Welcome to your complete guide to automating email marketing. By combining our built-in email platform (RogMail) with AI-driven content generation and targeted Lead Lists, you can run sophisticated, automated email campaigns without needing any third-party tools.

How Automated Email Marketing Works

Your email automation workflow connects several powerful tools in the platform to seamlessly find prospects, generate content, and track engagement.

flowchart TD
    A["Lead Lists (Audience)"] --> C["RogMail (Sending Platform)"]
    B["Genius Mode (AI Content)"] --> C
    C --> D["Subscriber Inboxes"]
    D --> E["Performance Analytics"]

Step 1: Build Your Audience

Before sending emails, you need an audience. Lead Lists let you build targeted lists of potential clients or contacts based on specific criteria. This is perfect for sales prospecting, campaign targeting, or agency business development.

1. 1

   Open the Lead List Builder

   Navigate to Lead Lists in the main menu and click + New Lead List. Give your list a descriptive name (e.g., "Mid-Size Tech Companies in Texas").

2. 2

   Define your target criteria

   Use the available filters to narrow down your ideal prospects.

   Filter	Examples
   Industry	Healthcare, Manufacturing, Technology
   Company size	1–10 employees, 50–200 employees, 500+
   Location	City, state, region, country
   Job title / Role	CEO, HR Director, Marketing Manager
   Revenue range	Under $1M, $1M–$10M, $10M+

3. 3

   Preview and build

   Click Preview Results to see how many contacts match your criteria. Adjust your filters until you have a manageable list size, then click Build List.

Step 2: Configure RogMail

RogMail is your built-in sending layer. It handles list management, automated scheduling, one-time campaigns, and compliance (like CAN-SPAM and GDPR).

Before sending your first AI-generated newsletter, you must configure your sender settings.

1. 1

   Authenticate your domain

   Go to RogMail → Settings → Domain Authentication. Enter your sending domain (e.g., youragency.com). We will provide DNS records for you to add to your domain registrar. This step is critical to ensure your emails don't land in the spam folder.

2. 2

   Set your sender information

   In RogMail → Settings, configure your From Name (e.g., "Haley Marketing") and From Email (e.g., newsletter@youragency.com).

3. 3

   Configure your email footer

   Set up your company name, website URL, logo, and physical address.

Step 3: Automate Content with AI

You don't have to write your newsletters from scratch. Genius Mode uses your established marketing strategy to automatically generate highly relevant email content.

When generating content, the AI reviews your:

• Active Goals: What you're trying to achieve (e.g., lead generation).

• Quarterly Plan: Your current topic priorities.

• Target Audiences: The specific pain points of the people on your Lead Lists.

Because the AI is tied directly to your Strategy settings, the content it drafts for your RogMail campaigns is always on-brand and strategically aligned. You simply review and approve the content before it gets scheduled for delivery.

Step 4: Track Performance

Once your automated emails start sending, you can track their success alongside your other marketing efforts.

Navigate to Performance → Analytics to see a unified view of your marketing data. Here you can track:

• Email Engagement: Open rates, click rates, and unsubscribes directly from RogMail.

• Traffic Impact: How many website sessions and pageviews resulted from your email campaigns (requires Google Analytics integration).

• Content Effectiveness: Which specific newsletter topics drove the highest time-on-page and lowest bounce rates.

Frequently Asked Questions