B2B Email Marketing Automation to Discard Marketing Constraints

B2B Email Marketing Automation to Fuel Your Campaign Efforts

By Binary Demand - Last Updated on June 9, 2023

In the fast-paced world of B2B marketing, effective email marketing plays a crucial role in engaging prospects and nurturing customer relationships. However, managing and enhancing email campaigns can be time-taking. That’s where B2B email marketing automation is revolutionizing how businesses engage with their audience.

With the help of automated email campaigns, companies can regularly follow up with important decision-makers involved in the purchase process. Automating B2B email marketing is also crucial even after a deal is closed, as it is helpful throughout onboarding, retention, and upselling.

In this blog, we delve more into B2B email marketing automation, unraveling its immense potential, functioning, and different types to help you elevate your email marketing game and achieve extraordinary success.

In this article

What is Email Marketing Automation?

B2B email marketing automation involves using platforms to automate and optimize various aspects of email marketing campaigns. It goes beyond basic email marketing by providing advanced features such as personalized messaging, B2B customer segmentation, lead nurturing, behavior tracking, and performance analytics.

This automation allows businesses to deliver the right message to the right audience at the right time, resulting in improved engagement, conversions, and overall campaign effectiveness. Based on the leads’ behavior, marketers can design email “workflows” that send the leads particular kinds of emails.

After understanding email marketing automation, let’s examine why B2B email marketers increasingly embrace automation to supercharge their efforts and generate outstanding results.

Why B2B Email Marketers Use Automation?

B2B marketers deploy automation to streamline and automate email marketing processes like sending emails, updating social media, and interacting with websites. Any inbound marketing plan must include B2B marketing automation, as it enables you to get more done with your current assets. This lets marketers simultaneously follow up with hundreds or thousands of leads.

B2B email marketers widely adopt automation for its numerous benefits, including:

  • Time and resource efficiency: Automation saves valuable time by handling repetitive tasks like list segmentation, scheduling, and follow-ups, freeing marketers to focus on strategic aspects of their campaigns.
  • Personalization at scale: Automation enables personalized messaging based on prospect behavior and engagement, allowing B2B marketers to deliver targeted content that resonates with their existing and new audiences.
  • Lead nurturing and engagement: Automation facilitates ongoing communication with leads, nurturing them through the sales funnel with timely and relevant emails, increasing the likelihood of conversion. Even onboarding, upsell, cross-sell, and customer profiling can be simplified and streamlined.
  • Actionable insights: Automation provides valuable analytics and tracking data, allowing marketers to measure campaign effectiveness, make data-driven decisions, and refine their targeting strategies for better results.
  • Enhanced ROI: By leveraging automation, B2B email marketers can maximize their return on investment through improved efficiency, personalized engagement, and data-backed optimization.

After understanding the necessity of B2B email marketing automation in a marketer’s job, let’s uncover its functioning to comprehend its role and service better.

How Does Email Marketing Automation Work?

The following steps represent the hassle-free working of email marketing automation, sequencing all processes:

How Does Email Marketing Automation Work?

  • Segment & Create Email Lists

The first step is to build a B2B email list by collecting email addresses from subscribers who have opted in to receive communications from your business. The email list can be segmented based on crucial criteria such as demographics, past purchases, behavior, and engagement.

  • Define Goals and Objectives

Determine the ultimate aim of your email marketing campaigns. These could include featuring B2B lead generation solutions, retaining customers, promoting new products, or re-engaging inactive subscribers.

  • Create Email Templates and Content

Design email templates that are visually appealing and align with your brand. You can use drag-and-drop editors or HTML coding to create your templates. Prepare relevant and engaging email content, including text, images, links, and call-to-action buttons.

  • Set up Automation Triggers

Automation triggers are specific events or actions that initiate the sending of automated emails. Triggers can include actions like a user signing up for your newsletter, making a purchase, abandoning a cart, or a specific date or time.

  • Develop Workflows

Workflows are sequences of automated emails triggered by specific events or triggers. Map out your email workflows based on the goals of your campaigns. For example, a welcome series for new subscribers might consist of emails introducing your brand and offering valuable resources.

  • Personalize Content

Use personalization tags to dynamically insert subscriber-specific information (such as name, location, or purchase history) into your emails. This helps create a personalized experience for each recipient.


Also Read: The Fundamentals of Email Marketing

  • Test and Review

Before launching your automated email campaigns, thoroughly test your emails to ensure they render correctly across different devices and email clients. Review and optimize your content, subject lines, and calls to action for better engagement and conversion rates.

  • Monitor and Analyze

Once your campaigns are live, monitor their performance using email marketing analytics. Keep track of metrics like open rates, click-through rates, conversion rates, and unsubscribe rates. This data helps you measure the effectiveness of your campaigns and make data-driven improvements.

  • Iterate and Optimize

Based on your analysis and insights, make iterative improvements to your email automation workflows. Experiment with different subject lines, B2B email segmentation, content variation, and sending time to further optimize your email marketing campaigns.

Now that we have explored how email marketing automation functions, let’s dig deep into the practical applications for B2B email marketers to utilize automation and unlock its full potential effectively.

How Can B2B Email Marketers Use Automation?

B2B email marketers can leverage automation in several ways to enhance their campaigns. Automation allows marketers to segment their B2B email lists and send targeted messages based on specific criteria such as industry, job title, or previous interactions, ensuring personalized and relevant content.

By setting up automated email sequences, marketers can nurture leads over time, delivering timely and educational content to move them through the sales funnel, increasing the likelihood of conversion.

Automation uses accessed data to trigger automated follow-up emails or alert sales teams about hot leads for prompt follow-up.

Besides, B2B marketers can create automated drip campaigns that deliver emails at specific intervals to educate prospects, build credibility, and keep their brand top-of-mind.

Let’s explore the different types of automation B2B marketers can leverage to drive engagement.

Different Types of B2B Email Marketing Automation

To maximize the results of your B2B email marketing campaigns, it’s essential to understand the diverse range of automation options available. Here are the different types of B2B email marketing automation campaigns that can benefit you –

1) Welcome Email Series

A warm welcome series via emails is marketers’ initial opportunity to interact with new potential prospects, leads, and customers.

The series can be sent at various events or occasions, such as when a prospect fills out a form for guiding content, opts for purchase, attends an event, makes it to your B2B email list, or takes other actions. It represents a general welcome from your brand.

2) Persona-based Nurture Campaigns

Emailing particular C-suite officials will be more impactful than sending them to the entire list. Such actions help you acknowledge their concerns, interests, and requirements.

Even if you don’t know your subscriber’s job function or title, you can still group them into segments based on specific common parameters.

3) Content-oriented Nurture Campaigns

It has been observed that irrelevant or deviated content is among the leading causes of losing subscribers. Only if you are aware of the interests and concerns of your audience can you discard the problem of unnecessary content.

4) Onboard Email Series

After the client makes a purchase, don’t stop communicating through the mail. Put more effort into helping them get the most out of your solutions and services. This can be accomplished through education and training.

For this purpose, create an onboarding email series that should include relevant insights into products and services.

5) Upsell and New Product Release

This practice involves straight-up sales emails, sparking excitement about what you have to offer. Email marketing upsells must be automated to notify customers about plans and services.

6) Feedback Campaigns

Sending out surveys can help build better B2B email list segments. It is often recommended to keep garnering feedback regularly along the customer journey.

Try understanding customers’ thoughts, onboard experiences, and engagement levels after a quarter and a year after signing a deal with you, thereby plotting your B2B email marketing strategies to serve them better.

7) Subscription Renewal Campaigns

Renewal is necessary if you work with a membership or subscription revenue model. Subscription renewals may be manual or automatic.

If going with the former, then the email series should emphasize all the value that the customer receives. While in the case of the latter, a retention campaign must be properly curated.

8) Engagement Retention Campaigns

Some customers on your list either stop interacting via mail or don’t buy anything anymore. If it’s a subscription service with that customer, set a re-engagement campaign to identify what’s wrong and determine how to stay relevant in business with them.


It has been observed that it becomes a little challenging to maintain the marketing pipeline with mere manual efforts. Also, practicing a particular marketing task is ineffective, while adopting it all at once becomes time-consuming.

Automation helps to emphasize major top-level activities. You can study and implement most of the email marketing automation types mentioned above and accordingly determine the corresponding suitable email marketing automation platform to assist your tasks and help grow your business. Binary Demand can help you build stronger relationships with your prospects, generate more qualified leads, and ultimately drive sustainable growth in the digital age through effective email marketing.

FAQs on B2B Marketing Automation

Q. What is the difference between email marketing and marketing automation?

A. Email marketing focuses on sending targeted emails to engage with subscribers, while marketing automation involves using software to automate various marketing processes, including email campaigns and other channels.

Q. What is the use of automation in email marketing?

A. Automation in email marketing streamlines processes, allowing scheduled, personalized, and targeted emails to be sent automatically. It saves time, increases efficiency, and enhances customer engagement.

Q. Why use email automation for marketing?

 A. Here are a few reasons why email automation is to be used for marketing:

1) Time-saving: Email automation saves marketers time by sending pre-designed email campaigns to subscribers depending on triggers or schedules.

2) Personalization: Email automation includes features that enable personalization, such as dynamic content insertion and segmentation.

3) Scalability: Marketers can easily scale their efforts by reaching many subscribers simultaneously.