Email Marketing Automation Cheat Sheet

Last Updated: November 21, 2025

Campaign Lifecycle

Phase Action
Reveal Onboard via welcome series
Nurture Share value-based content
Convert Prompt specific CTA

Automation Blocks

Trigger: form submit
Start automation
Delay action
Wait before next email
Goal check
Mark as complete when conversion occurs

Measurement

Track open/click rates, conversion lifts, and unsubscribe signals per segment.

💡 Pro Tip: Use behavioral triggers, personalize subject lines, and test send times with small cohorts.
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