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Email Automation Tips for Memberships & Communities

Do you ever feel like managing your membership and community is like juggling flaming torches? 

Well, say hello to your new best friend: email automation

It’s like having a trusty sidekick that handles all the repetitive tasks so you can focus on the big picture. 

With email automation, you can keep your members engaged, send timely messages, and make each interaction feel personal. 

This article is packed with actionable tips to help you master email automation for your membership site, making your life easier and your members happier. Let’s dive in!

1. Key benefits of email automation in membership platforms and communities

Email automation is a game-changer for managing memberships and keeping your community engaged.

Whether selling online courses, running a food blog, or a fitness community, you’ll need to communicate frequently and effectively with your members.

It allows you to streamline communication, ensuring that your members receive relevant information at the right time without the manual hassle. 

Let’s go over the key benefits of email automation. Here’s a snapshot first: 

Benefits of Email Automation
1. Saving Time: Streamline repetitive tasks and focus on strategic activities to boost productivity.
2. Consistency: Ensure timely and relevant communication with every member, every time.
3. Personalization: Tailor messages to individual preferences for a more engaging member experience.

Benefit 1: Save time

Imagine freeing up hours of your day that you used to spend sending out the same emails repeatedly. By automating routine tasks, you can focus your time and energy on what truly matters — building and nurturing your community

That’s the magic of email automation! Instead of manually welcoming each new member, you can set up a series of automated emails that greet them, share important updates, and encourage their engagement. 

This automation doesn’t just lighten your workload; it significantly boosts productivity. A study by Nucleus Research found that marketing automation can increase sales productivity by 14.5% and reduce marketing overhead by 12.2% (Source: Salesforce).

As a membership creator with a busy schedule, think of all the strategic, creative projects you could tackle with that extra time.

Benefit 2: Consistency

Keeping your community engaged and building trust hinges on consistent communication.

That’s where email automation comes in! It ensures every member gets timely, relevant information without any hiccups. 

By scheduling emails to go out at optimal times, you can reach your audience when they’re most likely to read and engage. Think about automated event reminders. No more missed opportunities because every member gets a heads-up about upcoming events. 

This kind of consistent communication helps build trust, showing that you’re reliable and professional, and it makes your members feel valued and engaged.

Benefit 3: Personalization

Email automation lets you speak directly to each of your members in a way that truly resonates with them. You can send personalized messages based on individual preferences and behaviors, without lifting a finger.

As a result, instead of generic blasts, your members receive content that feels like it was crafted just for them, whether it’s a tailored webinar invite or a special event reminder

This personalized touch increases engagement by making your members feel special and understood. 

Automation takes the guesswork out of personalization, ensuring every email hits the mark and strengthens your community bonds.

2. Setting up automated workflows

We can easily agree that email automation is a powerful tool that can help you manage your communities.

But to get the most out of it, you need to set up your workflows effectively. 

This section will guide you through some essential tips for creating automated workflows that keep your members engaged and your community thriving.

1. Welcome series

Starting things off on the right foot is crucial, and that’s where a well-crafted welcome series comes into play. It’s like rolling out the red carpet for your new members!

Welcome email with resources: This is your big moment to make a stellar first impression and provide all the essential information they need to get started. Thank them for joining, welcome them with open arms, and give them a sneak peek of what they can expect. Let them know they’ve made a fantastic choice by joining your community and set the stage for all the valuable benefits they’ll have access to.

Sending out an effective welcome email is like giving your new members a treasure map. Share essential resources, guides, and FAQs that will help them navigate and make the most out of their membership. This email is all about providing value and showing that you’re there to support them every step of the way.

Here’s an example from Product Hunt:


Engagement email: Get your new members involved and excited about participating. Highlight community features and upcoming events. Invite them to join the conversation in forums, attend a webinar, or participate in a live Q&A. The goal here is to foster a sense of belonging and get them actively engaged from the get-go.

Here’s a great example from Interconnected, encouraging new members to introduce themselves and get involved in the conversation:


By setting up a welcome series, you make your new members feel welcomed, informed, and ready to dive into your community. It’s the perfect way to start building a strong, lasting relationship with your members.

2. Event reminders and follow-ups

Automated event reminders are a fantastic way to ensure your members stay informed and motivated to participate in your events. After all, increasing attendance at events (virtual or in-person) is key to fostering a vibrant and engaged community.

To make the most of event reminders, here are some handy tips:

Send pre-event reminders: Timing is everything! Send reminders at strategic intervals, about one week before the event to get on their radar, and another one day before to ensure it’s top of mind. This way, members have enough time to plan and prepare, and they’re less likely to forget.

Pro tip: you can create a sense of urgency by offering promotions to encourage last minute event registrations. Here’s an example from Dribbble. 

Post-event follow-ups: Don’t let the conversation end when the event does. Share key takeaways, recordings, and any other valuable content from the event. And, of course, don’t forget to thank participants for attending. This follow-up not only shows appreciation but also reinforces the value of their participation, encouraging them to join future events.


With automated event reminders, you can keep your members in the loop, boost attendance, and make each event a success!

3. Abandoned cart emails

Abandoned cart emails are your secret weapon for reminding members to complete their purchases and maintaining trust through transparent payment processes. These nifty emails help you recapture potentially lost sales and ensure smooth transactions.

Stats released by Moosend in 2021 reveal that abandoned cart emails will lead to conversion for 11% of customers who opened the emails.


Here are some tips for making your abandoned cart emails super effective:

  • Send reminders: Automatically send reminders to members who have added items or memberships to their cart but didn’t complete the purchase. Give them a gentle nudge to finalize the transaction with enticing offers or additional information.
  • Personalized reminders: Customize these emails to reflect the items left in the cart. A personal touch makes the reminder more relevant and engaging, showing members that you’re paying attention to their interests.
  • Follow-up timing: Timing is critical! Send the first reminder within a few hours of the cart being abandoned, followed by additional reminders over the next few days. Studies show that timely reminders can significantly increase the chances of completing the purchase.
  • Incentives: Sweeten the deal with discounts or limited-time offers to encourage members to complete their ppurchases This little extra push can be just what they need to overcome any hesitation.
  • Clear Call to Action (CTA): Include a direct link to the abandoned cart and a clear call to action to complete the purchase. Make it as easy as possible for members to return to their cart and finish their ttransactions

Of course, the content of your email will depend on what you’re selling: online courses, fitness classes, branded merch, etc. 

Check out this example for inspiration:


By implementing these strategies, you can effectively reduce cart abandonment rates and boost your overall sales, keeping your members happy and engaged.

4. Payment processes and trial period reminders

Building an online community can be quite the challenge. But once you’ve done it, keeping things transparent and building trust in your payment processes is key.

Automated receipts and reminders for expiring free trials are fantastic tools to make sure everyone knows exactly what’s coming up, avoiding any surprises and fostering a sense of trust and reliability.

Here are some tips to make your automation top-notch:

  • Payment receipts: Automatically send receipts after each payment. This not only confirms the transaction but also gives members a handy record, showing that you’re all about transparency and reliability.
  • Trial expiration emails: Let your members know when their free trial is about to end and what the next steps are. This heads-up allows them to decide whether to continue with a paid membership, avoiding any unexpected charges.
  • Update payment Details: Remind members to update their payment information if a transaction fails or before their card expires. This ensures smooth payment processes and reduces the chances of involuntary churn because of outdated payment details. Membership apps can streamline this process, allowing members to update their information easily and securely via their mobile devices.

By setting up these automated notifications, you’re creating a smooth and transparent payment experience for your members, helping to maintain their trust and keeping them engaged for the long haul.

5. Content drip campaigns

Keeping your members engaged over time means delivering regular content that keeps them interested and involved. 

Drip campaigns do just that by gradually releasing valuable content, keeping your community curious and engaged.


Here are some tips for creating effective drip campaigns:

  • Content planning: Think of your drip campaign as an epic journey for your members. Plan the sequence and timing of your content releases carefully to make sure each piece builds on the last. This keeps your narrative smooth and makes members eager for what’s next. Start with introductory content and gradually move to more advanced topics—kind of like leveling up in a game!
  • Segmentation: Not all your members are the same, so why should their content be? Tailor your content based on their interests and engagement levels. By segmenting your audience, you can send personalized content that feels relevant and engaging. For example, you can segment members based on their activity levels and interests, sending beginner content to new members and more detailed insights to your super-engaged ones.
  • Automated scheduling: Set it and forget it! Schedule your content to go out at specific intervals automatically. This ensures a consistent flow of information without the manual effort of sending out hundreds of emails. Plus, you can adjust the frequency of emails based on the content type and member preferences, making sure you keep everyone happy without overwhelming them. This is particularly useful for subscription websites, where maintaining regular engagement is key to retaining members and fostering a thriving community.

Here’s an example of a content drip email:


Following these tips, you can create drip campaigns that keep your members excited and engaged, eagerly anticipating each new piece of content.

6. Weekly roundups

It’s important to keep your members in the loop and feel connected. Weekly Roundups offer a snapshot of the week’s activities, highlight member contributions, and tease what’s coming up next, creating a sense of community and anticipation.

Here’s how to make your weekly roundup engaging and effective:

  • Summarize major events: Kick off with a quick recap of the week’s biggest happenings. This could be a successful event, an exciting milestone, or any noteworthy news. Keep it concise and engaging so your members feel up-to-date without being overwhelmed.
  • Highlight member contributions: Give your members their moment in the spotlight. Feature an insightful forum post, a helpful resource shared, or a member’s recent achievement. This recognition makes the highlighted members feel valued while also encouraging others to contribute more actively.
  • Preview upcoming activities: Get your members excited about what’s next by previewing upcoming events and activities. Whether it’s an upcoming webinar, a new content release, or a fun community challenge, give them something to look forward to. This keeps engagement high and ensures your members are always eager for the next update.

By sending a weekly roundup, you ensure your members stay informed, feel appreciated, and remain actively engaged in the community. It’s a simple yet powerful way to maintain a vibrant and connected membership.

7. Re-engagement campaigns

Winning back inactive members is a powerful way to boost your retention rates. Re-engagement campaigns target these members with personalized messages designed to reignite their interest and bring them back into the fold.

Check out this example: 


Here are some tips for running effective re-engagement campaigns:

  • Identifying inactive members: Use analytics to pinpoint which members haven’t engaged recently. Look for patterns in their activity, such as how long it’s been since their last login or interaction. This data helps you identify who needs a nudge to re-engage.
  • Personalized offers: Craft special offers or highlight new features to entice inactive members back. Personalization is key here—tailor your messages to address their interests or past behaviors. For example, offer a discount on a membership renewal or highlight new content that matches their previous activity.
  • Feedback requests: Ask for feedback to understand why they became inactive. This not only shows that you value their opinion but also provides insights into how you can improve. Use this feedback to adjust your strategies and prevent future inactivity.

By following these tips, you can effectively win back inactive members and boost your retention rates, ensuring your community remains vibrant and engaged.

3. Personalization and segmentation

Now that we’ve covered the basics of setting up your automated workflows, it’s time to dive into personalization and segmentation. 

These strategies are all about making your emails resonate with each member, boosting engagement, and enhancing their overall experience. To make the most of your email automation efforts, tailoring your messages based on member data and interactions is key. 

We love this example from Spotify, where they send a personalized thank you email to their top listeners as if coming from their favorite band, acknowledging their fans’ dedication and offering exclusive benefits.


By doing so, membership creators can significantly boost engagement and improve the overall member experience.

Benefits of email personalization

Have you ever received a marketing email that felt like it was crafted just for you? It may have mentioned your favorite product or arrived when you needed it.

That’s the magic of personalization!

Personalized emails make your members feel seen and appreciated, leading to higher engagement rates. You ensure each email is relevant and impactful by tailoring messages based on member data.

Stats sources: Campaign Monitor, Higher Logic

Let’s go over the key benefits of personalizing your automated emails specifically for communities and memberships:

  • Higher engagement rates: Personalized automated emails for communities and memberships see higher open and click rates. For example, sending personalized event reminders based on members’ past participation increases the likelihood they will attend future events.
  • Improved member experience: Tailored content makes members feel special and understood. When automated emails highlight content or features they’ve shown interest in, it enhances their overall experience. This can mean sending a welcome email that not only greets your new member by name, but also points them to resources relevant to their interests.
  • Increased conversion rates: Relevant messages drive more actions. Automated emails that recommend new community features or upcoming events based on member activity can prompt more sign-ups and participation. For instance, if a member frequently joins webinars, automated emails can notify them about new, related webinars.
  • Enhanced member retention: Personalized automated communication keeps members engaged and less likely to churn. Regularly sending updates on topics they care about, along with reminders to renew memberships before expiration, helps maintain their connection to the community. Automated renewal reminders with personalized messages about what they’ve enjoyed over the past year can significantly boost retention rates.

With personalization, your emails can become the highlight of your members’ inboxes, driving engagement and satisfaction through the roof!

Email segmentation 

Segmentation is the secret sauce that makes your emails irresistible. By slicing and dicing your email list based on different criteria, you can send content that feels like it was tailor-made for each member. 


Segmentation is undoubtedly effective. But getting started with user segmentation can be intimidating for beginners. 

Let’s dive into some simple and effective ways to segment your emails for your community:

1. Behavior-based segmentation

Imagine being able to send emails to members based on what they actually do behind the screen. 

By grouping members based on their interactions and behaviors, you can tailor your messages to their specific actions. 

For example, send a special thank-you email to members who frequently participate in events or exclusive content to those who have recently made a purchase. 

Studies show that behavior-based segmentation can lead to a whopping 203% increase in email open rates (Source)

Here’s how to go about behavior-based segmentation:

  • Track interactions: Use your email marketing platform to monitor how members interact with your emails, such as opens, clicks, and conversions. 
  • Create segments: Based on the data, create segments for different behaviors, such as “Frequent Participants,” “Event Attendees,” and “Recent Purchasers.”
  • Send targeted messages: Design campaigns specifically for each segment. For instance, you might send a thank-you email to “Frequent Participants” or a reminder of upcoming events to “Event Attendees.”

2. Preference-based segmentation

Ever wondered why some emails just hit the spot? It’s because they align perfectly with your interests! 

Use data from member profiles to tailor messages based on their stated interests and preferences. For instance, if you run a book club, segment your members by their favorite genres and send them book recommendations they can’t resist.

Here are some tips for effective preference-based segmentation:

  • Collect preferences: Gather data through surveys, sign-up forms, or member profiles. Ask questions about their interests, preferences, and favorite types of content.
  • Segment based on preferences: Create segments based on this data, such as “Science Fiction Fans,” “Mystery Lovers,” or “Non-Fiction Enthusiasts.”
  • Customize content: Tailor your email content to each segment. For example, send personalized book recommendations or event invitations that match their preferences.
  • Create email preference categories: Some tools like Encharge offer the ability to create email subscription categories, so your audience can decide what emails to receive proactively. 

3. Dynamic content

Dynamic content allows you to show different content to different members within the same email. Think of it as a personalized surprise waiting in their inbox.For example, you can use video generators to create personalized video messages for different segments of your audience, increasing engagement and relevance.

Here are some tips for integrating dynamic content into your automated emails:

Use dynamic blocks: Most email marketing platforms offer dynamic content blocks. These allow you to customize sections of your email based on segment criteria. 

This is what we mean by content blocks:


You can customize each section based on the segment you’re emailing. Same email, different content!

Customize elements: Personalize images, subject lines, and CTAs based on member data. For example, an email to a frequent event attendee might include a dynamic block highlighting upcoming events, while a less active member might see a block encouraging them to re-engage with a special offer.

Test and optimize: Continuously test different dynamic content variations to see what resonates best with each segment. Use A/B testing to refine your approach and improve engagement (we’ll get into that in the next section).

Spicing up your email campaigns with these segmentation strategies can make your emails more relevant, engaging, and fun. 

Your members will love the personalized touch and stay more connected to your community. Start segmenting and make every email a hit!

4. Testing and Optimization

A/B Testing: What you need to know

A/B testing, or split testing, is a brilliant way to see what makes your members click, quite literally! 

By comparing different versions of your emails, you can figure out what resonates best with your audience and make data-driven decisions to improve your email game.

A/B testing helps you optimize your email performance by testing different elements and seeing what works best. It’s like a friendly competition between two emails to determine which one your audience loves more. Here’s how to get started and what to focus on:

How A/B testing works:

First, create two versions of an email: version A (the control) and version B (the variant). Send these versions using email marketing software to small, randomized segments of your email list. Analyze the results to see which version performs better based on your chosen metrics, like open rates, click-through rates, or conversions.

Here’s a simple example of what an A/B test might look like:

What to test for:

  • Subject lines: Play around with different subject lines to see which ones get more opens. For instance, try including the recipient’s name in one subject line and keep it more generic in another.

    Pro tip: Leverage AI tools to generate subject lines with different lengths or tones, finding what catches your audience’s eye the most.
  • Content variations: Experiment with different content within the email to find out what resonates best with your members. This could involve changing the text, images, or call-to-action buttons.

    Pro tip: Change one element at a time to clearly understand its impact. For example, test a bold CTA button against a subtler one to see which drives more clicks.
  • Send times: Find the best times to send emails for maximum engagement. You might discover that your audience is more responsive at certain times of the day or on specific days of the week.

    Pro tip: Test sending your emails in the morning versus the evening and track which time frame gets better engagement.

How to run an effective A/B test:

  • Step 1 – Set a goal: Define what you want to achieve with your test, like increasing open rates or boosting conversions. This goal will steer your entire testing process.
  • Step 2 – Form a Hypothesis: Develop a hypothesis about how changing a specific element will impact your goal. Examples: “If we send emails at 10 AM instead of 2 PM, we believe open rates will increase.”; or “Including the recipient’s name in the subject line will increase open rates.”
  • Step 3 – Create Your Variants: Design two versions of your email, ensuring that the only difference is the element you are testing. This isolation helps attribute performance changes to that specific element.
  • Step 4 – Run the Test: Send your variants to randomized segments of your email list. Ensure your sample size is large enough to yield statistically significant results.

Pro tip:  Run your test long enough to gather meaningful data, but not so long that it delays your campaign.

  • Step 5 – Analyze Results: Compare the performance of your variants against your control to determine which one performed better. Use this data to inform future email strategies.

Pro tip:  Look beyond the winner—understand why it won. This insight can guide future campaigns and help you continuously improve.

And now you know how to run an A/B test! 

Before we move on, here are a few more helpful tips to keep in mind, from Zapier:


By following these steps and focusing on key elements to test, A/B testing can significantly enhance your email marketing efforts, making your emails more engaging and effective. 

Email automation metrics:

Alright, let’s talk numbers! 

Tracking the proper metrics is like being backstage to your email campaign’s performance. It helps you see what’s working, what’s not, and where you can step in to improve the show. 

Here are the key metrics you should be keeping an eye on:

  • Open Rates: This is the number of members who open your emails. It’s the first impression — if your subject line catches their eye, they’ll open it. So, if you notice more opens when you include their first name, you’re on the right track!
  • Click-Through Rates (CTR): This measures how many members click on links within your emails. It’s a great way to see if your content is engaging. If your CTR is high, your members are loving what they see and want to know more. Try different calls-to-action and see what gets the most clicks.
  • Conversion Rates: This tracks how many members take the desired actions, like renewing subscriptions or signing up for events. This metric shows the real impact of your emails. If a renewal reminder drives a high conversion rate, your timing and message are spot-on.
  • Unsubscribe Rates: This is the number of members who opt out of your emails. A high unsubscribe rate might mean your content isn’t hitting the mark or you’re emailing too often. Understanding why members are leaving helps you tweak your approach and keep your audience happy.

Keeping an eye on these metrics lets you fine-tune your email strategy and keep your community buzzing. Happy tracking!

Continuous improvement

Regularly reviewing and adjusting your email workflows is crucial to ensure they remain effective and relevant. 

Just like a garden needs tending to flourish, your email strategy requires ongoing care and tweaking to keep it growing strong.

Tips for continuous improvement

  • Feedback Loops: Ask your members for feedback to understand their preferences and pain points. This can be done through surveys, polls, or direct questions within your emails. Knowing what your members like and dislike helps you tailor your content to meet their needs. For instance, if members mention they love getting event reminders but find weekly newsletters too frequent, you can adjust accordingly.
  • Performance Reviews: Periodically review your email performance data to identify areas for improvement. Look at metrics like open rates, click-through rates, and conversion rates to see what’s working and what isn’t. This data-driven approach helps you make informed decisions and spot trends that can guide your strategy adjustments.
  • Iterative Adjustments: Make small, incremental changes to refine your email strategies continuously. This could involve tweaking subject lines, adjusting send times, or experimenting with new content formats. The key is to implement these changes gradually and monitor their impact, allowing you to fine-tune your approach without overwhelming your audience.

By embracing continuous improvement, you can keep your email campaigns fresh, relevant, and highly effective, ensuring tour members stay engaged and satisfied. Keep iterating and improving to maintain a thriving email strategy!

5. Enhancing member engagement and retention

Now that we’ve covered the essentials of setting up automated workflows, personalization, segmentation, metrics, and testing, it’s time to dive into strategies that enhance member engagement and retention. 

Keeping your members engaged and happy is key to building a thriving community. By incorporating interactive elements, special offers, and personalized emails, you can significantly boost engagement and retention.

Interactive emails

Adding interactive elements like surveys, polls, and feedback forms to your emails can drastically boost member engagement. These elements turn a one-way email into a two-way conversation, making your emails more engaging and fun. For instance, you can use interactive video content to showcase upcoming events or new streaming services features. This not only grabs attention but also encourages members to actively participate, increasing their overall satisfaction with your community.

Tips for using interactive elements:

  • Surveys: Drop in short, relevant surveys to gather member preferences and opinions. This not only helps you understand their needs but also makes them feel valued.
  • Polls: Use polls to quickly get a pulse on new ideas or make community decisions. They’re quick, easy, and encourage more members to participate.
  • Feedback Forms: Offer opportunities for members to share detailed feedback. This is invaluable for continuous improvement and makes members feel part of the process.

Check out this fun example:


Interactive elements create a dynamic and engaging experience that keeps your members actively involved and eagerly awaiting your emails.

Special offers and discounts

Who doesn’t love a good deal? 

Personalized offers and discounts are effective ways to encourage renewals and upgrades, keeping your members happy and engaged. Everyone likes to feel like they’re getting special treatment, and personalized discounts can make your members feel valued and appreciated.

Tips for Using Special Offers and Discounts:

  • Anniversary discounts: Offer discounts on membership renewals during anniversary dates. It’s a great way to say thank you and encourage continued membership.
  • Upgrade incentives: Provide limited-time discounts for members who upgrade their membership. Highlight the additional benefits they’ll receive with the upgrade.
  • Personalized offers: Tailor discounts based on member behavior and preferences. For example, if a member frequently participates in webinars, offer them a discount on an upcoming paid webinar series.

By offering these personalized deals, you not boost member retention and create a sense of exclusivity and value that keeps members coming back for more.

Celebratory Emails

Think about the joy of receiving a birthday email from your favorite community, complete with a special discount or a heartfelt message.

Celebrating milestones and special occasions with your members fosters a sense of community and shows appreciation. Sending personalized emails for birthdays, membership anniversaries, or other significant milestones makes your members feel valued and remembered.

Tips for Sending Celebratory Emails:

  • Birthday emails: Send personalized birthday wishes along with a special offer or discount. It’s a small gesture that can make a big impact on member satisfaction.
  • Anniversary emails: Celebrate membership anniversaries by acknowledging the milestone and offering a special reward. This reinforces the member’s connection to your community.
  • Milestone celebrations: Recognize achievements or contributions within the community. Whether it’s completing a course, participating in a certain number of events, or contributing valuable content, celebrate these moments with personalized emails.

Celebratory emails help you build stronger relationships with your members, making them feel appreciated and more connected to your community.

6. Avoiding common pitfalls

If you’ve made it this far, you’ve earned this final yet super important note. 

We’ve been passionately discussing the advantages of email automation for memberships and offering you practical tips on maximizing it, but we can’t let you go without warning you about the common pitfalls. 

We’ve laid it out for you here, in a simple table: 

Over-automationEmails can feel impersonal if you rely too heavily on automation. Members miss the human touch.Mix in personal touches. Use automation for routine tasks but add personalized greetings and references to past interactions. Occasionally, send manually crafted emails to a selected number of important members for a more personal feel.
Lack of personalizationGeneric emails fail to engage members. Personalization should go beyond just using their name.Use data to create segments and tailor messages to member preferences and behaviors. Recommend events based on past attendance or share content that aligns with their interests.
Ignoring mobile optimizationMany members read emails on their mobile devices. Non-optimized emails lead to frustration.Design emails with a mobile-first approach. Ensure responsive design, concise content, and easy-to-tap links and buttons. Test emails on various devices for a seamless experience.
Failing to update email audiencesOutdated lists can lead to high bounce rates and spam complaints, harming your reputation.Regularly clean your email lists by removing inactive subscribers and updating member information. Use tools to manage bounces and unsubscribes and periodically ask members to update their preferences and contact details.

By being mindful of these common pitfalls and implementing these strategies, you can optimize your email automation efforts, keep your members engaged, and maintain a strong, vibrant community.


We’ve covered a lot of ground, highlighting the incredible power of email automation for managing memberships and communities. 

From setting up automated workflows and personalizing your emails to testing and optimizing your strategies, we’ve explored how these tools can streamline your processes and keep your members engaged and happy.

Here are the key takeaways:

  • Automated workflows: Efficiently manage routine tasks, freeing up your time for more strategic activities.
  • Personalization and segmentation: Create tailored experiences that resonate with your members, boosting engagement and satisfaction.
  • A/B testing: Continuously refine your email strategies by testing different elements to see what works best.
  • Tracking metrics: Monitor key performance indicators to understand your campaign’s effectiveness and make data-driven improvements.
  • Engagement and retention: Use interactive emails, special offers, and celebratory messages to keep your community vibrant and connected.
  • Avoiding pitfalls: Balance automation with a human touch, personalize your content, optimize for mobile, and keep your email lists updated.

Now it’s your turn to put these tips into action! Start exploring Encharge to see how it can enhance your email automation efforts. 

Whether you’re looking to save time, boost engagement, or increase retention, there are plenty of tools to help you succeed.

Ready to transform your email automation strategy? 

Dive in today and watch your membership community thrive like never before!

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Marketing automation
Create user journeys that convert, onboard, and retain customers.
Lead nurturing
Nurture email leads into trial users and customers.
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Trial conversion
Smart marketing automation and behavior-based emails to double your trial conversion.
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Samdock reduced the cost and time spent on acquiring a new customer by 77% with Encharge
Flow builder
Create remarkable user journeys with a robust and easy to use visual flow builder.
Send targeted one-off newsletters to your audience or a segment of people.
Behavior emails
Send targeted emails when people do or don’t do something in your app.
Event management
Track, create, and edit the actions that happen in your product
User segments
Create user segments with the market’s leading segmentation for SaaS.
User profiles
See the people behind the actions and access the full view of your customer data.
Email personalization
Get your users to act with highly-personalized emails.
Email editor
Design beautiful mobile-ready emails without any HTML skills.
A/B tests
Drive email engagement with A/B tests for your Broadcasts and your Flows.
Lead scoring
Identify interested users and best-fit customers and proactively reach out to them.
Website tracking
Track page visits and form submissions on your website in real-time.
Build and implement native forms on your website with just a few clicks.
Free email verification
Free email verification for all your contacts in Encharge, on all plans.
Transactional emails
Send emails like password reset, payment receipt, single sign-on link from your app.
Company profiles
Nurture, onboard, and convert whole teams with account-based marketing
Custom objects
Store and customize all your data the way you use it right inside of Encharge
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In-depth video courses on behavior emails, email marketing, and more.
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Learn how to use Encharge.
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Latest Encharge updates and news.
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Our experts, your project. Get your flows built for as low as $350/month.
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Get help from trusted Encharge consultants and service providers.
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A community for all things Encharge-related.
Generate Subject Lines with AI
Create unique subject lines with the only free AI email subject line generator based on GPT3.
Affiliate Program
Earn up to 30% recurring commission referring customers to Encharge.