Email Automation & AI
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Overview
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Manual email marketing does not scale. Spray-and-pray campaigns do not convert. And AI tools that generate content without strategy do not move the needle. This program teaches you how to build email marketing systems that actually work — automated, personalized, data-driven, and built for growth.
Email Automation & AI is an intermediate program designed for email marketers, CRM specialists, marketing automation professionals, growth marketers, and digital marketing practitioners who want to build a complete, modern email marketing skill set. Across ten focused courses, you will master the full email automation and AI workflow: leveraging AI for market research and campaign strategy, using ChatGPT to draft and scale email content, generating personalized content with dynamic blocks and prompt engineering, building and diagnosing automation workflows in HubSpot and Klaviyo, optimizing CRM data quality, launching and measuring multi-part email sequences, analyzing Customer Lifetime Value, designing lifecycle growth programs, and building proactive customer retention strategies.
You will work with tools including HubSpot CRM, Klaviyo, ChatGPT, and email marketing automation platforms throughout, applying hands-on techniques to realistic e-commerce and B2B marketing scenarios.
By the end of the program, you will be equipped to design, automate, personalize, and optimize email marketing systems that deliver measurable business growth.
Syllabus
- Course 1: Leverage AI in Marketing
- Course 2: Utilize ChatGPT for Emails
- Course 3: Generate Personalized Content with AI Prompts
- Course 4: Optimize CRM for Marketing
- Course 5: Automate Workflow Actions
- Course 6: Automate, Evaluate, and Optimize Email Marketing
- Course 7: Automate AI Lead Nurturing & CLV Analysis
- Course 8: Drive Growth with Lifecycle
- Course 9: Enhance Customer Retention
Courses
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In this beginner-friendly course, learners discover how to use AI prompts and dynamic content blocks to create messages that resonate with different audiences. The course begins with an introduction to personalization in practice, highlighting where and why dynamic blocks are applied in email marketing and other communication channels. Learners then explore prompt engineering, building templates that insert variables to generate customized outputs at scale. Through hands-on labs, they design dynamic blocks, write and test prompts, and save AI-generated variations into a CSV file for A/B testing. By the end of the course, learners will be able to combine human creativity with AI efficiency to deliver content that feels personal across marketing campaigns, customer communication, and content delivery.
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Learn how to turn automation and analytics into powerful marketing tools. In this beginner-friendly course, you’ll design AI-enhanced email automation workflows that convert leads into customers and analyze Customer Lifetime Value (CLV) to uncover which audiences deliver the highest returns. Through realistic case studies, hands-on labs, and guided reflections, you’ll gain the confidence to build smarter campaigns, interpret data like a strategist, and communicate insights that drive measurable business growth.
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Master the essential skills to transform your email marketing from manual sends to intelligent automation. This Short Course was created to help digital marketing professionals accomplish scalable, data-driven email campaigns that nurture leads automatically while delivering measurable results. By completing this course, you'll be able to build sophisticated multi-part email sequences with personalization tokens, conduct thorough quality assurance testing, and analyze campaign performance against industry benchmarks to guide strategic optimization decisions. By the end of this course, you will be able to: Apply email automation tools to build and test scheduled, multi-part email sequences Evaluate campaign performance metrics against industry benchmarks to guide optimization This course is unique because it combines hands-on automation setup with strategic performance analysis, giving you both the technical execution skills and analytical framework to create email campaigns that consistently outperform industry averages. To be successful in this project, you should have a background in basic email marketing concepts and access to an email marketing platform.
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AI is transforming how marketers research audiences, plan campaigns, and evaluate tools, but using it effectively requires more than generating outputs. In Leverage AI in Marketing, you’ll learn how to turn AI-generated data into actionable marketing strategy. You’ll begin by analyzing AI-generated market insights, including trend data, competitor positioning, and audience sentiment. You’ll learn how to evaluate outputs using a practical framework (recency, source reliability, audience specificity, and strategic fit) so you can separate useful insights from noise. Next, you’ll build a structured approach to AI-assisted research. You’ll define research questions, match tools to specific needs, and run targeted queries that produce relevant outputs. You’ll then synthesize findings into campaign-ready summaries that directly inform marketing decisions. Finally, you’ll evaluate AI tools for real-world adoption. Using a five-part framework (capability, compliance, integration, reliability, and cost), you’ll compare tools and make defensible recommendations for your marketing tech stack. This course is designed for marketers, strategists, and marketing operations professionals who want to use AI with clarity and confidence, not just speed.
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Learn how to use ChatGPT to create high-quality marketing emails faster and more effectively. This course shows you how to move beyond basic prompting to a structured, repeatable approach for drafting, refining, and scaling email content. You’ll start by analyzing AI generated email drafts using a clear evaluation framework. You’ll learn how to spot weak subject lines, generic messaging, unclear calls to action, and common AI language patterns that reduce engagement. Then, you’ll apply structured prompting techniques to generate stronger first drafts, using defined roles, goals, audiences, and constraints. As you progress, you’ll build complete email sequences and improve them through targeted iteration. Finally, you’ll design scalable workflows using prompt templates, evaluation rubrics, and brand voice guidelines, so teams can produce consistent, high-quality content at scale. Throughout the course, you’ll work in realistic marketing scenarios, stepping into the role of a marketing specialist using ChatGPT to improve email performance and efficiency. Who this is for: Marketing professionals, CRM specialists, and content creators who want to use generative AI to improve email quality and production speed.
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Marketing automation can save time, but only when it’s built and managed correctly. This course teaches you how to design workflows that behave as intended, deliver relevant experiences, and improve over time. You’ll start by learning how automation actually works. You’ll configure triggers, actions, and branching logic to control who enters a workflow and what happens next. Then, you’ll design multi step sequences that guide subscribers through onboarding and nurturing journeys with the right timing and message flow. Next, you’ll move beyond setup and focus on performance. You’ll learn how to interpret automation metrics, identify issues like trigger drift or audience mismatch, and diagnose why workflows succeed or fail. Throughout the course, you’ll apply your skills using HubSpot and Klaviyo in a consistent e-commerce scenario. You’ll build workflows, create sequences, and analyze real performance data, developing both technical and strategic automation skills. This course is best suited for email marketers, marketing automation specialists, CRM marketers, and other marketing professionals responsible for designing, managing, or optimizing customer communication workflows. Basic familiarity with digital marketing concepts or email marketing tools is helpful for success in this course. By the end of the course, you’ll have the skills to design, evaluate, and improve marketing automation workflows that support more effective customer engagement and business outcomes.
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Growth doesn’t come from acquisition alone, it comes from how customers move through the entire lifecycle. In this course, you’ll learn how to identify growth opportunities across acquisition, expansion, and retention, and activate the right strategies at the right time. You’ll start by analyzing lifecycle funnels to uncover where growth is stalling. Using real-world frameworks and HubSpot reports, you’ll diagnose issues using metrics like conversion rates, time-between-purchases, and referral velocity. From there, you’ll move into execution designing and implementing lifecycle programs such as upsell, cross-sell, and referral campaigns. The course then focuses on what matters most: revenue impact. You’ll evaluate program performance using ROI, revenue per recipient, and scalability frameworks like CAC-to-LTV and payback period, using tools like Klaviyo. Through hands-on activities and role-based scenarios, you’ll step into the role of a lifecycle marketing manager, building programs and defending your strategy with data. This course is for early- to mid-career lifecycle marketers, CRM marketers, growth marketers, marketing managers, and customer marketing professionals who want to strengthen their ability to drive customer acquisition, retention, and expansion. It is best suited for learners with a basic understanding of marketing concepts and customer journeys who are looking to develop practical, data-driven lifecycle marketing skills.
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Customer retention is one of the most powerful drivers of long-term business growth. In this course, you’ll learn how to identify churn-risk signals, design win-back campaigns, and build structured retention plans that keep customers engaged over time. You’ll begin by analyzing behavioral signals such as declining email engagement and extended purchase intervals to detect churn risk early. Using frameworks like RFM (Recency, Frequency, Monetary), you’ll learn how to prioritize customers based on both engagement and revenue impact. Next, you’ll design targeted win-back programs that re-engage lapsed customers. You’ll explore how to structure multi-step email sequences, balance incentives with content, and personalize outreach based on customer history. You’ll also work with tools like HubSpot and Mailchimp to build churn reports and automated reactivation journeys. Finally, you’ll move from reactive campaigns to proactive retention planning. You’ll create intervention plans that map signals to actions, define trigger thresholds, and measure outcomes across different customer segments. This course is designed for CRM specialists, lifecycle marketers, retention marketers, email marketers, and other marketing professionals responsible for customer engagement and retention. A basic understanding of marketing concepts and familiarity with email or CRM tools is helpful for success in this course. Through hands-on labs and real-world scenarios in an e-commerce context, you’ll build retention strategies that improve customer lifetime value, reduce churn, and support sustainable business growth.
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CRM data quality directly shapes marketing performance. In this course, you’ll learn how to optimize your CRM to ensure campaigns reach the right audience, workflows trigger correctly, and results can be trusted. Using a real-world B2B marketing scenario, you’ll analyze CRM data health and understand how incomplete, inaccurate, or outdated data impacts campaign outcomes. You’ll identify common data issues such as missing fields, duplicate records, inconsistent values, and stale lifecycle stages, and learn how to diagnose them before they affect performance. You’ll then apply practical data cleaning techniques, including deduplication, standardization, and enrichment, using tools like HubSpot CRM. Through hands-on activities, you’ll practice auditing datasets, prioritizing fixes, and executing structured cleanup workflows. Finally, you’ll design automated CRM workflows to maintain data quality over time. You’ll learn how to build triggers, update properties, and configure re-enrollment logic so your data stays accurate without constant manual effort. This course is designed for CRM administrators, marketing operations professionals, CRM specialists, database managers, and marketers responsible for maintaining customer data and supporting campaign execution. Basic familiarity with marketing campaigns and CRM tools, such as HubSpot, is helpful for understanding the concepts and completing the hands-on activities. By the end of this course, you’ll be able to manage CRM data as a core driver of marketing success by improving targeting, personalization, reporting accuracy, and campaign ROI.
Taught by
John Whitworth and ansrsource instructors