Manage Email Workflows

Email marketing is still one of the most successful communication methods available, whether you love it or loathe it. As a result, lead conversion is a challenge that many marketers encounter since, although it can be difficult, doing so can be extremely time-consuming.

How can you take advantage of these worthwhile leads and convert them into clients? Your solution is lead nurturing, along with an email workflow plan.

There are numerous lead nurturing techniques, but email is the most efficient. Email is the ideal venue for nurturing your leads into using your service because it is the most popular method of connecting businesses with consumers.

Let’s explore automated email workflows and discover how they might increase client conversion for your business.

What is an email workflow?

Email workflows dictate how emails should be processed and sent. Both companies and individuals use them to manage their inboxes. Email workflows can be complex but simple. Some require a lot of manual work, while others need a few clicks to send an email.

This software is the most popular option for creating email workflows because it’s easy to use and has tons of different features that you can use to create your workflow. You can also integrate it with third-party apps like Slack or Trello to get notifications whenever you receive an email in your inbox.

Why should you set up an email workflow?

The fact that email workflows are automatic is their main advantage. After setting up your workflows, you may “set them and forget them.” Your processes continue to draw people who fulfil their enrollment trigger criteria through the planned flow of communications while operating in the background.

Workflows also provide automation, as well as the following advantages:

Take automation breaks.

Avoid sending too many communications in a short period to your subscribers. Implement pauses in your email workflows so subscribers can open and interact with your content before receiving further emails.

Automation is a time-saving tool that can automate repetitive tasks. It helps you save time and makes your work more efficient. Let’s look at the automation break, an email workflow that enables you to take a break from email on a specified day of the week. This can help you get back on track with your work and productivity.

Automation breaks are perfect for people who have trouble staying focused on their work or who need to take breaks now and then. They can also be used by people who want to get back in touch with friends or family members but don’t want to interrupt their workflow.

Why is an email workflow critical?

If you want to put into practice a successful plan to convert more leads into customers, setting up email workflows should be a no-brainer. Even though there are numerous reasons to begin an email process, it’s still crucial to consider the needs of your subscribers.

The email workflow is a critical component of your business. It helps you get the most out of your emails and makes sure they are well-organized. Likewise, with email workflow‌, all your emails are being received and read by the right person. An email workflow is important because it helps you maintain a good relationship with your customers. It also helps you avoid the potential risk of losing customers due to poor customer service.

Ten steps to set up an email workflow

Before creating your first email workflow, you must outline each step in your CRM or marketing automation platform. When setting up a straightforward workflow, there are ten actions that you must.

Set the goal of your email workflow

Your workflow’s activities and email content should be created to nurture leads toward achieving this objective.

Decide how many touchpoints you need in your workflow

Create all the emails required for your workflow and save them for automation so you can quickly add them to it as you construct it.

Set enrollment triggers

The behaviours and standards that will qualify both new and existing leads into your process are determined by your enrollment triggers.

Create a list

Create a unique static or active list of contacts based on your workflow’s enrollment triggers.

Add your first touchpoint.

Schedule your first email or the relevant audience touchpoint to start your workflow.

Set a time delay

Include a time delay to allow your audience time to interact with the email before starting your second action.

Implement if/then branches

Put your if/then parameter to send leads down your “Yes” path if they took the appropriate action and down your “No” road if they didn’t.

Repeat steps five through seven.

You must carry out these actions for each side of your if/then routes until your process has been successfully finished.

Choose your settings

Check the settings for your workflow to ensure you’ve established restrictions on the hours and days of the week that your emails can be sent, as well as any necessary suppression settings.

Make it live

When you’re ready, publish your workflow and let it begin.


You and your team will discover that the process is much simpler and quicker once you’ve established an email development workflow. With a well-designed procedure, the time spent waiting for others to finish duties will significantly decrease.

Remember! Spending hours on a task that can be automated is unnecessary. Just set up an efficient email workflow. Pick email themes that represent your brand.


What are the benefits of an automated email workflow?

Implementing an email workflow will assist you in nurturing your leads into sales if you’re interested in developing a strong relationship with your subscribers who aren’t yet ready to invest in your business.

In addition to increasing subscriber conversion, creating email workflows eliminates the hassle of writing a new email for each stage of the customer journey. This continuous flow keeps your subscribers and consumers interested and reminds them of your business.

What are the ways to set up email workflow without costing much?

If you want to set up a successful email workflow today without breaking the bank, here are some of the best ways:

How do I create a workflow in email?

The first and most common way is to use email templates. These are pre-made workflows you can customise according to your needs and preferences.

The second way is to use automation tools to create workflows with drag-and-drop features. The third way is by using email templates along with automation tools. The fourth way is using automation tools without templates and creating your workflows from scratch.