This kind of initial research and analysis is incredibly important. If you include anything which you haven’t subjected to research, analysis, insights, experience, and expert opinion, it simply won’t fly. This is important. Everything these days has to be tailored very specifically to your brand and your personal customer experience. Your competitor might have an amazingly successful marketing strategy (and it's good to learn things from what they're doing!), but that doesn’t mean that the same kind of thing would be as successful for your brand.
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.
When a new contact is added to my CRM system, add the new contact to a list in my email marketing system – This zap enables you to automatically add new contacts from your CRM into your chosen list in your email marketing tool. Then, using automation you can send them welcome emails, lead nurturing emails and more. It works with a number of CRM systems, including Salesforce, Highrise, Zoho, Batchbook, Capsule, SugarCRM, Nimble, Pipedrive & more.
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.

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!


When you share your opinions, avoid dipping into politics, religion, sexuality, and other topics where many people have almost fundamentalist views. If, however, you know that most of your audience shares your opinion on a topic that’s important to them, you can instantly seem more trustworthy by pointing it out because people trust people who are similar to them.
One of the great things email has going for it is that it can adapt on a dime and turn on a penny, meaning that it has the potential always to be relevant and timely. This is very different from social media posts, which are less intensively targeted, less time-focused, and work on more of a broadcast basis. The capacity to intensively segment, target, and stream your email marketing also helps you to narrow your analysis to certain points. By doing this, you can learn a lot about your brand, your customers, and your marketing profile in general.
Everyone's busy and their inbox is already full. Why add to the problem with a longwinded email? People generally like short, concise emails better than long ones because concise emails have an obvious focus. Plus, when your users are scanning through all their emails in a short amount of time, they're more likely to find the overall message before deciding to take any action.
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.
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.

You can assess the interests of individual list members by monitoring which pages they land on, and where they go from there. The process is explained by this example from Airbnb. They use click behaviour to ascertain the destination preferences and travel styles of customers and base their follow-up emails on those preference profiles. It's intensely specific, but it gets results!
You split your email subscriber list into “cold” vs. “warm” leads so you can compare similar groups of customers in this test. You prepare two versions of your email—one with the normal subject line, and one with a much shorter, punchier subject line. You send half of your cold leads the normal subject line and half of your cold leads get the new, exciting subject line. You also send half of your warm leads the normal subject line, and the other half get the new subject line.
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.
Great tips in this article. It is so very important to curate an email list that will actually prove to be helpful for a business. Businesses should make registration simpler and offer incentives so that the users/readers have a reason to register. You need to be able to intrigue the users to get them on your mailing list. Avoid using lists that have been purchased – you will only end up with fewer open rates. Great read – thanks for these tips, will definitely be using them!

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Engagement (formerly the middle): Email marketing strategies for this phase deliver education and then point to a product’s benefits, offering a gentle sales lead. Customers have a growing interest in your product, but some might stay in the engagement phase for a while—perhaps visiting your social media pages to find out more about the product before purchasing. If customers are going to abandon the sale, it’s likely to be in the engagement phase, which is where re-engagement email campaigns come in.
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.
Are you willing to alienate people who disagree with your opinion? Sure, not everyone who disagrees with you will unsubscribe. But if you can’t take the risk of alienating a large portion of them, it’s better to avoid the topic. The only exception are friendly disagreements. For example, it can be a good idea to show your support for a specific sport team, even if you know many in your audience like another team. As long as they don’t take the sport very seriously, it can be just a fun thing to talk about. I could, for example, tell that I’m more of a dog person (we have two dogs) than a cat person. I have nothing against cats, but I like walking with dogs. I doubt almost any cat person will hold that against me.
Everyone's busy and their inbox is already full. Why add to the problem with a longwinded email? People generally like short, concise emails better than long ones because concise emails have an obvious focus. Plus, when your users are scanning through all their emails in a short amount of time, they're more likely to find the overall message before deciding to take any action.
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