending automated emails that fail to acknowledge the situation. So, embrace the change and send that email that breaks the rhythm.

The one that says “we messed up, but we’ll try to fix it.” Or the one that shows you understand what your audience is facing and highlights the specific ways in which you can help or the actions you’re taking.

Does the issue have to do with your supply chain or a reputation crisis? Then send an email campaign that says you’re sorry and inform recipients of the upcoming measures. And if it’s a natural disaster or any critical incident, you can deliver a thoughtful message that brings hope.

In either case, you should consider pausing any automated promotional campaign. If the crisis doesn’t call for drastic changes, consider removing any email element that feels inappropriate (e.g., flashy visuals or humorous copy).

These thoughtful campaigns aren’t just for nonprofits. Here’s how Red Clay Hot Sauce handled it when Hurricane Dorian struck:

Subject line: Join us in supporting relief efforts for Hurricane Dorian.

Why it works:

• The email objective is crystal clear right from the subject line.
• The informative copy describes the impact of the disaster.
• The founders sign the message while committing to contributing.
• It may sound like a promotion, but it isn’t, since the profits will be donated to the affected communities.

8. Use A/B testing

You’ve set up an email marketing automation strategy, segmented your list, and built the right workflows. So, is it time to hit “send” yet? Not before testing things first.

With A/B testing, you create two email variants and send them to different list segments. Make sure you check one element at a time so you can clearly identify what to keep. The winning version lets you know which approach resonates best with your audience.

Now, what can you A/B test? Here are a few ideas:

• Sender names
• Subject lines and preview texts
• Email copy
• Visuals
• Incentives
• CTAs
• Sending times

Most email marketing automation platforms let you create and automate sequences while offering A/B testing features so you can compare different email versions and optimize performance.

Some of them also come with spam testing tools to check if your emails render properly before delivering them to your subscribers.

9. Monitor your metrics consistently

Email automation isn’t about creating the emails and letting them run on autopilot forever. Instead, you should keep a close eye on your email metrics to ensure everything’s working as it should and recipient engagement remains high. Monitor opens, clicks, conversions, and ROI, as well as unsubscribes, bounces, and spam complaints.

If the performance of your automated emails drops, it’s a signal telling you to slow down and analyze the insights to understand what went wrong. Based on the findings, you can take action to improve current and future workflows.

For example, you can

• Optimize underperforming copy, visuals, and designs
• Remove any element that doesn’t feel relevant or doesn’t render well
• Try new email tactics (that your competitors may also use)
• Refine email personalization
• Revisit your sending time or frequency

Make sure you do this process regularly. Consistent performance monitoring ensures your campaigns stay engaging and timely as audience needs and industry trends change.

Email Automation Mistakes You Should Avoid

Besides following email automation best practices, you also need to avoid common mistakes that may cost you in the long run.

So here’s what you shouldn’t do.

1. Getting creepy instead of personal

84% of consumers appreciate brands that offer personalized experiences. The same research shows that 41% of them expect their personal information to remain secure and safe during customer service and sales interactions.

Subscribers value their privacy, so how you leverage their data shouldn’t be an afterthought.

There’s a thin line between personalization and “creepy”, and you should make sure you don’t cross it. Be transparent about data collection and management, clarifying why you need their information and how you’ll use it.

Also, be careful what you ask for and how it can serve your emails. Personalization isn’t about showing off how well you know subscribers. Rather than that, it’s about putting what you know into context.

2. Not giving subscribers control over their email preferences

Sometimes you can refine audience targeting without checking reports, testing tactics, or asking for feedback, simply by allowing your prospects and customers to adjust their email preferences. 

Whether it’s during account creation or through a targeted email preference center inside your campaigns, let them select which promotions and content they want to receive and how often.

With a preference center, you can:

• Improve your subscribers’ email experience by serving them only with content they need.
• Show you invest in transparent tactics to build customer trust.
• Refine segmentation based on your subscriber’s choices.
• Collect valuable zero-party data you can use in more touchpoints.
• Reduce unsubscribes since you won’t risk spamming subscribers with unwanted messages.

If you want, you can also create an automated email campaign to ask subscribers to change their preferences. You could deliver such a campaign in the early stages of your relationship to collect more data about your subscribers’ needs.

Or make it part of your re-engagement series, just like Zapier does in the example below, prompting subscribers to confirm their preferences. If they don’t, the brand will remove them from its email list. Essentially, the campaign also serves as a list-cleaning tool, so Zapier kills two birds with one stone.

Subject line: [Action Required] Confirm your email preferences

3. Making timing your only priority

Most marketers constantly search for that optimal email sending time. When they find it, they could obsess over sending every email on Tuesdays at 12 am.

The thing is, your subscribers are human, and their routines can change unexpectedly. It might be a doctor’s appointment running long, their coworkers or children interrupting their workflow, or a sudden power outage.

Simply put, your “perfect timing” won’t work every single time. But even if it does, always keep in mind that it won’t get you far if subscribers open the email only to find irrelevant, lengthy, or dull content.

Most of the time, your recipients will think “This is useful,” not “This arrived at the perfect moment.” So, it’s key to match the right time with helpful content that addresses their needs.

4. Neglecting list hygiene

Email service providers use spam filters to sort out unwanted emails. However, there are instances where trustworthy senders are flagged as spammers. One of the most common examples is when you keep sending emails to addresses that no longer exist.

Holding onto invalid or inactive email addresses affects the quality of your list and, ultimately, your sending reputation. This is why you shouldn’t neglect database hygiene.

So, set up list cleaning at least twice a year, ensuring you use a dedicated tool that identifies and removes problematic addresses.

You could also prevent these emails from entering your lists in the first place by setting up double opt-in. This way, spam and misspelled addresses won’t make it in and you’ll save time from list cleaning down the line.

Last but not least, keep a close eye on disengaged subscribers. If you send a win-back workflow and they don’t act on two or three emails, it’s time to remove them. In case they don’t want to opt out, send an email campaign to confirm before taking action.

Best Email Automation Platforms to Consider

We already checked the must-have features to look for when in search of the ideal email marketing automation tool.

Below we’ll list the best email platforms to review and test before picking a winner.

1. Moosend

Moosend is an email marketing tool with a user-friendly interface and top-notch automation features that are also easy to implement. It comes with a visual drag-and-drop automation builder and predesigned recipes to create workflows with minimum effort.

Best features:

• Ready-made, customizable recipes to use as foundation for several scenarios, such as onboarding prospects, thanking customers, and upselling/cross-selling.
• Granular segmentation, including Audience Recovery, which uses AI technology to automatically create audience segments based on their real-time behavior.
• Option to tailor a professionally-designed email template, build your own, and save it for future use, or import a ready-made template.
• Transactional email functionality using the platform’s API.
• Integrations with popular third-party apps like eCommerce platforms, CRMs, and list validation tools.
• In-depth email analytics that display campaign performance in real-time, plus custom report creation.

Pricing: The Pro plan starts at $9/month with unlimited emails. You can test the platform through a 30-day free trial that offers access to most features.

2. Active Campaign

Active Campaign is an email platform that’s known for its sophisticated marketing automation tools. Besides email, it allows users to build cross-channel customer journeys, including touch points like social media, SMS marketing, and WhatsApp campaigns.

Best features:

• Powerful automation designer with drag-and-drop functionality to build complex customer journeys, selecting from a variety of triggers or actions.
• More than 1,000 ready-to-use automation templates for every industry and use case.
• Option to add multiple touch points in a single workflow (e.g., email, SMS, or WhatsApp).
• Transactional email functionality with ActiveCampaign Postmark.
• Real-time lead scoring that identifies qualified leads so you can focus your efforts.
• More than 1,000 integrations with tools like eCommerce, loyalty, and content creation platforms.

Pricing: The Starter plan starts at $19/month (different pricing if you want to include WhatsApp). There’s a 14-day free trial to check some basic features.

3. Mailchimp

Mailchimp started out as a newsletter platform but is now known as a full marketing suite. As such, it offers robust email automation, social media marketing, and a built-in CRM. You can also use the solution for website creation and lead generation.

Best features:

• Drag-and-drop Campaign Manager that makes automation creation and customization effortless.
• Pre-built automation workflows to reach customers on several channels like SMS and social media.
• An extended library of email templates designed for a range of industries and occasions.
• Advanced segmentation, including pre-built segments for common targeting scenarios.
• Option to gather audience insights directly through your emails using a survey content block.
• More than 300 integrations with eCommerce, customer service, and payment tools.

Pricing: The Essentials plan starts at $13/month. To understand how it works, you can either use the free version (basic tools only) or the 14-day free trial.

Automation Takes Charge, You Take Initiative

With email marketing automation, you optimize subscriber experience, all the way from email signup to customer loyalty. You choose the workflows, design them as you see fit, and let them run, with no manual work involved.

But remember, the time you save should be invested in other essential tasks, all aiming at maximizing the performance of your email workflows.

So, stay on top of your automated campaigns, ensuring you plan ahead, spot bottlenecks, and learn from your wins and failures. Combined with email marketing automation best practices, it’s all you need to achieve more revenue and better connections with less effort.

Email Marketing Automation Best Practices FAQs

Here, you can find answers to email automation frequently asked questions:

1. What are the benefits of using automated emails?

Automated emails help marketers save time that they can allocate to more creative or strategic tasks without compromising email quality. They reinforce personalization and maximize the impact of your messages since you reach subscribers with tailored content at the right time. Most importantly, email automation helps you build deeper relationships at scale without worrying about the extra effort.

2. What’s the difference between automated campaigns and other marketing emails?

Automated campaigns are triggered by certain subscribers’ actions or specific events (e.g., reaching a specific date and time). In contrast, other emails like newsletters or seasonal promotions are usually delivered based on a predefined schedule that doesn’t depend on the subscriber’s behavior.

3. Can you automate emails for free?

Yes, several email marketing automation solutions offer free versions with basic automation features. However, free plans may also come with limitations, such as restricted monthly email sends or a lack of must-have tools like A/B testing. So, it’s usually better to choose a platform with scalable pricing and in-depth automation for when you need it. This way, you’ll avoid having to switch tools later.