Email Automation Techniques

Email still delivers strong ROI. What’s changed is how leading teams are using it. Here are 7 modern and practical email strategies you can use now and into 2026. 📩 1. AI-Driven Decisioning An example is “next best offer.” Use real-time, historical, and behavioral data to determine the most relevant content, offer, or CTA. Instead of sending the same message to everyone, tools like Movable Ink personalize content based on what users have or haven’t done. 📈 2. Product-Led Lifecycle Messaging Trigger emails based on what users do inside your product. If someone signs up but doesn’t activate, send a reminder. If they complete onboarding but skip a key feature, follow up. Email becomes part of the product experience. 🧱 3. Modular Templates + Guard Rails Stop building emails from scratch. Modular templates let teams assemble emails using approved, no-code blocks. Platforms like Knak help you move faster while staying on brand and rendering correctly across devices. 👁️🗨️ 4. Inbox Retargeting & Re-engagement If someone opens and scrolls but doesn’t click, you can adjust the next email. These behavioral signals help guide follow-ups. A scrolled-but-no-click email may call for a stronger CTA or tighter copy. 🧪 5. Automated Experimentation Go beyond A/B tests. Today’s tools can test dozens or even hundreds of variations at once, subject lines, images, layouts, and more. Platforms like OfferFit by Braze optimize automatically to drive better performance. ⏱ 6. Real-Time Triggers Send the right message the moment someone takes action, like signing up or abandoning a cart. It only works if your data flows smoothly and your systems are well-integrated, but the results are worth the effort. 💰 7. Revenue-Based Measurement Connect email to pipeline and revenue. If your data and attribution are in place, you can measure how nurture programs or product launches actually impact the business. Which do you think is most effective? What would you add? PS: Be sure to check out Knak to scale your email efforts, link in the comments. via Nick Donaldson #marketing #martech #marketingoperations #email

POST-4/7👉 Email used to be a megaphone. In 2025, it’s a whisper in a very specific ear. Gone are the days when “blast to all” could pass as a strategy. In fact, that approach in 2025 is actively hurting your deliverability. Email Service Providers (ESPs) like Gmail, Yahoo, and Outlook are no longer just evaluating your IP health—they’re scoring your sender behavior at the recipient level. That means if 40% of your list is cold or disengaged, Gmail sees you as the problem—not just the user. ⚠️ Real Consequence: 1. We audited an ecommerce fashion brand with 220K contacts. Over 92K of them hadn’t clicked a single email in 90+ days. Gmail flagged them for bulk spam behavior, and inboxing fell from 78% to 46% overnight. 2. They were running promos weekly. Nothing was technically broken—but nothing was relevant. That’s what got them crushed. What Micro-Segmentation Solves in 2025: ✅ Reduces spam complaints ✅ Increases engagement velocity ✅ Signals positive intent to inbox providers ✅ Unlocks higher revenue per send with smaller cohorts Micro-Segmentation Tactics That Work Now: 1. Behavior-Based Journeys: Forget static tags. If someone viewed winter boots but didn’t buy, your next 3 emails better talk about warmth, snow, or style—not your general spring lookbook. ✅ Klaviyo + Shopify data lets you trigger flow branches based on: Last viewed product category Cart abandonment by SKU group Pages viewed in session (via UTMs or on-site behavior) Pro Tip: Use dynamic content blocks inside campaigns to adjust hero sections based on browse activity without cloning entire flows. 2. Lifecycle Automation by Spend Velocity This isn’t “new vs returning” logic anymore. In 2025, flows shift based on: Time since last order AOV trends SKU replenishment cycles Example: First-time customer who hasn’t returned in 30 days → “2nd purchase incentive” High-value buyer within 7 days → “VIP early access” Customer inactive 60+ days → Winback + dynamic offer block + channel sync suppression 3. AI-Supported Clustering Tools like RetentionX, Lexer, and even Klaviyo’s predictive analytics are now building multi-dimensional customer clusters using: Purchase frequency Channel source Time to second order Category loyalty It’s loyal mid-value buyers who shop monthly but only when free shipping is offered. ✅ What to do: Export these clusters to your ESP Build messaging that maps exactly to their past actions Suppress low responders from paid channels and warm email instead. Ready to Execute? Create 5 foundational micro-segments: 1. High spenders 2. First-time buyers 3. VIPs (CLV > 2.5x avg) 4. Dormant >90 days 5. Active clickers, no conversion Test 2 cadences per segment: VIPs: 4x/month + early access Dormant: 1x/month reactivation with content—not promos Use Recency, Frequency, and Monetary score buckets to tag customers and let your automations react to movement between them. #EmailMarketing #email

Here’s a riddle for you: What’s (often) the cheapest form of marketing, yet the one that most businesses don’t take advantage of? (Automation Tip Tuesday 👇) If you guessed customer retention, you’re right. Take Promoessence’s story. They’re the guys you call when you need branded merch and promo items done right. With their large network of leads and an endless cycle of trade shows and events, customer retention is the cheapest form of marketing they can utilize. They reached out to us, wondering if they could integrate their Pipedrive lead database with their new Intuit Mailchimp email nurture campaign. We set them up with a seamless Zapier integration. Zapier sends their leads from Pipedrive to MailChimp. (This can be triggered as new leads are added to Pipedrive, as deals change, or as leads match a filter in Pipedrive.) We walked them through various Pipedrive-MailChimp integration options, from simple ones that segment and tag Pipedrive leads to complex versions that match different subscribers with different campaigns. Their leads are automatically subscribed and unsubscribed in Mailchimp based on changes in Pipedrive. And vice versa — information in Pipedrive is updated based on subscriber activity in MailChimp. They can now hyper-target their email campaigns to perfectly suit the subscriber — with zero extra manual effort. ➡️ Location-based campaigns. ➡️ Deal-stage-based campaigns. ➡️ Level-of-warmth-based campaigns. Boom 💥 *Details changed to protect client confidentiality. Dealing with a lead database and an email campaign that need integration?  There’s a solution for every platform. (And we’re here to help you find it!) -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday #processautomation #softwareintegration

If your onboarding feels clunky, confusing, or last-minute… your client can feel it too. The work doesn’t begin after the payment. It begins the moment someone says “yes.” And this is where most people drop the ball. I’ve been there too. Until I started using AI to simplify, personalize, and hold space for my onboarding flow, without losing the human in the process. Here’s what that looks like: Step 1: Welcome, with intention: As soon as a client signs up, I feed their context to ChatGPT: “Write a warm welcome email to a new client who just signed up for [X service]. Acknowledge their goals, set the tone for our work together, and share what to expect this week.” It helps me start the relationship right, with presence, not a template. . . . Step 2: Kickoff kit, custom to them Instead of sending a generic Notion board or onboarding doc… I use AI to create a personalized one-pager: - Their name, goals, timeline - Pre-work checklist - Tools we’ll use - Access links - FAQs based on their niche It makes them feel seen. . . . Step 3: Pre-call prep that’s actually useful If I’ve collected form answers or voice notes, I prompt: “Summarize this client’s challenges and suggest 3 angles I should explore in our kickoff call.” I walk into the call aligned and calm. They feel it. . . . Step 4: Clarity recap - fast After the call, I feed my notes to ChatGPT: “Turn this into a call recap email with clear next steps and aligned expectations. Keep it real, not robotic.” It saves 30 minutes of staring at the screen and helps me build trust in the tiny details. . . . Step 5: Ongoing onboarding, quietly handled Need reminders? Nudges? Status updates? I’ll set up small AI workflows that keep things moving without nagging or micro-managing. Because onboarding isn’t a task. It’s the first chapter of your client experience. You don’t need AI to replace the way you work. But you can use it to hold the edges, so you show up more fully in the middle. That’s what onboarding should feel like. Intentional. Warm. Clear. And deeply human. If you want the actual AI stack I use to support this flow (without feeling cold or corporate), comment "ONBOARD" or DM me and I’ll send it over. Follow Vartika Mishra !

AI-Driven Email Strategies to Level Up Your Outreach 1. Micro-Segmentation for Ultra-Targeted Outreach Use AI to create hyper-specific audience segments based on detailed behaviors. → Tailor campaigns for groups like "early adopters" or "repeat referrers." → Send timely messages based on actions like multiple clicks on a pricing page. 2. Real-Time Audience Mood Detection AI analyzes sentiment, allowing you to adjust tone and timing based on audience mood. → Adjust email tone—enthusiastic for engaged users, reassuring for hesitant ones. → Optimize send times based on emotional data. 3. Proactive Customer Retention Strategies AI predicts churn and triggers personalized win-back emails for at-risk customers. → Set up automated campaigns to re-engage disengaged users. → Create retention paths based on individual user behavior. 4. Enhanced Accessibility for Inclusive Marketing AI ensures email content is accessible, catering to visually impaired readers. → Auto-generate alt text and optimize emails for screen readers. 5. Intent Prediction for Pre-Sales Nurturing AI predicts user intent, delivering nurturing content at the right time. → Tailor content—case studies for researchers, trials for near-conversions. → Map engagement history to predict future content needs. 6. Zero-Party Data Collection through AI-Enhanced Surveys AI-powered surveys help collect valuable zero-party data, improving personalization. → Customize survey prompts based on user behavior. → Ask context-relevant questions to encourage thoughtful responses. 7. Automated Compliance Management AI ensures your campaigns stay compliant with GDPR, CAN-SPAM, and other regulations. → Track consent preferences and manage opt-outs automatically. → Get alerts for potential compliance issues. 8. Real-Time Personalization within Email Content AI enables live content updates within emails, making them more relevant. → Update product recommendations based on user actions. → Use weather or location-based triggers to make emails timely. 9. Hyper-Responsive Customer Feedback Integration AI integrates real-time feedback into your outreach strategy. → Adjust campaigns instantly based on recipient responses. → Retarget users based on their feedback to address needs directly. 10. AI-Driven Journey Builder for Hyper-Personalized Sequences Use AI to craft adaptive email journeys that respond to user actions. → Personalize paths based on prior interactions. → Re-engage users who drop off with targeted follow-ups. Want to supercharge your email outreach? AI makes it possible! #AI #EmailMarketing #SalesAutomation #Personalization #CustomerEngagement

Personalization can skyrocket your email marketing ROI, but using it the wrong way can be more harmful than helpful. I once received an email from a sneaker brand I really loved. The subject line used my name, so I opened it thinking there’d be a personalized offer inside. Instead, it was a generic promo for WOMEN’S running shoes. Not only was it completely irrelevant to me, but they had extensive purchase history that would have told them I’m a MAN who JUST PURCHASED SHOES A WEEK EARLIER. Their product is so good that I let it slide, but it definitely took them down a peg in my mind. Personalization is one of the most powerful tools in marketing, but if it’s used in the wrong way it can actually hurt your reputation, hinder conversions, and drive existing customers away. Let’s make sure that doesn’t happen to you... First things first…saying, “Hello {first.name}” is NOT personalization. You need to be using things like browsing history, past purchases, survey completions, and other data to create rich profiles for each customer or prospect. Then, you need to use that information to create highly personalized email experiences that meet each subscriber where THEY’RE at in THEIR customer journey. Just subscribed to our newsletter? Here’s some info about our product, team, and mission. Just bought your first product? Here’s some information about how to get the most out of it. Upgraded to the team plan? Here are some resources to train your co-workers up quickly. You’ll notice that each of these experiences is triggered by a specific action the customer has taken – subscribing to a newsletter, buying a product, or upgrading their plan. When it comes to email personalization, timing is everything. Trigger-based emails will outperform “email blasts” every. single. time. Why? Because, at its core, marketing is all about getting the RIGHT OFFER in front of the RIGHT PERSON at the RIGHT TIME and in the RIGHT FORMAT. Elite email marketers use personalization to do just that. They collect the data, use it to build highly customized email experiences, and lean on behavioral triggers to send those messages at exactly the right time. When done well, personalization makes your customers feel understood and valued. But when done poorly, it can push them away. Follow the steps above to make sure you get it right, and set a reminder for 90 days later to let me know how much it boosted your sales performance. I can’t wait to hear about the results!

Imagine this: You're knee-deep in NGINX server errors, sifting through logs in Elastic Discover. The AI Assistant is already helping you analyze error messages, providing context, and suggesting next steps. But what if we could take it a step further? Here's the secret sauce: Custom prompting to unlock hidden powers! 🔓 I found out that our AI Assistant can actually execute connectors, call Elasticsearch and Kibana APIs, and even generate queries. The key? Teaching it how to use these functions through clever prompting. Here's what I did: 1. Edited the user-specific prompt 2. Used tagged instructions (inspired by the Claude System prompt that was released) 3. Taught the AI how to call the Elastic email connector (steal my prompt below) Here are specific instructions for different types of queries: <email_instructions> If the user's query requires sending an email: 1. Use the Elastic SMTP connector with ID "Elastic-Cloud-SMTP". 2. Prepare the email parameters:   - Recipient email address(es) in the "to" field (array of strings)   - Subject in the "subject" field (string)   - Email body in the "message" field (string) 3. Include - Details for the alert along with a link to the alert - Root cause analysis - All of the details we discussed in this conversation - Remediation recommendations - Link to Business Health Dashboard 4. Execute the connector using this format:   execute_connector(    id="Elastic-Cloud-SMTP",    params={     "to": ["recipient@example.com"],     "subject": "Your Email Subject",     "message": "Your email content here."    }   ) 5. Check the response and confirm if the email was sent successfully. </email_instructions> The result? Magic! ✨ Now, when I ask the AI Assistant to send me an email summary of an error, it doesn't just say "I can't." Instead, it springs into action: - Analyzes the error - Crafts a detailed summary - Sends it directly to my inbox This is a complete transformation of our troubleshooting workflow. We've gone to a fully agentic process that can interact with external systems. The possibilities are endless: - Update ServiceNow tickets automatically - Send Slack notifications - Trigger remediation actions for known issues And the best part? You can customize this to work with any connector or webhook you have set up. It's like giving your AI Assistant superpowers tailored to your specific needs. #AIforSRE #ElasticObservability #AutomationTips #SRELifeHacks #AIOps https://lnkd.in/enNum-Nn

The hidden reason 90% of outbound campaigns die after 30 days (and it's not what you think). It's not deliverability issues. It's not terrible offers. It's not bad copy. It's that most teams never build feedback loops. They launch a campaign, send it for a month, and when results plateau, they blame the list. Then they start over with new: Copy. Targeting. And sequences. And the cycle repeats itself. Here's what we learned after running outbound for 120+ companies: Your best-performing campaigns are hiding in your current data. You're just not listening to it. At ColdIQ, we treat every reply as intelligence. Prospects' feedback should be leveraged into better campaigns: 1. Tag Every Single Reply We use three categories in Instantly.ai: → Positive (interested, asking questions, booking calls) → Negative (unsubscribes, "not interested," objections) → Neutral (out of office, wrong person, timing issues) But we go deeper. For positive replies, we track: → Which email in the sequence hooked them → Which subject line did they respond to → Which value proposition resonated → Which persona/role they hold For negative replies, we track: → Budget concerns by role → Common objections by industry → And timing pushbacks by company size 2. Analyze Patterns Weekly Every Friday, we pull campaign data from Instantly and Clay. We look for: → Which industries respond best to specific messaging → Which angles get the most positive replies → Which CTAs drive the most meetings Example from last month: CTOs at Series A companies responded 40% better to efficiency messaging than to ROI messaging. So, we built a separate sequence just for that segment. 3. Build Iteration Workflows Based on weekly data, we create new email variations using Claude. But we don't rewrite entire campaigns. We test micro-improvements: → New subject lines for low open rates → Different pain points for cold segments → Alternative CTAs for warm prospects We use Instantly's A/B testing to run these variations against control groups. 4. Create Campaign Evolution Rules When a campaign hits certain thresholds, we automatically evolve it: → If positive reply rate drops below 2% after 500 sends, we test new angles → If objections cluster around budget, we add ROI-focused follow-ups → If timing pushbacks exceed 30%, we build nurture sequences 5. Feed Insights Back Into New Campaigns Every insight gets documented in our Clay database. When we build campaigns for new clients, we start with proven patterns: → Subject lines that work by industry → Pain points that resonate by role → CTAs that convert by company size We're not starting from scratch each time, but building on what already works. The result? Average positive reply rates improve 30-40% between month 1 and month 3. Feedback should guide your strategy. Treat outbound like a conversation where you actually listen and optimize accordingly. Questions? 👇

How I wrote emails that sounded damn personal (Even though we automated it for a coaching business to add $5k in retainers) Ever opened an email and thought, “Wow, this was written just for me!” 🤩` Then you realize… it wasn’t. That’s the magic of personalization. And when it’s done right, even automated emails can feel like a one-on-one conversation. But, Dhruv, why does personalization matter so much? 🤔 Inboxes are war zones. ↳ People delete boring emails in seconds ↳ Generic subject lines? Straight to spam ↳ “Dear Customer”? Bye But personalized emails? They grab attention, build trust, and drive action. Here’s how you can automate emails that still feel human: 1️⃣ Use their name, but go beyond it Yes, “Hi [First Name]” is table stakes. But real personalization digs deeper: → Mention their industry, pain points, or goals. → Reference something specific they’ve shared (like a LinkedIn post). Example: “Hi [Name], I noticed you’re scaling your coaching business—such an exciting phase! I wanted to share [relevant tip/resource].” 2️⃣ Write like you talk No one wants to read an email that sounds like a robot wrote it. → Use conversational language. → Ask questions. → Avoid jargon and overly formal tone. Example: Bad: “We are pleased to inform you that our services can benefit your enterprise.” Better: “Struggling to grow your LinkedIn presence? Let me share what’s worked for my clients.” 3️⃣ Segment your audience Automation doesn’t mean one-size-fits-all. Break your email list into segments based on: ↳ Where they are in the buyer’s journey ↳ Their industry or role ↳ The lead magnet they signed up for Then, tailor your content to each group’s unique needs. 4️⃣ Add a personal touch to your CTA ↳ Generic: “Click here to learn more.” ↳ Personalized: “If you’re ready to take the next step, reply to this email or book a quick call—I’d love to hear about your goals.” The result? Automated emails that felt personal, built trust, and drove insane conversions. What's ONE thing that you keep in mind while writing emails? 🤔 PS - Struggling to write emails that actually connect? DM me, and I’ll help you craft automated sequences that feel anything but robotic. #emailmarketing #contentstrategy #emailcampaigns

Personalization isn't just about adding a <dynamic name tag> in your follow-ups. That’s table stakes. Go deep, get relevant, and it will add rocket fuel to your paid efforts by lowering CAC and driving LTV. Here are 5 key personalization and segmentation tactics we’re running with Klaviyo this year to supercharge our growth: 📈 1. Triggered flows from high-intent actions Quiz completion, PDP views, cart hovers…we don't wait for them to just remember us. We create experiences that tie back to their interests and behavior. The setup: - Someone completes our quiz → immediate flow based on their results - Product page browsers → targeted follow-up for that specific SKU - Cart hoverers → urgency sequence before they forget Result: better conversion than universal welcome emails because they're contextual, not generic. 🔁 2. Dynamic segments that update in real-time Goal here is to build logic, not static lists. If someone browses 2+ collagen SKUs but doesn't purchase, they're moved into a "Collagen Consideration" segment automatically. If they buy, they're moved out. This keeps messaging relevant and timing tight, without needing manual intervention. 🧠 3. Predictive churn alerts + automated winbacks We use churn prediction scores to ID high-risk customers before they stop buying. Example: When someone views your 'Cancel Subscription' FAQ, they automatically get a churn prevention sequence within 24 hours. The flow: → Educational content + stronger value props → One-time discount to "pause" rather than cancel → Reminder of points or rewards they'd lose Win back a higher percentage of your churn-risk users this way (without hoping to retarget them on Meta). 🎯 4. On-site personalization from zero-party data When a customer shares goals or preferences in a quiz, we don't let that data sit. We use it to personalize everything from email subject lines and SMS follow-ups. "Looking for joint support?" → Product recommendation shows collagen SKUs, not fat burners. This creates a more relevant buying journey and lowers decision fatigue. 🔄 5. Cross-channel sequencing (email → SMS → onsite) We build orchestration into the flow logic, not just "blast and pray." Day 0: Email with their quiz results Day 1: SMS with a limited-time offer Day 3: If they return, they see a pop-up based on their quiz results This cross-channel sequence drives higher engagement while avoiding overexposure on any one channel. The tool that makes this possible is Klaviyo, and this is just a small example of what we’re building with it. Because it’s a full-on B2C CRM, Klaviyo lets us create highly personalized, high-performing flows at every stage of the funnel. If you’re still just batching and blasting, I recommend checking them out: https://lnkd.in/d7pKaQRB #Klaviyopartner