Introduction to Workflows

In email marketing, a workflow refers to a series of automated actions triggered by specific behaviors or conditions related to subscribers. These well-planned sequences guide the subscriber through a tailored journey, aiming to enhance engagement, nurture leads, and ultimately drive conversions. A workflow can include actions such as sending a series of emails, updating subscriber information, or applying tags based on interactions.

Components of an Email Workflow

  1. Triggers: These are specific conditions that start a workflow. Triggers might include a new subscriber joining the email list, a subscriber opening an email, or a user abandoning their shopping cart.
  2. Actions: Actions are the steps taken once a workflow is triggered. This includes sending emails, adding tags, moving subscribers to different lists, or even sending notifications to the marketing team.
  3. Delays: Time-based delays can be inserted between actions. For example, after a welcome email is sent, the next email might be scheduled to go out three days later.
  4. Conditions: Conditions help segment the workflow paths based on how subscribers interact with the emails. For instance, if a subscriber clicks a specific link, they might be directed to a different path within the workflow.

Implementation Examples

  1. Welcome Series: When a new subscriber joins the email list, a welcome workflow can be triggered. This might consist of an immediate welcome email, followed by a series of emails over the next few weeks introducing the brand, sharing key content, and ultimately encouraging a purchase.
  2. Abandoned Cart Recovery: If a customer adds items to their cart but does not complete the purchase, an abandoned cart workflow can be activated. The first email might remind them of the items left behind, followed by a second email offering a discount as an incentive, and finally, a third email urging them to complete the purchase.
  3. Post-Purchase Follow-Up: After a customer makes a purchase, a post-purchase workflow can trigger a series of emails including an order confirmation, shipping information, a review request, and personalized product recommendations to encourage repeat purchases.

Interesting Facts

  • Boost in Conversions: Automated workflows can significantly boost conversion rates. According to a study by Invesp, marketing automation can lead to an increase in conversion rates by as much as 50%.
  • Enhanced Personalization: Workflows enable highly personalized communication. By tailoring the content based on subscriber behavior and preferences, you create a more relevant and engaging experience.
  • Time and Resource Efficiency: Once set up, workflows can run on autopilot, handling repetitive tasks and allowing marketers to focus on strategy and optimization.

Best Practices

  • Start with Clear Goals: Define the objective of each workflow clearly, whether it’s to welcome new subscribers, recover abandoned carts, or re-engage inactive subscribers. Clear goals guide the structure and content of the workflow.
  • Seamless Integration: Ensure your email marketing platform integrates seamlessly with other tools, such as your CRM or e-commerce system, to create more dynamic and effective workflows.
  • Test and Optimize: Regularly test different aspects of your workflows, including email content, timing, and segmentation criteria. Use analytics to assess performance and make data-driven adjustments for continuous improvement.
  • Keep Emails Concise and Engaging: Each email within the workflow should have a clear purpose, concise messaging, and a strong call-to-action. Use engaging visuals and personalize content whenever possible.
  • Monitor Engagement Metrics: Track key metrics such as open rates, click-through rates, and conversion rates to measure the effectiveness of your workflows. High engagement metrics indicate successful workflows, while low engagement signals areas in need of improvement.


Workflows in email marketing are a cornerstone of effective and efficient engagement strategy. By automating sequences based on subscriber behavior, marketers can deliver personalized, timely, and relevant content that drives deeper engagement and higher conversions. Properly implemented and continuously optimized, workflows not only enhance the subscriber experience but also significantly contribute to the overall success of email marketing campaigns.

Visited 2 times, 1 visit(s) today