Email automation
Email automation sends messages automatically in response to a customer event instead of on fixed sending dates.
What sets email automation apart
Email automation sends messages automatically in response to a customer event. The difference from a newsletter is the trigger. A newsletter goes to everyone on a date, an automated message goes to a specific person because they did or did not do something. That usually makes it more relevant and produces higher open rates.
The flows that carry weight
- Welcome: For new signups. The first message decides attention over the following months.
- Cart abandonment: The single most effective building block in retail, because purchase intent is already proven.
- Order confirmation and shipping: Not marketing but service. Errors here generate the most enquiries.
- Post purchase: Asking about satisfaction or a review, timed to product usage rather than to the order.
- Reorder: A reminder for consumables at the right moment.
- Reactivation: Reaching customers who have not ordered for months.
How the timings are chosen
Timing is the real lever, not the copy. For cart abandonment two messages are common: the first a few hours after the abandonment, the second after about a day. A third message rarely adds anything and feels pushy. For reordering, the timing should be derived from the consumption cycle readable in the order data: someone ordering the same item four times a year expects a reminder after roughly three months, not after two weeks.
A second point is overall frequency. Every flow looks sensible on its own and jointly they produce a flood. To contain that, set a cap on messages per customer per week that applies across all flows and drop the lower priority message when the cap is reached. This is one of the few cases where fewer messages produce more revenue, because unsubscribes fall.
Legal framework and measurement
Marketing emails need consent, and it must cover the specific use. A notice in the checkout does not replace consent for advertising. Order confirmation and shipping notification are exempt, because they process the purchase. It matters to log consent with time and context, since disputes are conducted over what was consented to and when.
Measurement should happen per flow, not in an aggregate report. Three values make sense: open rate as a signal for the subject line, click rate as a signal for the content, and revenue per message sent as a signal for profitability. A flow with a low open rate and high revenue stays, one with a high open rate and no revenue does not. The most common cause of a weak flow is timing that is too early or too late, not weak copy.