Ready, set, automate: Frameworks for segmentation and email automation triggers

Here are the main takeaways from the event

Mapping Out Objectives and Goals

The first step to identifying the right goal for your sequence is to map out your objectives and goals before building your email sequences. Consider the customer journey stages: awareness, consideration, purchase, and retention. Simplify by mapping out objectives and goals, then creating emails accordingly. This helps to reduce iterations and ensure your sequences are targeted.

Tracking Success and A/B Testing

To track your goals, use reporting tools to track email metrics and goal metrics. A/B testing different emails is also a great way to figure out what's working. Once that's sorted, decide a date on when you would assess goal conversion, both for short-term and long-term goals.

Building Relationships and Avoiding Set-and-Forget

Avoid assuming that what works today will work in the future. No automation can work forever, so it's important to tracking success rates constantly. Also, when create sequences, focus on building relationships, not just immediate sales.