How To Make Your Email Workflow Faster and More Efficient

Mihai-Alexandru Cristea 02/04/2021 | 12:48

We have all received an email that just won’t open or where the message doesn’t display properly when opened on your mobile. This can be extremely annoying and will usually result in you deleting or ignoring the email altogether. If your business, organization, or personal website sends a lot of emails to your customers or followers, it is so important that you don’t make these same mistakes. Email is such an important tool for engaging with your audience, promoting your products and services, and providing important information about your venture. An email workflow is an automated series of emails that are sent out to your audience based on certain demographics or diagnostics. Get your email workflow right and there can be some major benefits.


To help everyone out there improve their email outreach, here is how to make your email workflow faster and more efficient. 

1. Set Clear Goals for Your Email Workflow

The first thing you need to do to improve your email workflow is to set clear goals. Think about what you want to achieve by automating your emails. Do you want to boost sales? Improve customer service? Offer a free trial? Email workflow can be used for everything from product promotion to reminding customers of an abandoned shopping cart. If you have clear goals in mind, everything else will be much easier. 

2.  Plan Your Workflow Thoroughly

Once you have identified your email goals, you will then need to plan your workflow so that it is an effective part of your digital marketing strategy. Your focus should be to convert recipient awareness into action. An effective email workflow is all about nurturing leads, so make sure that when you are mapping out your automated email templates, you consider every possible response and have a plan of action for each.

3. Utilize the Best Apps and Software

An automated email workflow can take all of the work out of sending emails, so you need to find the best app or software to achieve this. The folks at explain that the best options provide many useful features such as email sync, detailed analytics, a range of automated templates, and many more. Many workflow apps and software options will provide a 14-day trial so you can see whether they are effective and provide benefits for your email workflow.

4. Make Sure You Know Your Customers Inside Out

To create the most effective email workflow to boost your sales, it is crucial that you understand exactly what your customers and subscribers want and need. You need to plan your email strategy so that it guides your recipients through each stage of the sales process. Different industries will require a different approach for their unique set of customers. For example, in real estate, a drip-email campaign can be implemented depending on the subscribed home seekers’ needs and interests at any one time. 

5. Optimize the Email’s Content

Emails are different from website content or blog posts. You need to tailor your automated emails so that they have the maximum impact on the recipients. You don’t want emails that are full of text because recipients won’t want to read through it all. You can use various software to do a quick word count and proofread your emails to make sure that they are succinct and don’t have any grammar or spelling issues.

6. Run Some Tests to See What Works and What Doesn’t

It is important to analyze the success of every element of your email strategy. Try out various content, designs, and subjects so that you can see which has the biggest impact on your recipients. Closely analyze your workflows and iron out any bugs to optimize the emails for maximum effectiveness. 

7. Use Different Automated Email Workflows

There are various types of email workflows and you will need to choose one that appeals to your recipients. You will need to think about when to use each workflow such as a welcome flow, VIP customer flow, or abandoned shopping cart flow. These will need to be set up so they are sent automatically based upon the recipient’s actions. 

An effective email workflow can have so many fantastic benefits for both your organization and your customers or followers. Make sure that you always keep your message and the recipient experience in mind when you are creating your workflows and you will be able to maximize their effectiveness. Follow this easy guide and your email workflow will be significantly faster and more efficient. 

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Mihai-Alexandru Cristea | 29/11/2022 | 10:17

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