Step-by-Step: Setting Up Your First Email Automation Workflow

Getting Started with Email Automation

Email automation is one of the highest-ROI activities you can implement. Here's how to set up your first workflow in Meeze.

Step 1: Define Your Goal

What do you want this sequence to achieve?

• Nurture new leads
• Onboard new customers
• Re-engage inactive contacts
• Upsell existing clients

Step 2: Map Your Sequence

A basic nurture sequence might look like:

1. Welcome email — Sent immediately after signup
2. Value email — Day 2: Share your best content
3. Social proof — Day 4: Customer success stories
4. Soft pitch — Day 7: Introduce your solution
5. CTA — Day 10: Direct offer with urgency

Step 3: Write Your Emails

Use Meeze's AI composer to draft emails that match your brand voice. The AI suggests subject lines, personalizes content, and optimizes send times.

Step 4: Set Triggers

Connect your sequence to lead generation forms, CRM events, or appointment bookings.

Step 5: Monitor & Optimize

Use reporting dashboards to track open rates, click rates, and conversions. Let AI suggest improvements.

Pro Tips

• Keep emails under 200 words
• Use one CTA per email
• Personalize with merge fields
• Test send times with A/B testing