Getting Started with Email Automation
Your first workflow, from picking a tool to switching it on.
Two kinds of article live here: how-to guides on building automations, and ranked tool lists for one type of business at a time.
Start with the creators list, where Kit is the pick for coaches and course sellers. Its pricing page shows a free plan for up to 10,000 subscribers (forms, landing pages and broadcasts) and Creator at $33 a month for 1,000 subscribers, billed yearly, which is where sequences and Visual Automations begin.
If most of your sales happen on booked calls, read the same list for ActiveCampaign, which starts at $15 a month for 1,000 contacts on annual billing but limits each Starter automation to 5 actions. Keap is the all-in-one route, listed at $299 a month for 1,500 contacts and 2 users.
| Where you are | Read next |
|---|---|
| No tool yet | Getting started, then the creators list |
| Selling a course | Online courses list and the welcome sequence guide |
| Tool live, results unclear | Metrics guide before paying for a bigger plan |
| Unhappy with your current tool | Alternatives, which route you out of 15 different platforms |
Fifteen articles on how automations are built and measured. They are tool-neutral, so read them before or after you pick a platform.
Your first workflow, from picking a tool to switching it on.
A side-by-side read of the major platforms and what each one costs.
Triggers, conditions, waits and actions, and how they fit together.
Concrete triggered emails you can copy into your own account.
What the first emails after signup should say, and when.
Sending on what people do, such as clicks and page visits, instead of on a calendar.
Going past the first-name merge tag with tags, segments and dynamic blocks.
A win-back flow for subscribers who stopped opening.
Which numbers to track once automations are live, and which to ignore.
The setup errors that quietly cost sends, trust and sales.
Recovery emails for shoppers who left a full basket.
The flows an online shop turns on first, in order.
Activation sequences for new trial and paid users.
Trial, upgrade and retention emails for a software product.
Lead nurture and scoring across a long sales cycle.
Twenty-six lists, each ranking the tools for one business type. The coach and creator lists come first, then service work, then software and stores.
Start here if you sell coaching, courses or memberships: Kit leads, with prices at three list sizes.
Enrollment, drip lessons and cart follow-up for course sellers.
Delivery and upsell emails for templates, ebooks and downloads.
Join, renewal and lapse emails for paid member sites.
Reminder and replay sequences around a live session.
Member welcome and activity nudges for community builders.
Turning listeners into subscribers and sponsors into repeat buyers.
Affordable automation for a team without a marketing hire.
Follow-up after a download, quote request or form fill.
Running several client accounts from one set of seats.
Nurture and handoff to sales for business buyers.
Check-ins, renewals and risk alerts for existing accounts.
Donor thank-yous and appeals on a charity budget.
Compliance-sensitive messaging for money products.
Lifecycle platforms for a subscription product.
Tools for trials that need to convert and accounts that should expand.
In-product events driving the first-week email series.
Account-level messaging for software sold to companies.
Getting a new customer to first value, whatever you sell.
Product announcements and feature adoption emails.
Stage-by-stage journeys from signup to renewal.
Email alongside push and in-app messages.
Free and low-cost tiers for a small early team.
Receipts, resets and alerts sent by API.
Store-connected platforms for carts, orders and replenishment.
Bringing past buyers back for a second and third order.
The head-to-head pages put two tools next to each other with prices at three list sizes.
Open the comparisonsGetting Started with Email Automation, then the list closest to your business. Read the metrics guide before you move to a bigger plan, so the upgrade is based on numbers you collected.
Ranked. Each list puts the tool that fits that audience first and gives the reason in its entry, so the order changes from list to list.
From each vendor's own pricing page, with the link beside the figure and the date it was read. A tool that publishes no price is marked quote-based, and a wrong number can be reported through the contact page.