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.
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.”

First of all, BuzzFeed has awesome subject lines and preview text. They are always short and punchy -- which fits in perfectly with the rest of BuzzFeed's content. I especially love how the preview text will accompany the subject line. For example, if the subject line is a question, the preview text is the answer. Or if the subject line is a command (like the one below), the preview text seems like the next logical thought right after it:
At worst, you might think I’m a bit weird for caring so much about sound quality. Or you might think I’m really weird if you knew that my loudspeakers are computer calibrated to my room. Or you might question my priorities if you knew I set up my office, so that my desk is nearly in the middle of it… mainly to be able to enjoy music better. But we’re all weird in some ways (and I’ll let you think this is the weirdest thing about me).

Will people understand what you’re trying to say? It’s usually better to avoid topics (or opinions) that are complex if many people are extremely passionate about them. For example, sharing almost any opinion about immigration policy is usually a bad move, unless your audience is unusually homogenous. You could agree 99% with someone and still piss them off by using the wrong term just because they have such a strong “either you agree 100% with us, or you’re our enemy” mentality. I once pointed out that I think it’s unacceptable to capture and torture people for years—especially if they aren’t charged with any crime, there’s no evidence they’ve done anything wrong, and they’re children. I got several emails back from people saying, “you have no idea what you’re talking about” or “you should stick to marketing and leave politics to people who understand it.” They took it as commentary on geo-politics. I just said I’m not okay with pointless torture of children. I thought we’d all agree on that.


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.

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.


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:
Navigate to the signup form you use to collect new contacts, and sign up. People can only receive a welcome automation once, so you should use an email address that hasn't received the automation before. If you sign up with an address that’s already been through the automation, you won’t receive it. This is true even if you delete your address and try to sign up again.
The Preheader references the area before the main content. It's an excellent opportunity to grab a bit of extra pre-content web real estate. It's got a degree of prominence in the inbox, so it would be a waste not to use it for promotional purposes. Try popping a couple of links in here. Some companies find that they get the most clicks on links within their preheader
"Why aren't millennials moving?" The subject line of this email campaign reads before citing interesting data about relocation trends in the U.S. Trulia doesn't benefit from people who choose not to move, but the company does benefit from having its fingers on the pulse of the industry -- and showing it cares which way the real estate winds are blowing.

Alternatively, at least, an eye-catching design. It’s worth letting a proper designer have a go at prettifying your emails. Customers are often opening emails on the go, so you need to work hard to grab their attention. Making your emails nice to look at is a brilliant way to hold their eye. Netflix put time and effort into making their emails stand out, personally and visually – and it pays off for them!
Genuinely effective campaigns segment the market as carefully as possible, and target accordingly. Relevancy is key for getting people to open emails and respond to your CTA – but what's ‘relevant' differs from person to person. If you're going to make your emails as relevant as possible to everyone who reads them, you need to Segment, Target, and Position.
Remember, data collection is a two-way street. People won't give you their data for anything. So, think about how you are managing your subscribers' expectations. How clear is it to new recipient what they are going to be receiving from you? Try and get a good a feel for the experience of the person receiving your data collection methods as you can at this point.
First of all, BuzzFeed has awesome subject lines and preview text. They are always short and punchy -- which fits in perfectly with the rest of BuzzFeed's content. I especially love how the preview text will accompany the subject line. For example, if the subject line is a question, the preview text is the answer. Or if the subject line is a command (like the one below), the preview text seems like the next logical thought right after it:
Location: Businesses that offer local service, such as a lawn service company, obviously need to target local customers, but regional, national, and global companies can also benefit from location-based personalization. Consider running special campaigns for customers in a specified location based on regional events or what’s happening at your local office.

Social media may be the young whippersnapper nipping at email’s heels, but the content king of the inbox still holds sway in social influence, according to a study by SocialTwist. Over an 18-month period, SocialTwist monitored 119 referral campaigns from leading brands and companies. The results showed a significant advantage to email’s ability to convert new customers compared to Facebook and Twitter.
Whenever possible, add a personal element to your emails. Most email tools allow you to enter shortcodes that will be replaced with the recipient’s name when the email is sent out. Emails from Treehouse Co-Founder Ryan are always fun and personal. The subject lines are creative, messages are sent "from" Ryan's email address, and the content is personalized. If you reply to the mail, you'll even get a prompt response from Ryan himself!
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.
Hello Steven this is a very well put together article. It takes all of the content that is spread around all over the internet and sums it up nicely. This is great for both beginners in the industry and seasoned veterans whoa re looking for a quick review before sending out the next campaign. Keep up the great work Steven and looking forward to reading your new content!
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Building subscriber lists is a common need for email marketers. The important thing to remember with this objective is that your email marketing should be focused on quality and not quantity. Because you could gain an additional 1,000 subscribers but they aren’t really interested in your brand and are therefore not going to add much value to your email database or your business.
Low barrier of entry: Email marketing is comparatively cheap. But the learning curve also isn’t nearly as steep as with many other tactics. Even if you’re not an expert, you can see great results. Just use the three email marketing strategies. Great execution of the strategies improves your results a lot. But even if you make mistakes, you aren’t wasting your time.
Newsletters are long-haul engagement. They serve as check-ins with your subscribers, as well as offering generalised engagement points. Newsletters are a way of both driving and maintaining engagement – at worst they serve as a reminder of the relationship the recipient has with a brand, but usually, they do a lot more. Provide as many engagement points/links as you can within your newsletters, and you'll be surprised at what crops up!

Hello Steven, first of all I want to thank you for posting such a informative article. Email is an essential part of our digital life. I didn't have any prior knowledge about email marketing before reading this article. But frankly sepaking now I am keen to know more about email marketing. Informations , data about email marketing and visulization style which are used, makes this article more attractive. Thank you for putting such effort.
Steven, you nailed the topic! Thanks a lot! I am already on my way to your described perfect email marketing strategy. 1. Following tactic of personalization in my messages, because I always appreciate the personal touch myself. 2. Next, segmentation - real assistant for you and your audience, it filters out everything you don't need and everybody that won't be interested in your topic. 3. Mobile-friendliness that's is the point I was never outlined and thought of. So the first thing to improve! 4 & 5 Testing and automation are included in my plan from provider.Thanks again for the content, now I know gaps in my strategy, that I could work on.
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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.


Their email marketing strategy and plan was to optimise their email subject lines because this was the first place that their customers would engage with. To do this, they used an AI generating subject line tool called Phrasee. There are plenty of increasingly sophisticated AIs out there which can do this kind of thing. Phrasee worked for Dominos because it capitalises upon being specific to brand voice, and is optimised to drive action.
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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