If you’ve ever signed up for a promo, booked a service, or abandoned a cart online, chances are you’ve experienced email automation in action. The goal is to get you to come back and keep that brand at the forefront of your mind. And while it may seem advanced or time-consuming or even expensive, the good news is, it’s none of those things. Email automations are a game-changer for businesses of all sizes and help drive more direct sales, build stronger relationships, and stay on top of mind without lifting a finger.
Here are 5 email automation examples that you can steal, tweak, and start using today.
The Welcome Email
The Goal: Make a good first impression.
When to Send: Automatically sent when a person signs up for something, books a service, or downloads a freebie.
Why It Works: It sets expectations, introduces your brand voice, and gives new contacts a reason to stick around.
Try This:
- Share your origin story or mission in a way that builds trust and humanizes your brand
- Offer a first-time discount
- Link to a helpful blog or FAQ
Example: Hey! We’re [BRAND] and we’re so happy to have you here! Whether you’re looking for new email marketing, social media support, or a whole rebrand, we’re here to help. Want to schedule a free consultation call?
The Abandoned Booking or Inquiry Follow-Up
The Goal: Don’t let almost-clients/customers slip away.
When to Send: When you have an initial inquiry or interest, but they don’t actually complete the full customer journey.
Why It Works: Acts as a nudge when someone may be feeling hesitant to complete a booking or purchase a good.
Try This:
- Keep it friendly and low-pressure
- Include a link to complete the process or re-engage
- Add social proof like a customer testimonial
Example: Still thinking it over? We’d love to help you choose the right package. Spots fill fast, so now’s a great time to lock yours in!
The Post-Service Thank You & Review Request
The Goal: Turn happy customers into marketing.
When to Send: After a customer has completed their journey with you.
Why It Works: It shows appreciation for their input and gives them the perfect timing for a positive review.
Try This:
- Include a personal thank you
- Link directly to a place to review
- Offer a referral bonus or discount for sharing/reviewing
Example: Thanks for choosing us, [NAME]! Your feedback helps us improve our services. Leave a quick review and get X% off your next purchase.
The Seasonal or Loyalty Promo
The Goal: Send timely offers without blasting your entire list.
When to Send: On certain dates such as birthdays, anniversaries, or holidays, or based on customer activity.
Why It Works: It feels more personal and relevant.
Try This:
- Reward repeat clients with a special offer
- Send seasonal packages that match your service (spring cleaning, holiday deals, birthday gifts, etc.)
- Automated birthday greetings with a special code
Example: Happy Birthday, [NAME]! Here’s 20% off any service this month. You deserve it!
The Re-Engagement Campaign
The Goal: Wake up the cold side of your list.
When to Send: When/if some of your list hasn’t opened or clicked in a while.
Why It Works: It filters out cold contacts (which boosts your open rate and decreases your bounce rate) but not before giving you a second chance to win them over.
Try This:
- Acknowledge the silence with a playful tone
- Highlight what’s new or what they missed
- Offer an incentive to come back
Example: It’s been a while, huh? We’ve missed you, so here’s 15% off if you’re ready to give us another chance!
Fostering the client relationship with a guided journey and these email automation examples is a great place to start or refresh your email efforts! Need some further assistance? We help brands turn their email lists into real revenue–without sounding robotic or salesy (or annoying). So whether you’re just starting or need help optimizing, we can build email automations that convert.
Let’s chat! Call us at 330-286-0487 or email us at info@mcconnellmarketing.com to get in touch!