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Email Automation 101: A Must-Have Tool for Busy Entrepreneurs

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Steve Soto
Steve Soto
digital orange neon email symbols

Running a small business often feels like you’re spinning a dozen plates at once. Between managing inventory, responding to customer inquiries, and trying to grow your revenue, it’s easy for certain marketing tasks—like sending emails—to slip through the cracks. 

Imagine juggling all this, and then a new customer signs up for your newsletter. Wouldn’t it be great if your website could automatically welcome them with a friendly email—without you lifting a finger? That’s where email automation comes in and changes the game.

What Exactly Is Email Automation?

business owner setting up email automation systems on laptop

Email automation lets your website send pre-scheduled, personalized emails to customers when they take specific actions—like signing up for a newsletter or leaving items in their cart. It’s all based on triggers, which are customer actions that prompt your automation tool to respond with a tailored message. 

diagram of email automation process

Here’s how it works:

  • Triggers: Specific actions like signing up for a newsletter, making a purchase, or abandoning a cart activate an email sequence.
  • Workflows: Predefined sequences of emails are sent based on the trigger.
  • Personalization: Emails are tailored to individual customer behavior and preferences.

And here’s the best part: It doesn’t just work when a customer takes action—you can also automate emails to re-engage customers when they don’t take action.

For instance, think about how many times you’ve received an email from a business after you’ve filled your online shopping cart but didn’t check out. A day or two later, you get an email nudging you to complete your purchase, often with a discount code. 

That’s the magic of email automation—a powerful way to turn missed opportunities into sales. It’s like having a virtual assistant working behind the scenes to nudge customers in the right direction, keeping your brand top of mind and encouraging them to come back.

How Email Automation Saves Time and Boosts Revenue for Small Businesses

Think of email automation as a way to stay connected with your audience without having to manually send emails each time.

For busy small business owners, it’s a lifesaver that allows you to focus on other priorities while maintaining strong customer communication.

comparing manual email set up vs automated email

Here’s how email automation can transform your day-to-day:

  • Saves Time: Automating repetitive tasks frees you up for other priorities.
  • Boosts Engagement: Personalized emails resonate more with your audience.
  • Increases Revenue: Recover lost sales with targeted emails.
  • Scales Easily: Handle communication with a growing customer base effortlessly.

And here’s a compelling reason to start: automated welcome emails generate 320% more revenue than standard promotional emails. 

Instead of spending hours manually following up with new subscribers, you can use that time to plan your next product launch or improve your services. Imagine the impact this could have on your business!

How to Set Up Email Automation on Your Website (It’s Easier Than You Think!)

yellow email symbols

Email automation allows you to connect with your customers at just the right time—without adding more to your plate. Setting it up on your website is simpler than you might think. 

Here’s how to get started:

  1. Choose an Email Automation Tool: Platforms like HubSpot or Kit offer integrations with most websites.
  2. Connect the Tool to Your Website: For e-commerce platforms like Shopify, use built-in integrations like Klaviyo or Mailchimp. If you’re on WordPress, check out plugins you can install.
  3. Set Up Data Collection Points: Add sign-up forms to your homepage, blog, or checkout page to capture customer emails. For online stores, enable tracking for cart abandonment or page visits.
  4. Create Your First Workflow: Start with a simple welcome email triggered when someone subscribes to your list.
  5. Test and Optimize: Run a test to ensure emails are sent correctly. Use analytics to track open rates and refine your campaigns.

Turn Automation Into an Advantage

As a small business owner, your time is one of your most valuable resources. Email automatio

As a small business owner, your time is one of your most valuable resources. Email automation offers a solution to the constant juggling act of managing customer communication while running your business.

Of course, setting it up can feel like just another item on your to-do list. That’s where Breezy Sites comes in.

We’re here to make setup stress-free for you. From integrating the right tools to designing workflows that engage your audience, we’ll ensure your email automation runs seamlessly. With us managing the technical details, you can focus on what you do best—growing your business.

Ready to take back your time, connect with customers, and get the most out of email automation? Contact us today!

Your Website Should Be As Great As Your Business Is

Ok, you keep hearing that your website is the front door of your business but you just don’t see it. Most of your business comes from referrals and your website is just there. This limits you at only being able to reach the people you can yourself. On top of the fact that when the people you meet see your site, it gives an impression of what it will be like working with you.

You should be confident that your site is up to date, searchable on Google and tells the story as well as you do.

The problem is that your nephew doesn’t have enough experience, you have to manage the freelancer and you don’t want to pay for an expensive site redesign.

The truth is you’re tired of having a website that breaks and is not generating business.

Maintaining your website should be easy. Now it can be. Reach out to learn more about how our team can help you today!
"If you're a business owner who is looking to improve your social media presence and outsource it so that you've got a partner you can trust, I highly recommend Breezy."
Tim Fortescue
Tim Fortescue
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