Automation and Customer Journey in Practice
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Definition
Email automation refers to using software (e.g., Mailchimp, HubSpot, ActiveCampaign) to automatically send messages based on a user's actions or data.
Automation = trigger → email → delay → next step
Automated Workflows
- Welcome series: a sequence that introduces your brand, shares educational content, provides a first-purchase incentive;
- Cart abandonment flow: when a user leaves items behind, automation sends a reminder, or a value proposition (reviews, benefits), possibly a discount;
- Post-purchase flow: used to thank the customer, deliver order info, suggest complementary products, request reviews;
- Re-engagement flow: targets inactive subscribers with "We miss you" messages, updated offers, content refreshes.
Note
A trigger is the action or condition that starts an automated email.
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Section 1. Chapter 5
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Automation and Customer Journey in Practice
Definition
Email automation refers to using software (e.g., Mailchimp, HubSpot, ActiveCampaign) to automatically send messages based on a user's actions or data.
Automation = trigger → email → delay → next step
Automated Workflows
- Welcome series: a sequence that introduces your brand, shares educational content, provides a first-purchase incentive;
- Cart abandonment flow: when a user leaves items behind, automation sends a reminder, or a value proposition (reviews, benefits), possibly a discount;
- Post-purchase flow: used to thank the customer, deliver order info, suggest complementary products, request reviews;
- Re-engagement flow: targets inactive subscribers with "We miss you" messages, updated offers, content refreshes.
Note
A trigger is the action or condition that starts an automated email.
Everything was clear?
Thanks for your feedback!
Section 1. Chapter 5
