Intermediate: Email Lifecycle Automation

Optimise Customer Journeys with Smarter,
More Personalised Automation

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Go Beyond Basic Automation – Create Personalised Journeys That Drive Growth

You know how to set up a welcome series or abandoned cart email. Now it’s time to level up: this course shows you how to build full-funnel, behaviour-driven lifecycle programmes that nurture customers from first click to loyal advocate.

Using behavioural triggers, smart segmentation, upsell tactics, loyalty strategies, and optimisation frameworks, you’ll learn to design truly connected email journeys that maximise customer lifetime value.

  • Investment: £90
  • CPD Certified
  • Approximately 2 hours of expert video content
  • Perfect for experienced marketers ready to automate with precision
  • Includes templates, examples, case studies, and testing plans

Be the first to hear about this course and join our waitlist.

Course Objectives

By the end of this course, you will:

  • Identify behavioural triggers and lifecycle stages to personalise automation
  • Build replenishment, wishlist, upsell, cross-sell, and loyalty programmes
  • Run A/B tests to optimise automation sequences
  • Integrate multi-channel touchpoints for seamless lifecycle journeys
  • Scale automation to increase repeat purchases, retention, and revenue

“Your journeys are ready for optimisation. This course empowers you to build smarter, more human lifecycle automations that meet customers where they are — and move them forward.”

Kath Pay, Course Director, Holistic Email Academy
  • What triggers an automated email?
  • Using behavioural and transactional data for personalisation
  • Segmentation strategies by lifecycle stage
  • How replenishment emails increase repeat purchases
  • Identifying products and replenishment cycles for automation
  • Using wishlist and back-in-stock notifications to drive action
  • The psychology behind upselling and cross-selling
  • Crafting high-converting product recommendation emails
  • Personalisation techniques to increase engagement
  • Why loyalty programmes matter for retention
  • Structuring rewards, tiers, and exclusive engagement emails
  • Offering VIP perks to high-value customers
  • Running A/B tests on automation sequences
  • Testing subject lines, content, CTAs, send times
  • Analysing results and applying continuous improvements
  • Designing full-funnel lifecycle automation strategies
  • Integrating email with SMS, push notifications, and retargeting
  • Case studies: Examples of effective multi-step automation journeys

All this for just £90!

CPD certified. Lifetime access. Updates included.

Who This Course Is For?


Email marketers
ready to move beyond basic automation


CRM and lifecycle marketers
building more sophisticated journeys


Ecommerce and SaaS teams
aiming to boost retention and CLV


B2B & B2C Marketers
looking to integrate email, SMS, and other channels seamlessly

Lifecycle Strategy Focused

Not just “more emails”—better journeys

Retention & Revenue Driven

Every automation ties back to CLV and ROI

Data + Psychology Combined

Use real customer behaviour and psychology to guide strategy

Be the first to hear when this course launches and join the waitlist.

Meet Your Tutors

Scott Cohen
CEO Inbox Army

Scott is a seasoned lifecycle marketing expert with over two decades of experience driving customer engagement and retention for major global brands. With a strong foundation in CRM strategy, email marketing, and customer journey optimisation, Scott has led impactful programs for companies like Purple, 1-800 Contacts, and SmileDirectClub. He combines strategic thinking with hands-on execution, known for creating automated, data-driven lifecycle campaigns that not only increase revenue but also build long-term customer relationships. Scott’s deep expertise and practical approach make him a respected leader in the lifecycle marketing space.

Garin Hobbs
VP Customer Success & Strategy, Inbox Army

Garin is a recognised expert in lifecycle marketing, personalisation, and customer engagement, with over 20 years of experience helping brands like Disney, American Airlines, and Oracle optimise their messaging across the customer journey. Known for bridging the gap between strategy and technology, Garin brings a unique ability to align cross-channel marketing initiatives with business goals. His deep understanding of customer data, automation, and content strategy has made him a sought-after advisor for brands looking to build scalable, human-centric lifecycle programmes that drive measurable impact.

Kath Pay
Co-Founder Holistic Email Academy

Kath is a leading authority in lifecycle marketing and the founder of Holistic Email Marketing. With over 27 years of experience, she has helped brands like Not on the High Street, Mr Porter, Marks & Spencer, and AllSaints develop strategic, customer-focused lifecycle programmes that drive engagement, loyalty, and revenue. A pioneer in integrating behavioural science with email marketing, Kath is known for her practical, data-driven approach to mapping customer journeys and optimising every touchpoint. Her expertise has made her one of the most influential voices in email and lifecycle marketing today.

Is this course right for me if I already run abandoned cart or welcome series?
Yes! This course takes you far beyond basic programmes into full-funnel lifecycle journeys.

Do I need an expensive ESP or CDP to implement this?
No. The principles taught here can be applied across most modern email platforms.

Will this include templates or case studies?
Yes – you’ll see frameworks, examples, and breakdowns of real automation journeys.

Is there an exam?
No exam – just practical learning, quizzes, and a CPD-accredited certificate on completion.

Course Workbook

Your downloadable workbook includes checklists, templates, guided exercises, and note-taking prompts — designed to help you apply your learning immediately.

CPD Hours & Certificate of Completion

Earn 3.25 Continuing Professional Development (CPD) hours and receive a personalised certificate upon completion. Ideal for professional development plans and showcasing your new skills on LinkedIn, your CV, or in performance reviews.

1.5 Hours of Expert Video Content

Self-paced, high-impact lessons delivered by expert tutors — broken down into bite-sized, easy-to-follow modules.

Quizzes & Knowledge Checks

Short, practical quizzes are included to help you consolidate what you’ve learned and build confidence as you go.

Step into a more strategic approach to automation. Build lifecycle marketing that works smarter – not just harder.

Want first dibs on this course? Join the waitlist and we’ll let you know the moment it launches. You’ll also get our newsletter filled with expert tips, inspiration, and behind-the-scenes updates from the Academy.