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Independent email marketing guide

Email Marketing Automation: A Practical Guide

Email automation sends or sequences messages when defined conditions are met. The best workflows begin with a customer event and a useful next step.

The five-part workflow

Define the trigger, audience, action, timing and stop condition. Then decide what success looks like.

Start small

A welcome sequence is often the simplest useful automation because the trigger is clear and the subscriber has just expressed interest.

Expand when data supports it

Add behavioral branches only when your data is reliable enough to make the distinction meaningful.

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