# Simplifying Email Automation for Higher Conversions

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## Table of contents

- Why email automation matters across industries
- Automation workflows for e-commerce
- Automation ideas for fintech
- Automation for SaaS brands
- Automation for edtech brands
- Examples of email automations in action
- Key takeaways

*Based on the Webinar insights from Vibhu, Growth Leader at Mailmodo*

Email automation often feels complicated, but once broken down, it becomes one of the most reliable ways to improve acquisition, activation, retention, and overall revenue. In this webinar from The Email Edge Summit, Thomas (host) and Vibhu, Growth Leader at Mailmodo, walked through how brands across industries use automation to personalize experiences, reduce churn, collect meaningful customer data, and trigger timely nudges that improve conversions at every stage.

**Watch the full webinar:**
<lite-youtube videoid="1zbcAXOuEkE"></lite-youtube>

## Why email automation matters across industries

For every industry discussed, one principle stayed constant: [email automation](https://www.mailmodo.com/guides/email-automation/) only works when the messaging is relevant and the path is friction-free.  

As Vibu put it,  

> “If you can stick a tape on the leakage in your funnel, you’ll see
> conversions happening.”

Across categories, automation helps brands:

-   Nudge users at the right step  
      
    
-   Reduce friction during decision-making  
      
    
-   Collect richer profile data  
      
    
-   Improve personalization  
      
    
-   Recover drop-offs  
      
    
-   Drive repeat actions or purchases  
      
    

The examples below show how brands are already doing this successfully.

  

## Automation workflows for e-commerce

E-commerce heavily relies on email — and most brands already use the basics. But it’s the smart, segmented automations that drive performance.

**Key workflows Vibu highlighted:**

-   Welcome series  
      
    
-   Product recommendations  
      
    
-   Browse abandonment  
      
    
-   Abandoned cart  
      
    
-   Product refill reminders  
      
    

One standout campaign showcased how deeper data collection fuels personalization.  
A major e-commerce brand targeted users who viewed products but never purchased. To engage them, they ran a zodiac-style quiz that asked users to pick their zodiac sign. Behind the scenes, the real goal was collecting date of birth — high-value profiling data.

Once they had it, they personalized:

-   Offers (“15% off for Pisces”)  
      
    
-   Product recommendations  
      
    
-   Later birthday campaigns  
      
    

**As Vibu explained:**  

> “Knowing your customer is everything. The more relevant the data you
> collect, the more relevant the experience becomes.”

This approach turned passive browsers into identifiable, segmented prospects.

  

## Automation ideas for fintech

Fintech has unique friction points — uninstalls, drop-offs during onboarding, failed payments, or incomplete registrations. Automation helps reduce these.

Common workflows Vibu highlighted:

-   Welcome series  
      
    
-   Event registration & post-event nurture  
      
    
-   User engagement workflows  
      
    
-   Browse & cart abandonment  
      
    
-   Payment reminders  
      
    
-   Lead magnet nurturing  
      
    

One powerful use case was reducing app uninstalls.

When users uninstalled the app, a triggered [AMP email](https://www.mailmodo.com/guides/amp-for-email/) went out instantly asking:

-   “What went wrong?”  
      
    
-   “Tell us the problem—we’ll fix it.”  
      
    

Users could respond inside the email. Those responses were pushed to Slack, where the support team immediately followed up.

The result?  
12,000 uninstallers → 342 reinstalls  
A 2.8% win-back rate, driven entirely through automated email and support coordination.

**As Vibu noted:**  

> “There’s no channel to capture uninstall feedback — email becomes that
> channel.”

It’s a perfect example of plugging a leakage point and converting it into revenue.

  

## Automation for SaaS brands

[SaaS automation](https://www.mailmodo.com/guides/saas-marketing-automation/) revolves around user education, onboarding, and product adoption. Many teams struggle because sales sequences and marketing sequences overlap — and confuse users.

**Thomas summed this up perfectly during the session:**  

> “Keep sales CTAs and marketing CTAs separate so you don’t dilute the
> purpose of each sequence.”

Core SaaS workflows Vibu shared:

-   Welcome series for new signups  
      
    
-   Onboarding nudges  
      
    
-   Feature discovery  
      
    
-   Event registration & post-event nurture  
      
    
-   Usage-based nudges  
      
    
-   Trial ending reminders  
      
    

The welcome series is especially important because it builds early trust:  
“Here’s what you can expect from us — and here’s how to get started.”

Another strong example came from fixing onboarding drop-offs.  
If a user began KYC but didn’t complete it, the workflow waited 6 hours, then sent an email asking them to fill only the remaining fields.  
This made the process simple and friction-free, resulting in:  
14% KYC completion from users who had previously dropped off.

**As Vibu explained:**  

> “Removing resistance for the user is the simplest way to improve
> completion rates.”

  

## Automation for edtech brands

Edtech users browse courses but often don’t buy immediately. Reasons vary—price, availability, lack of clarity, or hesitation.

Automations help uncover why users aren’t converting.

A standout workflow Vibu shared:

-   Track course views as events  
      
    
-   Wait 6 hours  
      
    
-   Check if purchase happened  
      
    
-   If not, send a form asking:  
      
    

-   “Why didn’t you purchase?”  
      
    
-   “Would you buy if we solved this problem?”  
      
    

When users answered yes, that information went to the sales team—who now had full context.

Instead of cold-calling with  
“Hey, you viewed this course,”  
they called with:  
“You mentioned price was a barrier—here’s a 10% discount.”

**That’s the power of context. And as Vibu emphasised:**  

> “When sales teams call with context, the conversions take care of
> themselves.”

  

## Examples of email automations in action

Vibu also walked through real email examples from Mailmodo customers:

### Welcome emails

Every brand should send them — but differently based on industry.  
Mailmodo’s own welcome email guides users through the first few steps inside the product.  
In e-commerce, it might be:

-   What to expect  
      
    
-   Loyalty perks  
      
    
-   Personalized offers  
      
    

### Cross-sell / upsell examples

E-commerce brands use automation to re-engage past buyers by showing restocked items or related products.

### Referral workflows

Referrals become nearly free acquisition when loyal customers are nudged at the right time with the right incentive.

### Product adoption sequences (for SaaS)

If users aren’t using an important feature, automate workflows that explain:

-   Why it matters  
      
    
-   What they’re missing out on  
      
    
-   Step-by-step guides or case studies  
      
    

## Key takeaways

Email automation isn’t just about sending sequences — it’s about designing workflows that reduce friction, understand user intent, and nudge at the right time. Whether it’s an e-commerce restock alert, a fintech uninstall recovery, a SaaS onboarding nudge, or an edtech purchase motivator, the goal is always the same: help the user move forward with context. When workflows are simple, data-backed, and aligned to a clear outcome, they not only improve conversions but also create a better experience for the customer.

---

**Author: Mashkoor Alam**

Mashkoor has always been passionate about writing. He used to write short stories on his blog before he started writing for SaaS companies years back. He aspires to have a book under his name.

