SERVICE
Email automation agency help: workflows, integrations and sending setup
DemiEmail plans and builds the workflows, CRM and app connections and sending setup behind automated email, scoped and quoted before any paid work.
When you hire help with email automation, ask about three things: the workflow, the data that starts it, and the sending setup under it. DemiEmail plans and implements scoped connections between your application, CRM and email-sending services, including custom workflows and integrations. The work is quoted after we understand your setup, and the price and deliverables are confirmed before any paid work starts.
What email automation work covers
In Mailchimp's automation flows (opens in a new tab), a trigger is an event or action that adds a contact to the flow, and the flow is made of the triggers, actions and rules you set.
In HubSpot's workflows (opens in a new tab), enrollment triggers are criteria that enroll records in a workflow automatically. HubSpot's own example enrolls every contact who submitted a specific form, sends them a marketing email and assigns them to a user.
Before anything is built, list which form, CRM field or app event should start each sequence, and confirm that the data reaches your email platform.
In both tools, triggers look forward: Mailchimp's flow triggers apply only to actions or events after the flow is activated, and HubSpot generally enrolls only records that meet the triggers after the workflow is turned on.
HubSpot lets you choose whether records that already meet the triggers are enrolled when the workflow is switched on. Decide before launch whether the contacts already on your list should enter a new sequence.
The sending setup under your automations
Check the sending setup before the first automated message goes out.
Google's sender guidelines (opens in a new tab) ask you to verify that your email service provider authenticates your domain's email with SPF and DKIM, and recommend setting up SPF, DKIM and DMARC for your domains.
If you send more than 5,000 messages a day to personal Gmail accounts, Google requires your marketing and subscribed messages to support one-click unsubscribe.
DemiSignal's free check (opens in a new tab) reads only the public DNS records of the domain you enter, with no account needed, and tries commonly used DKIM selectors. A DNS finding shows how your domain is set up, not where a particular message landed. What the records do:
- SPF lists the servers allowed to send email for your domain.
- DKIM signs your outgoing email so receivers can confirm it was not changed.
- Under RFC 9989 (opens in a new tab), DMARC produces a pass when the domain has a DMARC record and the domain in the From address is aligned with a domain that SPF or DKIM authenticated. Its record states the domain owner's handling preference for mail that fails, which can influence how receivers treat it.
What DemiEmail does
DemiEmail handles scoped technical work:
- Workflows and integrations: custom workflows and integrations, and transactional email connections between your application, CRM and email-sending services.
- Migrations: migration planning and validation between your application, CRM and email-sending services.
- Authentication: configuring or troubleshooting SPF, DKIM and DMARC across the services sending email for your business, with verification and a documented handover.
- Agencies: we can discuss work on client domains, and agree who authorizes the changes, the access needed and the handover before starting.
Who does the work
Jan Demsar (opens in a new tab), founder of Demi Solutions, has developed software since 2007 and has built products and custom software for clients at Demi Solutions since 2010.
Most of that work has been designing the systems businesses run on, including CRM systems, marketing automation, analytics and email deliverability.
In 2022–2023 he was also CTO of Design In DC, a Washington agency, where he led all technology for the agency and its clients.
How a project runs
- Tell us what's happening: share your domain, the tools you use and the problem you're seeing, and we'll confirm whether we can help. Leave passwords and access credentials out of your message.
- Agree the scope: we define the work, the access we need, the deliverables and the price. Investigation and implementation are quoted to fit the problem, and the price is confirmed before any paid work starts.
- Make the changes and check the result: we carry out the agreed work, validate what we can observe and explain any remaining findings.
We can't guarantee inbox placement. Mailbox providers decide how messages are handled. We investigate the available evidence, address the issues within the agreed scope and explain what remains outside our control.
Sources
- Mailchimp: About Marketing Automation Flows (opens in a new tab)
- HubSpot: Create workflows (opens in a new tab)
- Google: Email sender guidelines (opens in a new tab)
- DemiSignal: Free SPF, DKIM and DMARC check (opens in a new tab)
- RFC 9989: Domain-based Message Authentication, Reporting, and Conformance (DMARC) (opens in a new tab)
- Jan Demsar (opens in a new tab)
Questions
How much does email automation work cost?
It is quoted after we understand your setup and scope, and the price and deliverables are confirmed before any paid work starts.
Can you guarantee our automated emails reach the inbox?
No. Mailbox providers decide how messages are handled; we work within the agreed scope and explain what remains outside our control.
Do you work with agencies on client domains?
Yes. We can discuss work on client domains and agree who authorizes the changes, the access needed and the handover before starting.