Essential email automations: the five flows to set up first
The five automated flows to start with: welcome, abandoned cart, post-purchase, win-back and birthday emails.
Valid consent, double opt-in, lead magnets and list cleaning: a practical guide to a subscriber base you can actually use.
To build an email list that complies with GDPR, collect addresses only from people who sign up themselves through a clear form. Say what they will receive and how often, never pre-tick the consent box, and confirm each subscription by email (double opt-in). Keep proof of consent, offer one-click unsubscribing and clean out inactive contacts regularly. Never buy lists.
This article is for information only and is not legal advice. The exact rules depend on your business, your country and your type of recipient. For your own situation, check with a lawyer or a data protection officer (DPO).
A valuable email list is not the biggest one, but the one made up of people who are waiting for your messages. Legally, both the General Data Protection Regulation (EU) 2016/679 and the rules on electronic communications (the ePrivacy Directive, implemented in Romania by Law 506/2004) rest on the same idea: you do not send marketing messages to people who did not ask for them.
Consent is generally considered valid when it is freely given, specific, informed and unambiguous. In practice that comes down to four simple things. The person takes a clear action, such as ticking a box or pressing a button. They know exactly what they are signing up for. They can say no without losing access to something else they need. And they can withdraw as easily as they joined.
There is a purely practical reason to do it properly from day one. Addresses collected the right way tend to bring better engagement, fewer spam complaints and a healthier sending reputation. A list inflated with addresses gathered in a hurry often ends up in the spam folder, and it can damage delivery to your good subscribers as well.
Consent is a person’s agreement to receive marketing messages, given through a clear action. Single opt-in means an address joins the list as soon as the form is submitted. Double opt-in means the person then receives an email with a confirmation link, and the address is activated only after they click.
A lead magnet is a free piece of content offered in exchange for an email address: a guide, a template, a checklist, a discount. Segmentation splits subscribers into groups by interest or behaviour so each group gets relevant messages. List hygiene is the regular removal of invalid addresses, inactive contacts and people who have asked to unsubscribe.
GDPR does not explicitly demand double opt-in in every situation, but it is one of the best ways to prove that an address really belongs to the person who signed up. And proof matters: if a subscriber or a regulator asks, you must be able to show when, where and for what that person subscribed.
The process below works for an online shop, a clinic, a service company or a blog. The steps are the same; only the offer changes.
For step 6 you can add UTM parameters to the links that lead to your forms. The UTM link builder in our Lab helps you write them consistently, so you can later see which channel brings in your best subscribers.
The form is where consent is won or lost. The text next to the button should be readable by someone in a hurry, on a phone, without leaving any doubt.
Here is an example of acceptable wording (adapt it to your company): “I would like to receive weekly email tips about online marketing from [Company name]. I can unsubscribe at any time. See our privacy policy for details.”
For existing customers, the electronic communications rules allow, under certain conditions, promotion of products or services similar to those already bought, provided the customer was offered the chance to refuse when the address was collected and in every message. The conditions are strict, so check this route with a lawyer before relying on it.
A good lead magnet solves a small, specific problem straight away. An 80-page guide goes unread; a one-page checklist gets used the same day. Choose the offer according to what you sell, not according to what looks attractive.
| Type of offer | Best suited to | Advantage | Watch out for |
|---|---|---|---|
| Checklist or template | Services, B2B, consulting | Quick to make, used immediately | Must be genuinely useful, not a list of obvious points |
| First-order discount code | Online shops | Converts readers who are close to buying | Can attract bargain hunters; track what they buy afterwards |
| Email mini-course | Education, health, personal finance | Builds trust over a few days | Takes writing effort and an automated sequence |
| Calculator or tool | Any niche with numbers | Attracts people with clear intent | Needs development; promise only what the tool can deliver |
| Regular newsletter | Blogs, communities, content-led brands | A long-term relationship | Needs a publishing rhythm you can sustain |
Imagine an accounting practice. Instead of a vague “subscribe for updates”, it offers a printable tax calendar in exchange for an email address. The people who download it are exactly those interested in accounting services, so the list stays relevant.
Segmentation is how you send fewer messages that fit better. You do not need complicated profiles; a few simple criteria are enough at the start.
Follow the principle of data minimisation: collect only what you will actually use. If you have no plan for dates of birth, do not ask for them. Also, if you segment on behaviour (clicks, pages visited), say so in your privacy policy. As the list grows, segments become the foundation of the essential email automations: welcome series, abandoned cart, win-back.
Lists decay over time. People change addresses, lose interest and mark messages as spam. Without cleaning, your metrics slip gradually and your emails reach the inbox less and less often.
Mind one technical detail as well. Since 2021, some email apps (Apple Mail, through its Mail Privacy Protection feature) load images automatically, which can inflate open rates artificially. Use clicks and replies as more reliable signals. For delivery, set up SPF, DKIM and DMARC correctly on your sending domain. Gmail, Yahoo and Outlook apply stricter rules to bulk senders (above roughly 5,000 messages a day to their users): authentication with SPF, DKIM and DMARC, one-click unsubscribe and a spam complaint rate kept below 0.3%. The details change, so check current requirements in the providers’ own documentation.
When we set up a list for a client, we start with the consent flow, not the newsletter design: form, confirmation email, welcome message and unsubscribe page. Only then do we think about segments and automations. We record the source of every sign-up and keep the history somewhere it can be exported.
We do not promise the number of subscribers you will have after a month; that depends on the offer, the traffic and the niche. What we can promise is a sound foundation to build on. If you would like help, see our email marketing and automation service or write to us on the contact page. For the data collected through your website, it is also worth reading the guide to GDPR and cookies on your website.
GDPR does not explicitly require double opt-in in every situation. However, you must be able to demonstrate consent, and email confirmation is one of the simplest ways to show that an address belongs to the person who signed up. In some countries it is widely regarded as standard practice, so it is a prudent choice.
Sometimes, but only under strict conditions: usually for products or services similar to those already bought, provided the customer was given a chance to refuse when the address was collected and in every message. The exception does not cover every campaign. To be safe, check with a lawyer and, if in doubt, ask for separate consent.
GDPR sets no single period; it says data may be kept only as long as necessary for the stated purpose. In practice, define an internal rule (for example, removing inactive contacts after a set time), write it in your privacy policy and apply it consistently. If someone asks for deletion or withdraws consent, act without delay.
Receiving a business card does not mean the person asked for your newsletter. You may reply to that contact, but for adding someone to a marketing list it is better to send an invitation with a sign-up option. Rules for business addresses differ by country and context, so confirm with a specialist.
Send a short re-engagement campaign with an honest message and a single button (“Keep me on the list”). Anyone who does not react after one or two attempts can be removed from your marketing lists. A smaller, active list improves delivery and shows you more clearly what works.
It is not advisable. People on purchased lists have not consented to your communications, so you risk complaints, a blocked domain and legal trouble. Build the list organically instead: a website form, a lead magnet, sign-up pages and paid campaigns that lead to them. It grows more slowly, but it stays yours and can be used with confidence.
Laborator
Lab tools that help you put this guide into practice.
Blog
The five automated flows to start with: welcome, abandoned cart, post-purchase, win-back and birthday emails.
What to check for GDPR on your website: cookie banner, forms, policies and third-party tools such as maps and fonts.
Length, preheaders, spam filters and testing, with good and bad examples and the effect of Apple Mail Privacy Protection on opens.
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