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Email Automation: Lifecycle Flows and Deliverability

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Email Automation: Lifecycle Flows and Deliverability

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Design automated lifecycle email journeys using customer behaviour data

  • Configure email authentication and improve sender reputation

  • Build multi-step drip campaigns with segmentation and personalization

  • Analyse and optimize email automation performance using testing

Details to know

Shareable certificate

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Recently updated!

April 2026

Assessments

16 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Email Marketing Mastery -From Strategy to AI Automation Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

Learn how to design and automate email campaigns that improve customer engagement, retention, and deliverability. In this practical email marketing automation course, you will build lifecycle-based workflows, manage sender reputation, and optimize campaigns using data-driven strategies and modern tools.

In Module 1, you will begin by understanding lifecycle email marketing and how automated journeys support customer acquisition and retention. You will map customer stages and design flows such as welcome, nurture, and reactivation campaigns aligned with user intent. Next, you will focus on deliverability and sender reputation. You will learn how to configure SPF, DKIM, and DMARC, apply IP warm-up strategies, and maintain list hygiene to ensure consistent inbox placement and campaign performance. You will then design automated journeys using tools like Mailchimp, Klaviyo, and HubSpot. This includes building multi-step drip campaigns with segmentation, conditional logic, and dynamic content while tracking performance through analytics dashboards. Finally, you will apply testing and optimization techniques such as A/B testing, inbox diagnostics, and workflow analysis to continuously improve automation results. By the end, you will: • Design automated lifecycle email journeys and workflows • Build segmented subscriber lists using ethical practices • Create multi-step drip campaigns with personalization • Run A/B tests and analyse campaign performance • Optimize email automation using data and deliverability insights This course is ideal for: • Beginners learning email marketing automation • Digital marketers improving campaign performance • Entrepreneurs managing customer engagement workflows • Marketing students building practical automation skills Start creating automated email campaigns and grow your marketing skills with confidence. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored by, or officially associated with any company, organization, or certification body unless explicitly stated. The content provided is based on industry knowledge and best practices but does not constitute official training material for any specific employer or certification program. All company names, trademarks, service marks, and logos referenced are the property of their respective owners and are used solely for educational identification and comparison purposes.

This module builds the foundation for understanding how email automation supports every stage of the customer journey. Learners explore the role of lifecycle marketing within modern retention strategies and discover how automation drives timely, relevant communication. The module begins by introducing career pathways in email automation, emerging tools, and the growing impact of AI in retention marketing. It then guides learners through mapping customer journeys from awareness to loyalty, identifying behaviour patterns, and aligning messaging with intent. Through structured lessons, students examine essential flow types—welcome, nurture, cart abandonment, win-back, and reactivation—while learning how behavioral triggers and data signals initiate each sequence. The module concludes with practical instruction on building lifecycle blueprints, visualizing automation paths, and ensuring each flow supports customer needs at the right moment. By the end of Module 1, learners will have a clear understanding of lifecycle strategy and the foundational flows that power effective email automation programs.

What's included

10 videos5 readings4 assignments1 discussion prompt1 plugin

10 videosTotal 74 minutes
  • Introduction to the Course3 minutes
  • Automation in the Modern Marketing Stack9 minutes
  • Roles and Skills in Email Automation10 minutes
  • Emerging Tools and AI in Lifecycle Marketing8 minutes
  • Mapping the Customer Journey7 minutes
  • From Awareness to Loyalty8 minutes
  • Lifecycle Goals and KPIs7 minutes
  • Behavioral Triggers and Data Signals10 minutes
  • Common Automation Sequences8 minutes
  • Aligning Email Goal with Business Objectives3 minutes
5 readingsTotal 60 minutes
  • Syllabus10 minutes
  • Glossary5 minutes
  • The Rise of Automation in Retention Marketing15 minutes
  • How Lifecycle Marketing Drives Retention15 minutes
  • Effective Triggers Across Customer Journeys15 minutes
4 assignmentsTotal 105 minutes
  • Career Scope in Email Automation15 minutes
  • Understanding Lifecycle Marketing15 minutes
  • Key Automation Flows and Triggers15 minutes
  • Lifecycle Email Fundamentals60 minutes
1 discussion promptTotal 5 minutes
  • Which lifecycle email should you automate first?5 minutes
1 pluginTotal 5 minutes
  • Quick Course Check-In5 minutes

This Module provides a practical, technical deep dive into how to ensure automated emails consistently reach the inbox. Learners begin by understanding the fundamentals of email authentication, including how SPF, DKIM, and DMARC work together to verify sender identity and protect domain reputation. The module then explores the key factors that influence sender reputation—engagement signals, list quality, complaint rates, and sending patterns—along with step-by-step guidance on IP and domain warm-up strategies. Students also learn how to identify and avoid common spam triggers through optimized content, cleaner HTML, and trustworthy sending practices. The module concludes with inbox placement testing, allowing learners to analyze deliverability reports, diagnose issues, and implement corrective actions. By the end of this Module, learners will be equipped with the technical skills and diagnostic frameworks needed to maintain strong deliverability, protect reputation, and ensure that automated campaigns reliably land in the inbox.

What's included

7 videos3 readings4 assignments1 plugin

7 videosTotal 57 minutes
  • Understanding Email Authentication9 minutes
  • Authentication Troubleshooting10 minutes
  • What Affects Sender Reputation8 minutes
  • IP and Domain Warm-Up6 minutes
  • Common Spam Triggers9 minutes
  • Content Optimization for Deliverability7 minutes
  • Inbox Placement Testing9 minutes
3 readingsTotal 45 minutes
  • Authentication Setup Guide for Marketers15 minutes
  • Maintaining a Healthy Sender Reputation15 minutes
  • Deliverability Auditing Techniques15 minutes
4 assignmentsTotal 105 minutes
  • Email Authentication Essentials15 minutes
  • Reputation and Warm-Up Best Practices15 minutes
  • Avoiding Spam Filters15 minutes
  • Deliverability and Sender Reputation60 minutes
1 pluginTotal 5 minutes
  • Building Email Authentication & Deliverability: Complete Coursera Plugin Development5 minutes

This module focuses on the practical skills required to design, build, and manage automated email journeys across major marketing platforms. Learners begin by comparing leading ESPs such as Mailchimp, Klaviyo, and HubSpot, gaining an understanding of their workflow capabilities, components, and best-use cases. The module then guides learners through constructing multi-step campaigns using branching logic, conditional paths, and dynamic content to personalize messages based on user behavior. Students also learn how to manage workflow timing, ensuring that delays, triggers, and message cadences support engagement rather than overwhelm subscribers. The final lessons emphasize measuring performance using analytics dashboards, identifying the right success metrics, and troubleshooting underperforming flows. By the end of this Module, learners will be able to build platform-agnostic automation systems, personalize journeys at scale, and validate performance through data-driven insights.

What's included

9 videos3 readings4 assignments1 discussion prompt

9 videosTotal 77 minutes
  • Comparing ESPs (Mailchimp, Klaviyo, HubSpot)7 minutes
  • Key Workflow Components8 minutes
  • Platform-Specific Best Practices10 minutes
  • Building Conditional Logic8 minutes
  • Adding Dynamic Content10 minutes
  • Managing Workflow Timing9 minutes
  • Defining Success Metrics8 minutes
  • Using Analytics Dashboards9 minutes
  • Troubleshooting Underperforming Flows9 minutes
3 readingsTotal 35 minutes
  • Choosing the Right ESP for Automation15 minutes
  • Creating Advanced Multi-Step Journeys15 minutes
  • Case Study5 minutes
4 assignmentsTotal 105 minutes
  • Overview of Automation Tools15 minutes
  • Creating Multi-Step Campaigns15 minutes
  • Measuring Flow Effectiveness15 minutes
  • Building Automated Journeys Across Platforms60 minutes
1 discussion promptTotal 5 minutes
  • How would you build a “smart” journey in any ESP?5 minutes

This Module equips learners with the skills to diagnose, test, and optimize automated email journeys for long-term performance. The module begins with inbox placement testing, covering how to use seed lists, analyze deliverability reports, and identify issues that cause messages to land in spam. Learners then explore workflow QA techniques, including validating triggers, reviewing time delays, and identifying common automation logic errors that disrupt customer journeys. The module moves into optimization strategies, showing how to run iterative A/B tests, interpret engagement data, and refine workflows for improved retention and conversions. Students also learn how to scale automations responsibly while maintaining deliverability and subscriber trust. By the end of this Module, learners will know how to continuously monitor flow performance, troubleshoot deliverability gaps, and implement improvement cycles that keep automated email programs effective and resilient over time.

What's included

10 videos3 readings4 assignments1 plugin

10 videosTotal 79 minutes
  • Using Seed Lists for Testing7 minutes
  • Analyzing Deliverability Reports8 minutes
  • Resolving Spam Placement Issues10 minutes
  • Testing Automation Logic9 minutes
  • Time Delay and Trigger Validation9 minutes
  • Common QA Mistakes8 minutes
  • Iterative Testing for Better Results9 minutes
  • Leveraging Engagement Data11 minutes
  • Scaling Automations for Growth6 minutes
  • Course Closure - Gratitude !3 minutes
3 readingsTotal 45 minutes
  • Deliverability Testing Frameworks15 minutes
  • Quality Assurance for Automated Workflows15 minutes
  • Continuous Optimization Strategies15 minutes
4 assignmentsTotal 105 minutes
  • Inbox Testing and Spam Audits15 minutes
  • Workflow Testing and QA15 minutes
  • Optimization and Continuous Improvement15 minutes
  • Troubleshooting, Optimization, and Testing60 minutes
1 pluginTotal 5 minutes
  • Email Automation Mastery: Diagnostics & Performance5 minutes

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Frequently asked questions

This course teaches you how to design, implement, and optimize automated email journeys across the customer lifecycle. You will learn lifecycle strategy, email automation workflows, drip campaigns, authentication setup (SPF, DKIM, DMARC), deliverability optimization, and performance analytics using modern tools.

Yes. The course begins with lifecycle email fundamentals and gradually progresses to advanced topics like sender reputation, inbox placement diagnostics, and AI email automation. No prior technical experience is required.

Yes. You will design structured drip email campaigns such as welcome series, nurture flows, cart abandonment sequences, reactivation campaigns, and loyalty journeys using behavioral triggers and segmentation.

Yes. A full module is dedicated to email deliverability. You will configure SPF, DKIM, and DMARC, implement IP warm-up strategies, identify spam triggers, and conduct inbox placement testing.

The course introduces best email marketing tools such as Mailchimp, Klaviyo, and HubSpot. You will learn workflow building, segmentation, dynamic content, and analytics within these platforms.

Yes. The course explains how AI supports lifecycle marketing, including predictive segmentation, send-time optimization, and automated personalization.

No coding is required. All workflows are built using visual automation builders and marketing dashboards commonly used in the industry.

The total estimated duration is approximately 16 hours, including video lessons, readings, AI dialogues, practice quizzes, and graded assessments.

Yes. The course covers career scope, required skills, tools used in professional environments, and performance measurement methods relevant to roles such as Email Marketing Specialist or Lifecycle Automation Manager.

Yes. Each module includes practice quizzes after videos and a graded quiz with 15 questions to evaluate applied understanding.

Yes. You will track open rates, click-through rates, engagement trends, retention metrics, and customer lifetime value using analytics dashboards.

Yes. Automation workflows are designed for both SaaS and direct-to-consumer models, including onboarding, subscription, and retention-focused journeys.

Yes. After completing all modules and graded quizzes, you will receive a certificate that can be added to your professional profile.

Yes. The course provides practical frameworks that entrepreneurs can immediately implement to improve customer engagement and retention through email automation.

Yes. You will learn consent-based list growth, data hygiene practices, and compliance principles relevant to modern email marketing standards.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,