Beefree blog

Email Marketing 101: What is Email Marketing Automation?

Emily Santos
Emily Santos
Jun 15, 2023
Email Marketing 101: What is Email Marketing Automation?
Email Marketing 101: What is Email Marketing Automation?

Email marketing automation makes it possible for businesses to send personalized emails at the right time to maximize opens and click-throughs. This marketing process involves triggering specific emails to specific groups or individuals based on the actions they take. 

These triggers can range from simple actions, such as sending a thank-you email to a customer after a purchase, to more complex ones, like launching multi-step, audience-segmented campaigns aimed at brand awareness, sales, or lead generation.

How do Automated Emails work?

Understanding how automated marketing emails work involves reviewing the strategic process marketers go through. This process starts with the conception of a marketing tactic and finishes with its implementation. 

First, identify a marketing tactic or a goal that is consistent with the company's objectives. These objectives involve anything from increasing brand awareness, customer retention, or overall increasing sales. 

Second is the strategy formulation stage. This involves developing a comprehensive strategy that considers various aspects of the target audience, including their demographics, behaviors, preferences, and needs. For example: 

  • Behavioral data, such as past purchase history or browsing patterns, can help tailor content that resonates with the recipient and, specifically, what they are more likely to be interested in/purchase—inevitably, driving conversions.
  • Audience attributes, such as demographics, preferences, and needs, inform the segmentation and personalization of emails, ensuring the message is curated to drive engagement. 
  • The overall objective, be it brand awareness, customer retention, or sales, helps determine the appropriate tone, content, and call to action for each email, thus aligning the email strategy with broader marketing and business goals.

Understanding these enables marketers to create a targeted and well-planned email campaign that aligns with the overarching marketing strategy.

Email Automation Platforms

 Marketers leverage email automation platforms to bring their email campaigns to life.

These platforms are not just tools that facilitate the crafting and sending of emails. They are programmed to make segmenting audiences, creating personalized messages, and scheduling emails at the optimal time based on triggers or conditions easier than ever.

 Some popular ones you might have heard of are Mailchimp, HubSpot, and Salesforce. 

How to Create an Automated Marketing Email

Creating an automated marketing email doesn't have to be a complex task, especially if you're equipped with the right tools.

For instance, agnostic tools like Beefree simplify the process and integrate seamlessly with existing solutions to make your email creations (and exporting) a whole lot more streamlined. 

While email-sending platforms are great at automation, when it comes to design, they can be a little limiting. Beefree helps in that department.

 So, how can you create automated marketing emails that keep design and strategy in mind? 

Let’s get to it.

Step 1. Determine Your Email Marketing Goals & Target Audience

Before crafting your email, start by establishing the goals of your email marketing campaign. The goal could vary from increasing brand awareness, generating leads, or converting leads into customers. The aim is to set clear, measurable, and timely goals aligning with your business objectives. Think “SMART.”

Equally critical is identifying your target audience. Effective email marketing isn't just about sending emails; it's about sending the right message to the right people.  

To do this, you need to understand your customers' behaviors, preferences, and challenges. This understanding enables you to create personalized and impactful email campaigns that deliver results.

Step 2. Craft Compelling Content

Once you've identified your goals and audience, the next step is crafting compelling content. 

Your subject line, preview text, and email content need to work in harmony to captivate your audience. Each element plays a crucial role in influencing whether your email gets opened, read, and acted upon. 

Be sure to include clear and persuasive call-to-actions (CTAs) to guide your reader on the next steps. Remember, readers typically make decisions on whether to click in a matter of seconds, so these need to be short and impactful!

While content is key, don't underestimate the power of a well-designed email. A visually appealing email enhances the overall user experience, making navigating the content easier for your reader.

Beefree's templates provide the ideal starting point for creating professionally designed emails that look great and resonate with your audience.

Read: The Non-Marketer's Guide to Writing Emails Like a Copywriter 

Step 3. Design your automated email

Good design is impactful. It involves creating a visual road map for your audience. 

Each design element, from the choice of colors and fonts to the placement of images and CTAs, contributes to the readability and effectiveness of your email. For instance, strategically positioned CTAs can significantly improve click-through rates and drive your desired actions.

The design should also parallel the email content and your brand — a huge sale being offered may warrant bold, bright colors, whilst an update about a new product launch may be in keeping with your traditional brand colors to reinforce brand identity. These are just examples, but it’s something to consider when in the design phase.

Step 4. Set up Automation & Triggers

Once you're satisfied with your email's design and content, it's time to set up automation and triggers. This is what takes your marketing strategy to the next level.

This process involves defining the specific conditions or actions that will trigger your email to be sent. Depending on your marketing goals, these triggers could be based on user behavior, certain dates, or a specified schedule. 

By leveraging Email Service Providers (ESPs), these triggers can be easily defined, and the automation process can be more seamlessly set up.

Step 5. Test, Analyze, & Optimize

Testing is critical to effective automated email creation. It involves sending out test emails to validate the proper functionality of all email elements.

This means checking if the layout appears correctly across different devices and browsers, ensuring links and CTAs are functioning as intended, and verifying the deliverability of your email.

One widely used method of testing is A/B testing, or split testing. It is a data-driven strategy that compares two versions of an email to determine which one performs better.

The process involves changing one element in an email variant, such as the subject line, CTA, or images, and sending the two versions to similar audience segments. The version that generates a higher open rate, click-through rate, or conversion rate is deemed the more effective one. 

This method provides valuable insights into what resonates most with your audience and allows for continuous improvement of your email strategy. 

Once your email campaign is live, monitoring its performance is key to understanding its effectiveness. This is done through a thorough analysis of key metrics like open rates (the percentage of recipients who open your email), click-through rates (the percentage of recipients who click a link within your email), and conversion rates (the percentage of recipients who perform a desired action, like making a purchase or filling out a form). 

These metrics provide a quantitative measure of your campaign's success and reveal areas that may require improvement.

With these insights, you can optimize your email campaigns to better align with your audience's needs and preferences. This could involve making changes to the email content, design, delivery timing, or even your audience segmentation.

The Benefits of Email Marketing Automation

Email marketing automation brings numerous benefits to businesses of all sizes and types. 

At its core, it's about streamlining and maximizing the effectiveness of your email marketing efforts. Automated emails allow businesses to nurture leads, increase customer retention, and drive more sales without the need for huge amounts of manual intervention.

Three more benefits include:

  1. Timely, personalized communication: Automated emails can be set up to trigger based on specific behaviors or events, such as welcoming a new subscriber, acknowledging a customer's purchase, or re-engaging a dormant customer. This enables businesses to reach customers with the right message at the right time, enhancing customer experience and boosting engagement rates.
  2. Scalability: As your business grows, it becomes challenging to maintain consistent, personalized communication with a growing customer base. Email marketing automation reduces this hurdle, enabling you to scale your marketing efforts without compromising on quality or personalization.
  3. Insights: Email marketing automation provides valuable insights into customer behavior and campaign performance. By analyzing key metrics such as open rates, click-through rates, and conversion rates, you can understand what resonates with your audience and continually refine your approach for better results.

How to Get Started with Email Marketing Automation

Email marketing automation involves setting clear goals, understanding your audience, crafting compelling content and a visually appealing email design, and setting up automation and triggers. Don't forget to continually test, analyze, and optimize your emails to achieve better results.

Choosing the right email delivery platform is key to effective email marketing automation. Whether you're just starting out or looking to enhance your existing process, an agnostic email builder likeBeefree, which can easily integrate with your sending platform, can help simplify and enhance your email marketing efforts. The best part? It's free. Sign up now! 

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What Are Email Security Gateways? A Guide to Secure Communications

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Email is king when it comes to talking directly to your customers. Sure, we might send texts or share voice notes, but we all still check our emails. It’s how we keep in touch with work and the businesses we connect with. 

As an email marketer, this puts you in prime position to get your business’s brand right into the hands of your customers. The problem, however, is that you must first get past the metaphorical guard dog known as the secure email gateway (SEG). 

SEGs use sophisticated methods to identify and block spam and phishing emails from ever entering a person’s inbox. While your email newsletters should go through, that doesn’t necessarily mean they will. That’s why businesses need to know what a secure email gateway is and how it works. Know this key info, and you’ll be able to improve the chances of your emails reaching their destination. 

What are email security gateways? 

Protecting yourself from cyber threats is the basis of all cybersecurity risk assessment services. One of the biggest gaps in any security armor is phishing emails. If they get through and someone clicks a link they shouldn’t have, it’s almost impossible to stop the damage. 

The victim could be anyone. The link could lead to a ransomware virus that holds your data captive or be the start of a data breach. It could even lead to a traditional scam that has you input your credit card details so a thief can steal them. 

For all these reasons and more, email providers consistently invest in security features to help protect their customers. One such feature is an email security gateway. 

A secure email gateway uses AI and machine learning to screen incoming emails, identify spam, and stop it from entering. If there’s any doubt, the system quarantines the email in your spam box for review. 

Why are secure email gateways important?

While we are getting better at filtering out spam emails, an estimated 45.6% of emails sent in 2023 were still spam. This poses a massive security risk for consumers, businesses, and governments alike. 

According to IBM, businesses are hit the hardest, with the global average cost of each successful phishing attack increasing to $4.88M USD. The attacks don’t just hit businesses, either, with attacks targeting individuals and even charities.

Just as phishing and spam emails have become more sophisticated, so have the tools designed to protect against them. All providers, including big names like Gmail, use SEGs to secure communications and other features, such as Gmail’s unsubscribe feature

What do SEGs flag as spam? 

SEGs continually update their parameters. This means that what they check for is constantly in flux. What SEGs look for today, for example, could include: 

  • Strange or suspicious subject lines
  • Highly urgent capitalization or excessive exclamation points
  • Strange URLs
  • Poor grammar and/or spelling
  • Generic greetings that don’t address the recipient 
  • Suspicious email addresses
  • The volume of emails sent at once
  • Attachment types 
  • Image-heavy content 

SEGs are far more advanced than just ticking boxes, but that doesn’t mean your emails can’t get blocked or sent to spam. After all, you might put together a great email campaign, but if your email is too image-heavy, it might get quarantined or sent to spam. 

The good news is that once you know what the SEGs look for, you can work to design better emails. Beefree can help you get started, with a range of templates for responsive email designs.

How to create newsletters with secure email gateways in mind 

The good news is that you can implement and send out most, if not all, of your newsletter ideas without issue. So long as the emails are well-made and are sent at a reasonable frequency, you’ll be golden. 

Start by first improving your security methods

In general, you should always look at ramping up the security measures in your business. You can use one of the top types of risk assessment matrix to understand your business's threats and how to resolve them. Then, since you already have that information, you can use it to create better newsletters and emails. 

Make sure the personalization feature works

One of the biggest red flags for an SEG is a generic greeting. Adding Dear Sir/Madam at the start isn’t going to fly in today’s world. Even if your email gets through, it’s unlikely the recipient will open it. 

That’s why you need personalization. Linking your email marketing tools to your customer relationship management system means you can offer easy personalization, like addressing your customers by name, or even offering personalized recommendations based on their order history. 

Avoid image-only emails 

Image-only emails are tempting for an email marketer. They’re striking, they look good, and you can fine-tune what they look like in Photoshop or another image editor. 

They can also be a red flag for SEGs.

Thankfully, the solution is simple: enrich your emails. The best part about this approach is that it also improves the accessibility. Improving email accessibility will help ensure that all your customers can engage with your emails on their terms. Those emails will also load faster, look great on all devices, and be more engaging. 

Align your emails with the landing pages 

SEGs look out for suspicious links. A link might be suspicious if there’s a misspelling or if the link doesn’t sound like the content in the email. So, how do you ensure that SEGs don’t see any of your links as suspicious? 

You make them predictable. 

An easy way to do this is to create a landing page from an email. On top of aligning the landing page with the content of the newsletter, you’ll want to: 

  • Make a custom URL for every link that matches the content of the page 
  • Ensure there’s no misspelling
  • Don’t use urgent language around your link

Use 2FA to boost security

Do you need 2FA to get past SEGs? No, but it’s a great way to help protect you and your customers. 

You can protect sensitive data by adding user identity verification. For example, a customer may get an order confirmation email but wants to cancel or change the delivery details. Including a two-factor authentication step ensures only the customer can request changes. 

Building in extra security features puts your customers at ease. It also protects your endpoints and, in turn, your business. So, no, you don’t need 2FA to get past SEGs, but it’s worth looking into for you and your customers’ protection. 

Avoid urgency 

Urgency can be a flag for SEGs. So: 

  • DON’T WRITE IN ALL CAPS
  • Minimize the use of exclamation points

Think of the copy in your newsletter as a chance to win over your audience, not scare them into clicking the link. Doing this will improve your relationship with your customers since they’ve come to you on their terms. It’s also essential to get emails past the SEG.

Key takeaways 

Secure email gateways are a primary defense against spam and phishing attacks, but they can pose a problem for email marketers. By working to understand the security risks associated with email scams, you can then understand what your email needs to make it into inboxes. 

From there, you’ll want to make your emails more personable, accessible, and secure. Once you’ve found that sweet spot, your newsletters will be more likely to get past the secure email gateway and into your audience’s inboxes. 

Getting Started with Beefree: A Guide to Streamlined Email and Landing Page Creation

Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.
Beefree team
Beefree team
26 Feb
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Creating professional emails and landing pages can be challenging for businesses of all sizes. Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.

Beefree is a robust tool for designing emails and landing pages with ease, offering templates, automation features, and seamless integrations. Regardless of your industry or goal, Beefree empowers you to craft high-quality communication and marketing materials quickly and effectively. By providing an intuitive and user-friendly experience, it helps businesses transform their creative ideas into polished campaigns without requiring extensive technical expertise.

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Why use Beefree for professional email campaigns?

Before we jump into the nitty-gritty of using Beefree, let's quickly go over why this tool is worth your time. There are a lot of email marketing tools out there, but Beefree stands out from the crowd for a reason. Let’s break down the unique benefits that make it an invaluable asset for anyone serious about email marketing:

Design made easy:

According to HubSpot, well-designed emails can drive open rates as high as 30%. Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. But you're finding yourself stuck because crafting professional emails and landing pages that capture attention is no easy feat.

With Beefree’s intuitive design tools and a library of over 1,700 templates tailored for various industries and purposes, you can achieve professional results without the guesswork. The wide variety of pre-designed options ensures that you can find a solution that aligns perfectly consistent with your brand.

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Time-saving features:

Speed is key, especially if you’re running time-sensitive campaigns. Beefree simplifies the design process with reusable content blocks, real-time collaboration tools, and the ability to transform emails into landing pages with a single click. These features enable you to produce high-quality materials in less time, allowing you to focus on strategy and content rather than struggling with technicalities.

According to a Beefree report, 82% of users report faster email creation. The ability to save and sync reusable content blocks means you can replicate what’s working without reinventing the wheel each time. Once you find a winning format, you can use it again and again with minor tweaks to fit the audience or campaign.

Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. With Beefree’s templates, you can get those messages out quickly and make sure your brand stays top-of-mind for your audience.
Using email cadence software like QuickMail ensures that outreach campaigns maintain a structured and effective flow, preventing overwhelming inboxes while keeping engagement high.

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Increased engagement:

A significant 64% of Beefree users report an 11% or more increase in click-through rates after using the platform. By enhancing the visual appeal and personalization of your emails, Beefree helps you achieve better engagement with your audience. The ability to test and iterate your designs ensures continuous improvement in performance.

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Getting started with Beefree templates

Alright, now that you know why Beefree is so powerful, let’s talk about how you can get started with their massive library of templates. This section will walk you through choosing and customizing a template that works for you.

1. Choose your template

The first thing you want to do is pick a template. Beefree’s catalog has templates for just about every sector—whether you're in retail, healthcare, SaaS, you name it. With a variety of options, you can find something that suits your goals perfectly, whether for a simple newsletter or detailed marketing report templates. Say you're promoting a webinar—just pick a template that’s built to highlight your CTAs, and you're off to the races.

The best part? You’re not starting from scratch. You save hours by picking a pre-designed template, and then it’s just a matter of customizing it to fit your brand. Beefree's templates are super flexible—add or remove elements, change colors, switch up the fonts, rearrange layouts—make each email uniquely yours without the hassle. This flexibility is especially beneficial for maintaining a low code architecture in website design.

2. Personalize

Consistency is key to building trust, and when your emails have a cohesive look, it helps recipients recognize your brand. It is also important to follow a brand style guide for your email campaigns so that the audiences can associate elements like your logo, colors, and fonts easily with your brand.

When using a template, customization is key to making your emails and landing pages feel unique and relevant. With Beefree’s drag-and-drop editor, you can easily tweak templates to align with your branding. Adjust colors, fonts, and layouts, or add personalized content such as recipient names and company details. The flexibility ensures that your final output is as distinctive as your brand’s voice.

Plus, with so many people opening emails or landing pages on mobile devices, Beefree’s mobile design builder guarantees that they look great no matter what device they’re on. When your emails look good, people trust your brand more, and that makes them more likely to click through and take action.

Personalization isn’t just a nice touch; it’s essential for engagement. According to Campaign Monitor, personalized subject lines can increase open rates by 26%. By tailoring your designs to speak directly to your audience, you can create a more impactful experience. Furthermore, the platform’s collaborative features allow team members to provide input and make edits in real-time, enhancing efficiency and creativity.

1. Export

So, you’ve picked and customized your template—now it’s time to send those emails.

One of the coolest things about Beefree is that it plays nice with just about every major email platform out there—Mailchimp, HubSpot, Outlook, Quickmail—you name it. This means you can create a killer email in Beefree, connect it to your favorite email platform, and schedule it all from one place. For more advanced needs, many businesses choose a CRM with email integration, to seamlessly combine customer management and automated outreach.

Start designing for free

Beefree simplifies the process of creating visually appealing, professional emails and landing pages, saving you time and boosting engagement. Whether you’re looking to streamline your workflow or enhance your marketing efforts, Beefree offers the tools and flexibility to meet your needs.

The best part? You’ll save time and see increased engagement, connecting with your audience in a meaningful way. In a world where everyone’s fighting for inbox space, Beefree helps you stay ahead of the game by simplifying the process while delivering professional results. So, why wait? Dive into Beefree today and see how it can transform your email campaigns.

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