5 Email Marketing Automation Workflows That I Absolutely Love

There are a lot of tools for email marketing automation. You can automate everything from sending welcome emails to creating drip campaigns and segmenting your list. In this post, I’ll show five super easy workflows to set up and use!

The Welcome Email

This is the first email you send to a new subscriber, and it’s one of the most important. The purpose of this email is to introduce yourself and build trust with your audience—which isn’t always an easy task. If you have a suitable Bigcommerce app, you will have a few different options for what you can include in this workflow:

  • Include a call to action that encourages readers to engage with your brand or make their first purchase. For example: “Here are five ways we’re going to help you grow our business.” Or “Let us know how we can help.”
  • Offer an incentive—like 10% off of their next purchase—for completing the CTA above. If they don’t complete it, encourage them by saying something like, “We’ll come back at another time soon!”

The Onboarding Email

This email helps new customers get acquainted with your company, products, and services. It should be sent within 24 hours of their purchase and contains information that helps them understand what their purchase means for them. 

It should also include links to relevant content on your website (if you have one), such as product manuals or additional resources for beginners who are just starting out. If there are any special offers or promotions that are linked to this product, this is where they go (but make sure it doesn’t turn into spam).

If you have a more extensive list of emails in your marketing automation workflow, don’t worry about sending separate onboarding emails for each individual order; instead, send one consolidated message that includes all orders from the past week or so.

The Customer Feedback Request Email

You may be wondering why you might want to send an email requesting customer feedback. After all, there are already so many ways customers can give you a rating or review online.

Why should you send a request for feedback?

  • It helps you understand the needs of your customers. Understanding your customer’s needs is essential because it helps guide future product development and improvement efforts. You can use this information to create new products or services that will address their core concerns in ways that competitors cannot match.
  • It gives you insights into why your product or service is not meeting expectations (or opportunities). This type of insight is crucial because it allows you to make adjustments quickly before problems become too severe and turn into negative reviews on websites like Yelp! or Google Places.”

The Free Trial “How’s It Going” Email

The “How’s It Going” email is an absolutely brilliant way to engage with your customers and ask for feedback. This type of email helps you understand what needs to be improved about your product, service, or customer experience. By getting feedback from your customers, you’ll know exactly where their pain points are so that you can make changes that will improve their overall experience with your business.

I love this workflow because it gives customers a chance to interact with the brand without having to wait until they’re ready to buy another product from you again. Asking for feedback in this way gives people who aren’t ready yet (or might have forgotten) an opportunity to let you know about their issues with the products/services/experiences – which will help improve future sales!

Here’s how it works:

  • At checkout, give customers an option where they can fill out a survey telling us why they chose our service over others like ours (e.g., “Of all our competitors’ offerings…”). You can also add questions that pertain directly back to purchases made through similar channels on other sites (eCommerce platforms like Shopify). This will allow them some flexibility while still giving us valuable insight into how we’re doing relative to competition across different types of transactions, such as eCommerce vs. traditional retailing environments.

The Abandoned Cart Email

One of the most effective automation workflows you can use is sending abandoned cart emails to your customers who add items to their cart but don’t check out. 

Many people abandon their carts because they aren’t ready yet or don’t have enough information about how much it will cost them if they do buy. If you send an automated email when someone abandons their cart, this gives them a second chance at taking action on their purchase.

Let’s say that you are a Bigcommerce store owner and a customer adds several products to their shopping cart and then abandons it before checking out. 

In this case, using BayEngage’s BigCommerce abandoned cart saver functionality (or another tool) would be perfect for sending them an email containing details about what was in their original basket. 

You can send it along with some valuable tips on how you can help them complete the purchase process next time they visit your store—such as offering suggestions on other items that would complement those already added to their bag.

Email marketing automation can not only save you time and money, but it can help you get results.

Email marketing automation is a great way to save time and money and get results. Automation can help you nurture leads, generate more sales and build trust with your customers.

I’ve written about my love of email marketing automation many times in the past, but it’s always good to give it another go around!

Email marketing automation is one of the best things that can happen to any business. It allows business owners to spend less time doing tedious tasks like sending out emails and more time creating content and growing the audience. If you’re not using email marketing automation yet, I highly recommend giving it a try!

And if you are too busy to run your own email marketing campaigns, you can outsource them to email marketing agencies for Shopify dropshipping or any other eCommerce platform.


We hope you found this list of email marketing automations useful. We’re always on the lookout for new, innovative ways to increase our revenue, and we know that these workflow examples can help you do just that. 

Keep in mind that it’s essential to keep your subscribers engaged and give them the ability to tell their friends about their experience with your brand or service. And remember: If a customer does leave feedback, don’t let it go unnoticed! Use it as an opportunity to improve and grow even more significantly than before.

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