Did you know that 70% potential customers are forgotten right after the first interaction? In the digital era, Email automation is the golden key that helps Vietnamese businesses solve this problem. Not just simply sending automated emails, this is a smart and sustainable customer nurturing strategy.
Applying technology to marketing processes is no longer an option but a matter of survival. Businesses that apply Email automation it correctly have recorded outstanding revenue growth. They save hundreds of hours of work each month for their staff.
According to experts at DPS.MEDIA, implementing automation requires finesse and market understanding. We have witnessed many SMEs transform thanks to changing their approach to email marketing. This article will summarize the hard-earned lessons from over 100 real-world campaigns.
We will dive deep into each step of building the system together. The goal is to turn a dormant email list into a real money-making machine. Get ready to optimize your business process right now.
Below is a comprehensive guide on Email automation tailored specifically for the Vietnamese market. This knowledge is distilled from our experience serving over 5,400 customers.
1. Why do Vietnamese businesses need Email automation right now?

Save operating personnel costs
Cost is always a headache for SME business owners. Using Email automation helps you significantly reduce staff for direct page management and manual emailing. A good system can work like 3 diligent full-time employees.
The automated system operates 24/7 tirelessly. It ensures every customer receives information at the right time. You no longer worry about staff forgetting to send quotes or birthday greetings.
The cost of automation tools is often much lower than personnel salaries. This is an investment with an extremely attractive ROI (return on investment). Businesses can allocate human resources to more creative tasks.
Personalize customer experience at scale
Today's customers are very discerning and demand personalized attention. Email automation allows you to send the right content to the right person. You can't do this manually if your customer list reaches thousands.
The system will trigger appropriate emails based on user behavior. For example, customers viewing product A will receive emails about A, not B. This creates a feeling that they are deeply understood.
This personalization increases email open rates and conversion rates. Customers feel the brand is talking directly to them. This is the key factor in building brand loyalty.
Increase conversion rate from Lead to Sale
Most customers don't buy right on the first website visit. Email automation acts as a bridge to nurture them over time. A clever “follow-up” email sequence will naturally remind them about the product.
According to DPS.MEDIA research, automated email sequences increase order closing rates by up to 50%. It helps customers overcome the final psychological barriers. Thus, the buying journey becomes smoother and faster.
You can set up automatic upsell or cross-sell scenarios after a purchase. This increases the lifetime value of each customer (LTV). Revenue will grow sustainably without additional advertising costs.
Transparent data and accurate measurement
Unlike traditional channels, Email automation provides detailed real-time reports. You know exactly who opened the email, who clicked which link. This data is invaluable for every business decision.
Looking at the reports, you'll know which content works and which needs adjustment. Campaign optimization becomes easy and scientifically based. No more vague gut-feel guesses in marketing management.
Below is a comparison table of the differences between traditional methods and automation:
| Criteria | Manual Email Marketing | Email automation |
|---|---|---|
| Sending Time | Dependent on staff | Instant (Real-time) |
| Personalization Capability | Low (Mass identical sends) | High (Based on behavior, data) |
| Management Scale | Under 500 contacts | Unlimited |
| Accuracy | Prone to human error | Absolutely accurate |
| Cost efficiency | Labor-intensive | Optimized operating costs |
Real examples and lessons
- Example 1: A fashion store chain in Ho Chi Minh City applied Email automation to send birthday discount codes. The result was a 20% monthly revenue increase thanks to returning customers.
- Example 2: A B2B software company used an automated onboarding email sequence. Customer churn rate dropped from 10% to 3% after 3 months.
- Lesson: Don't wait until you have perfect data to start. Implement from the simplest scenarios today.
Expert advice: Start with clear goals for each automation campaign. Don't try to do everything at once.
2. 5-Step Process to Build a Standard Email Automation Strategy

Step 1: Collect and Classify Customer Data
Data is the most important input material for Email automation. You need to collect emails from multiple sources like websites, landing pages, or offline events. However, quantity is not as important as data quality.
Classify customers right from the start into specific groups (segments). For example: potential customers, purchased customers, VIP customers. This ensures messages sent are always relevant to each audience.
Use custom fields to store preferences, birthdate, purchase history. The more detailed data, the higher the personalization capability. This is the solid foundation for every successful campaign.
Step 2: Build Customer Journey Map
You need to map out the customer journey when interacting with the brand. At each touchpoint, Email automation what role will it play? What is the goal of each email in the sequence?
Identify key triggers. That could be when they sign up for newsletters, abandon cart, or don't open mail for 30 days. Scenarios must closely follow customer psychology at that moment.
Don't complicate the journey from the start. Begin with basic flows and expand gradually. The key is to ensure logic and seamlessness in the experience.
Step 3: Create Engaging and Valuable Email Content
Content is still king, even in Email automation. The email subject line determines whether the customer opens the email or not. The content inside determines whether they click the link or not.
Write as if conversing 1-1 with the customer. Avoid overly formal language or salesy tone. Provide real value instead of just pushing sales.
Harmoniously combine text and images. However, note that many email softwares block image display by default. Thus, pure text must still convey the full message.
Step 4: Set Up Technical and Automation Rules
This is when you bring the script to the tool Email automation. Set up tight logic rules (If/Then). If the customer opens email A, send email B; if not opened, send email C.
Carefully check send time settings (delay). Don't send bombardingly to annoy customers. Email frequency needs careful consideration based on industry.
Ensure Sender Name is a real person's name or reputable brand. This increases trust and reduces spam folder rate.
Step 5: Monitor, Analyze and Optimize (A/B Testing)
No campaign Email automation is perfect from the start. You need to continuously monitor metrics like Open Rate, Click-through Rate (CTR). Data will tell you where the bottlenecks in the process are.
Conduct A/B Testing regularly on subject lines, content, or CTA buttons. Test one element at a time to pinpoint the exact cause of result changes. This is the only way to improve performance over time.
DPS.MEDIA experts recommend that you periodically check the email list. Remove dead emails or non-engagers to protect domain reputation.
Checklist of Essential Elements
- Define clear goals for each workflow.
- Ensure clean input data and legally compliant permissions.
- Design mobile-friendly email templates compatible with all devices.
- Install tracking code to measure website conversions.
- Prepare backup content for branching scenarios.
- Thoroughly test (Test send) before activating the live system.
| Period | Main Action | Suggested support tools |
|---|---|---|
| Collect Leads | Create Forms, Pop-ups, Landing Pages | OptinMonster, Elementor |
| Nurture | Send valuable article series, Ebooks | ActiveCampaign, Mailchimp |
| Convert | Send discount codes, Product demos | HubSpot, GetResponse |
| Post-sale care | Surveys, Upsells, Referrals | Klaviyo, SendGrid |
Important note: Always comply with anti-spam regulations and privacy protection when collecting data.
3. Profitable Email automation scenarios for SMEs

Welcome Email Series
This is the first and most important impression with new customers. Email automation welcome emails often have the highest open rates, up to 50-80%. Don't waste this opportunity just to say “Hello”.
Introduce your brand story in an engaging way. Guide them on the next steps to use the product or service. You can also give a small gift to create immediate goodwill.
A standard Welcome Series usually consists of 3 emails. Email 1: Welcome & Gift. Email 2: Core value introduction/Story. Email 3: Suggest best-selling products/Social proof.
Abandoned Cart Recovery Email Series
Over 70% of carts are abandoned without payment. The Email automation script helps you recover seemingly lost revenue. This is a must-have tactic for E-commerce businesses.
Send the first reminder email 1 hour after the customer leaves. Second email after 12-24 hours, possibly with a small discount code or free shipping. Third email after 48 hours creating scarcity or notifying upcoming hold expiration.
Content should tap into fear of missing out (FOMO) psychology or address customer concerns. Sometimes they just forget or encounter payment errors; a gentle reminder is enough.
Re-engagement Email Series for Old Customers
The cost of acquiring new customers is 5-7 times more expensive than retaining old customers. Email automation Helps you awaken long-inactive customers. Don't let your email list “hibernate” for too long.
Send a check-in email with a curiosity-inducing subject like “We miss you!”. Suggest newly updated products matching their past preferences. Or simply ask for feedback to improve service.
If they still don't respond after this series, boldly remove them from the list. This improves overall engagement rates and saves mailing costs.
Birthday/Event Congratulations Email Series
This is the form Email automation with the highest personalization. Everyone likes to be cared for on their special day. A sincere wish accompanied by an exclusive offer will score absolute points.
Set up to send email 3-5 days before birthday for shopping time. Content should be cheerful, warm, and not overly sales-pressured. This is a great way to build emotional connection.
Real examples and data
- Example 1: A cosmetics brand sends skincare guide emails 7 days after a customer buys moisturizer. The rate of customers returning to buy more serum increased by 35% thanks to timely useful content.
- Example 2: An online course website uses Email automation to remind students to complete lessons. Course completion rate increased from 20% to 65%.
- Data: Automated email series generate 320% revenue compared to regular promotional emails (according to industry reports).
| Scenario Type | Average Open Rate | Average Click Rate | Main Objective |
|---|---|---|---|
| Welcome Email | 50% – 80% | 15% – 25% | Build trust, Brand Awareness |
| Abandoned Cart | 40% – 45% | 10-15% – 15-15% | Recover lost revenue |
| Upsell/Cross-sell | 35% – 40% | 8% – 10% | Increase order value (AOV) |
| Re-engagement | 15% – 20% | 2% – 5% | Clean list, rekindle relationships |
Little tip: Combine time-limited discount codes in automated emails to drive faster action.
4. Tools and platforms powerfully supporting Email automation

Criteria for selecting suitable tools
The current market has hundreds of supporting tools Email automation. Choosing the wrong tool can be costly and waste time on future switches. Consider carefully based on scale and actual needs.
First is ease of use (User Interface). If you're not tech-savvy, choose tools with intuitive drag-and-drop interfaces. Integration with CRM or your current website is also very important.
Cost factors also need to be calculated according to growth roadmap. Some tools are free initially but fees increase rapidly as subscribers grow. Carefully review pricing for milestones like 5,000, 10,000 emails.
Top popular tools in Vietnam
Mailchimp: “The giant” in the industry with a friendly interface, suitable for beginners. However, automation features in the free plan are quite limited. Costs for premium plans are not cheap at all.
GetResponse: Very popular in Vietnam thanks to good Vietnamese support. Features Email automation of GetResponse are very powerful and intuitive. It also includes built-in Landing Page and Webinar.
HubSpot: Comprehensive solution for large businesses wanting to combine CRM. Extremely deep automation capabilities but quite expensive. This is a choice for professional marketing teams.
Mautic: Open source for units wanting to self-host data. Software cost is 0 but requires technical knowledge to install the server. Suitable for tech companies or agencies.
Multi-channel integration (Omnichannel)
Email automation should not stand alone. Combine it with other channels like SMS, Zalo ZNS or Facebook Messenger. When customers don't open the email, the system can automatically send reminder messages via Zalo.
Multi-channel coordination creates a seamless experience for customers. However, avoid spamming customers on every front. Choose the communication channel customers prefer most.
Based on deployment experience Digital Marketing solutions at DPS.MEDIA, synchronizing data between channels is the biggest challenge. You need a strong CDP (Customer Data Platform) or CRM system as the center.
Notes on sending techniques (Deliverability)
No matter how great the tool is, if emails go to Spam, it's meaningless. Pay attention to technical metrics like DKIM, SPF, DMARC. These are “ID cards” for email service providers (ISP) to recognize you as a reputable sender.
Use a dedicated IP address if you send large volumes of mail monthly. This helps you control your own sending reputation, not affected by other bad users on the same server.
Tool selection checklist
- Intuitive interface, easy drag-and-drop operation (Visual Builder).
- Detailed, easy-to-understand reporting system (Analytics).
- Deep customer segmentation capability (Advanced Segmentation).
- Support for A/B Testing on automation flows.
- Fast support team (prioritize support in Vietnam).
- API integration capability with other systems.
Advice: Register for a trial of at least 3 tools before committing to an annual package.
5. Deadly mistakes to avoid when doing Email automation

Buying and selling floating email lists
This is the shortest path to destroying your brand. Sending Email automation to people who do not agree to receive is illegal and unethical. Spam complaint rates will skyrocket, putting your domain on the blacklist.
Purchased lists often have very low quality. Most are dead emails or unsuitable audiences. You're throwing money out the window to email people who will never buy.
Build lists (List Building) organically. Slow and steady, voluntary subscribers are true potential customers. Quality always matters more than quantity.
Poor content, lacking personalization
Don't send dry emails like a soulless machine. Customers know which are automated and which are written with heart. Using Email automation does not mean you are allowed to be lazy in content creation.
A common mistake is just replacing the name (First Name) and calling it personalization. True personalization must be context-based. Content must directly relate to their issues.
Don't spam promotions continuously. Follow the 80/20 rule: 80% content shares value and knowledge, and only 20% content is sales-oriented. Become an expert in customers' eyes before becoming a salesperson.
Skip the interface on mobile devices
According to HubSpot statistics, over 60% of emails are opened on mobile devices. If your email layout breaks, text is too small or buttons are not responsive on phones, customers will delete immediately.
Always check display on multiple screen sizes before activating the sequence Email automation. Single-column design usually displays best on mobile. Keep everything simple and easy to read.
Not updating and maintaining the system
Many businesses set it up and then “abandon it”. The market changes, customer behavior changes, and your system needs updates too. A script that was effective last year may be outdated this year.
Review the entire process quarterly. Check if links are still working, images are not broken. Sometimes a small technical error can disrupt an entire major campaign.
Always comply with privacy protection laws and allow customers to Unsubscribe easily. Hiding the unsubscribe button only makes customers annoyed and mark you as Spam faster.
| Mistake | Consequences | Troubleshooting |
|---|---|---|
| Frequent spam | Customers Unsubscribe, Report Spam | Reasonable sending intervals |
| Clickbait, deceptive subjects | Loss of trust, declining open rates | Honest, straight to the point |
| Forget Call-to-Action (CTA) | Customers read but don't know what to do | Clear, prominent, unique CTA |
| No data segmentation | Irrelevant content | Thorough segmentation from the start |
Example of failures to avoid
- Case: A real estate company sends emails promoting luxury apartments to students who just registered to download documents. Result: Unsubscribe rate up to 51% after just 1 email.
- Cause: Wrong audience classification and lack of understanding of customer personas.
- Lesson: Email automation is a double-edged sword if the input data is inaccurate.
Conclusion of this section: Automation is to serve humans better, not to completely replace the human element. Keep the “human touch” in every email sent.
Conclusion

Deployment Email automation is a strategic step that helps Vietnamese businesses break through in a fiercely competitive context. It not only helps optimize revenue but also builds sustainable relationships with customers. A good automation system is like an elite sales army operating 24/7.
However, the tool is just a means; strategic thinking is the deciding factor. Don't get too caught up in technology and forget the core is the value delivered to users. Start small, measure carefully, and optimize continuously.
Hope that the lessons from over 100 real campaigns shared by DPS.MEDIA will give you a clearer perspective. Don't hesitate, start building your first email sequence for your business today. Success always comes to those who dare to change and apply new technology.
Key points to remember:
- Email automation helps save costs and increase long-term ROI.
- Customer data is the most valuable asset, needs thorough classification.
- Personalizing content is the key to increasing conversion rates.
- Choose tools suitable for business scale and budget.
- Always measure, A/B test, and optimize periodically.
- Avoid buying/selling data and spamming customers.
- Combine multi-channel for seamless customer experience.
If you're having trouble setting up the system or need in-depth strategic advice, don't hesitate to seek support from experts. Wishing you brilliant success with upcoming campaigns!


