Revealing the Best Practices for Email Automation Workflows

December 6, 2022

Sending relevant messages to every member on your email list becomes more difficult as it expands. You must also send emails on time to maintain subscribers’ interest in your business.

Manual message distribution is simple if your email list is still growing. But once you’ve created your list, be aware that sending emails will take much more time. Email automation workflows are useful in this situation.

Email automation workflows are an essential part of digital marketing, allowing businesses to send emails on autopilot and make their communication with customers more efficient. 

However, the success of an email automation workflow depends on the quality of the emails sent, the timing of their delivery, and the effectiveness of their content. 

Email Automation Workflows and Why They’re Beneficial

You are already familiar with email automation if your subscriber list is already enormous. Maybe some of you aren’t there yet. So, let’s define automation.

In an email automation workflow, a subscriber’s data, such as their behaviour or where they are in the customer lifecycle, is used to trigger a series of emails to be sent.

There are various reasons why email automation procedures are successful. It not only makes your daily operations simpler, but it also guarantees that the stuff you submit is pertinent.

Your task is finished once your workflows are configured, specified, and turned on. When your subscribers start the campaign, your program will handle all the work.

Ideal Practices for Email Automation Workflows

You are aware of how difficult email automation workflows are if you have experimented with them in the past. This is why several best practices should be in use.

Each technique is meant to assist you in creating workflows that are centred on the requirements of your subscribers rather than your own.

To ensure the success of an email automation workflow, it is important to consider certain best practices—which you will discover in the following sections.

1. Maintain Good Email List Hygiene

Hygiene of email lists is crucial. It’s crucial to refrain from sending content to inactive members. Do not forget that just because someone put their email address in your form, it does not necessarily guarantee that it is active.

Ensure that your list is current, free of inactive subscribers, and devoid of anyone who doesn’t want to receive messages from you. The majority of people don’t have any trouble unsubscribing from a list. 

Others will merely stop acting. Send them an email and ask them whether they want to be removed rather than waiting for them to label your messages as spam.

2. Place Importance on Accessible Campaigns

Individuals throughout the world have a disability that makes it difficult for them to read or otherwise process your information. Ensure that everyone can access your emails.

The following enables email accessibility:

  • Keep your reading order in a logical sequence.
  • Heading elements should be in code
  • Add enough distinction between the background and text colours.
  • Give images text equivalents.
  • Include relevant link text.
  • Condense your code.
  • Use a clear subject line.

3. Put Connections First

The goal of every process should be to develop relationships with your subscribers. One-on-one communication with your subscribers through email is feasible, which is not always the case with other marketing platforms.

Personalization, campaign segmentation for relevance, and highly focused campaign creation are a few strategies you can use to concentrate on developing unique interactions with each reader.


Email automation workflows are an essential component of any digital marketing strategy. When utilized effectively, they can help businesses save time and resources while improving customer experience. 

Implementing these best practices allows businesses to maximize their return on investment from email automation workflows.

Ubico can provide a high-quality and efficient email automation service in Montreal. We’re a B2B lead engagement software that helps companies automate their sales pipeline. Call us now to learn more!

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