Email Automation: Set Up Automated Email Campaigns
Send automated, personalized emails to your users without manual effort. HeyBoss's email automation helps you engage users, nurture leads, and grow your business with targeted email campaigns.
Perfect for: Welcome emails, onboarding sequences, re-engagement campaigns, abandoned cart recovery, product updates, and automated follow-ups.
What is Email Automation?
Email Automation lets you create email sequences that send automatically based on user actions or time triggers. Once set up, your emails run on autopilot - welcoming new users, nurturing leads, and re-engaging inactive customers.
Key Benefits
Save time - Set up once, runs automatically forever
Increase engagement - Timely, relevant emails get better responses
Nurture leads - Guide users through your customer journey
Recover revenue - Win back inactive users and abandoned carts
Scale personalization - Send personalized emails to thousands
Track performance - See open rates, clicks, and conversions
Common Automated Email Flows
1. Welcome Email Sequence
Trigger: When a user signs up
Immediate: Welcome email with getting started guide
Day 1: Quick tips and feature highlights
Day 3: Success stories and use cases
Day 7: Upgrade prompt or special offer
2. Onboarding Sequence
Trigger: After user creates account but hasn't completed setup
Day 1: "Having trouble getting started?" with tutorial link
Day 3: "Need help?" with live chat/support option
Day 7: "Still thinking?" with FAQs and case studies
3. Re-engagement Campaign
Trigger: User inactive for 30+ days
Immediate: "We miss you!" with latest updates
Day 3: Special offer or discount
Day 7: Last chance email
4. Abandoned Cart Recovery
Trigger: User adds items to cart but doesn't checkout
1 hour: "You left something behind" reminder
24 hours: "Still interested?" with cart contents
3 days: "Last chance" with discount code
How to Set Up Email Automation
HeyBoss makes email automation simple:
Go to your project's Email settings
Choose "Automated Campaigns"
Select an email flow template (or create custom)
Customize email content and timing
Set triggers and conditions
Activate your automation
Monitor performance and optimize
Email Automation Best Practices
Content Best Practices
Personalize - Use recipient's name and relevant details
Be valuable - Every email should provide clear value
Clear CTAs - One primary call-to-action per email
Mobile-friendly - 60%+ of emails are opened on mobile
Test subject lines - A/B test to improve open rates
Timing Best Practices
Don't overwhelm - Space emails appropriately (wait 2-3 days minimum)
Respect time zones - Send at optimal times for recipients
Monitor engagement - Stop sequences if user completes desired action
Set limits - Don't send more than 1-2 emails per week per sequence
Segmentation Best Practices
Segment by behavior - Active vs inactive users
Segment by lifecycle - New signups vs paying customers
Segment by interests - Different content for different needs
Personalize paths - Different sequences for different segments
Measuring Email Performance
Track these key metrics:
Open Rate - % of recipients who open your email (aim for 20-30%)
Click Rate - % who click links in your email (aim for 2-5%)
Conversion Rate - % who complete desired action
Unsubscribe Rate - Keep below 0.5%
Bounce Rate - Keep below 2%
HeyBoss provides analytics for all automated campaigns. Review monthly and optimize based on performance.
Advanced Automation Features
Conditional Logic
Send different emails based on user behavior:
"If user clicked link A, send email X. Otherwise, send email Y."
"If user made purchase, exit sequence. Otherwise, continue."
"If user is on free plan, send upgrade email. If paid, send feature tips."
Dynamic Content
Personalize emails with user-specific information:
User's name and account details
Recent activity or purchases
Recommendations based on behavior
Location-specific content
A/B Testing
Test variations to improve performance:
Test subject lines
Test email content
Test send times
Test call-to-action buttons
Common Questions
How many automated email sequences can I create?
You can create unlimited email sequences. There's no limit on the number of automations you can set up.
Can I stop an email sequence for a specific user?
Yes! You can manually remove users from sequences or set conditions that automatically exit users (e.g., when they complete a purchase).
What happens if someone unsubscribes?
They're automatically removed from all email sequences and won't receive any more automated emails from you.
Can I schedule one-time email campaigns?
Yes! In addition to automated sequences, you can send one-time broadcast emails to your entire list or specific segments.
How do I avoid the spam folder?
Follow email best practices: use a verified domain, avoid spam trigger words, include an unsubscribe link, maintain good engagement rates, and send valuable content.
Can I integrate with my existing email service?
HeyBoss has built-in email automation. You can also export your contact list to use with external email services if needed.
Get Started
Ready to automate your emails? Go to your project's Email settings and create your first automated campaign!
See also: Built-in Email Feature | What Emails Do We Send?
Need help? Contact Support for assistance.