Email templates › Automation workflows
84 free email automation workflows
Ready-made email sequences that send themselves: welcome series, abandoned cart recovery, post-purchase follow-up, birthday emails, win-back campaigns, event reminders and more. Each one is fully designed and editable.
Grow your list
Automations that welcome and nurture new subscribers until they are ready to buy, and keep your list healthy.
Welcome series
Greet new subscribers with 3 emails over their first week.
3 emails over 5 days · Joins a list
Lead magnet nurture
Deliver a free guide, follow up with value, then make an offer.
3 emails over 5 days · Joins a list
5-day email course
Teach one lesson a day for five days, then invite them to go further.
5 emails over 4 days · Joins a list
List clean-up
Ask inactive subscribers to confirm; tag the ones who don’t respond.
1 email over 7 days · Tag added
Webinar follow-up nurture
Send the recording, share a success story, then invite attendees to a call.
3 emails over 7 days · Tag added
Newsletter onboarding
Welcome new newsletter readers, share your best content and ask what they want.
3 emails over 7 days · Joins a list
New enquiry follow-up
Respond instantly to contact-form enquiries and nurture them to a consultation.
3 emails over 4 days · Joins a list
Sunset unengaged subscribers
Try twice to re-engage people who stopped opening, then tag the rest so you can stop emailing them.
2 emails over 10 days · Tag added
Giveaway entry follow-up
Confirm the entry, ask entrants to share for extra chances, then offer everyone a consolation gift.
3 emails over 7 days · Tag added
Lead scoring & sales hand-off
Tag leads “warm-lead” when they click, and “sales-ready” when they click the demo invite, so your team calls the right people.
2 emails over 5 days · Tag added
Invite email subscribers to WhatsApp
Invite your email subscribers to join you on WhatsApp, with one reminder for those who don’t click.
2 emails over 5 days · Tag added
Discovery call funnel (coaches & consultants)
Deliver the free resource, share proof, then invite leads to a free discovery call until they book.
4 emails over 9 days · Joins a list
Welcome survey & segmentation
Ask new subscribers what they’re interested in, with one reminder, so you can send more relevant emails.
2 emails over 3 days · Joins a list
Sell more
Automations that recover lost sales, convert trials, bring buyers back and get invoices paid.
Abandoned cart
Starts when a shopper leaves your Shopify checkout: their cart, then an offer. Stops when they order.
2 emails over 1 day · Leaves a cart (shop)
Post-purchase follow-up
Thank buyers, ask for a review, then recommend what to buy next.
3 emails over 14 days · Tag added
Free trial conversion
Welcome trial users, share tips, and remind them before the trial ends.
4 emails over 13 days · Tag added
Price drop alert
Started by your shop when a viewed or saved item gets cheaper.
2 emails over 2 days · API / manual
Referral ask
Ask happy customers to refer friends, with a reminder.
2 emails over 5 days · Tag added
Payment reminders
Started by your billing system: polite reminder, then a follow-up if unpaid.
2 emails over 3 days · API / manual
Welcome discount series
Give new subscribers a first-order discount, with reminders that stop once they buy.
3 emails over 5 days · Joins a list
Browse abandonment
Started by your shop when someone views products but doesn’t add to cart.
2 emails over 2 days · API / manual
Replenishment reminder
Remind customers to reorder products that run out, like cosmetics, food or supplies.
2 emails over 30 days · Tag added
Second purchase nudge
Encourage first-time buyers to come back for a second order.
2 emails over 21 days · Tag added
Failed payment recovery
Started by your billing system when a card payment fails: friendly nudges to update it.
3 emails over 5 days · API / manual
Quote follow-up
Follow up on proposals and quotes until the prospect replies or decides.
3 emails over 11 days · Tag added
Back-in-stock alert
Started by your shop when a waitlisted product is available again.
2 emails over 1 day · API / manual
Abandoned cart (3 emails)
Started by your shop: a quick reminder, social proof the next day, then a last-chance discount; stops once they buy.
3 emails over 3 days · API / manual
Cross-sell after purchase
Started by your shop after an order: a thank-you, then products that go with what they bought.
3 emails over 17 days · API / manual
Product launch sequence
Open pre-orders for your waitlist, announce the launch, then close with a last-chance launch offer.
3 emails over 5 days · Tag added
Free-to-paid upgrade
Show free-plan users what they’re missing, share proof, then offer a discount to upgrade.
3 emails over 17 days · Tag added
Wishlist reminder
Started by your shop when someone saves items: a reminder, then a “selling fast” nudge.
2 emails over 5 days · API / manual
Black Friday & Cyber Monday
Early access for your list, the main Black Friday offer, then Cyber Monday and a last call.
4 emails over 6 days · Tag added
Christmas campaign
A gift guide, a Christmas offer, then a last-day-for-delivery reminder.
3 emails over 12 days · Tag added
Keep customers
Automations that reward loyalty, celebrate milestones, gather feedback and win back lapsed customers.
Win-back
Re-engage people you tag as inactive, with a gentle follow-up.
2 emails over 5 days · Tag added
Birthday email
Send a yearly birthday email using a date field on your contacts.
1 email · Yearly date
Customer anniversary
Celebrate each year since a customer joined, with a thank-you gift.
1 email · Yearly date
VIP welcome
Welcome customers into your VIP or loyalty tier with their perks.
2 emails over 14 days · Tag added
Feedback survey
Ask for a quick 0–10 rating, with one reminder.
2 emails over 4 days · Tag added
Cancellation win-back
Ask why they left, then invite cancelled customers back with an offer.
2 emails over 14 days · Tag added
Client onboarding
Welcome new clients, explain what happens next, then check in.
3 emails over 9 days · Tag added
Membership renewal
Remind members before their yearly renewal date, with a second reminder if needed.
2 emails over 7 days · Yearly date
Loyalty points reminder
Remind customers they have points or rewards waiting to be used.
2 emails over 14 days · Tag added
Review & referral loop
Ask happy customers for a public review, then invite them to refer a friend.
2 emails over 5 days · Tag added
First-purchase anniversary
Celebrate one year since a customer’s first order with a thank-you gift and a reminder.
2 emails over 7 days · Yearly date
VIP milestone reward
Congratulate customers who reach a spending milestone, unlock VIP perks and show their rewards.
2 emails over 7 days · Tag added
At-risk customer check-in
A personal check-in, a short survey, and a “needs-call” tag for anyone who stays silent.
2 emails over 7 days · Tag added
Promoter review request
When someone scores you 9–10, ask for a public review, remind once, then invite a referral.
3 emails over 14 days · Tag added
Detractor recovery
When someone scores you 0–6, apologise, ask what went wrong and flag them for a call.
2 emails over 7 days · Tag added
Post-purchase product tips
Help buyers get the most from their purchase with tips and answers, then ask how it’s going.
3 emails over 14 days · Tag added
SaaS onboarding (7 days)
A step-by-step onboarding series that teaches one feature at a time over the first week.
5 emails over 7 days · Tag added
Events & bookings
Automations that confirm registrations and bookings, remind people before, and follow up after.
Event registration
Confirm registration, remind before the event, then follow up after.
3 emails over 8 days · Tag added
Booking follow-up
Started by your booking system: confirmation, then a review request after the visit.
2 emails over 3 days · API / manual
Event no-show follow-up
Send registrants who missed the event the recording and invite them next time.
2 emails over 7 days · Tag added
Reservation follow-up
Started by your booking system: confirm the table or stay, then ask for a review.
2 emails over 2 days · API / manual
Pre-trip & post-trip
Confirm the booking, send a checklist before travel, and ask for a review after.
3 emails over 17 days · Tag added
Annual service reminder
Yearly reminder to book a service for cars, generators, air-conditioners or equipment.
2 emails over 10 days · Yearly date
Webinar: registration, reminders & replay
Confirm the registration, remind the day before and an hour before, then send the replay.
4 emails over 7 days · Tag added
Event countdown
Build excitement before a conference or event: agenda, speakers, final details, then a thank-you.
4 emails over 15 days · Tag added
RSVP chaser
Send the invitation, then politely chase people who haven’t responded.
3 emails over 7 days · Tag added
Early-bird ticket sales
Announce early-bird tickets, share the line-up, then a deadline reminder; stops once they buy.
3 emails over 6 days · Tag added
Appointment follow-up & rebook
Thank clients after an appointment, ask for feedback, then invite them to book the next one.
3 emails over 23 days · Tag added
Industry journeys
Automations tailored to churches, schools, gyms, salons, clinics, real estate agents and course creators.
First-time visitor (church)
Welcome first-time guests, share what’s happening, and invite them to get involved.
3 emails over 10 days · Tag added
School admissions enquiry
Respond to admission enquiries, share what makes the school special, invite to an open day.
3 emails over 7 days · Joins a list
New gym member
Welcome new members, share a first-week plan, then check in after two weeks.
3 emails over 14 days · Tag added
Home buyer nurture
Send new buyer leads market insight, fresh listings and open-house invitations.
3 emails over 14 days · Joins a list
Salon rebooking
Invite clients to rebook about four weeks after their appointment.
2 emails over 35 days · Tag added
Patient recall
Yearly reminder for check-ups, dental cleanings or eye tests.
2 emails over 14 days · Yearly date
Student onboarding
Welcome new students, share the course plan, then collect early feedback.
3 emails over 7 days · Tag added
Hotel pre-arrival & post-stay
Started by your booking system: confirm the stay, send pre-arrival information, then ask for a review after check-out.
3 emails over 10 days · API / manual
Property enquiry nurture
Follow up on property enquiries with similar homes and market insight until they book a viewing.
4 emails over 14 days · Tag added
Class package expiry
Tell members their class pack or membership is running out, with a renewal offer.
2 emails over 5 days · Tag added
New patient welcome
Welcome new patients, explain how to prepare for the first visit, and share useful health tips.
3 emails over 15 days · Tag added
Course enrollment drip
Release a module every few days, check in, then celebrate completion.
5 emails over 17 days · Tag added
Catering & events enquiry
Send your menu and packages, share reviews, then follow up until the date is booked.
3 emails over 5 days · Tag added
Nonprofits & communities
Automations that welcome new members and turn first-time donors into regular supporters.
Donor thank-you journey
Thank new donors, show their impact, then invite them to give again.
3 emails over 90 days · Tag added
New member welcome
Welcome new members to a church, club, school or community.
3 emails over 10 days · Joins a list
Volunteer onboarding
Welcome new volunteers and share upcoming opportunities.
2 emails over 3 days · Tag added
Year-end giving appeal
A short appeal series for the giving season, stopping once someone donates.
3 emails over 10 days · Tag added
Donor thank-you & monthly giving ask
Thank one-time donors, show their impact, then invite them to give monthly.
3 emails over 21 days · Tag added
Basics
Simple building blocks for follow-ups and custom sequences triggered by your own systems.
Follow-up with reminder
Email when a tag is added; send a reminder only to people who didn’t open.
2 emails over 3 days · Tag added
Custom (API or manual)
Start it from your website, shop or app, or enroll a list by hand.
1 email · API / manual
Tag interested clickers
Send an offer and tag everyone who clicks, so you can follow up with them later.
1 email over 2 days · Tag added
Yearly date reminder
Send a reminder every year on a date stored on each contact, with a follow-up if it isn’t opened.
2 emails over 5 days · Yearly date
Simple 3-email drip
Three plain emails, a few days apart, started by a tag.
3 emails over 6 days · Tag added