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When a new customer is added to my accounting program, add the customer to a list in my email marketing tool – This zap enables you to automatically add new customers from your accounting tool into your email marketing system. From there, you can send them appointment reminder emails, product usage emails and more. It works with a number of billing & accounting applications, including Xero, Quickbooks, PayPal, Freshbooks, Stripe, WHMCS, Chargify, Recurly, Harvest, Zuora and more.
The default one-click welcome automation is one email that sends immediately after signup, and includes pre-filled content. In the automation builder you can change the delay, and edit the design and content. This automation welcomes new subscribers to your audience, so the trigger and audience are fixed and uneditable. You can pause the automated welcome email at any time. If you need more sending options, check out our advanced workflow.
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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:
Then, send promotional emails through Auto Responder to your list. Your subscribers will click just 1 same link (main rotator URL), and the rotator will display all the different links to different visitors. Then you can monitor how many links being delivered inside the rotator and stop it when done (You can set it to stop automatically when clicks delivered).

A trigger can also be a passive customer behavior, such as not opening your last few emails, not logging in to use your service for a while, or downloading a product without downloading the tutorial or an important related resource. These types of drip campaigns can help re-engage customers who were moving through the customer lifecycle but have somehow gotten “stuck.”

Awareness (formerly the top of the funnel): In email marketing for full-funnel campaigns, the purpose of this phase is to educate and build trust with the customer, delivering engaging content rather than pushing sales. This is the stage where customers first learn about your products, so make sure to keep it informative and relevant, rather than driving to free trials, discounts, or other special offers designed to drive conversions.
That isn’t to say that sales-y promotions couldn’t ever create results—as marketing “gurus” have proved. The results just aren’t as good as they could be. Take the biggest gurus’ results—the ones they boast about—and calculate their conversion rates. Often their marketing is comparatively ineffective. They just have massive volume, so the sales numbers are impressive.
If you want to code your own emails, you have the freedom to do so. But this is an advanced skill that requires a good bit of technical know-how. Here’s what you need to take the coding leap—whether you’re just getting started, wondering about the basics of HTML emails, or looking for a guide to coding them. We’ve also rounded up a few more resources you might need as you become a certifiable email pro. If you're considering another platform, check out our comparison guide before you make any decisions.

A significant element of email marketing is relationship. Does a recipient trust you? Does a recipient even know who you are? When an email jumps the gun by forcing familiarity too soon, the personalization comes across as skeevy. Intimacy is earned in real life, and it would appear to be the same way with email. Take this example from my inbox; no one has called me lowercase kevan l lee in years.

It’s true that your customers do want to hear from you. The fact you have a regular email marketing campaign is one of the magic elements boosting your ROI. But there’s such a thing as overkill. Once you come off a great campaign it’s tempting to run the same campaign again in an attempt to get the same results. The chances are you’re going to get diminishing returns.
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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