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What if you could use automated emails to draw your people into your funnel – generating leads and converting those leads into sales… WITHOUT manually sending emails?


Using email automation software allows you to send automated, personalized emails to your people without you needing to do anything beyond initially setting it up!


While newsletters and one-off campaigns will always have their place in your email marketing strategy, the smartest companies are starting to set up automatic email campaigns that trigger off of a user’s actions. – Campaign Monitor





Unlike email broadcasts or “newsletters”, one time emails you send to your email list or a segment of your email list, email automation triggers specific emails or email sequences based on the users actions.


For instance, Thinkific (the LMS I use to host my online courses) has a 2-step enrollment process. First the user has to enter their name, email, choose a password, and any information requested with my custom fields. Once they submit that information they are taken to the payment screen to complete their enrollment in one of my online courses.


IF at that point they leave the site and don’t finish their enrollment, it triggers an Abandoned Cart email automation.


abandoned cart email sequence




Because I want to still try to capture those who were interested but got distracted by their baby crying, had second thoughts, etc.


At that point they’re a very hot prospect and if I can capture even a percentage of those by sending a few emails, I increase my sales AND help that person with the problem that they want to solve with my course.



There are many use cases for email automation including:


  • Welcoming them when they join your ‘newsletter’ list or opt in to receive a freebie
  • Nurturing them through to a sale from an optin 
  • Providing training for using your products and/or services
  • Client onboarding
  • Employee / staff onboarding
  • New course participant onboarding and to keep them moving through the course
  • Completing a course and moving them on to the next course, book purchase, etc.
  • Surveying your email subscribers
  • Sending more information to certain subscribers based on what links they click in your emails
  • Notifying customers of course expiry, subscription renewal, etc.
  • Delivering email courses


And those are just a few!


Once you get the hang of email automation there is no limit to how you can use it to free up your time, increase sales, and help your people.





Email automation software is the program that hosts your automations, email subscribers contact information, and enables you to create broadcasts and newsletters.


Deciding which ESP (Email Marketing Service Provider) you’re going to use is no easy task as there are many to choose from including:



Some of these are “list-based” and some are “tag-based” ESP’s.


What’s the difference, and why should it matter to you?


I recently did a live stream that I published to my Youtube channel about the difference, and what you should look for in an ESP – especially if you’re in the business of online education.






Despite what you’ve heard, you’re going to have a heck of a time selling if you don’t have a list of email subscribers who you’ve nurtured.

Having an email list is a form of security.

Social sites like Facebook, Google+, Twitter,  and LinkedIn etc. are not owned by you. If every other platform disappeared, your email database is the only sound marketing tool you have.

It’s vital to have a list if you have, or are planning to have, an online course or program.


In fact it’s SO important that I wrote an entire blog post about it, How To Build An Email List From Scratch.



Credit: Campaign Monitor

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