How to automate emails, so that you don’t have to follow-up with prospects ever

Automate emails


“How do I automate emails so that I don't have to worry about following up with your leads ever?” This is a question I get asked very often.

And, in just a minute I'm going to show you the easiest way to automate emails even if all you know about emails is how to type them out and hit send.

If you haven't read my article on how to generate leads automatically, go to that article by clicking here. I'll wait..

But before I do that if you need to know this process works on most email service providers (ESPs). For my demonstration, I’m using Mailchimp for to automate my email.

The first step is to log into your ESP account.

You then click on automations. From the drop-down, click on customer journeys.

You, now, end up on this page. You scroll down and you can see different options available for you to automate emails.

For our example we'll use automations to welcome new contacts. Like, when they get newly added to your list.

So click on get started.


automate email 1

Get Started With You Automated Email

Here you can use automation with a single email, that is just the welcome email,or you can create a series of emails to nurture your contacts.

But for us to show you exactly how this goes let's click on single mail. Now, you give a name to your campaign so that you can identify the campaign later.

I'm going to name this “Welcome to Nuvopreneur”.

Then you need to select an audience. This refers to the list to which you want to send the automated email to.

This is the list that people get added to when they fill up a form on your site.

For this demo, I will use my “Nuvopreneur Welcome” list, and click begin.

email automation

Now, you land up on this page now click edit delay and recipients.

You have the option of sending out an email immediately after somebody comes on your list,

Or you can have a delay.

I prefer sending it out after one hour.

Because, obviously the moment somebody has filled up a form and given you his email address, he’s still on your website. He’s not going to rush over to his email account and check for emails immediately.

And I also want the email to be triggered when I import contacts into this and add new contacts to this list.

So i'll click this option and click save.

Now my “from” email is the one that is already here, because I have entered that when I created my account in Mailchimp.

Let’s compose our automated email

Let’s write the subject line.

i can choose the subject line here.  I don't like the one they have given by default. So I would make it “Welcome to Nuvopreneur

And this is the preview text that somebody sees in the preview pane even before opening the email.

I like the way it is here so I'm going to keep it that way and click “Save”.

And now we come to editing the design and inserting the body copy…

I'll click edit design and from all the templates I will choose the one I like. I like to keep it simple so, this is the template that I'll select.

I will add my logo and replace it with my logo here and then I will edit the content.

This is where the first name would go if you have asked for the first name in your registration form and this is where the text appears you can obviously edit this to whatever you want.

I have my email now I'm happy with the way it's come out, so I'll click “save and close”.

I'll come here and say “save and continue”. And I reach this page.

email automation

I now have the option of checking everything again if I want to…

Time to Send

Or, I can start sending.

With that, we have created the first automated email for our list.



  1. You are so interesting! I do not think I’ve truly read through anything like that before.
    So nice to find someone with a few unique thoughts on this subject matter.
    Really.. thanks for starting this up. This web site
    is one thing that is needed on the web, someone with
    a bit of originality!

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