How to Automate Your Follow-up Emails?

How to Automate Your Follow-up Emails?

Establishing a solid connection with potential buyers is crucial to any sales operations, and there is no better way to do it than by shooting a follow-up email. Knowing that about half of the purchases occur after about five follow-ups makes you want to advance in the creation of highly personalized content delivered to the prospects – automatically. Thanks to all the benefits follow-up emails bring to small businesses, the article aims to teach you how to automate follow-up emails easily.

email folow up

Definition of Follow-up Emails

Automated follow-up emails refer to personalized content delivered to the email address of a potential buyer of a product or service once the action is triggered. Such emails are being sent on specific set periods, with a specific purpose. Automated follow-up emails often have the purpose to remind, offer, or suggest some other action to the user. However, the main goal is to keep in touch with users who triggered the action along their journey to more purchases, giving feedback, etc.

Importance of Automation

Automation of emails is very important, especially if one is struggling with making content that is personalized enough to keep the interest of the user. As the creator of such emails can take hours, automation of such process can bring so many other benefits besides saving large amounts of time. Sending personalized emails used to take hours, which usually resulted in miserable results compared to the rates of automated follow-up emails.

How to Start?

Although there are a few tools you can use for follow-up email automation, it all begins with a simple email. The process ahead of that will allow you to select the conditions under which you prefer a follow-up email to be triggered, including the conversion of programming text into the workflow and setting specific personalized options for prospects.

Choose an Adequate Template

Choosing an adequate template simply means making sure the design and the layout you want to use are in line with your prospects’ needs. For instance, if you are investigating an opportunity to follow up after an action like a call or email, you might want to consider choosing a simple template. On the contrary, if your follow-up email seeks an opinion, or requests sharing or further promotion, picking a promotional template is a good idea. The goal is to start building a strong connection with the prospects from the very first moment.

Personalization Options

Before you run the whole operation, focus on writing the content of your email. The body of follow-up emails is very important because it can serve as only personal touch with the prospect. That is why it is advised to utilize different personalization options offered such as featuring the name of the recipient. Also, if there are important links you want to deliver, make sure they are in the body of the email.

Test Before

Before you execute the plan and start the automation process, you want to make sure everything works as desired. The tools available today will offer you a test email option, which is very important before you are done with automation. Send an email to yourself to see if everything works as planned.


Automated follow-up emails seem to be a perfect solution for small businesses by drastically increasing their response rate. It not only saves great amounts of time but also allows users different personalization options. Good follow-ups are always based on clearly defined goals and a well-planned strategy. Additionally, good follow-ups reflect a well-written email body with all the necessary elements included, as well as the test before execution.

Miljan Buha
Miljan Buha
Articles: 4

Newsletter Updates

Enter your email address below to subscribe to our newsletter

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.