How We Use Email Marketing Automation to Fill The Gaps for New Subscribers And Bump Up The Blog’s Conversion Rate

Email Marketing Automation

We’ve recently decided to take advantage of MailChimp’s (free) email marketing automation feature in order to fill a gap we’ve been unable to manually bridge for our new blog subscribers. In this post I share the email marketing automation technique we’ve come up with, using tools that are available for everyone. I’ll provide an inside look into our thought process of why we did it, how to set it up, as well as try to answer the question – how has it been working for us so far?

What Is Email Marketing Automation And Why WordPress Plugin Businesses and Theme Shops Need It

According to MailChimp, integrating email marketing automation into your operation essentially means you’ll be adding another brain to do marketing-related work for you, so you can go do other useful things for your business, instead.


More specifically, in the case of email marketing, these automations can run in the background, handling the repetitive, event-bound tasks for you, in the same way, you might have handled them yourself, simply because it is you setting them up and configuring them. Ultimately, the automated marketing processes help you make more sales with much less effort.

When you come to think of it, email marketing automation is something every plugin business or theme shop in the WordPress sphere needs to consider. The obvious reason being that the average size of WordPress-based product teams usually ranges from small to medium, and there usually isn’t an available team member who can spend hours manually sending out non-support related messages to potential customers. Would you really want to see one of your team members spend their time filtering out all of the customers who have, for example, added a product to their shopping cart but abandoned it midway, prompting them about it and urging them to return and complete the purchase?

The answer is – no. You do not want anyone spending precious time on that when there’s software that can do that for you automatically.

In a similar manner, you can use email marketing automation to complete other various tasks for your business, instead of allocating human resources to do that manual labor.

In fact, research by MailChimp shows that email marketing automations can substantially increase purchases when compared with regular bulk email stats.

Top-performing email marketing automations via MailChimp
Source: Identifying the Most Profitable Email Marketing Automations

Why Did The Freemius Blog Need An Automated Email Sequence for New Subscribers?

Here’s the thing – the Freemius blog has gradually earned a reputation as space where WordPress developers and WordPress plugin and theme sellers can find high-quality content that’s super relevant for them and their daily endeavors. New content is published here on a bi-weekly basis and is also automatically emailed to our growing list of blog subscribers, using a recurring automated blog RSS email campaign:

The Freemius automated email RSS Blog Campaign Summary
The automated blog RSS campaign emailed to Freemius blog subscribers every time a new post is published

That’s awesome and has been working wonders for our blog’s content exposure, making sure each new piece of content is automatically delivered directly into our audience’s inbox, scoring a great average open rate of around 25-30%.

Still, we wanted to squeeze the marketing automation orange even further and see how we could provide greater value for new blog subscribers, who are just signing up and are not likely to dig into our blog’s archives and manually search for our greatest and most useful content from the past. Sure, we do offer a free e-book that contains a LOT of valuable and relevant reading material for them:

Grab a free copy of our Cheat Sheet for
Selling Plugins and Themes

A growth roadmap with concise, actionable tips for every milestone of WordPress product development.

blue book with the title “Cheat Sheet for Selling Themes and Plugins by Freemius” written on it

Nonetheless, we wanted to have our best articles from the past land right inside their inbox, and make sure they are not missing out on something that may help them build a sustainable plugin, theme, or SaaS business, as well as establish our blog as a crucial source of relevant information for them, right from the get-go.

Hence, we decided to set up an automated campaign, using MailChimp’s email marketing automation feature.

What Was The Plan?

Our plan with this automated campaign was to manually filter and create a list of 20 of our most valuable pieces of content ever published, and have those gradually (and automatically) sent to new subscribers, without interfering with their regularly scheduled blog content.

As mentioned, we publish new content on a bi-weekly basis on the Freemius blog, so what I mean by “not interfering with their regularly scheduled blog content” is essentially not have our cornerstone content pieces from the past get sent on the same week as the automated RSS blog campaign. In other words, I want to use the “week off”, in which we are not publishing new content on the blog, to hit our subscribers up with some archive diamonds, which we know they will find useful for their WordPress plugin or theme business, thus keeping them appreciative of our content and increasingly empowering our authority.

Pulling Out The Shiniest Diamonds from Our Archive

When we came to select our finest pieces of content for our list of 20 articles to include in this automated campaign we had a few preliminary factors with which they had to comply:

  • Articles included should preferably be on our list of most popular posts
  • Should preferably be on our list of all-time most viewed posts (we used Google Analytics for that)
  • Preferably have multiple comments posted to them by readers, which means they are engaging and likely interesting
  • Posts that were shared the most times on social media, or linked back to the most from external websites
  • Pieces that are ranking well on Google for their chosen focus keywords (assuming you’ve done your keyword research when you published your content – you should be good on this one)

After using these factors as filters and delimiters we were left with a shortlist of what we believe are our shiniest and most valuable pieces of content ever published on the Freemius blog, and we knew we could use those to provide the most value for our new readers and subscribers.

We then created a spreadsheet with a table that contains this entire list of 20 articles, ordered by most valuable to least valuable, taking into consideration the fact that each email campaign has a certain churn rate to it, and that some of the subscribers may choose to drop out (unsubscribe) at some point.

A list of 20 articles which will be our Email Sequence timeline for our email marketing automation

We want to hit them up with our most valuable content first, thus decreasing the potential churn rate and providing the most value, right off the bat.

Setting Up Our Email Marketing Automation Campaign Using MailChimp

We’ve been using MailChimp for all of our email communication with our audience, so it was pretty obvious we would use MC for this unless they didn’t offer an email marketing automation feature. Luckily, they did, so, first I set out to read their automation documentation and try to figure out if what we set out to do was achievable using their provided tools.

Apparently, there are a lot of things you could do with the automation tools provided by MailChimp, and it can definitely be confusing at first, but since we’d already had a very specific purpose for this campaign in mind – I’m going to focus on how we achieved it, disregarding all of the other ideas and options that popped to mind during the setup process.

To get things started, head over to the ‘Campaigns’ tab on your MailChimp account, and click the ‘Create Campaign’ button.

The MailChimp email marketing automation ‘Create Campaign’ button

You will then be prompted with the MailChimp general campaign creation guidance popup screen, meant to help get you started by guiding you through the initial steps of creating your desired campaign.

MailChimp general campaign creation guidance popup screen

MailChimp actually does a swell job with guiding users around through the sea of available options, allowing you to simply hit the smart search box with a search term to get relevant email marketing automation results with direct links to what you need. Nonetheless, I will depict the “manual route” I’ve used to create my automated campaign. Here are the steps:

To do it manually, I select “Create an Email” on that initial campaign creation screen, and continue to select an “Automated” email type.

selecting an “Automated” email type

Under the “Automated” tab, and the “Date Based” sub-tab, I’ll pick the “List added date” option. The reason I’m going with that one is that I would like to be able to set the trigger for starting my series of emails to be the date on which the new subscriber joined my list.

Why do I want that? The thought process here was as follows:

As I mentioned earlier, we publish new content on a bi-weekly basis, meaning we have one week “off” after every new post we publish. I’d like to use that as an anchor from which to count 7 days and only then start pumping out my series of archive diamonds, so that new subscribers (who usually sign up right after we release a new post) will receive the automated email on the week we don’t actually publish any new content.

From there on we’ll continue feeding them with those 20 archive diamonds with intervals of 14 days between each automated email. In other words, they’ll have one week in which they receive our archive diamond and then they’ll receive newly published content on the next until the automated campaign is over (all 20 emails are sent).

It may sound a little complicated, but it’s actually pretty straightforward: I don’t want to bombard a new subscriber’s inbox with more than one email per week, thus risking a higher-than-normal churn rate to my subscribers’ list.

Moving on to the setup process – I choose a new name for my automated campaign and select the list to which it will be sent.

name for my automated campaign

The default name the system gives your campaign stems from the type of automation you chose, but you can (and probably should) rename it, to make it easier for you to recognize in your list of MailChimp active campaigns. I named this campaign “Auto Sequence for NEW Subs”, and selected our list of blog subscribers.

Next, you’ll be redirected to your (empty) email campaign visual sequence screen, where you can start to imagine what the automated email funnel might look like.

Of course, the conditions for sending have not been set, and the emails themselves have not been designed yet, so everything still looks empty at this point.

Next, you may click the “Edit Workflow Settings” button to edit things like:

  • The automation campaign’s name
  • Sender’s name
  • Sender’s email address
  • Personalization of the “To” field
  • Tracking
  • Etc.

Next, I click the “Edit Trigger” link, next to the 1st trigger, to set the amount of wait time from the moment the trigger is set off until the 1st emails is actually sent to 7 days.

set the amount of wait time

I also edit the sending schedule in order to make sure this email is enabled to send only on Tuesdays or Wednesdays, which are the days in which we normally publish new content and send out our blog RSS email campaign.

Configure the automated emails sending schedule

Next, I wanted to handle who is going to receive this automated email campaign. In this case, since I’m sending out archived posts, I obviously don’t need to include any of our existing subscribers, because they may have already read those posts. Hence, I am only including subscribers who meet the following conditions:

  1. A subscriber who has not received our last blog RSS email campaign
  2. A subscriber who signed up to this mailing list after our last blog RSS email campaign was sent

only including subscribers who meet my desired conditions

These conditions should make sure every new subscriber’s email address will get added to this automated email campaign queue and start receiving those emails in order.

If you’re having any difficulty in setting up the conditions the way you would like to I highly recommend hitting the “Chat With Us” button at the bottom right-hand side of the screen, which is there in every step of the configuration. MailChimp hires some very capable technical support representatives who really enjoy helping out!

Next, I edited the emails so the intervals between them match my requirements of a 14-day interval between each email (with only the 1st one sent 7 days after their initial registration) :

a 14-day interval between each email

The only thing left to do before I can launch this campaign is to design the actual emails that will be sent. I wanted to keep it simple and focused on 1 thing: the actual blog post.

Here’s what the 1st email in the series looks like:

what the 1st email marketing automation in the series looks like

It includes:

  1. A short paragraph that talks about what they can expect to learn in the article
  2. The article’s thumbnail image
  3. The article’s title, placed at the bottom of the image as a caption
  4. A prominent CTA (Call To Action) in the form of a big button
  5. Also, the company’s logo is at the top of the email, so they get some context first

I used this template for the whole series of emails, changing the content according to the post at hand. And there you have it – a series of twenty emails ready to automatically get sent one after the other, in an orderly fashion, after a subscriber successfully complies with the conditions I have set:

a series of twenty emails ready to automatically get sent

The only thing left to do now was to test out this automation by simply asking my colleagues to sign up to the blog mailing list and wait for them to notify me once their inbox gets hit.

Beta testing my automated campaign with colleagues

So, How Is It Doing?

So far, this automation seems to be doing great! It’s been active for a little over a month now and is showing some well above-industry average results (as well as above that subscribers’ list usual average).

These are the open rate stats gathered so far:

the open rate stats

The same trend is demonstrated in this campaign’s click rate on links, so far:

the click rate stats

The fact that we spent time carefully selecting the “shiniest diamonds” in our content archive, as well as made sure not to annoy & bombard our target audience too much are definitely contributing factors to these high rates, but we mustn’t forget the reputation of a high-quality source of content that the Freemius blog had earned for itself, with time. Making sure to maintain that high level of quality surely helps people trust our brand, and as a consequence, they are more willing to open our emails and follow our links.

Conclusion – Should You Automate?

Yes 🙂

Are you already on the email marketing automation wagon?

Please share your automation ideas in the comments section below. We’d love to learn about more creative ways of using it.

Kobe Ben Itamar

Published by

Jason Lemieux

“We had a notion of a new SaaS product for the WordPress ecosystem. We rolled it into Freemius to handle all the monetization, plans, subscriptions, analytics, transactional emails, licences: everything we needed to turn an idea into a production ready SaaS.”

Jason Lemieux - Founder at Postmatic Try Freemius Today

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