Messages which require online action work better in email than DM (direct message on social media), whereas calls-to-action to text to a shortcode or download a mobile app work fine within a DM. RFM and response analysis will indicate channel preference since customers with a preference for specific online channels will be more responsive in them and will make more purchases online.

Be clear about what people can get and how to get it. This is the backbone of this email marketing strategy. Tell people about the benefits they can get. Write a separate email about each major benefit, if you want. Make sure those benefits come out clearly. But also keep it conversational. Don’t just list a bunch of benefits and expect people to buy. Also, remember to be clear about what they need to do to get those benefits. Tell them to “click here” or “apply for a consultation.” Don’t force people to think about how to move forward. It’s not that they couldn’t figure it out. It’s just unnecessary (and therefor annoying) when you could make it easy for them.
Personas provide a multi-dimensional method of targeting. They’re based, as the name suggests, on a projected persona for each customer ‘type’. Get it right, and personas can help you enormously in both predicting behaviour and personalising your communications. Personas are a powerful technique, and they’re increasingly used to improve the usability and customer centricity of communications.
For example, you may analyse the journeys on your website and identify that people who visit a page is more likely to purchase than those who do not visit that page. With behavioural data pointing towards the potential for this page, it would be worth testing whether offering a bespoke content message or discount offer to users when they arrive at that page drives conversions. It could be that your customers have left items in their baskets and not completed their purchase, like this example here from Nordstrom:
Think as well about the kinds of metrics you're evaluating. You probably know that interaction with email campaigns is measured through open and click-through rates. While it's meaningful to review email response in this way, if this is all you measure, you're missing the bigger picture of the value of email to your company and its customers. These rich metrics in the email are great. However, there is a distinction must be made between:
Use a call to action button – We ran some tests recently and found that including a call to action button (as opposed to just text links) increased our conversions by 28%. So when creating your automated email campaign, make sure to include a call to action button to increase your chances of people clicking through and taking your desired conversion action. It’s also important to optimize your call to action buttons, and this post provides a 3 part framework for creating the perfect CTA button.
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