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Common Automation Mistakes (and How to Avoid Them) in Your Digital Product Business

by Julie | Dec 6, 2024

Let’s face it: running a digital product business can feel like juggling a dozen things at once. That’s why automation is such a lifesaver. It gives you time to focus on the big picture while handling those repetitive tasks for you. But here’s the catch: if you don’t set it up right, automation can cause more problems than it solves.

Sound familiar? Don’t worry, you’re not alone. Let's dive into the most common automation mistakes and, more importantly, how to avoid them. By the end, you’ll have a clear roadmap to build automations that truly work for your business.

Tablet displaying automation icons for digital product business

1. Over-Automating Before Understanding Your Audience

Automation is exciting, but jumping in headfirst without knowing your audience is like throwing darts in the dark. If you don’t know what they need, how can you build something that resonates?

A green box with the text "GET TO KNOW YOUR AUDIENCE FIRST" above three blue boxes with arrows in between them. The boxes read "SURVEYS," "FEEDBACK ANALYSIS," and "SURVEYS."

Start by learning about your audience. What are their pain points? How do they prefer to communicate? Use surveys or even casual polls on social media to gather insights. Once you have a clear picture, your automation will feel less robotic and more like a personalized assistant.

2. Failing to Personalize Messaging

We’ve all received those “Dear Customer” emails that go straight to the trash. The truth is, automation doesn’t have to feel robotic. Adding a personal touch can make your messages stand out.

Here’s how:

  • Segment Your Audience: Group people based on their actions—like signing up for a webinar or downloading a free guide. Your audience should not be a one size fits all approach.
  • Use Smart Merge Tags: Instead of “Hi [Name],” try “Hi [Name], we noticed your interested in [Product], here’s [an offer] just for you."

When you get personalization right, it feels like a real conversation, not just another email blast.

When you get personalization right, it feels like a real conversation, not just another email blast.

3. Sending Too Many Messages (or Too Few)

Ever felt bombarded by emails from a brand? Or maybe you forgot about one because they never followed up? Finding the perfect balance is crucial.

The trick is to match your message frequency to your customer’s journey.

For example:

  • New Subscribers: Send a welcome series of 3-5 emails over the first week.
  • Long-Term Engagement: Transition to weekly or bi-weekly updates that provide value, like tips or exclusive offers.

It’s about staying top-of-mind without overwhelming your audience.

4. Ignoring the Importance of Testing

Imagine spending hours on an email campaign, only to realize the links are broken or the subject line doesn’t display correctly. Frustrating, right? That’s why testing is non-negotiable. Trust me, even the pro's make mistakes so don't miss this step.

A clipboard with a document titled "AUTOMATION TESTING 101" and a silver pen resting on it

Before hitting “send,” take these steps:

  • Preview your messages on both desktop and mobile.
  • Test all links to ensure they lead to the right pages.
  • Send a test email to yourself or a colleague to catch any typos.

Testing might feel tedious, but it’s the difference between a smooth experience and a frustrating one for your audience.

5. Automating Without a Clear Goal

Let’s talk about the “why” behind your automation. Without a clear purpose, automation becomes just another task on your to-do list—one that might not move the needle for your business. Every automation should serve a specific objective, whether it’s nurturing leads, driving sales, or turning casual customers into loyal fans.

Think of it like this: automation is a tool, not the endgame. To make it effective, you need to define exactly what you want to achieve.

For instance:

  • Goal: Keep your audience engaged until they’re raving fans of your brand.
  • Solution: Create a sequence that sends a value-packed follow-up email within 24 hours of their first interaction. Then, 48 hours later, offer them something exclusive—like a discount, bonus content, or an insider tip.

When your automation is tied to clear goals, it’s easier to measure its impact. Plus, you can tweak it over time to make sure it’s working as hard as you are.

6. Neglecting Follow-Ups

Ever had a potential customer who seemed interested but just didn’t take the next step? Follow-ups are your secret weapon.

For example, if someone downloads your eBook, don’t stop there. Send them a follow-up email like:

  • “Hi [Name], Still wanting to (name the pain the e-book is alleviating)?  If you’re still looking to (name the promise of working with you), then (put your Call To Action [CTA])."

It’s about keeping the conversation going in a way that feels authentic, not pushy.

Conclusion

Automation doesn’t have to be complicated, but it does need to be thoughtful. By avoiding these common mistakes, like skipping personalization, overloading your audience, or failing to test, you can create systems that truly resonate.

So, what’s next? Start with one small automation today. Whether it’s a welcome or follow-up email, build it with intention, test it, and watch the magic happen.

With the right approach, automation won’t just save you time; it’ll help your business grow faster than ever.

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