Constant Contact Marketing Automation Software User Guide

: June 16, 2024
: Constant Contact

Constant Contact Marketing Automation Software

Product Information

Specifications

Product Name: Marketing Automation System
Functionality: Email and Text Marketing Automation
Benefits: Saves time, delivers personalized messaging, increases brand awareness, builds customer relationships, offers seamless omnichannel experiences, tailors emails to the audience, enables data-driven decision-making

Product Usage Instructions

Section 1: Introduction to Marketing Automation
Marketing automation is a powerful tool that allows you to automate various marketing tasks, such as email marketing, social media scheduling, customer segmentation, and lead scoring. It streamlines repetitive tasks, provides insights into customer behavior, and enables you to deliver personalized and relevant messages to your audience.

Section 2: Benefits of Marketing Automation
Marketing automation offers several benefits for small businesses and non- profits:

Increases brand awareness and builds lasting customer relationships: By sending timely and relevant campaigns, marketing automation helps to engage contacts, build long-term relationships, and turn contacts into loyal customers.
Offers seamless omnichannel experiences: With marketing automation, you can create consistent brand experiences across various channels like SMS text messaging, social media, email, and advertising.
Tailors emails to your audience: Marketing automation tools allow you to segment your audience list and send tailored messages to each group, nurturing your audience and generating warmer leads.
Data-driven decision-making: The data collected from marketing automation helps you understand customer behavior and make informed decisions about content and messaging to ensure optimal results.

Section 3: Getting Started with Email and Text Automation
To get started with email and text automation, follow these steps:

Choose a marketing automation system that suits your needs.
Set up your account and integrate it with your existing website, chat, and email platforms.
Create a list of subscribers or import your existing contacts.
Segment your audience based on relevant criteria like demographics or past interactions.
Create personalized email and text templates for different segments of your audience.
Set up automation workflows to send the right messages at the right time based on customer actions or triggers.
Monitor the performance of your automation campaigns and make adjustments as needed.

Section 4: Anatomy of an Automation Workflow
An automation workflow consists of a series of automated actions triggered by specific events or conditions. It typically includes the following components:

Trigger: The event or condition that starts the automation workflow, such as a user signing up for a newsletter.
Actions: The tasks or messages that are automatically performed or sent as part of the workflow, such as sending a welcome email or adding a contact to a specific segment.
Conditions: The criteria that determine whether a contact moves through the workflow or triggers specific actions, such as a contact clicking on a link in an email.

Section 5: Automation Planning Worksheets
Automation planning worksheets help you organize and plan your automation workflows effectively. These worksheets typically include sections for defining goals, identifying target segments, outlining actions and messages, setting up triggers and conditions,and tracking performance.

FAQ

Q: Who can benefit from marketing automation?
A: Marketing automation can benefit small businesses and non-profits looking to save time, deliver personalized messaging, increase brand awareness, build customer relationships, offer seamless omnichannel experiences, tailor emails to the audience, and make data-driven decisions.

Q: How can I measure the success of my automation campaigns?
A: The success of your automation campaigns can be measured by tracking metrics such as open rates, click-through rates, conversion rates, and customer engagement. Most marketing automation systems provide analytics and reporting features to help
you monitor and analyze campaign performance.

Imagine if you could set up a simple marketing system to nurture leads for your business or nonprofit. Now imagine if you could set up this system and know it will continue to work while you focus on other essential business tasks.

Automation makes this possible.
Automation can include anything from email marketing and social media
scheduling to customer segmentation and lead scoring. It makes the most of your marketing time by streamlining repetitive tasks and providing insights into customer behavior. This enables you to deliver personalized, timely, and relevant messages to your audience, optimize your campaigns based on data- driven insights, and maximize your marketing time while improving customer engagement and sales.

Best of all, once set up, it all happens on autopilot.
Marketing automation can be a game-changer for small businesses and non- profits. You could be a prime candidate for marketing automation if you:

Have a sizeable customer base
Host events or webinars
Regularly launch new products or services
Have a newsletter, customer loyalty, or email marketing program
Keep track of customer birthdays or anniversaries
Have multiple channels for customer engagement such as social media, website, chat, and email

What’s inside

03 Work smarter with marketing automation
04 Types of automation
05 Get started with email and text automation
16 The anatomy of an automation workflow
17 What makes an effective

Work smarter with marketing automation

Automation allows you to work smarter by sending out a message, or series of messages, automatically.
However, the benefits of marketing automation go beyond saving time.
With automation, you can deliver more personalized and targeted messaging to your audience at a time when their interest is peaked. Plus, with the ability to track and analyze your results, you can make data-driven decisions to optimize your marketing strategy for even better results. Whether you are a small business or nonprofit, there are many reasons to consider adopting marketing automation.

Increases brand awareness and builds lasting customer relationships
Each message sent to your subscribers builds a relationship between them and your business. Marketing automation sends timely and relevant campaigns, like seasonal discounts, product updates, satisfaction surveys, company news, and other helpful content, to support your audience throughout their journey. This keeps contacts engaged, helps to build long-term relationships, and turns contacts into loyal, repeat customers.

Offers seamless omnichannel experiences
Marketing automation improves the overall customer experience and increases engagement by allowing you to create a consistent brand experience across all channels — SMS text messaging, social media, email, and advertising. This allows you to quickly build multi-channel workflows to reach customers wherever they are.

Tailors emails to your audience
Marketing automation tools allow you to segment your audience list and send tailored messages to each group. Tailored messaging allows you to better nurture your audience and generate warmer leads.

Data-driven decision-making
The data derived from marketing automation is constantly updated. It allows you to collect and analyze data about your customers and their behaviors, so you will always have a good handle on what workflows resonate and which don’t. This means you can make informed decisions about what types of content and messaging to send to different segments of your audience and make adjustments to ensure optimal results.

Scalable and efficient processes and workflows
As your business grows so does your customer base. Automation eliminates manual processes to achieve more with less time and resources. This enables you to quickly and efficiently scale your marketing efforts to manage and communicate with large audiences. You can also automate the entire customer journey, from lead generation to sales and beyond — allowing you to provide your audience with the same great experience whether they are your first or 10,000th subscriber.

Types of automation

Marketing automation refers to the use of software tools to streamline and automate repetitive marketing tasks. These tasks include everything from sending emails and texts to scheduling social media posts. There are many marketing automation types, each designed to help you with specific marketing tasks.

Email automation
One of the most common types of automation, email marketing automation sends targeted and personalized emails to subscribers based on their behavior, interests, and preferences. It automates email campaigns such as welcome emails, follow-up emails, and abandoned cart emails.

Lead generation automation
Automates the lead generation process of identifying and generating new customers. This can include using chatbots, landing pages, and forms to capture leads.

Customer relationship management
Automates customer data, such as monitoring customer interactions and relationships, sending targeted follow-up messages, and managing customer data.

E-commerce marketing automation
Specifically tailored to ecommerce businesses, this involves automating tasks such as abandoned cart emails, product recommendations, and transactional (such as confirmation or feedback) emails.

Text (SMS) automation
Sends automated text messages to subscribers or leads at specific times or when certain actions are taken (like making a purchase).

Social media marketing automation
Includes scheduling and publishing social media posts in advance, monitoring analytics, and engaging with your audience automatically through messenger chatbots.

Marketing analytics and reporting automation
These tools automate the collection and analysis of customer data so you can easily optimize your marketing campaigns and track return on investment.

Advertising automation
This automates your advertising campaigns, such as retargeting ads and Google Adword campaigns.

Get started with email and text automation

While there are many types of automation available, email and text automation series are the easiest ones to get up and running. There are several marketing automation series you can use to reach your audience in a more personalized, meaningful way. These are a sequence of pre-written texts or emails sent based on a particular purpose, so it is important to have a clear goal when deciding which messages to implement and how many emails or text messages to include in the series.

Welcome Series

Add a sign-up form to your website and entice your website visitors to signup with an offer. Then, you can welcome new subscribers with a series of emails to help introduce them to your business or nonprofit.

Goal: Engage new subscribers and have them claim their free class
Audience: New subscribers who sign up for a free class

Frequency/Trigger:

Email 1: At sign up
Email 2: Two days after email 1

What does the audience need to know:

Email 1: Welcome email – set expectations and redeem free class
Email 2: Invitation to connect on other channels

CTA:

Email 1: Redeem free class
Email 2: Follow on Instagram / Like on Facebook

Data to Monitor:

Email 1: Click through rate (CTR), Class redemption rate
Email 2: CTR, Instagram/Facebook growth

Relationship Building

Make your customers feel special with automated emails that send every year for important milestones like birthdays and anniversaries. You can include promotions and information that gets them to engage with you.
Note: Don’t forget to add birthday and anniversary dates to your contacts.

Goal: Build customer loyalty
Audience: Loyal customers

Frequency/Trigger:
The subscriber’s birthday or anniversary

What does the audience need to know:
Email 1: Birthday or anniversary offer

CTA:
Email 1: Redeem birthday/anniversary offer

Data to Monitor:
Email 1: CTR, offer redemption rate

Action Series

Use this series to create excitement for something happening at your organization such as an event, meetup, or a clearance sale. Start with an interested audience and then trigger this type of series to send.
Note: The action series differs from a typical automation series because it’s driven by a set deadline. It contains multiple touches before an event or deadline and is triggered by your actions rather than your customer’s actions.

Goal: Get subscribers to sign up for cycling club
Audience: Existing customers who have purchased a bike in the past

Frequency/Trigger:

Email 1: Month before meet up
Email 2: 2 weeks before meet up
Email 3: 1 Week before meet up

What does the audience need to know:

Email 1: Benefits of joining cycling club
Email 2: Introduce cycling club leaders and their credentials
Email 3: Cycling club invite

CTA:

Email 1: Sign up for cycling club
Email 2: Join next meet up
Email 3: Join the cycling club

Data to Monitor:

Email 1: CTR, cycling club signups
Email 2: CTR, cycling club signups
Email 3: CTR, cycling club signups

Anticipation Series

This series starts with an already interested audience and encourages them to take action. This is great for spreading the word or getting subscribers informed and hyped up for an upcoming event or product launch.

Goal: Provide 5K registrants with information about the event and provide reminders
Audience: 5K registrants

Frequency/Trigger:

Email 1: Upon registration
Email 2: 2 weeks after first email
Email 3: 1 Month before the event

What does the audience need to know:

Email 1: Important event information
Email 2: Information on how to train for the 5K and reminder information about the 5K
Email 3: How to find the perfect running shoe

CTA:

Email 1: Help spread the word about the 5K
Email 2: Read helpful blog posts
Email 3: Find the right running shoe

Data to Monitor:

Email 1: CTR
Email 2: CTR, website visits on blog pages
Email 3: CTR, website visits on blog page

Onboarding Series

Use this after you get someone to take action from the previous series. Follow up after a purchase and make sure customers see success.

Goal: Get website design customers onboarded
Audience: Website design services customers

Frequency/Trigger:

Email 1: 1 hour after the website goes live
Email 2: 2 days after the first email
Email 3: 1 week after project completion

What does the audience need to know:

Email 1: Next Steps after the website goes live
Email 2: How to use their website dashboard
Email 3: We are about their experience

CTA:

Email 1: Log into your dashboard
Email 2: Log into your dashboard
Email 3: Leave a review

Data to Monitor:

Email 1: CTR, dashboard logins
Email 2: CTR, dashboard logins
Email 3: CTR, reviews

Lead Nurture Series

Use this type of series to turn prospects into clients or customers. Lead nurturing can generate up to 50% more sales-ready leads at a 33% lower cost.

Goal: To get prospects to sign up for a service.
Audience: Prospects

Frequency/Trigger:

Email 1: 1 day after contact us form fill
Email 2: 1 week after the first email
Email 3: 1 week after the second email

What does the audience need to know:

Email 1: Learn about our business
Email 2: The services we offer
Email 3: What our clients are saying

CTA:

Email 1: View our project portfolio
Email 2: Learn how we can work together
Email 3: See what our customers are saying

Data to Monitor:

Email 1: CTR, website visits on about us page, services signups
Email 2: CTR, website visits on services page, services signups
Email 3: CTR, website visits on the testimonials page, services signups

Follow-up Series

Use this series to follow up with people after an event or other action. Depending on the type of action, it could contain recordings (like a webinar recording), resources, or even continuing education to further educate people.

Goal: To help anyone who has adopted a dog have a positive transition into their home.
Audience: Dog adopters

Frequency/Trigger:

Email 1: 1 day after adoption is final
Email 2: 3 days after first email
Email 3: 1 week after second email

What does the audience need to know:

Email 1: Thank you for adopting, leave a review
Email 2: How to help your pet transition to your home successfully
Email 3: Sign up for dog grooming services and ask for donations to help other pets in need

CTA:

Email 1: Leave a review
Email 2: Download the pet transition guide
Email 3: Call for a dog grooming appointment

Data to Monitor:

Email 1: CTR, reviews
Email 2: CTR, pet transition guide downloads
Email 3: CTR, scheduled grooming appointments

Topical/Subject Matter Series

This type of series is great for repurposing any timeless content and will help you build stronger relationships. You can use any previously sent emails or blog posts and put them into a series of emails. We’ve suggested the timeline, but adjust this to fit your needs.

Goal: Build customer relationships
Audience: Customers and prospects

Frequency/Trigger:
Bi-weekly

What does the audience need to know:

Email 1: How to practice box breathing
Email 2: How to read the nutrition label
Email 3: I tried 7 days of online yoga and here are my five takeaways

CTA:

Email 1: Read the blog/Find my next yoga class
Email 2: Read the blog/Find my next yoga class
Email 3: Read the blog/Find my next yoga class

Data to Monitor:

Email 1: CTR, website visits on blog page, yoga class signups
Email 2: CTR, website visits on blog page, yoga class signups
Email 3: CTR, website visits on blog page, yoga class signups

Re-engagement

This type of automation is designed to get inactive subscribers back into an active state which can help keep your mailing list healthy and restore your engagement rates.

Goal: Re-engage inactive list subscribers
Audience: Inactive subscribers

Frequency/Trigger:
Email 1: When a subscriber has been inactive for more than 3 months

What does the audience need to know:
Email 1: Re-engagement email with discount offer

CTA:
Email 1: Shop now

Data to Monitor:
Email 1: CTR, website visits, discount code usage

Survey/Feedback

Allow your customers to feel heard with survey/feedback emails. These are typically sent out based on a trigger or action such as a purchase or product update. This helps to increase overall customer satisfaction and gives you a pulse on overall customer sentiment.

Goal: Get customers to leave a review
Audience: Customers

Frequency/Trigger:
Email/Text 1: Upon purchase/service completion

What does the audience need to know:
Email/Text 1: Tell us what you think!

CTA:
Email/Text 1: Leave us a review

Data to Monitor:
Email/Text 1: CTR, review completion

Abandoned Cart
One of the most common types of retargeting emails, abandoned cart emails remind prospective buyers about products they left in their online shopping carts, draw them back to your site, and encourage them to complete the purchase they were about to make.

Goal: Get users who abandoned their shopping cart to make a purchase
Audience: Customers and prospects who abandoned their shopping carts

Frequency/Trigger:
Email/Text 1: Upon cart abandonment

What does the audience need to know:
Email 1: We saved your cart!

CTA:
Email 1: Shop now

Data to Monitor:
Email 1: CTR, purchases

The anatomy of an automation workflow

A automation workflow is a series of steps designed to automate a specific process. Before you begin building your text or email automated workflow, there are several key components you must know and specify:

Trigger:
The behavior or action that signals the start of a workflow. Sample triggers can include if a contact:

Completes subscription or form
Is added to a segment or list
Has a birthday/anniversary
Clicks on a specified email link
Abandons their online cart
Responds to a survey
Donates or makes a purchase
Has a fulfilled order
Visits your website

Frequency:
How much time between each message in the workflow. This can help you provide consistent communication with your audience without sending too many messages or offers. As with delays, your frequency can range from minutes all the way up to months.

Delay:
Time between the trigger and the message send. This can be any time period from minutes all the way up to months.

Message:
The content sent to subscribers, like emails or text messages. These should be personalized and relevant based on your contact’s interactions with your brand. Ask yourself:

How many messages will I send to my audience?
How will my audience receive these messages: email, SMS, etc?
What is the goal of this message?

Conditional splits:
A branch in your automation based on a contact’s actions and information. These conditions can segment users based on specific criteria or how they interact with your messages. For example, if a user doesn’t open an email, you can send them down a path that resends that email with a different subject line. Splits can be based on:

Contact details
Contact activity
Shopping activity
Geographic location
Interests

What makes an effective email/text automation series?

An effective marketing automation series is one that engages and nurtures your audience throughout their customer journey. To be effective, your automation must:

Understand your audience needs
An effective automated email series ultimately comes down to understanding your audience. Understanding the needs and preferences of your audience is essential when creating personalized content that resonates with them. To do this, ask yourself the following questions:
- Who is your audience?
- What do they want to know
- What do they need to know
- What are their needs, problems, and challenges?
  Answering the questions above will help you decide the information, the number of emails you’ll need to include, and the frequency with which you’ll send those emails in your automated email series to the individuals in the group of contacts you’re speaking with.
Utilize the data to inform strategy
Your automation should be informed by data. Use the data from your automation series and website analytics to determine what messages resonate with your audience, what topics are driving engagement, and what times and days are most effective for sending your messages. This information can help you personalize your campaign and content as well as optimize timing for increased engagement.
Be timely
In automation, timing is everything. To capture your audience’s attention and drive sales, you need to send messages at the right time. Adding triggers based on actions your audience takes on your website, such as abandoning a cart or signing up for a newsletter, can help you send timely messages that are more likely to increase sales.
Contain useful content
Your automation series should be relevant and provide value to your audience to increase its impact. Whether it’s educational content, exclusive offers, or personalized recommendations, your messages should be helpful and relevant to your audience’s needs and wants.
Helpful content often contains:
- Useful tips
- Creative ideas
- Strategies to help the reader solve a problem
- Answers to common questions
Have a clear call to action
Every message in your automation series should have a clear call to action (CTA). Whether it’s to download an ebook, register for a webinar, or make a purchase, your CTA should be specific and actionable.

Automation planning worksheet

As you are planning your next email or text message automation, there are several questions you should ask yourself. Use these worksheets to organize and create your automated email series.

What is your audience?
Prospects? Customers? Event Registrants?
What does the contact need to know at this stage in the relationship?

Make a list of what they want, what they need to know, their needs, problems and challenges.

What content can help address the needs you outlined in Question 2.
What is the frequency for these messages?
In the beginning you’ll want your messages to be a bit more frequent than your regularly scheduled email newsletter. Depending on the message, you can schedule emails to deliver within hours, days, or weeks. When in doubt, once a week is a good rule of thumb.
What is the action you want your audience to take?
Should be focused on guiding your audience to take action toward your goal.
What data do you want to monitor?
What email, website, or other actions do you want to monitor for this campaign (CTR, engagement, etc.)?

Audience:

Automated Email #| Frequency

(Send Day/Time)

(Send Day/Time)

(Send Day/Time)

Note: When creating your automated series, be aware of any time-specific content included. If it’s a series you plan on continually using, it’s best to stick with timeless content that will be the same today or a year from today. Be sure to periodically review your messages and make any updates.

Example: Yoga Studio

The yoga studio uses a three-email series to communicate with multiple groups of contacts:

New Students
The first email in this series welcomes new students and provides logistical information such as hours, locations, and who to contact with questions.The second includes information about special programs offered. The final email includes a class schedule and instructor backgrounds.
Loyal Customers
This series includes emails with tips, recipes, and additional information about applying class learnings to deal with everyday stress.
Prospects
This series includes information regarding the benefits of yoga, testimonials from students at varying levels, and a special discount coupon for new students.

Audience: Loyal Customers

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 20

Learn how to master individual poses

• Link clicks

• Website visits

• Class signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 30

Recipes to complement your workout

| • Link clicks

• Website visits

• Nutritionist signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 40

Exercises

to reduce stress

| • Link clicks

• Website visits

• Program signups

Audience: New Students

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Immediately upon signup

| • Welcome message

• Hours/ locations

• Contact information

• Link clicks

• Website visits

• Free class signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 8

| • Special program for newcomers

• Deal — 10% off

• Link clicks

• Website visits

• Discount usage

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 14

| • Full class schedule

• Class details

• Instructors’ backgrounds

a series of classes

• Link clicks

• Website visits

• class signups

Audience: Prospects

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 4

The benefits of Yoga

Drop in for a free class

| • Link clicks

• Website visits

• Free class signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 10

A beginner’s story

| • Link clicks

• Website visits

• Specials signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 17

Become a new student — 10% off

| • Link clicks

• Website visits

• Discount signups

Example: The Nonprofit

Here’s how the nonprofit uses automation to communicate with multiple audiences:

Volunteers
Volunteers receive a series of emails that introduce members of the nonprofit’s volunteer community and share their favorite volunteer projects, as well as information on the impact volunteers have on the success of the cause.
Donors
Donors receive emails detailing the history of the organization, its members, board, and its impact on the community. They also receive opportunities to contribute.
Event-specific
Once people have registered for the organization’s event, registrants receive short messages that build excitement and provide timely information about the event.

Audience: Volunteers

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 3

Welcome to the community

| Learn more about event

opportunities

• Link clicks

• Website visits

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 10

Recent volunteer projects

Check out our volunteer projects

• Link clicks

• Website visits

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 20

Impact of our volunteers

Read their stories

• Link clicks

• Website visits

Audience: Donors

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 2

The history of our cause

Download the overview

| • Link clicks

• Website visits

• Overview downloads

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 8

Meet the board members

Check out the impact of donors

• Link clicks

• Website visits

• Donations

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 15

Donating opportunities

Choose your cause

• Link clicks

• Website visits

• Donations

Audience: Event-specific

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 1

The agenda is growing

• Link clicks

• Website visits

• Signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 4

Speaker and sponsor list

Read the speaker bios

• Link clicks

• Website visits

• Signups

Automated Email #| Frequency

(Send Day/Time)

| Content| Call to Action (CTA)| Data Monitoring

Day 7

How to prepare for an event

Download the checklist

| • Link clicks

• Website visits

• Downloads

• Signups

Let us help you get started with automation.

Marketing automation can be a game-changer for small business marketers. Automating tasks like email and text campaigns, lead generation, and social media posts allows you to free up valuable time and resources that can be used to focus on building relationships with your customers, developing your brand, and growing your business.
With the right tools in place, you can create targeted and personalized messages for your customers, track their behavior, identify new opportunities for growth and improve your overall customer experience. Constant Contact has the tools you need to create automation workflows that will provide your audience with valuable content at the right time.
Get a free trial of Constant Contact and see how marketing automation can transform your business.

Constant Contact Marketing Automation Software User Guide

Constant Contact Marketing Automation Software

Product Information

Product Usage Instructions

FAQ

What’s inside

Work smarter with marketing automation

Types of automation

Get started with email and text automation

Welcome Series

Relationship Building

Action Series

Anticipation Series

Onboarding Series

Lead Nurture Series

Follow-up Series

Topical/Subject Matter Series

Re-engagement

Survey/Feedback

The anatomy of an automation workflow

What makes an effective email/text automation series?

Automation planning worksheet

Audience:

Example: Yoga Studio

Audience: Loyal Customers

Audience: New Students

Audience: Prospects

Example: The Nonprofit

Audience: Volunteers

Audience: Donors

Audience: Event-specific

Let us help you get started with automation.

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