You can also voice opinions that repel people you don’t want to work with. For example, I’ve shared that I don’t like working with people who don’t take responsibility for their own life. If someone’s more likely to blame outside factors for their misfortunes than look for things they could do to change the situation, I won’t have a good time working with them.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
Best Practices Calls to Action Coding Content Marketing Copywriting Customer Journey Customer Spotlight Data-Driven Marketing Deliverability Digital Marketing Ecommerce Email Automation Email Design Email Development Email List Email Marketing Email Templates Event Marketing Growth Hacking Marketing Automation Metrics Personalization Productivity Segmentation SEO Social Media Strategy Subject Line Testing Transactional Email
If you're doing something right, and it's making an impact, your competitors will pick up on it. If your competitors start changing their own strategies and tactics, and if it seems like they might be doing this in response to your campaign, it's worth looking into. Identify your main competitors and analyse how their own email messaging has changed (if at all) during your campaign.

Open and click-through rates (CTRs): Knowing who are engaged customers (those who open most emails and end up making purchases) versus inactive customers (who haven’t opened any emails in months) can be invaluable. Marketing campaigns announcing a new product should absolutely include those engaged customers, while re-engagement campaigns can be created to try and entice the inactive customers.


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When you want to create a win-back campaign: Develop a series of win-back emails to encourage inactive subscribers to re-engage, and utilize post-sending actions to automatically perform a specific list action on subscribers after they receive the final email in the series. This could be used to update one of their merge fields, move those subscribers to a different interest group, or to remove them from your list completely.
Minimal risk: Some top marketers expect to burn through $10,000 of advertising budget before even knowing if they can make a campaign profitable. (Nope, that’s not an exaggeration. But I’d usually aim for a few hundred dollars—not thousands.) With email marketing, the costs are much, much lower. A simple email marketing software like AWeber is very affordable even if your business isn’t a huge success, yet. And even if you go with something advanced like Infusionsoft, you’re still far away from the kinds of investments many other marketing tactics require. Sure, email marketing and advertising aren’t directly comparable (advertising is mainly used to reach new prospects). But you get the point.
When people talk about email marketing, lots of them forget to mention transactional emails. These are the automated emails you get in your inbox after taking a certain action on a website. This could be anything from filling out a form, to purchasing a product, to updating you on the progress of your order. Often, these are plain text emails that marketers set and forget.
Note: if your email is not run by a Microsoft exchange server, the you must leave your computer turned on and Outlook running for the automated replies to be sent. If you’re not sure if your email is setup in this way, ask your IT department. If you don’t have an IT department, then your email isn’t likely setup on an MS Exchange server and you should leave your computer on.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
This seems pretty straightforward. It’s about matching email metrics to your marketing objectives (remember them?) If it’s all gone well, your email conversion rates and financial metrics should track closely with your marketing objectives and customer journey. But, if it’s not doing that, don’t throw your hands up in despair! Look into the data, see what’s happened, work out why, and extrapolate some lessons for future campaigns.
What does your current email marketing performance look like? Analyse the performance of key metrics such as Open Rate, Click-through-Rate (CTR), Deliverability Rate, Unsubscribe Rate, ROI. What is working well and what isn’t. This can also be internally focused – for example, maybe it is taking a long time to create email content, or the creation process is inefficient.
The takeaway here is that if you are to use personalization as an email strategy, do so in a meaningful way. It takes little knowledge or relationship to place someone’s name in your greeting. It shows far greater care to send personalized email that is specific to a recipient’s needs and history. Again, an example from my inbox, this email from Rdio dispenses with the formalities and simply provides an update on music I actually listen to.
Use compelling copy – It’s important in your automated emails to create desire towards the conversion action, and there is no better way to do this than by using compelling, benefit-focused copy. We regularly use copywriting formulas such as the PAS formula or the BAB formula to achieve this in our own email campaigns, and they are two resources worth checking out. Alternatively, if those formulas don’t quite fit the message of your email then use these 5 persuasion techniques to help you write email copy that converts.
Email marketing is the practice of sending various types of content to a list of subscribers via email. This content can serve to generate website traffic, leads, or even product signups for a business. It's important that an email campaign's recipients have personally opted in to receive this content, and that each newsletter offers something of value to them.
This rule might sound like bad news for your email marketing campaign, but it can actually improve your open and clickthrough rates. Limiting your subscriber list to just those who specifically asked to join you will ensure only the most interested people are receiving your messages. This maximizes the chances that you'll convert readers to qualified leads as a result of an email send.

It is vital to consider the questions that a customer will be answering - the information they will be seeking – at each stage of their journey because your email campaign should provide the answers. If a customer leaves an item in their online basket and they don't complete the purchase, send a personalised basket abandonment email including that very item:

Minimal risk: Some top marketers expect to burn through $10,000 of advertising budget before even knowing if they can make a campaign profitable. (Nope, that’s not an exaggeration. But I’d usually aim for a few hundred dollars—not thousands.) With email marketing, the costs are much, much lower. A simple email marketing software like AWeber is very affordable even if your business isn’t a huge success, yet. And even if you go with something advanced like Infusionsoft, you’re still far away from the kinds of investments many other marketing tactics require. Sure, email marketing and advertising aren’t directly comparable (advertising is mainly used to reach new prospects). But you get the point.
The goal was to drive an emotional response from the email campaign. More than 12 million unique emails were sent, with the email content personalised to the individual recipient with information on distances the subscriber had travelled, interesting facts such as how many football pitches that would be and other destinations they could have travelled too.
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Advocacy: The old adage of “word of mouth is your best marketing” is still true today. When a customer loves your company or products, they tell others about it. Social media and online reviews are some of the strongest purchase influencers. To capitalize on the advocacy stage, identify your happiest customers and see if they’ll spread the word with a review or testimonial. If you have a referral program where you offer discounts or other rewards for bringing in new business, make sure this program is a big part of your email marketing strategy for devoted customers.
Don’t talk down to people. I think this should be obvious. But looking at the email offers I get, clearly it isn’t. Don’t tell people, “Not buying this product would be idiotic!” or “Only a fool doesn’t understand the value in this service.” This whole email marketing strategy relies on you making people understand the value they can get from you. And sometimes that means making people see the downsides of not buying. But you can do that in a friendly, respectful way.

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.


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.
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.
Technology has a significant impact on consumers’ expectations, and those expectations impact how subscribers engage with your email marketing. Brands need to continually demonstrate that they know their customer, which can make it a challenge to stay on top of the evolving context of marketing. An email strategy can make all the difference between building a relationship with your customers and sinking without trace.
Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.
Not only is InVision's newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly -- which is especially important, because its newsletters are so long. (Below is just an excerpt, but you can read through the full email here.) We like the clever copy on the call-to-action (CTA) buttons, too.
Don’t talk down to people. I think this should be obvious. But looking at the email offers I get, clearly it isn’t. Don’t tell people, “Not buying this product would be idiotic!” or “Only a fool doesn’t understand the value in this service.” This whole email marketing strategy relies on you making people understand the value they can get from you. And sometimes that means making people see the downsides of not buying. But you can do that in a friendly, respectful way.

The goal was to drive an emotional response from the email campaign. More than 12 million unique emails were sent, with the email content personalised to the individual recipient with information on distances the subscriber had travelled, interesting facts such as how many football pitches that would be and other destinations they could have travelled too.


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.
Not only was this initial email great, but his response to my answers was even better: Within a few days of responding to the questionnaire, I received a long and detailed personal email from Matt thanking me for filling out the questionnaire and offering a ton of helpful advice and links to resources specifically catered to my answers. I was very impressed by his business acumen, communication skills, and obvious dedication to his readers.

Customers demonstrate the potential to become more valuable customers. These are profitable when assessed in terms of lifetime value, but the number of product holdings or current value is relatively low compared with the group above. Recommendations about relevant products based on their purchasing and browser behaviour can be an effective approach with this segment.


Keep the subject line and pre-header short: The subject line is crucial. Keep it short so the reader knows exactly what the email topic is about. And the pre-header text (also known as snippet text), don’t let it go to waste by using “To view this email in your browser…”. Instead, summarize the email or include a call to action (i.e., Use “FREESHIP” to get free shipping).
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