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While newsletters and one-off email campaigns will always have a place in your email marketing strategy, today more and more marketers are setting up customer journeys. These journeys send emails automatically based off triggers defined in their email marketing tool.

This shift is happening because automated emails are generally more personalized and effective than a one-off campaign – as they’re triggered to send based on something unique to each of your customers.

In this guide, we’ll first explain what marketing automation is, and why it’s an important strategy for every business. We’ll also share five customer journeys you can start sending today and show you how to build your own in Campaign Monitor.

Chapter 1

What is marketing automation?

Marketing automation is when software automatically sends campaigns to your customers and prospects based on triggers you define. As opposed to newsletters and one-off campaigns that you create and send to a whole list of people in one go, customer journeys are set up once, and then sent out each time a subscriber meets your pre-defined trigger.

For example, imagine you run an online store and want to send new subscribers a 20% offer to encourage them to make a purchase. They’ve clearly expressed interest in your products, and a discount like this could get them to make a purchase.

It would be a huge waste of time to manually create and send a campaign to each new subscriber as they sign up. With marketing automation, you can create the email once and have it automatically send to anybody who joins your ‘newsletter subscribers’ list.

Not only is this a huge time saver, but these kinds of automated emails get results.

In fact, studies show that automated emails like the one described above get 86% higher open rates, produce a 196% increase in click-through rates, and generate 320% more revenue than standard promotional emails.

Chapter 2

Five customer journeys you can start sending today

With so much potential to save time and grow revenue, it’s easy to be excited about marketing automation. But where do you begin?  

To help you out, we’ve curated five of the most effective customer journeys we see from modern marketing organizations today. While the sky’s the limit when it comes to different types of automated emails, these six are proven to help grow your sales & revenue.

1. Welcome Series

Most businesses today place a signup form on their website so they can grow their email list and get their messages in front of more eyeballs. But the savviest businesses are taking this opportunity to convert these signups into paying customers by automatically sending a welcome email the moment someone submits their information., the online retailer of tickets for Broadway shows, is a great example. They place a subscribe form at the bottom of their website to capture subscribers, and when someone completes the form, they send them a welcome email with valuable discounts to incentivize their first purchase. automated emailBy sending the email immediately after someone subscribes, maximizes opens, clicks, and purchases by presenting the subscriber with discounts while their shows are top of mind.

Sending a welcome email like is an easy, simple way to drive revenue back to the business. But why stop at one email? Consider sending a second email three days after the first one, and a third email four days after that, so your brand is staying top of mind with your subscribers over time.

2. Reminders

Sending a reminder based off a date is a great opportunity to deliver a timely message to your customer, and also keep them buying your products and services over time.

A strategy most businesses can relate to is following up with a customer after they purchase from you – maybe to remind them to schedule a follow-up appointment, or to collect feedback through a post-purchase survey.

In the process of selling a car, for example, Nissan collects a ton of information about their customer, including the date the car was purchased. They then use the purchase date to automatically trigger a reminder email six months later to schedule the first service appointment. Maintenance fees after the car is sold accounts for a huge portion of Nissan’s overall revenue, so this is an effortless strategy to ensure that revenue is generated.

nissan automated emailThe timing of an email like this is completely dependent on the use case. For Nissan, it’s tied to their maintenance schedule, but if you’re reminding a customer of an upcoming payment you may want to remind them a few days or a week before it’s due. Alternatively, if you’re sending a post-purchase survey, send it within a few days while the experience is still fresh.

Like the welcome email example, design the email so the call to action (schedule an appointment, make a payment, take a survey) is the predominant message. Adding complementary content – say, an article from your blog – is an option as long as it doesn’t interfere with the primary CTA.

To ensure your customer reads your email and takes the desired action, you could consider adding a condition to your automation: for those who open the email, assume they received the message and will take action if they choose to. For those who don’t open the email, re-send the email two days later with a more urgent subject line. Sending the second email a few days later takes minimal upfront effort but pays valuable dividends later.

3. Birthday Offers

Sending your customers a special offer on their birthday is another highly effective strategy to drive revenue while increasing customer happiness at the same time.

The first step is to collect your customer’s birthday and add it to your email list. Many companies, like the jewelry retailer Monica Vinader, make this a required field through the online checkout process, while others ask for this information when someone signs up for their email list.

Once you have your customers’ birthday in your email list, you can set up an email to automatically send on that date. While the leading message should be celebrating your customer’s birthday, this email is an excellent opportunity to generate revenue, so try including a special birthday discount to encourage recipients to make a purchase.

If you want to get more advanced you could also try segmenting the list, and sending different content, based on the subscriber’s age, like Monica Vinader does. Since they know the age of their customers, they’re able to use this data point to send a more classic style of jewelry to their more mature customers and something more contemporary to their younger ones.

monica vinader automated emails

By investing just a little extra time in creating two different emails, you deliver a much more personalized offer to your subscribers and dramatically increase the chance they’ll click-through and make a purchase.

4. VIP Offers

Research suggests it costs 5x more to acquire a new customer than to retain an existing one, so it makes sense to set up a series of automated emails that make your VIP customers feel special and keep spending.

Cosmetics retailer, and Campaign Monitor customer, Sephora does a good job of this. They have a VIB (Very Important Beauty) Program which offers early access to new products and special promotions for those customers who spend a certain amount of money.

Once someone spends the required amount, they’re entered into the VIB segment of the email list and automatically receive an email introducing them to the VIB program.


This email includes an exclusive VIB-only offer that encourages customers to make further purchases and drives revenue for Sephora.

If you’re thinking about implementing this in your business, you could also consider adding multiple emails to the customer journey. For instance, you could send an initial email the moment someone becomes a VIP, then follow it up with a discount on your most expensive products a week later, then finally an offer to sign up for a loyalty card shortly after that. This steady drip of compelling offers will help make your best customers love your brand even more, and keep them coming back time and time again.

5. Re-engagement series

Losing existing customers can cost your business lots of money. In fact, a 5% increase in customer retention can increase a company’s profitability by 75% according to Bain & Co.

Winning back lapsed customers can be challenging, but setting up a series of automated re-engagement emails that entice former customers to spend money with you again can be an effective way of increasing profitability.

Campaign Monitor customer St. Jude’s Hospital does this well. As a non-profit, they heavily depend on donations from their base to keep their programs going. When someone hasn’t made a donation in six months they send them a re-engagement email informing them of the good work St Jude is doing and encouraging them to make a donation.

st jude automated email

Chapter 3

How to set up a customer journey

Now that you understand what marketing automation is, and the kind of customer journeys you can be sending, let’s dive in and explore how you can set these up for your business.

Step 1: Define the goal

Before you start designing emails and writing copy, it’s important you understand and define what the goal of the automated email series is.

Is it to try to convert new subscribers into customers, like does with their welcome email? Is it to remind people of important dates, like Nissan does with their service reminder email? Or is it to re-engage lost customers, like St Jude does with their donor emails?

The key to establishing the correct goals for your automated emails is to align them with your company’s wider marketing goals & KPIs. By spending a few minutes thinking about what the goal of the emails is, and how it aligns with your wider goals & KPIs, you can ensure the customer journeys deliver value to your business.

Step 2: Ensure you have the right data

Although you can do a basic welcome email with just an email address, most automated emails, like birthday or reminder emails, require you to have more in-depth data about your subscribers.

So once you’ve defined the goal of your automated email series, the next step is to ensure you have the right data to power it.

There are two main ways in which you can get the data you need into Campaign Monitor:

a. Ask for more information in your subscribe forms

Rather than simply asking for an email, consider adding fields for other information about your subscribers, such as their birthday.

Campaign Monitor customer Topshop does a great job of this with their email subscribe form. Along with asking for the email address, they ask for first name, last name, date of birth, country and student status.

subscribe-form-to-build-email-listWith all this information on their subscribers being collected in their Campaign Monitor account, they can easily create and send automated emails. These emails trigger based on a subscriber’s birthday and are customized to their country or student status.

b. Integrate your Campaign Monitor account with other tools

It’s likely that you actually have all the data you need to send automated email campaigns to your subscribers, it just lives in the other systems you use to run your business.

For sales organizations, the necessary data likely lives in your CRM tool, or for online retailers that data will likely exist in your chosen eCommerce platform.

In order to start sending automated emails, you can leverage our suite of integrations to bring this data into your Campaign Monitor account. We integrate directly with CRM tools like Salesforce, as well as eCommerce platforms like Shopify, Magento & WooCommerce to enable you to easily bring data on your customers into your Campaign Monitor account and use it to trigger automated emails.

Step 3: Define the triggers and rules

With a clear goal for your automated emails, and the right data to power them, the next step is to define the trigger and rules.

Triggers refer to the criteria that starts the automated journey—i.e. a person joins a list, anniversary of a date, etc. The rules define what happens during the automated journey—i.e. sending an email, waiting 3 days, sending another email.

Depending on the goal of your automated emails, the trigger, and associated rules could be different.

For instance, if your goal is to convert new subscribers into customers then your trigger would likely be ‘When someone joins a list,’ and your rules would be to send an email as soon as they join the list. On the other hand, if your goal is to send an automated birthday email, then the trigger would be the ‘anniversary of a date,’ and the rules would be to send an email on that date, or potentially a few days before if you’re offering them a voucher to dine at your restaurant on their birthday.

So before you dive into your Campaign Monitor account and start putting it all together, take a moment to think about what the triggers and rules might be for your automated emails.

Step 4: Define the content and offers

Bearing in mind the goal you set in Step 1, it’s time to think through the content & offers you want to send in the automated emails.

If you’re trying to convert new subscribers into customers through a welcome email, then you’ll likely want to include content that thanks them for subscribing and offers them a discount on their first purchase.

Alternatively, if you’re trying to remind recipients to book an appointment or service, then you’ll want to include content that makes it clear to them why they need to book, when they should book, etc. and include a clear call to action button to make a booking.

By taking a moment to plan out your offers & content in the context of the goal you set in step 1, you’ll help ensure you create a focused email that drives results for your organization.

Step 4: Set it up in your Campaign Monitor account

With everything ready to go, the final step is to jump into your Campaign Monitor account and start setting everything up.

After naming the journey and selecting which list you want the emails to work off, you’ll be asked to select the trigger event for the automated emails.

pick your marketing automation triggerThe right selection here will depend on what you decided in the earlier steps. If you’re sending a welcome email, ‘Subscriber joins the list’ will be the trigger you want. For birthday emails, ‘Anniversary of a date’ is the right trigger.

Next, you’ll need to add steps to the journey to define what happens once the trigger conditions are met.

Within Campaign Monitor, you can send an email, wait a period of time, or create a condition that changes the course of the workflow (i.e., If gender = Male then send them Email A, but if Gender = Female send Email B).

choose marketing automation rules

If you wanted to send a welcome email as soon as they joined the list, then you’d select the ‘Email’ step. If on the other hand, you wanted to send it a day or two later, you’d add the ‘Delay’ step followed by an ‘Email’ step.

Now, with the triggers and rules built, you’ll want to create the emails using the content you planned out earlier.

Just like standard campaigns, automated emails can be built using the intuitive drag and drop email builder which makes it super easy to create a beautiful, responsive email campaign.

email builder marketing automation

Finally, since you’ve defined the trigger and rules and created the content for each email, you can turn the journey on and start driving results for your business.

Chapter 3

In conclusion

Leveraging marketing automation technology to send customer journeys is an incredibly effective way to grow your business. Not only are these quick and easy to setup, but they generate 320% more revenue than standard promotional emails.  

And by using Campaign Monitor’s intuitive marketing automation features, marketers like you can easily create automated emails that drive great results for your business. So get started today!

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