Xune Business Growth Insights

A Step-by-Step Guide to Email Automation

Using email automation software anywhere to grow your business

Email Automation is a part of marketing that is becoming more and more essential as the days pass. Many people are wanting to expand their reach and keep in contact with other customers, which is exactly what email automation allows you to do.


It is the process of automating your email marketing, meaning emails get automatically sent out depending on the time and date. It can save you a lot of time, energy and make things a lot more simple and efficient. If you are frequently using email marketing, implementing automation can make the process much easier for you.

For people who own an online business and want to either convert people interested into customers or keep customers nurtured for future purchases, email automation allows you to do so and in one of the most effective ways.


In this article, we are going to go over a step-by-step guide to the process of email automation and how you can make a success of it for your business. Many people use email automation, and it could be the thing that turns your business into a phenomenon.

Step 1 - Segment Your Contacts

The first step to email automation is to segment your contacts. This means to split up your contacts depending on demographics and factors that you can identify them with. If you do not have any contacts yet or information regarding the contacts, you can create content such as newsletters and blogs for your website with options to enter their email addresses.

Step 2 - Write Relevant Emails

After segmenting your contacts into different relevant groups, you must write the emails for them. You can use similar email templates or completely different ones depending on the segment and their particular interests. Writing content that appeals to people is a key component of marketing.


There are other ways aside from segmentation to make your emails a tad more relevant, here are some of the ways you can do so:


Personalisation is the process of adding personal touches to the email, such as using their first name at the start. You can do this with a range of different email automation software (if you have access to their name) and it can help with nurturing customers.


Contextual marketing can be used through automations, with certain sections of emails showing up to particular people who have an interest. For example, a product showing for a customer who has already visited that product page a couple of times. You can do this through the “tag” feature that is included with most email automation software.

Step 3 - Conversion Rate Optimisation

The last stage would be conversion rate optimisation. After you have sent the emails, you can get a statistic for the conversion rate, the rate of which people open and convert into customers. If the rate is too low, there are ways you can optimise the emails for conversions.


This includes providing content, changing the colour scheme, text or images in the emails or the general theme/structure of the email. Making changes and testing them to get the best out of your automation is key for success.

How To Find The Right Email Automation Software?

We understand that email automation is something that many people want to get involved with, but with a range of different email automation software packages, it can be hard to decide on the right one for you. Here at Xune Solutions, we use [email protected], our in-house automation software.


If you haven’t already, take a look at our page for [email protected] for more information regarding the software and email automation in general. It could be the software that turns your business into a success.

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