What is Email Automation?
Email automation sends targeted messages based on triggers, timing, or user behavior—without manual effort. Done right, it nurtures leads while you sleep.
Types of Automated Email Workflows
1. Welcome Series
When someone signs up, introduce your brand:
2. Lead Nurturing
Move prospects through your funnel:
3. Re-engagement
Win back inactive contacts:
4. Post-Purchase
Build loyalty after the sale:
Best Practices for Email Automation
1. Segment Your Audience
Not everyone should get the same emails. Segment by:
2. Write Like a Human
Automated doesn't mean robotic:
3. Optimize Send Times
Test to find your best times:
4. Keep It Mobile-Friendly
Over 60% of emails are opened on mobile:
Measuring Email Automation Success
Key Metrics to Track
A/B Testing Ideas
Getting Started with Rally CRM Email Automation
Rally CRM includes powerful email automation:
Start automating your emails →
Conclusion
Email automation is one of the highest-ROI marketing activities you can implement. Start with a simple welcome series, measure results, and expand from there.