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8 Automation Funnels
Your Sales Team Needs ASAP

Ramping up sales doesn’t have to mean
losing sleep or working more.

If you want to give your sales team a much-needed boost without cramming more hours into your schedule, email automation can do the trick.

That is, if you have the right automation funnels in place.

Business owners and sales teams are notoriously stressed out and overworked.

Trust us – we get it!

That’s exactly why creating automation funnels is such a game-changer.

Rather than chase down individual customers, you can put so much of your email marketing on autopilot. This allows you to engage customers around-the-clock without having to nurture them “by hand.”

Sounds nice, right?

In this guide, we’ll breakdown the automation funnels any business should have in place if they want to score more sales. 

oh, and we’ll also highlight how to set them up if you’re a newbie to the world of automation!

"But, how do automation funnels, uh... work?"

Great question!

Basically, automation funnels allow you to set up triggered email campaigns based on specific actions (clicking a link, filling out a form, visiting a page) your subscribers take. Or on the flip side, don’t take. 

Sound complicated? Trust us, it’s actually pretty simple.

Okay, let’s look at an example of an “if/then” funnel.

Say you’re announcing a 72-hour flash sale. You send your initial email to your subscribers and your click-through rate is pretty good, but you also have a significant number of readers that didn’t take any action.

With an automation funnel, you can automatically trigger a follow-up message two days later that reminds them they only have 24 hours before your sale runs out. A sort of second chance to win ‘em over.

Here’s a visual to give you an idea:

Automation funnels allow you to hyper-personalize your campaigns. They also guarantee that you’re consistently making touch points with your contacts as they interact with your business. 

And the good news is that setting up automation funnels is arguably easier than ever thanks to Sendlane’s intuitive automation builder! In fact, Sendlane has some pre-built automations that can help you ease into automation in no time flat.

But this begs the question: what funnels do you need, anyway? 

Here are the automation funnels that result in more sales

Now that we’ve covered what automation funnels actually do, let’s talk about how you can use ’em to score more sales!

The following eight email funnels are fair game for just about any sales team. This particular combination of automations can help keep more contacts in your sales funnel and increase the lifetime value of your customers.

1. Welcome funnel

Automation Trigger(s): Newsletter sign-ups, new customer/user form submitted.

Welcome emails are a must-do for any business and can serve as the starting point for so many behavior-based campaigns.

A welcome email like the one from Casper gives their customers a sense of what they’re all about while also encouraging them to check out their site. 

Hint hint: these interactions are exactly how you gather information from your contacts and initiate interactions for future automations!


Think about it. Not all of your contacts are the same, so you need a way to categorize your customers (think: tags) 

Tagging is a great way to segment your contacts based on their activity in order to send them the most relevant welcome email or offer possible that aligns with what each specific contact is looking for!

For example, Sleeknote managed to increase their onboarding engagement by over 1000% by sending targeted welcome messages based off segments. Check out how they encourage readers to click a link that best describes themselves to ensure they’re getting the right emails in the future.

Segmentation helps you better serve individual customers based on their specific needs and in this scenario allows you to continue to build a welcome funnel that is perfectly targeted to each new contact. (which takes us to our new funnel)

To learn more, check out our guide on segmentation and automations.

2. New lead nurturing funnel

Automation Trigger(s): Free book/PDF download, sign-up from a specific landing page, sign-up from a specific piece of content, filled out a form, began a trial.

If someone is learning the ropes of your business or product, you need to help them along the way and also hold their interest, too.

That’s why so many businesses create funnels which nurture customers step-by-step. This could be in the form of tutorials, tips and “did you know?”-style messages.

For example, Wistia sends their sign-ups a list of tips to encourage subscribers not only to complete an action but also check out their full service beyond a trial.


A quick survey like this doesn’t need much explanation. It literally takes two seconds to complete and brings you valuable insights!

Another way to get more information out of your contacts is by making your email survey fun and interactive.

Here’s how Expedia does it:


The takeaway here is that just because someone signs up or download something from you doesn’t mean you’re done with them — not by a long shot! With an automation funnel in place, you can nurture them without have to follow-up manually.

Which email automation funnels are in your arsenal?

More sales, less wasted time.

Sounds like a win-win for you and your customers, right?

Yeah, automation funnels are pretty awesome.

While the initial process of setting up these automations might seem like a lot to handle, it doesn’t have to be.

Besides, doing so will totally be worth it in the long-run.

This is especially true if you’re using an email automation tool like Sendlane. 

In short, Sendlane, allows you to create automation funnels from scratch with a visual editor that’s so easy to use. No complicated coding: just customizable and out-of-the-box funnels to help you win more sales.

And let’s not forget Sendlane’s stellar suite of analytics tools to help you understand and fine-tune your automation funnels to maximize sales.

If you haven’t already, make sure that you check it out by starting your free trial today!

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Caitlin Hutchinson

Caitlin Hutchinson

Brand Marketing ManagerSendlane
A native of San Diego, California, Caitlin has a passion for developing creative and engaging marketing content. Primarily responsible for overseeing the development, execution and delivery of digital content across all of Sendlane’s channels while maintaining an online presence of Sendlane's team culture. Host of The Marketing Automation Hustle Podcast and Sendlane Youtube Training Channel. Works closely with the marketing team to manage creative projects and develop creative assets/solutions to enhance the brand. Collaborates at the intersection of marketing, product, content, and sales to develop powerful and memorable stories and interactive experiences that bring the Sendlane vision to life.
Caitlin Hutchinson