EMAIL AUTOMATION TEMPLATE STARTER PACK

Intro

We’ve put together 10 must have, pre-built automation templates, also know as “automation recipes”. These powerful automations are a great way to get set-up quickly, regardless of your industry. These automations cover a wide variety of focus areas, tasks, and business goals. In other words, we’ve got you covered! With these automations you can:

• Generate and greet new customers
• Nurutre existing customers
• Run events effortlessly
• Drive sales
• Winback lost sales

And that’s not even the best part! While all these automations are ready to go once imported, you can further customize them to meet your specific business needs! Need to add more messages? Run a segmented version of the automation? Add in your favorite integrations? You can do all this and more! Start automating your business today!

You create a form, people fill it out and subscribe to an email list, and now you have to send them emails. What kind of emails? Welcome emails! More specifically, a welcome series. What is a welcome email series? It’s a series of emails that you send to your new list subscribers. A welcome series should begin promptly after someone subscribes to your list. A welcome email series should:

• Give helpful info to get someone started with your business
• Be personalized
• Use automations to help send them

Are you unsure of how to create a welcome email sequence? Are you even less sure of how to automate it? The answer to both questions is right here! Onboarding your new list subscribers is a snap with the Welcome Series Automation Recipe.

Do you struggle to follow up with every new contact that subscribes to your list? Nurture new leads and increase engagement with this 7-day drip email automation. A drip series is a sequence of emails sent out to new contacts, leads, or prospects at specific dates and times. Once a lead subscribes to your email list, they will receive each email in the series at the intervals you choose. This automation recipe sends out one email per day for 7 days, but you can adjust the wait steps so that the emails send as far apart as you’d like. This drip email automation can help you:

• Follow up with leads in a timely manner so that nobody slips through the cracks
• Nurture potential customers or clients
• Drive traffic to your website
• Offer exclusive content that provides value to your contacts
• Send leads personalized emails based on which email list they join

You can use a drip email series to:

• Send sales drip emails to nurture new leads
• Onboard new customers by sharing helpful setup tips over the course of a week
• Share a series of content that builds on itself, like a 7-day course
• Send a 7-day series of ecommerce promotions to your subscribers
• Send follow-up emails to contacts you meet at a trade show or event (just make sure they opted-in to receiving marketing from you!)
• Cross-sell and upsell products to new customers who joined your email list at checkout
• Build excitement leading up to a big product launch or announcement

How do you get people to join your email list? Use opt-in incentives, aka gated content! Gated content is anything you give your audience in exchange for their email address. Lead magnets help you increase conversions and build an email list that grows your business. Opt-in incentives can include:

• Checklists
• Reports
• Courses
• Webinars
• Videos
• Ebooks
• Spreadsheets
• Templates
• Discounts
• And more!

The more valuable the opt-in incentive, the more likely someone is to share their contact information. Once a contact signs up for your email list through an opt-in form, you need to deliver their opt-in incentive. This automation delivers the opt-in incentive to a lead after they submit the email capture form.

How do you monitor your email contact’s engagement levels? Are you looking for an easier way to find your most engaged email contacts? What about your least engaged email contacts? With the Contact Last Engaged Date automation recipe you can see the last time a contact engaged with your emails. The automation updates a date-based custom field to reflect when your contact opened or clicked a link in an email. This lets you automatically segment your contacts by engagement. A custom field is a piece of information tied to a specific contact. It helps to tell the full story about a contact and store the information that you know about a given subscriber. This information can be pulled into email campaigns and automations for a more personalized customer experience. This automation recipe tags your email contacts, or updates contact information when:

• A contact opens an email
• A contact clicks a link in an email
• (Optional) A contact commits any action that a user uses to determine engagement. This could be submitting a form, taking an action on your website, or making a purchase

You can use this information to:

• Monitor email activity and engagement
• Filter your email contacts by engagement
• Segment your contacts based on specific criteria
• Target the right contacts for re-engagement email campaigns
• Identify and remove unengaged email contacts
• Improve your email deliverability

You publish some great content on your blog, and you want your list subscribers to know about it. Naturally! How do you send new blog posts to your subscribers without creating a new email every time? There’s an automation recipe for that — the send new blog posts automation recipe. This automation recipe automatically sends new blog posts with an RSS feed to automatically send out a new blog post email when your feed is updated. And not just one blog — if you want, you can set it to send every 5 new blog posts, or however many you want. And you can customize this automation to automatically send a new blog email whenever you want — just name the time, day, and subscribers.

A webinar, a trade show, a conference, a non-ference. There are many types of events a business can run. But there’s one thing they all have in common – you need people to attend! You have tickets sold, calendars are marked, but the day of the big event comes and – only a fraction of the people show up! How can you avoid this outcome? By running a reminder sequence. This automation recipe allows you to follow-up with contacts with consistent reminders about the upcoming event. You can also let them know important details as the event draws closer, such as how to attend, what to expect, and where to go once there. Then once the event has ended, this automation ensures you follow-up with the contacts, letting them know about upcoming events and providing a recording, if the event was digital.

Do you wonder who your customers are? Do you want to know what they like, what they don’t like, what they might like later? Guess what — you can! Site tracking helps you learn more about your customers every day — and use it to interact with them in a way that makes them respond. But that’s a lot of info to remember. Luckily, you don’t have to remember it all. You can create an automation that tags people’s interest and keeps track of all of that info for you. The “Product Interest Tagging” recipe generates the tag for each contact based on product page views from your website. Then those tagged contacts enter the “Product Interest Targeted Follow-Up” automation recipe to receive targeted messaging based on the tags created in this automation. Create stronger connections with your contacts through targeted emails.

How do you follow up with customers that are interested in your products? How do you turn a one-time customer into a repeat customer? Are you looking for a way to send marketing emails based on customer interests? With the Targeted Product Interest Follow-Up automation recipe you can send a series of targeted follow-up emails to encourage prospects to make a purchase. The email automation is triggered when a certain tag is applied to a contact, which is a form of segmentation based on product interest. This automation recipe works perfectly with the “Product Interest Tagging” automation recipe. The “Product Interest Tagging” recipe generates the tag for each contact, then enters that contact into the “Product Interest Targeted Follow-Up” automation recipe Using site tracking data, or existing customer data, ActiveCampaign applies a tag to certain contacts and begins the automation. This automation recipe sends 5 relevant marketing emails based on customer interests over the course of 17 days. With this automation recipe you can:

• Promote your online store
• Strengthen your relationship with potential customers
• Send marketing emails to existing customers
• Send marketing emails to prospective customers
• Get information about which contacts are interested in your products

Your contact’s read your emails, visited your website, thought about it, and finally purchased your product or service. They’re lifecycle with you is complete, right? Not at all! It’s actually just beginning. You’re still building your relationship with the contact and now is a great time to follow up with them. But what kind of content would you send to someone who just made a purchase?

• Blog Posts about the product they purchased
• Help documents
• Support channels
• Tips and tricks
• Thought leadership articles
• A discount or other special offer
• Other products that will provide a full experience

Not only will this ensure that the contact is now set up for success, but it creates an amazing customer experience they won’t soon forget. This automation recipe allows you to send a drip series of content to contacts after they make a purchase.

A contact is shopping on your ecommerce site. They fill their cart, they go to look at their cart. And then, just like a bird who sees something shiny, their attention abruptly shifts. And the abandoned cart is all that remains of their visit. What happened?? A classic case of an online abandoned cart. Why do people abandon online carts? It happens for a number of reasons, including:

• The prices got too expensive
• They were creating a wish list cart they never intended to buy
• They left to check a competitor product or price
• They decided they didn’t need an item after all
• They got hungry and went for pizza

It can really be anything, but what’s more important to know is that you can still get them back – with an automated abandoned cart reminder email. That’s where this automation recipe comes in handy.