Essentially, a customer has greater ‘lifetime value' the more that they interact with their brand. Some actions (purchases, for example) have higher ‘value' than others, but all engagements add to a customer's LTV. Evaluating CLTV will help you to identify existing high-value customers and potential high-value prospects moving forward. This, in turn, will enable you to refine your message and target it where the true value lies.
If you’re not already segmenting, this is a great place to start. CPC is a strategy-based customer segmentation tool focused on profile descriptor fields. For B2C retailers, this would include age, sex and geography. For B2B companies, this will consist of the size of the company, job role and the industry sector or application they operate in. This example shows a female and male creative with the products that are included in the content changing based on the gender.
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.

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.


When you're using email as a marketing tool, you're working on a pretty personal basis. This isn't ‘drive-by' stuff -you're directly targeting customers from their inboxes. There's a huge amount of potential which comes with this kind of marketing... but you'll only reap that potential if you REALLY understand both the marketplace you're operating from, and the audience you're talking to.
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.
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Purchase (formerly the bottom): This phase should drive the sale, such as a free trial or discount offer. These messages can be much more direct and sales-oriented since these customers have indicated they are closer to a purchase than others. In this phase, it’s important to keep your emails focused on the primary call to action (CTA) and make sure the transaction is as easy as possible. Some companies opt to offer post-purchase set-up assistance or support to help customers move from engagement to purchase.

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!
Retention/Loyalty and Growth: At this stage, the customer purchased a product, used it, and keeps coming back. As the customer gets to know the product, your email marketing campaigns should focus on ways to maximize the value of the product, find new ways to use it, and potentially add on other related products or services. Customer loyalty is a key part of company success, but growth goes hand-in-hand; your email marketing should support a strong cross-selling and upselling strategy. When you identify complementary products for customers, you continue to provide increased value. These full-funnel campaign emails can have a slightly stronger sales lead than in first-time engagement, but keep it gentle if you’re trying to sell a product that’s new to the customer. Also, keep in mind that customer loyalty isn’t as strong in B2B as it is in B2C, so continue to remind customers of how your products or services save them time, money, and resources.
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.

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.
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