How to Create an Email Sequence in WithMe

In this guide, we'll walk you through creating an Email Sequence in WithMe and how it can enhance your marketing strategy. Whether you're new to email marketing or looking to refine your approach, this guide will help you understand the power of automated email sequences. Let's dive in!

What is an Email Sequence?

An Email Sequence in WithMe is a series of pre-scheduled, automated emails that are sent to your audience based on specific triggers or time intervals. These emails can be used to engage, inform, and convert new or existing customers over time, ensuring they receive timely and relevant content.

Benefits of Using an Email Sequence in WithMe

Implementing an email sequence brings several advantages to your communication and marketing efforts:

Automation: Set up your email sequences in advance, and WithMe will send them automatically. Once it's set, the sequence runs on autopilot, allowing you to nurture and engage your audience without additional effort.
Consistency: Stay in touch with your customers by sending them a series of relevant emails. This ensures your audience hears from you regularly, which helps build trust and deepen relationships.
Segmentation and Personalization: Tailor your email sequences based on different audience segments. Customize the content to match specific behaviors, interests, or demographics, providing a more personal and effective experience.
Lead Nurturing: Email sequences are perfect for guiding leads toward making a purchase. By nurturing leads with valuable content, you can establish trust, build credibility, and increase conversion rates.
Increased Conversion Rates: A well-crafted email sequence guides your audience step by step towards your product, making it easier for them to take the desired action and increasing the likelihood of conversion.

Creating Your First Email Sequence in WithMe

Go to the Email Sequences tab and click Get Started.
You'll be prompted to either import a contact list or skip this step for now.
Enter your business address (required by law to send marketing emails).
Click on Add Sequence, give your sequence a name, and select who will receive the sequence.

Adding More Emails to Your Sequence

Once you've created your first email, you can add more to the sequence:

Save Draft after creating your first email.
Once you're ready, click Publish to make it live.
To add another email, click +Add Email and start editing the next one.
There's no Test Send button for email sequences. Click Preview to see how the email will look. There's currently no way to send an entire sequence to a test address all at once, but you can add a contact to the sequence to see how the email will actually be delivered, the same way it would to any real subscriber.

Editing Your Email Sequence

You have full control over your email sequence. When editing, you can:

Timing: Decide when you want your new customer to receive the first email (e.g., minutes, hours, or days after purchase). For each email after that, you must leave at least 24 hours before the next one sends.
Subject Line: Write your own or use one of WithMe's templates.
Email Body: Add text, images, or GIFs, and link to videos. (Note: PDFs or external files can't be added directly, but you can link to a private landing page with product links.)
Personalize Menu: Click Personalize to insert tags such as Customer First Name into your subject lines and email bodies. If every recipient only gave their email address (for example, a sequence triggered after lead capture), the menu only shows tags that don't need a name. If your audience mixes lead capture contacts with other customers, all tags stay available but you'll see a warning that name tags will be blank for those contacts, and if your email already includes a tag they don't have, the warning will list it and tell you to remove it.

Best Practices for Creating an Email Sequence

To ensure your email sequences are effective, keep these best practices in mind:

Define Your Goals: Understand what you want to achieve with your email sequence (e.g., engagement, sales, lead nurturing). This will help you structure each email and track success.
Plan Your Content: Map out the content of each email in your sequence to ensure a logical progression and consistent messaging.
Schedule at Least 4-5 Emails: Studies show that it typically takes 7 impressions for someone to buy, so the more times you connect with them, the better!
Use Case Studies or Testimonials: Boost your conversions by sharing customer stories or testimonials. Real-life success stories are powerful tools for convincing potential buyers.
Personalize With Tags: Use the Personalize menu to add tags like Customer First Name in subject lines and email bodies to address recipients by name and boost open and engagement rates. Check any warnings about lead capture contacts so you don't send blank name tags.

🤝 Done for you: Margo, the marketing agent on your AI Team, has a dedicated copywriting section. Describe the email you need (a single broadcast or a full sequence), give Margo the context, and it will draft it in your voice. Paste each email into the editor, review, and publish. See what your AI Team can do.