Planning an Email Automation Program
Though it can be tempting to hop into your email platform and start building your program out, it is crucial to thoroughly plan and map out what the automation program will look like prior to starting the tactical work. Your program should have a clear objective, a formal content strategy, and a well-defined method of testing and measuring success. In this section of the toolkit, we’ll provide you with resources to help plan your email automation program and outline your content touchpoints.
This workbook is designed to help you ideate and outline an automation program including the data points and content steps needed in your workflow.
Once you’ve outlined your automation program strategy & criteria, use this workbook to lay out the content assets needed to support each touchpoint in your workflow.
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