Most brands already know that email flows outperform campaign sends. However, knowing that flows work and knowing how to consistently grow revenue from them are two different things. Rarely do brands have a clear picture of where their flows are falling short, or a practical plan for addressing the gaps.
The good news is that you don’t have to overhaul everything overnight. The key is having a clear process, building a strong foundation, finding the biggest opportunities, and testing your way toward results you can actually measure.
Here’s the framework we use at DMi Partners to audit and improve email flows for consumer brands.
The Audit Comes First
A well-crafted email flow means nothing if messages land in spam, render broken on mobile, or fail authentication checks. That's why every optimization engagement should begin with three things:
- Spam and authentication: Test deliverability and verify that SPF, DKIM, and DMARC are properly configured. If these aren't in place, deliverability will limit every send.
- Sending domain: Review whether you're on a shared or dedicated sending domain. For brands sending at volume, a dedicated domain protects your sender reputation and improves inbox placement.
- Template health: Audit live templates for ADA compliance and test rendering across devices and email clients. Broken or inaccessible emails erode trust and suppress engagement.
Your technical foundation is the force multiplier behind every optimization that comes next. That’s why it’s important to put the right foundation in place before building on top of it.
Most Brands Are Leaving Flows on the Table
Once the technical foundation is solid, the next step is auditing your live flows, starting with your top revenue drivers and the lifecycle moments that don't yet have coverage. You don't have to review everything at once. Prioritizing by impact makes the process manageable and allows you to tackle the biggest opportunities first.
These are the flows that tend to be missing entirely or exist in an underbuilt form:
- Browse abandonment and on-site activity: Viewed page and active-on-site triggers capture high-intent behavior that add-to-cart and checkout flows miss entirely.
- Cart abandonment: Started checkout and add-to-cart are different behaviors and deserve separate treatment. Consolidating them into one flow leaves conversion on the table.
- Post-purchase: This is one of the most commonly missing flows for growing brands. A post-purchase series is your best opportunity to deepen the customer relationship, drive a second purchase, and build long-term loyalty.
- Re-engagement: Lapsed subscribers who haven't re-engaged after a defined period need a dedicated path either to win them back or to remove them before they damage deliverability.
- Repeat purchaser flows: Your most loyal customers deserve a different experience than first-time buyers. Targeting them specifically, with relevant messaging, drives both retention and revenue.
Beyond those gaps, we also look at whether existing flows are unnecessarily complex. A series of paths split by product category, for example, can often be replaced by a single email using dynamic content blocks, which is simpler to maintain and faster to iterate on.
Leverage What Your ESP Already Offers
Many brands are paying for features inside their email service provider (ESP) that they're not using. Before building anything net-new, it's worth doing an honest audit of what's already available to you.
A few capabilities that consistently move the needle:
- Send time optimization: Most modern ESPs offer artificial intelligence-driven send time prediction at the individual recipient level. This alone can meaningfully improve open rates with no additional creative work.
- Smart sending: Rules that prevent subscribers from receiving too many messages in a short window to protect list health.
- Channel affinity routing: If you're sending both email and text messages, channel affinity tools automatically route each subscriber to the channel where they're most likely to engage.
- Preference centers: Capturing subscriber interests and communication preferences enables more personalized, relevant messaging over time. Ask, are you collecting data that's actually useful for progressive profiling?
Enabling these features is often the fastest path to measurable improvement.
Better A/B Testing Leads to Better Decisions
The difference between testing that generates insight and testing that generates noise comes down to how you design the test.
The principle we follow: test before rebuilding. If a flow isn't performing, don't scrap it immediately. Instead, run a structured series of tests while the flow is still live. That data directly informs whatever comes next.
There's no such thing as a failed test. Even a test that doesn't produce a clear winner teaches you something. A test that confirms your theories gives you the confidence to move forward. A test that surprises you saves you from a complete rebuild.
Common Variables Worth Testing in Automated Flows
- Time of day and day of week for each send
- Wait delay durations between emails
- Subject lines and preview text
- Discount offers vs. non-discount content
- Sequence length
- Personalized vs. generic content approaches
While the goal shouldn’t be to run as many tests as possible, it is important to run tests that answer meaningful questions and help improve the customer experience over time.
What it Looks Like in Practice
An example from our work: In 2025, we completed a full email flow audit and rebuild for an artisan accessories retailer. At the start, it had a basic welcome series, a two-email cart abandonment flow, and no post-purchase or win-back journeys in place.
We began by addressing the technical foundation, then rebuilt the welcome experience with more personalized paths based on signup source and purchase behavior. From there, we expanded cart abandonment coverage across all product categories, introduced new post-purchase and re-engagement flows, and activated several built-in ESP features that had previously gone unused.
Comparing six months post-optimizations to the previous six moths after the program was fully in place:
- +287.9 percent increase in flow deliveries
- +34.8 percent increase in average open rate
- +9.38 percent increase in average click rate
- +398.5 percent increase in transactions attributed to flows
- +317 percent increase in revenue attributed to flows
- +7.5 percent increase in average revenue per delivered email
We didn't have to reinvent the wheel. We were able to drive results by building a stronger foundation, identifying the biggest opportunities for improvement, and making decisions based on testing and data.
The Takeaway
Improving your email flows doesn’t have to mean rebuilding your entire program. In most cases, the biggest gains come from getting the basics right: making sure the foundation is solid, filling in key gaps in the customer journey, and continuously learning from what your audience responds to.
The strongest programs are the ones built with a clear strategy and optimization behind them.
Lauren McGrath is the director of email marketing at DMi Partners, a Philadelphia-based digital marketing agency.
Related story: Debunking Common Email A/B Testing Misconceptions
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Lauren McGrath is the director of email marketing at DMi Partners, a Philadelphia-based digital marketing agency founded in 2003. With over a decade of email experience, Lauren has led the development and optimization of best-in-class automated email lifecycles leveraging various ESPs for some of America’s largest consumer brands. Her most recent focus has been developing evolving deliverability remediation strategies that have become essential for DMi’s CPG and retail clients.





