What's one email automation workflow you've implemented that has significantly impacted your business? How did you set it up and what results have you seen?

Question

Discover the power of targeted email workflows through real-world campaign examples, backed by expert insights. Learn how strategic sequences can transform customer engagement and drive measurable results. Uncover the secrets to boosting conversions, retention, and sales with proven email marketing tactics.

Brendan Aw · Answer

One email automation workflow that's had a major impact is what we call our Progressive Profiling Funnel. It's designed to capture better subscriber context over time and deliver more relevant messaging without overwhelming the user.
Here's how it works:
1. We start with Typeform surveys using hidden fields to track referral sources and basic intent.
2. That data is processed through Make.com to enrich subscriber profiles based on responses and engagement.
3. ConvertKit then stores this enriched data using custom fields and tags, allowing for dynamic segmentation.
4. Finally, we use Liquid templating to personalize emails based on the subscriber's attributes.
The result? We're able to send targeted content that actually speaks to where someone is in their buyer's journey. For instance, a subscriber tagged as "freelancer" might get tactical workflows, while a lead marked "agency" gets content about scaling systems.
We've seen significant lifts in engagement and conversions since rolling this out. It also helped one client close over $300K in new business last quarter. Not just because of the automation, but because we used it to deliver the right content to the right people at the right time.

Aaron Whittaker · Answer

One standout email automation workflow we implemented was a "Post-Demo Nurture Sequence" for a B2B automotive tech client. After someone completed a product demo, they were entered into a series of emails tailored to their industry, company size, and the specific features they explored during the demo. The content was personalized and spaced out over three weeks, designed to reinforce the value and drive follow-up conversations.
We set it up using HubSpot, segmenting leads based on demo responses and integrating them with CRM to trigger emails automatically. The workflow included educational content, customer success stories, and targeted CTAs to schedule a call or download a detailed spec sheet.
The results were strong: the sequence doubled the lead-to-opportunity conversion rate and shortened the sales cycle by almost 20%. More importantly, the sales team started getting better-informed prospects who were already familiar with the product's strengths before they ever got back on a call.
It showed us how the right mix of timing, relevance, and tone can make automation feel like a real conversation.

Lori Appleman · Answer

One email automation workflow that has significantly impacted my business at Redline Minds is our Abandoned Cart Recovery sequence. After analyzing customer behaviors, I set up a series of reminder emails that not only remind customers of the items they left behind but also include reviews from previous buyers and highlight unique product features. This has resulted in a 45% open rate and a 21% conversion rate for abandoned carts.
I customized the emails with engaging visuals and clear CTAs, and by including personalized recommendations based on customers' browsing history, we've improved customer engagement. This automation has recovered over 30% of potential lost revenue and increased overall sales without manual intervention, allowing my team to focus on more strategic tasks.
The implementation process involved integrating our email marketing software with our e-commerce platform to ensure accurate tracking of cart activity. By running A/B tests on subject lines and offer placements, we continuously optimized the sequence, seeing incremental improvements in performance. This process has been instrumental in driving growth for our clients and elevating their shopping experience.

Ryan Young · Answer

As a digital marketing agency owner, I implemented a behavior-based welcome series that sends different email content based on how new subscribers interact with our first email. If they click on SEO content, they get more SEO-focused emails, while those interested in social media get relevant tips in that area. This personalization boosted our email engagement by 47% and helped us maintain an active subscriber base of over 15,000 people who actually look forward to our emails.

Adam Bocik · Answer

One email automation workflow we've developed at Evergreen Results is a post-purchase engagement sequence for a food brand client. This series of emails is triggered when a customer completes a purchase and is strategically laid out over a few weeks. The sequence begins with a personalized thank-you email, followed by content like recipe ideas, product usage tips, and exclusive discount codes to encourage repeat purchases.
In a year and a half, this approach helped increase their customer retention rate by 15%. Customers were kept engaged with relevant content that improved their experience with the products, and we saw a tangible lift in repeat purchases. Moreover, by aligning the email content with customer preferences and behaviors, we achieved higher open and click-through rates, which significantly contributed to boosting the brand's community engagement.
By diving into the analytics, we customized each message in the sequence, ensuring that it added value to the customer. As a result, not only did the direct sales improve, but the brand loyalty and customer lifetime value increased significantly. This specific workflow shows the power of combining personalized content with precise timing to transform one-time buyers into repeat customers.

Natalia Lavrenenko · Answer

One of the most effective workflows I've set up was a post-purchase email series for a beauty product brand. The goal was to boost repeat purchases without annoying customers. I built a four-part flow: a thank-you email, a quick-use tutorial, a product care tip, and a reorder reminder—spaced out over two weeks.
We kept the tone friendly and visual, using short UGC-style clips in the emails. It felt more like a conversation than a sales pitch. Reorder rates jumped by 30% after we launched it. The biggest win? Fewer support tickets and more returning customers who felt taken care of without any pressure.

Kinga Fodor · Answer

We've set up automated emails for following up with people who download our white paper through LinkedIn. We've built a short sequence that's spaced out over a couple of weeks and tailored around the content they just engaged with. The first email delivers the white paper with a quick thank you and a short value summary, without a sales pitch. A few days later, we follow up with a second email that offers something, tying it back to what they learned from the download. The third email includes a case study showing how another company optimized their strategy after doing the same. It's all educational and low-pressure, but very intentional.
This workflow consistently brings in qualified leads who are already warmed up by the time we speak with them. We've seen a clear increase in both reply rates and conversion to booked calls—mainly because the messaging feels relevant, not automated. If you're offering something valuable upfront, your automation should build on that momentum, not reset the conversation.

Tammy Sons · Answer

The "back-in-stock" email workflow has revolutionized the way I manage product restocks. I configured the system to send a notification when an unavailable plant restocks. The back-in-stock notification emails reach customers who opt-in instantly with a clean and exciting message without any waiting time. The design was straightforward and featured their favorite plant directly linked to purchase options. Our open and click-through rates have reached their highest point ever, which leads to rapid conversion success. This workflow performs best with items that are seasonal or hard to find. The workflow re-engages customer interest while showing them that they are valued and prioritized.

Kumar Abhinav · Answer

One of the most impactful email automation workflows I've implemented recently is a behavioral re-engagement series triggered by declining engagement signals, tailored for a B2B SaaS client.
Instead of the typical time-based re-engagement (like "hasn't opened in 90 days"), we layered behavioral triggers using lead scoring and site activity via HubSpot. If a user hadn't clicked any emails and showed a drop in key behaviors (e.g., no dashboard login or product usage in 14 days), the workflow kicked in.
We started with a simple check-in email framed around value: "Is [Product Name] still helping you hit your goals?"—paired with a soft CTA to reconnect. If unopened, the second email offered a new resource personalized to their industry segment. The final email included a quick 2-question survey to understand the drop-off.
We didn't just win back attention—we got insights. The workflow led to a 26% reactivation rate, and nearly 12% of lapsed users booked a call or webinar within two weeks. Plus, the survey responses helped shape product updates and support.
The key was using real behavioral signals—not just opens—and writing like a human, not a campaign. In today's crowded inbox, empathy and timing outperform automation for automation's sake.

Kyle Sobko · Answer

Birthday and anniversary emails have become a meaningful part of our customer engagement. Standard promotional messages tend to blend into crowded inboxes, but emails tied to personal milestones land differently. We set up an automated workflow that sends a personalized message on a customer's birthday or the anniversary of their first purchase. The tone is warm and sincere, and we include a small discount on one of our home hospital beds or accessories.
The setup was straightforward. We connected our CRM to our email platform to track customer birthdays and purchase dates. The messaging avoids anything overly promotional and centers on genuine appreciation. That shift in tone has worked. Open rates jumped by 28% compared to our standard promotional campaigns, and conversion rates from these messages are nearly three times higher.

Vipul Mehta · Answer

One effective email automation workflow is a lead nurturing sequence triggered after a user submits a contact or demo request form. This type of workflow helps move prospects through the sales funnel without manual follow-ups.
Here's a simple setup:
Trigger: Form submission
Email 1 (immediate): Thank you message with a calendar link to schedule a call or demo.
Email 2 (Day 2-3): Share a relevant case study or quick value overview to build interest.
Email 3 (Day 4-5): Address common questions or objections using a short FAQ or video.
Email 4 (Day 6-7): Reminder to book or engage, possibly with a limited-time angle or testimonial.
The emails should feel helpful, not salesy—keep the tone casual, content brief, and links clear.
Results from this kind of setup usually include improved conversion rates from lead to meeting, fewer no-shows, and warmer leads for the sales team. It helps automate first-touch follow-ups and keeps the conversation moving without pressure.

Nicolas Breedlove · Answer

One email automation that made a big difference for us is the "No-Action Nurture" workflow. We noticed a segment of leads who kept opening emails without clicking--so we stopped the usual messaging and tried a different tactic. We built a reactivation series focused on curiosity, giving these contacts something lighter and more intriguing.
The emails had short subject lines, one valuable sentence, and a single link that said, "Click here if you want more." This setup brought over 25% of that quiet segment back into the fold, including people who hadn't interacted in over a year. It taught us that a simple format with just enough intrigue can go a long way in rebuilding engagement.

Lisa Frank · Answer

For us, some of our products perform best if replaced every 6-9 months. However, customers can often forget this, so we recently set up an email automation that targets customers who have purchased these products. Every 6 months, they receive a reminder email encouraging them to replace the product. We set this up entirely in Shopify using the Flow and Email apps. Since implementing this, we've seen a noticeable increase in repeat purchases, improving customer retention and boosting our sales from these products.

13 Email Automation Workflow Campaign Examples

Table of Contents

13 Email Automation Workflow Campaign Examples

Progressive Profiling Funnel Boosts Engagement

Post-Demo Nurture Sequence Doubles Conversions

Abandoned Cart Recovery Increases Sales

Behavior-Based Welcome Series Enhances Engagement

Post-Purchase Sequence Increases Retention

Post-Purchase Series Boosts Reorders

White Paper Follow-Up Generates Leads

Back-In-Stock Notifications Drive Conversions

Behavioral Re-Engagement Series Revives Users

Birthday and Anniversary Emails Increase Engagement

Lead Nurturing Sequence Improves Conversions

No-Action Nurture Workflow Rebuilds Engagement

Product Replacement Reminders Boost Repeat Purchases

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