Deciding where to send emails within your automations is important for simplicity.

'Now, one question that does come up is, well, can I send emails within these routing automations? And yes, you can. But just to keep things simple, I prefer to only do it like if it's like one email, like it's like a quick confirmation, etc.'

Takeaway:

• Limit emails within routing automations to simple, single messages.
• Keep complex email sequences in separate automations.
• This approach keeps your automations organized and manageable.

Effective management of routing automations maximizes their benefits.

'Obviously, so much of this is connected to just your general business flow. So my recommendation is just to map it all out on a bit of paper first.'

Takeaway:

• Plan your automations by mapping out your business processes.
• Use specific triggers and ensure automations can repeat when needed.
• Remove tags at the end of automations to keep data clean.

Routing automations act as a bridge between external tools and your email software.

'A routing automation also provides a single connector between your external integrations and your email marketing software... So we ask the same sort of questions.'

Takeaway:

• Simplify data flow from booking tools, e-commerce platforms, and more.
• Ensure consistent subscriber information regardless of the source.
• Automate segmentation based on data from third-party tools.

Routing automations prevent overwhelm by centralizing processes.

'Instead of having all those automations... No, instead, you just have one routing automation which filters people through, updates any fields, it asks any if else questions, and it updates those fields and then puts them in the correct sending automations.'

Takeaway:

• Reduce the number of automations needed by centralizing routing.
• Make updates in one place rather than multiple automations.
• Ensure consistency across all email communications.

Accurate subscriber data ensures relevant and timely email communications.

'When these fields are up to date, you also have data, which is amazing for your information and your research and making sure you're sending content that people want.'

Takeaway:

• Up-to-date data helps in crafting personalized content.
• Improves engagement by sending emails that match subscriber interests.
• Enables better analysis and decision-making based on accurate information.

Proper use of tags is crucial in setting up effective routing automations.

'We need to, make sure we use specific triggers, and the best way and the easiest way to do this is via tags... So for ActiveCampaign and MailChimp, I would use tags to manage all of this process.'

Takeaway:

• Use a consistent naming convention for trigger tags.
• Ensure tags are added and removed appropriately in automations.
• Set up triggers to allow subscribers to go through automations multiple times.

Routing automations can enhance post-purchase experiences in e-commerce.

'You might also have different emails you want to trigger... For most software, MailerLite is the exception to this... A routing automation also provides a single connector between your external integrations and your email marketing software.'

Takeaway:

• Automatically segment customers based on purchase data.
• Send personalized post-purchase emails without manual intervention.
• Manage opt-ins and ensure compliance with email preferences.

Routing automations can tailor email experiences based on appointment types.

'So let's say someone books an appointment with you. The first thing you might want to know is, are they a new client or an existing client... You also might want to know what service they booked. Is it a once-off session? Is it a package?'

Takeaway:

• Differentiate between new and existing clients automatically.
• Customize onboarding emails based on the service booked.
• Streamline appointment follow-ups with targeted automations.

Routing automations can prevent overwhelm and ensure subscribers receive the right emails.

'Soon, it can blow out and all of a sudden, you don't know if your data is accurate. Or if people are even getting the right emails. And the idea of making updates becomes overwhelming because you have 20 different automations... This is where routing automations make all the difference.'

Takeaway:

• Prevent your email system from becoming unmanageable.
• Ensure subscribers get relevant content by correctly updating their information.
• Easily update emails without worrying about missing or incorrect automations.

Routing automations can simplify your email marketing and make your software easier to manage.

'This is where routing automations make all the difference. If you haven't heard of this term before, don't worry, it's something I might have made up, maybe someone else uses it. But the idea is that a routing automation is an automation that isn't there to send emails.'

Takeaway:

• Use routing automations to organize subscriber data without sending emails.
• They help update fields, groups, and tags to keep data accurate.
• Simplify your email workflows by routing subscribers appropriately.