Part of the problem is that people are confused about the difference between ‘strategy' and ‘tactics'. It's essential not to get these two confused. They are related – tactics are a vital part of what makes a strategy work – but they’re not the "be all and end all." Too many people neglect a full and comprehensive strategy in favour of a bunch of loosely-connected tactics. So, to recap:

Once you’ve established lifecycle groups and set up the customer relationship management infrastructure to categorise customers in this way, you can begin to deliver targeted messages. This can be done either by personalised on-site messaging or through automated emails which can be automatically triggered by different customer engagements or behaviours.
Calculators: A calculator offers customers a lot of value with minimal effort on their part and instant gratification. Even a simple price calculator (e.g., “How much does it cost to buy a house?”) can have impressive results: companies report lead conversion increases of more than 25%, plus a nice boost from social traffic. Offering a calculator as a call-to-action is a sign of your intent to solve a customer’s problem and add value, boosting your brand image for customers who aren’t ready to commit.
For example, a young company experiences growth and considers purchasing an employee health insurance plan but knows little about options. A health insurance company offers an online quiz with questions such as what state the company resides and what employee health benefits laws apply based on the number of employees, what to look for in health insurance offerings, etc.

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.

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.
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.
I wish I’d known that email marketing isn’t about the channel or the sending technology, it’s about the individuals receiving the email. It’s about making the email offer/content as relevant and valuable to them as possible. It’s about leading with marketing and letting the technology bring it to life, not the other way around. Kath Pay (Founder of Holistic Email Marketing)
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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