3 Email Automation Templates to Effortlessly Engage Your Audience With

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Email automation has become an integral part of modern-day marketing strategies. According to a study by Campaign Monitor, automated emails generate 320% more revenue than non-automated ones. It's no wonder that businesses of all sizes are jumping on board to automate their email marketing efforts.

However, crafting the perfect email automation workflow can be a daunting task. From creating engaging content to segmenting your audience, several steps are involved in creating an effective email automation campaign. Fortunately, you don't have to start from scratch!


This article will highlight three email automation templates to help you engage your audience effortlessly. These templates will save you time and effort and ensure your emails are optimized for maximum engagement. So, let's dive in and explore these templates in detail.

What Is an Automation Email Template?

What Is an Automation Email Template

An email automation template is a pre-designed email that can be sent automatically to your subscribers at specific times or based on specific actions they take. You can use these templates for various purposes, such as:

  • Welcoming new subscribers,
  • Nurturing leads,
  • Promoting sales, or
  • Even just sending out regular newsletters.

Think of it like having a personal assistant who sends emails on your behalf without you having to lift a finger. You set up the template once, and it does the rest of the work for you.

Let's say you're a small business owner who wants to welcome new subscribers to your mailing list. You can set up an email automation workflow that sends a pre-designed welcome email to every new subscriber as soon as they sign up.

The email could introduce your brand, thank them for subscribing, and offer them a discount code for their first purchase.

How Can Email Automation Workflow Transform Your Business?

Email automation is an effective way to automate marketing tasks and increase customer engagement. Here are some of the ways email automation workflows can transform your business.

1. Increased Efficiency and Productivity

Email automation templates can simplify communication processes and decrease manual tasks, enhancing business efficiency and productivity. By automating repetitive tasks like sending follow-up emails or reminder emails, businesses can free up their time to focus on higher-level tasks. This also reduces the risk of human error, as the automation process is designed to follow a specific set of rules or triggers.

Suppose a customer abandons their shopping cart on an eCommerce website. In that case, an email automation workflow can be triggered to automatically send a reminder email to encourage them to complete the purchase.

According to a study by Moosend, abandoned cart emails have an average open rate of 45%, and a click-through rate of 21%, making them a highly effective way to recover lost sales.

2. Improved Customer Engagement and Loyalty

Businesses can establish a more meaningful and relevant relationship with their customers by sending personalized and timely emails tailored to the customer's preferences and behavior.

For example, a customer who regularly purchases running shoes may appreciate receiving an email with recommendations for new running shoes or accessories. This type of personalized communication can help build a stronger connection with the customer and increase their loyalty to the brand.

3. Personalization at Scale

One of the biggest benefits of email automation workflows is the ability to personalize emails at scale. Businesses can tailor their emails to individual customers' interests and needs by using customer data such as purchase history or browsing behavior. This can result in higher open rates, click-through rates, and conversions.

4. Better Targeting and Segmentation

Through customer data collection, businesses can create segments of customers based on criteria such as location, purchase history, or interests. These customer segments can then be used to send timely and relevant emails that are tailored for each group.

For instance, a restaurant might segment customers by location and send promotional emails with discounts for popular dishes in each region. This type of segmentation allows businesses to target customers better and increase their chances of conversions.

5. Data-Driven Decision Making

Lastly, email automation templates can help businesses make data-driven decisions by providing valuable insights into email performance. Brands can monitor open, click-through, and conversion rates to determine which email content is most effective for their audience. Based on this information, they can make appropriate adjustments to their strategies.

For example, a marketing team may use an email automation flowchart to test different subject lines or call-to-action buttons. By tracking the performance of each test, they can determine which elements are most effective and optimize future campaigns accordingly.

Benefits of Email Automation Workflows

Benefits of Email Automation Workflows

With a clear understanding of how email automation workflows can transform businesses, let's dive into the specifics. Email automation templates come with a host of benefits, including:


Email automation templates provide a consistent customer experience by sending the same message to everyone. These automation templates ensure that all emails follow the same design and messaging, which helps businesses build brand recognition and trust among recipients.

Using an email automation template with the same branding elements and messaging ensures that every customer receives the same message and feels a sense of consistency across all touchpoints.


Automated email workflows allow businesses to personalize emails to each recipient, creating a more engaging and relevant experience. By using email automation templates with dynamic content and personalization tags, businesses can tailor emails to specific customer segments, improving the chances of conversion.

Increased Revenue

Every business wants to increase revenue, and email automation templates can help. Businesses can increase their conversion and revenue by utilizing email automation templates that feature persuasive language and concise calls-to-action.

For instance, a software company that wants to upsell customers to a higher-tier product can use email automation templates to send personalized emails to customers who have been using their current product for a certain period.

The email automation template can include a persuasive copy highlighting the benefits of the higher-tier product and a clear call to action to upgrade.


Time is money; the more you waste it, the less money you make. Email automation workflows can help businesses save time so they can focus on more important tasks. Businesses can use automation templates to automate tasks such as sending emails and tracking performance.

With email automation templates, businesses can schedule emails in advance, reducing the need for manual intervention. These automation templates also enable businesses to create multiple email designs for different campaigns and audiences, saving time in the long run.

So, if your business is looking to streamline processes and increase efficiency, email automation templates are an ideal solution.

Best Practices for Using Email Workflow Automation

Best Practices for Using Email Workflow Automation

Email workflow automation can be a powerful tool for businesses to improve efficiency, save time and increase revenue. However, it can all go bad without the right approach. To make sure you're using email automation templates to your advantage, here are some best practices to follow:

1. Establish Your Goals

Before diving into email workflow automation, it's important to establish clear goals and objectives for your email campaigns. This will help you determine the most effective automation type for your business. Here are some common goals for email automation:



Increase conversions

The primary goal of email automation is often to increase conversions. You can achieve this by sending targeted messages to subscribers based on their behavior or preferences.

Improve engagement

Email automation can also help improve engagement by delivering personalized content that resonates with subscribers.

Boost revenue

Automation can be useful in sending targeted offers or promotions to subscribers, which can help boost revenue for your business.

Save time

Automation can help save time by eliminating manual tasks and streamlining your email marketing process.

Once you've established your goals, you can create email automation templates that align with your objectives.

2. Create Effective Email Templates

One of the most important components of email automation is your email templates. Your templates should be visually appealing, easy to read, and mobile-friendly. Here are some best practices to keep in mind:

  • Keep it simple: Your email templates should be clean and simple, with a clear call to action that stands out.
  • Personalize your content: Use subscriber data to personalize your emails with their name, location, or other relevant information.
  • Use eye-catching visuals: Include images and graphics in your emails to make them more engaging.
  • Test and optimize: Test different email templates to see which performs best and adjust as needed.

3. Set Up Email Automation Workflows

Set Up Email Automation Workflows

Once you've created effective email templates, it's time to set up your email automation workflows. Here are some best practices to keep in mind:



Segment your audience

Use subscriber data to segment your audience and send targeted messages to specific groups.

Map out your workflow

Create a flowchart or diagram that outlines your email automation workflow, including triggers, actions, and follow-up messages.

Use automation triggers

Set up triggers to automatically send emails based on subscriber behavior, such as a new sign-up or a recent purchase.

Measure your results

Use analytics to track the performance of your email automation campaigns and make adjustments as needed.

4. Test and Optimize Your Email Workflow Automation

Email marketing is a continuous testing and optimization process. Use A/B testing to experiment with different email subject lines, calls-to-action, and email templates to see what works best for your audience.

You can also use analytics tools to track metrics such as open rates, click-through rates, and conversion rates to measure the effectiveness of your email automation templates. For example, you can test two email templates with different subject lines to see which generates more clicks.

5. Using a CRM Tool

Using a customer relationship management (CRM) tool can help you manage your email automation workflows more efficiently. Using a CRM system allows you to centralize and arrange your customer data, simplifying the process of categorizing and addressing customers with customized messages.

A CRM system can also help you track the performance of your email campaigns and prioritize follow-up tasks. This can help you optimize your email automation templates for open rates, click-through rates, and conversions. Some of the notable features of a CRM system include:

  • Automation rules to trigger emails based on customer behavior.
  • Analytical insights to track the performance of email campaigns.
  • A/B testing capabilities to optimize emails for open rates and clicks.
  • Integration with other digital marketing channels.

With these features, CRM software can help you streamline your email automation workflows and maximize the impact of your campaigns.

6. Maintain a Consistent Brand Voice and Style

Consistency is key to building a strong brand image and maintaining customer trust. Make sure your email automation templates align with your brand voice and style, from the tone of your copy to the design of your emails.

This will help your customers recognize and trust your brand and create a more cohesive customer experience. One way to achieve a cohesive appearance is to consistently use your brand's fonts and colors throughout all your email templates.

3 Best Marketing Automation Email Templates

Best Marketing Automation Email Templates

To ensure your email automation templates are successful, you need to create well-crafted templates that grab the attention of your target audience. Here are three of the best marketing automation email templates:

1. Welcome Series Template

The welcome series template is an email automation template used in marketing campaigns to greet and engage new subscribers or customers who have recently joined an email list or made a purchase. An email sequence is set up in advance and sent out automatically one after the other at predetermined times. The purpose of this is to offer a personalized and consistent onboarding experience.


A common format for a welcome series includes several emails that are sent at specific intervals. Additional emails are then sent at specific, predetermined times afterward. The template may include various elements such as:

  • A welcome message,
  • Introduction to the brand,
  • Product or service information,
  • Special offers,
  • Calls to action, and other relevant content tailored to the specific audience.

The welcome series template allows email timing and frequency customization based on the business objectives, preferences, target audience expectations, and behavior. This way, you can create a personalized experience for each customer without having to send emails one by one manually.

2. Abandoned Cart Template

The abandoned cart template is used in marketing automation workflows to target customers who have added items to their cart on an online store but have not completed the purchase. It is designed to remind and incentivize customers to complete their purchases by sending them a targeted email.


The abandoned cart template typically includes the following elements:

  • Subject Line: A compelling subject line that grabs the recipient's attention and encourages them to open the email.
  • Personalization: Here, you can include personalization elements such as the customer's name and a list of items left in their cart.
  • Reminder and Incentives: A reminder to complete the purchase along with incentives such as discounts, free shipping, and others to encourage customers to finish their purchases.
  • Call to Action (CTA): An actionable call-to-action, such as an incentive or discount code, designed to encourage customers to complete their purchase.
  • Branding: The email may include your brand's logo, colors, and overall aesthetic to create a consistent brand experience for the customer.

With this template, your brand can increase the chances of customers completing their online purchases and drive more conversions.

3. Re-engagement Template

The re-engagement template is a predefined sequence of emails designed to target subscribers who have not interacted with previous emails or have shown a decline in engagement over time. The purpose of the re-engagement template is to reignite their interest and encourage them to re-engage with your brand or content.


The re-engagement template typically consists of emails sent over a specified period, ranging from 3 to 5. The exact format and content of the emails may vary depending on the brand's tone and messaging, but generally, it includes the following:

  • Introduction Email: This email serves as a gentle reminder to the subscriber about their past engagement with your brand and sets the stage for the subsequent emails.
  • Personalized Content Email: The email contains customized information, like suggestions or special deals, tailored to the subscriber's interests to prompt them to do something, like make a purchase or sign up.
  • Exclusive Offer Email: In this email, you can present a one-time offer, such as free shipping or a discount code.
  • Last Chance Email: This email creates a sense of urgency by informing subscribers that this is their last opportunity to take advantage of the offer or promotion before it expires.

The re-engagement template is typically set up in an email marketing automation tool, where you can define the triggers and conditions that determine which subscribers will receive the emails.

Overall, the key to successful email automation is to provide personalized and valuable content to your subscribers. Using these templates as a starting point, you can create automated workflows that engage your subscribers and drive conversions.


To wrap up, email automation templates are a powerful way to engage customers and drive conversions. With Ringy CRM, you can easily create automated workflows that target the right audience with personalized content.

Our platform also allows you to set up triggers and conditions to send emails based on customer objectives, preferences, target audience expectations, and behavior. Try out our comprehensive suite of tools today for an effortless way to manage your marketing campaigns!