Let’s Talk

We would love to hear from you. Want to know more about
our services or have any questions? Say Hi!

How to manage, scale, and automate your email campaign using Sitecore Send?

April 04, 2023
How to manage, scale, and automate your email campaign using Sitecore Send?
Maulik Dudharejia
Maulik Dudharejia
Digital Transformation Strategist

Email marketing is a very powerful way to drive conversions and to connect with your target audience. However, it can be quite a challenging task to manage and scale email campaigns, especially when your list of audience grows.

In this blog, we will understand you using Sitecore Send, you can manage, scale and automate your email marketing campaigns completely.

What is Sitecore Send?

Sitecore Send is an email marketing platform that allows you to automate your email marketing campaign. It is a part of the Sitecore Experience Cloud which is a suite of digital marketing tools that helps businesses in creating personalized customer experiences across multiple channels.

Sitecore Send has a drag-and-drop editor, advanced segmentation tools, and a feature that provides detailed reporting and analytics.

Here is how you can use Sitecore Send to manage, scale and automate your email marketing campaigns:

1. Email Campaigns that are targeted

Because of the advanced segmentation tools, you can create highly targeted and personalized email campaigns based on the audiences’ interests and behaviors. You can even segment the list based on a wide range of data such a demographics, engagement, website activity, online interactions, etc.

2. Improve results through automation

You can create email marketing campaigns that run on their own through automation provided by Sitecore Send. You can set up workflows that get triggered based on the customer’s behavior on your website or through their engagement with the emails.

Through this, you can save a lot of time and deliver more emails to your audience.

3. Optimize your email campaigns

You get detailed reports, insights and analytics to track the performance of each of your email campaigns. You can see exactly the number of people who open your emails, how many of them are clicking the links and converting towards your website.

This information can help you make informed decisions about how to improve your campaign and will enable you to drive conversions.

4. Compliance with data protection regulations

Sitecore Send has built-in tools to ensure you are compliant with regulations of data protection such as GDPR and CPPA among others. You can even create opt-in forms and manage the consent preferences to ensure that the customers who have provided you with permission are the only ones receiving emails from your campaigns.

5. Integration with Marketing tools

Another major feature is that you can integrate Sitecore Send with a variety of marketing tools including Sitecore XP, Salesforce, and Marketo. This allows you to build seamless digital experiences for your customers across multiple channels.

What are the benefits of Sitecore Send?

1. Pixel-perfect emails sent faster

Sitecore Send has a simple drag-and-drop feature which provides a very modern, no-code, editing experience to send emails faster.

2. Simple integrations in the ecosystem

You can easily integrate Sitecore Send with any commerce platform, website or CRM without having to be dependent on developers.

3. Customizable templates

You can increase your conversions and drive more traffic with customizable forms and templates. You even get customizable templates for every scenario for your landing pages.

4. Real-time analytics

Using the Sitecore Send, you can optimize your email marketing campaigns with live data as it provides advanced, real-time analytics.

5. Powered by AI

Sitecore Send is powered by AI. This means you can drive your sales and revenue by just identifying the prospective customers based on the purchasing patterns and their interests in various products.

6. Commerce automation

You can also conduct automated campaigns for your ecommerce platforms. You can run campaigns for carts that were left abandoned and even provide personalized product recommendations. This will surely help you in increasing the conversion as well as sales.

7. Customer understanding to build trust

Through Sitecore Send, you can break the list of contacts and recipients into endless number of segments based on the different criteria for highly relevant campaigns.

What are the challenges of email marketing that can be solved by Sitecore Send?

1. Difficulty with personalization

Personalization is the key and new thing in marketing. It is important if you want your email marketing campaigns to be effective. This is one of the difficult tasks for businesses with a large subscribers’ list. Sitecore Send offers personalization capabilities with the feature to create endless segments based on customer data.

2. Difficulty with automation

Through automation, you can save time, resources and a lot of extra effort that goes into running email marketing campaigns. Sitecore Send allows you not just automation but also the right triggers for when to send which emails to which target audience.

3. Compliance with security regulations

When dealing with email marketing campaigns, you are also dealing with sensitive customer data including demographic details. Sitecore Send allows you to ensure you are compliant with all the data protection regulations.

4. High unsubscribe rates

If the subscribers feel that they are being spammed with too many emails, they will choose to stop receiving the emails. Sitecore Send allows you to trigger emails only based on certain interactions conducted by the receivers, and allows you to send only relevant emails.


Overall, Sitecore Send comes with a majority of features and benefits that fixes and enhances your email marketing campaigns. It also solves major email marketing campaign challenges that businesses are otherwise facing.