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7 Types of Automation Emails That You Can Set Up for Your SaaS Business

Email automation has allowed several industries across the globe to breathe easy. And if you are a SaaS business, you need it now more than ever. The competition in the software industry has boosted post-pandemic and is perhaps at an all-time high now, thanks to the rapid unraveling of AI-fueled possibilities of late.

Most automation tools are based on technologies incorporating artificial intelligence. Mailchimp is among the most recognizable names in this realm. Mailchimp email automation has offered SaaS businesses a means to reach out to their customers with the right message at the right time.

What is the significance of automation emails? 

Automation allows you to send users timely, relevant communications that don’t require human participation. With automated emails you can simplify interaction, improve the user experience, and motivate the desired behavior of your buyers.

Automated emails, is of course, an umbrella term that hosts quite a few inhabitants. Wondering which among these should your SaaS business must deploy? Read on to find out!

1. Welcome Emails 

These emails set the tone for the user’s experience with the SaaS product or service. 

In general, welcome emails feature a warm welcome, express gratitude for the user’s interest or purchase, and include crucial details about the service at hand. 

It’s the first impression you will cast on a new subscriber. So, putting effort into casting a good one will shape the way forward for your SaaS business. Make it count. 

Welcome Emails 

2. Onboarding Emails 

User engagement in a SaaS business is critically dependent on onboarding emails. Your users should become acquainted with the product or service during the onboarding phase in order to fully appreciate its worth and learn how to make the most of its myriad features.

Onboarding Emails 

Onboarding emails assist consumers in quickly understanding the main features, functionality, and best practices of the SaaS service by giving pertinent and timely information. Users are given the tools they need to make the most of the product, which ultimately boosts engagement and increases user satisfaction.

3. Behavioral Trigger Emails 

These emails are best to be sent in response to certain user behaviors, such as signing up, making a purchase, or opting for a particular service. SaaS companies can cater to the individual needs, tastes, and behavior of their customers through these emails.

Behavioral trigger emails improve the user experience. How? 

  1. They offer content that is tailored for the user and contextualized to their current interests or preferences. This level of personalization makes users feel understood and valued, which ultimately leads to increased engagement and loyalty. 
  2. Based on the user’s behaviors, behavioral trigger emails can provide proactive advice, pointers, or recommendations that will help them get the most out of the SaaS product or service. This can result in improved user satisfaction and higher retention rates. 

Behavioral Trigger Emails 

4. Upsell/Cross-sell Emails

Cross-sell and upselling emails are effective methods for boosting sales and extending customers’ lifetime value. Cross-selling is promoting comparable products or services to improve the customer’s entire experience, whereas upselling refers to persuading clients to upgrade to a higher-tier plan or purchase extra features. 

Upsell/Cross-sell Emails

Here are four best practices you need to remember while crafting these emails: 

  1. It’s crucial to understand the customer’s needs and preferences. 
  2. Personalization is key. 
  3. Leverage social proof and customer testimonials. 
  4. Create a sense of urgency.

5. Re-Engagement/Retargeting Emails 

An inactive user base is a missed chance to build relationships, generate income, and retain customers. You can easily reach your inactive users through retargeting emails in an effort to reawaken their interest and motivate them to return to the fold. 

You can re-engage inactive customers by sending them targeted emails that highlight the benefits of using your product. You can answer any questions or concerns that may have contributed to the user’s lack of engagement, and ultimately persuade the user to take the required actions. 

Re-Engagement/Retargeting Emails 

6. Abandoned Cart Emails 

An opportunity is lost whenever a customer begins an online purchase but abandons their cart before completing it. Those who have left an item in their shopping cart but have not yet completed the purchase can benefit from a kind reminder in the form of an email sent after they have abandoned their cart.

Abandoned Cart Emails 

With well-worded abandoned cart emails, SaaS companies may remove any obstacles, provide additional incentives or information, and create a clear path for consumers to complete their purchases. These emails can have a major impact on optimizing conversion rates and recouping lost income

Best practices for crafting compelling abandoned cart emails:

  1. Timely delivery 
  2. Attention to personalization 
  3. Clear and compelling call-to-action 
  4. Persuasive copy and visuals 
  5. Incentives or offers 

6. Customer Feedback/Survey Emails

Sending out emails asking for client feedback is a great way to learn about your audience, identify their preferences, and enhance the quality of your product and services as a whole. 

By communicating with customers via email, you may ask for their experience with your service, learn where they’d want to see changes made and address any problems they may be having with your offering. 

Customer Feedback/Survey Emails

You can better understand the needs, expectations, and pain points of your customers by conducting well-designed email surveys to collect customer feedback. This information can be utilized to target marketing efforts better, develop new strategies, and grow your SaaS business. 

Need some tips for creating engaging and effective survey emails? Here are five. 

  1. Write a clear and concise subject line 
  2. Provide a brief introduction 
  3. Keep surveys short and focused
  4. Offer incentives 
  5. Create a mobile-friendly design

Key Takeaways 

We hope that the information offered in this article will help your business take its email marketing game to the next level. For any other matters, you can drop a comment or reach out to us. We would love to help you better your growth journey.

Author: Kevin George is the head of marketing at Email Uplers, which specializes in crafting Professional Email Templates, PSD to Email conversion, and Mailchimp Templates. Kevin loves gadgets, bikes & jazz, and he breathes email marketing. He enjoys sharing his insights and thoughts on email marketing best practices on his email marketing blog.

Daniel Robert
Daniel Robert
Daniel Robert is a multi-talented author at thetechdiary.com, particularly interested in business, marketing, gaming, entertainment, technology and more. His diverse background and love for learning have allowed him to write on various topics. With a unique ability to craft engaging and informative content, Daniel has become a well-respected voice in online publishing.


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