10 Hacks to Simplify Business Automations

Learn 10 tips to streamline automation creation, including planning, organizing, and leveraging tools for efficiency.

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How to Use Conditional Content in Emails?

Conditional content allows you to personalize emails without creating multiple versions.

'We have sometimes scenarios where we might want to... send a pretty similar email to two different groups of subscribers... If you created this as conditional content, you can create a whole block just within the one email that says if they are only show this section if they have never purchased.'

Takeaway:
  • Use conditional content to personalize emails based on subscriber data.
  • Avoid redundant work by managing variations within a single email.
  • Enhance relevance and engagement with targeted messaging.

What Are Saved or Universal Content Blocks?

Utilizing saved or universal content blocks can speed up email creation and ensure brand consistency.

'So most software has email templates... But some software enables you to use saved or universal content blocks... you can have those as saved blocks... you can drag in your saved blocks instead of just a general. Let's bring in a text box and I have to type everything again.'

Takeaway:
  • Create saved content blocks for frequently used elements.
  • Save time when building new emails.
  • Maintain consistent branding and messaging.

How to Leverage ChatGPT for Email Copywriting?

Using AI tools like ChatGPT can help you polish your email copy and overcome writer's block.

'I love to use chat GPT to help me polish up some emails... it can just help streamline that writing process... it makes the process much quicker. You don't get that writer's block. It really starts that process flowing.'

Takeaway:
  • Use AI to assist with email drafting, not to replace your voice.
  • Save time and improve the quality of your emails.
  • Enhance creativity and overcome writer's block.

How to Repurpose Your Emails for Efficiency?

Repurposing emails saves time and ensures consistent messaging across your marketing channels.

'So a classic example of this is if you're writing your welcome series, why not send that out to your email list that's currently there first... Make sure to repurpose and anytime you are writing an email to your list, think about, would this make a great email for my new subscribers?'

Takeaway:
  • Reuse content from existing emails in automations.
  • Maintain consistent communication with all subscribers.
  • Maximize the value of your content across multiple touchpoints.

How to Gauge Engagement at the End of Automations?

Gauging subscriber engagement at the end of key automations allows you to tailor your follow-up strategies.

'So you've put in all this hard work... you can take this as an opportunity to identify who your hottest leads are... you could have a step which says, OK, did they click more than five times throughout this whole series? If yes, put them into a sales sequence before a newsletter.'

Takeaway:
  • Use engagement metrics to segment subscribers after automations.
  • Target highly engaged subscribers with tailored offers.
  • Improve conversion rates by focusing on interested leads.

How Can a Naming Convention Simplify Your Email Automations?

Using a consistent naming convention for your email assets makes managing and updating them much easier.

'I see people naming automations and emails and sign up forms totally random things that might make sense at the time, but they make it really difficult to manage in future... By having this naming convention, you know exactly who is going through what experience.'

Takeaway:
  • Adopt a consistent naming convention for automations, tags, and forms.
  • Facilitates easier management and scalability.
  • Helps in quickly identifying and connecting related assets.

Should You Separate Lead Magnet Delivery from Welcome Sequences?

Separating lead magnet delivery from your welcome sequence ensures subscribers don't receive redundant emails.

'I see a lot of people making the mistake of... their initial like thanks for signing up to my list. Here's your lead magnet and then going straight into email two with the introduction and then 345 and it's all in one automation... But if you've got people signing up by two different lead magnets... they'll get the welcome and we don't want that.'

Takeaway:
  • Keep lead magnet delivery separate from your welcome sequence.
  • Prevent subscribers from receiving duplicate welcome emails.
  • Ensure a smooth and personalized onboarding experience.

How to Use Trigger Tags in Email Automations?

Using trigger tags can streamline your automations and make them easier to manage.

'Instead of at the end of one automation having a step that says start another automation... say trigger colon and then the name of the automation that you want to trigger. This does a couple of things. Firstly, it helps you really identify when you're looking at one automation, how it's adding... where someone is going next.'

Takeaway:
  • Use trigger tags to connect automations.
  • Easily track subscriber journeys.
  • Simplify updating and managing your automations.

Why Separate Routing Automations from Email Delivery?

Separating routing automations from email delivery can simplify your workflows and prevent overwhelm.

'So sometimes as I mentioned, we do too much and end up with like 10 different branches in one automation. This is OK if it's just for routing. But if you're starting to send emails in there, it can get really, really overwhelming. So separate those out.'

Takeaway:
  • Use separate automations for subscriber routing and for sending emails.
  • Simplify complex automations by dividing tasks.
  • Easier to manage and troubleshoot your workflows.

How to Plan Email Automations Effectively?

Planning your email automations ahead can simplify the process and reduce overwhelm.

'I am a spreadsheet girl first. So identify how each automation is triggered. Then identify what emails you want to include. If this is an automation that includes emails, we'll get to that in a moment. Identify if you want any emails to only go to specific groups.'

Takeaway:
  • Plan your automations on paper or a spreadsheet before building.
  • Define triggers, emails, segments, calls to action, and next steps.
  • Mapping helps visualize complex sequences and ensures clarity.

Episode Info:

Title:
10 Automation Creation Hacks
Episode Link:
Keywords:
automation, business tips, streamlining automation
Episode Air Date:
August 5, 2024

Podcast info:

Show Name:
Easy Email Marketing
Author:
Yael Keon
Owner:
Yael Keon
Category:
Business

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