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Email automation templates, and how to actually use them
Every automation here is a workflow you can start from in one click. These pages are the part a template gallery usually leaves out: what to put in it, how long to wait, and the specific mistake that makes each one backfire.
How to set up a welcome email
One email, sent as soon as somebody joins the list. The highest open rate you will ever get, so it is the one worth writing properly.
How to set up a welcome series
Three emails over a week: what this is, the best thing you have written, and what to expect. Spaced so it does not read as a dump.
How to set up an abandoned cart automation
Two reminders to somebody who left something behind, and it stops the moment they buy.
How to set up a post-purchase follow-up
Thank them, then ask for a review once they have had the thing long enough to have an opinion.
How to win back subscribers who stopped reading
One reason to come back, then a tag so you can stop mailing the people who never do. Keeping dead addresses is what ruins a sender reputation.
How to deliver a download automatically
Send the thing they signed up for immediately, then follow up two days later with what to do with it.
How to follow up based on what somebody clicked
Somebody clicked a particular link, so tag them and send the thing that matches. The cheapest segmentation there is.
How to check whether new users got started
Wait a week, then branch: a nudge for the people who went quiet, nothing for the people who did not need it.
How to send a birthday email
A note on the day, from a date field on the contact. Set the trigger to the tag your import applies.
How to set up renewal reminders
Two warnings before a membership lapses, and it stops as soon as they renew.
How to run a satisfaction survey automatically
A survey a fortnight in, then an internal webhook so somebody actually reads the answers.
How to drip an email course
Five lessons, one a week, each at the same hour in the reader local time.
How to set up a branching welcome series
A welcome series that branches on whether they engaged, so the people who read the first email get something different from the people who did not.
How to recover an abandoned checkout
Somebody entered payment details and stopped. Shorter waits than an abandoned cart, because they were further along and the reason is more likely a problem you can fix than a change of mind.
How to reward repeat customers automatically
Thank the people who keep coming back with a discount or an offer, and tag them so you can treat them differently from here on.
How to follow up on one specific product
Put customers of one product into their own list, so the follow-up can be about the thing they actually bought.
How to promote a new product to past customers
Introduce something new to people who have already bought from you, which is the warmest audience you have.
How to run a promotion and learn from it
Send an offer and record what each person did with it, so the next one can go to the people who actually respond.
How to retarget somebody on what they clicked
Somebody clicked something specific. Wait a little, then send the offer that matches, and move them to a list for that interest.
How to run webinar invitations and reminders
Invite, remind the day before, and remind again an hour out. The hour-out reminder is what actually fills the room.
How to spot members who are drifting away
Watch how your paying members engage and move the quiet ones somewhere you can treat differently, before they lapse rather than after.
How to invite subscribers to a demo call
Send a confirmation with a booking link, then the call details only to the people who actually booked.
All of these run in Action BeeMail, free. Also free: the subject line tester, the spam checker and the CAN-SPAM footer generator.