Interested in adding automated email in your email marketing program, but don’t know where to start or are unsure how sophisticated you want to get? Our newest guide, Best Practices for Email Automation: A How-To Guide, has got you covered so you can learn more about automation and how to start using it in your email program today!

What’s in the guide

Along with a thorough explanation of what automation is and what to think about, before you start, the guide also covers topics including:

  • Effective email marketing automation use case and examples (along with a suggested user path intended to increase engagement)
  • Best practice tips (as well as what to avoid) to ensure you’re optimizing all your email automation efforts
  • Q&As with our two of our in-house email delivery consultants (the know their stuff) who share their insight from

Don’t forget to round out your guide experience with an interactive quiz to test your automated email knowledge!

TLDR: tips and insight to get you started

Don’t have time to read the full guide today? Check out some quick tips below taken from the guide to get you going right away:

Think big: what types of data do you have from your users and how can that be used to create automated paths? Remember, don’t ask for information from your users that you can’t end up using. The risk of turning away your recipient is not worth it!

Successful email automation requires a finely-tuned, and segmented email list. Before you decide on a specific email automation strategy, think about how you want to segment your email list. This could include demographics, engagement levels, and recent user activity.

Don’t just turn it on and forget about it. Although automation, by definition, streamlines your email sends, it doesn’t mean that you can set up automation and never give it a second thought. Instead, you should use your free-ed up time to monitoring engagement metrics so you can adjust your sends if necessary.


Using automation in your email program can not only save an immense amount of administrative time, it will help improve your engagement rates, sender reputation, and build deeper connections with your recipients on a deeper level that in turn can lead to increased conversions.

The best part is that you don’t have to outdo yourself with overly-sophisticated methods. Start simple, monitor results, and adjust accordingly.

Start today by reading the guide now.

Kelsey Bernius
As a senior content marketing manager at SendGrid, Kelsey oversees the SendGrid Delivery blog. Her downtime is dominated by either her mountain bike or skis (depending on current weather forecast)–and mixing up a salty marg afterward.