A Beginner’s Guide To Email Automation

Have you ever wondered how people can send email after email, and yet still retain a decent reputation? Well, the secret is simple: automation. And we’re here with a beginner’s guide to email automation to help you make better sense of it.

If you're like most business owners, then chances are you spend hours every week answering basic questions that your customers ask (often repetitively). I know what you're thinking; "but I've got a business to run, I can't be spending all day answering questions". That's where email automation steps in.

Typical Uses for E-Mail Automation Include:

• Reminders when someone has signed up but not yet been in touch (i.e. her initial "welcome" email)
• Reminders of important information that the user needs to know, but which is not required on an ongoing basis (i.e. someone just purchased a product, reminding them about their guarantee)
• Reminders of new services that are available (i.e. after someone has used your service for some time but hasn't yet asked about a certain new feature you provide)
• Notifications of sales or promotions (i.e. your popular product is now on sale for $20 less than usual, letting everyone interested to know)

The way the best email automation services work is by allowing you to set up automatic emails based on certain keywords or phrases appearing in your customers' emails. For example, when someone asks a question, the email automation sends out a "Thanks for your inquiry; we've sent you an email" message. Or, if someone makes a purchase, the system automatically sends out a receipt.

Simple and Effective: How to do it?

To make this work, there are two parts: firstly, analyzing and setting up the keywords (or other triggers) and, secondly, creating the automated responses.

To Find Out Which Words Or Phrases To Analyze For:

Firstly, think of all the questions they might ask you – and answer those questions in your emails. For example, if your business sells products online, then they might ask about shipping times, delivery costs, and so on. So be sure to answer these questions in your automated emails.

Secondly, think of all the information they might need to know, but which is not required on an ongoing basis. For example, if you're a web designer, then maybe once someone has purchased a product from you and downloaded it successfully, they might want to know how to use it. So be sure to let them know!

Lastly, think about the other things your business does which you could notify someone about. For example, maybe one of your services costs $20 less than usual for a limited period only. So be sure to tell them!

Creating Your Automated Emails

Now that you've listed all your keywords and phrases (you may find it useful to create a separate spreadsheet for them), the next step is to create your automated emails.

Once you've found a service, usually they will have a special interface that allows you to set up auto-replies and other email automation rules. This may be as simple as entering your keywords or phrases in an input box, selecting what should happen if those words appear, and then click "Save" to store the rule.

Once you've saved your rules, that's it! You can just sit back and relax while the system takes care of the rest.

And if you ever want to change what happens when certain phrases are used (for example, changing a discount), then simply log in again and change it.

In this way, you're not just better able to focus on your real job of running a business – but doing so with an impressive customer service record as well.

That concludes a beginner’s guide to email automation. We hope our guide has helped you, as a beginner, to understand the basics of email automation a little better than before you read it. As we're sure you know, the first step towards building a successful business is instilling trust in your potential customers – and there's no better way of achieving this than offering superior customer service – and that means manually contacting everyone who communicates with you.

But thanks to services like these, you don't have to maintain this massive task or waste your valuable time doing it – because everything is done automatically for you.

So if this sounds like the way to go, why not give one of them a shot? I'm sure once you've tried it, your business won't revert to manual customer services. We happen to know one of the best email automation service providers, and that's us! We at Helium CRM provide you with all of the important information you'll need to help your company thrive. We generate SMS and email messages that are sent to a collection of clients.

We keep your business free of clutter. Every one of your essential conversations is brought to you in a simple and clear style, saving you time and effort. Every one of our solutions, in the end, aids your firm in attracting the consumers you deserve.

We encourage small businesses to contact us since we make you money with the least amount of resources utilized possibly. Our goal is to put you in the public eye and make people adore you so that you may flourish in your new venture.

Visit our website for more information.

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