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.
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.
When a new person registers for my event or webinar, add the person to a list in my email marketing tool – This zap enables you to automatically add new registrants from your event management tool into your email marketing system. From there, you can send them automated reminder emails in the lead up to the event and follow-up emails after it. It works with a number of event management & webinar tools, including Eventbrite, Meetup & GoToWebinar.
The transition email – Remember, every potential customer is currently using something else to do what your product could do for them, and the act of switching from that process to using your product is a barrier you need to overcome. This email should focus on outlining a simple and easy process for making the switch from their existing solution to using your product to solve their problem.
Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don't tell you about that journey at all -- charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don't even really need to read the email -- you know immediately where you are in the whole process so you can move onto other things in your inbox.
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.

Head back to your Gmail window. Now, compose a message that you might use frequently, like “Thanks very much for this! I’ll get back to you as soon as I can.” To set up a canned response, click on the dropdown arrow in the lower right-hand corner of the Compose window, and choose Canned responses, followed by New canned response. You’ll have to name the response and save it to make it available.


Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
With marketing automation in place, it’s tempting to “set it and forget it” when it comes to email marketing. But, just like life, what you get from email marketing depends on what you put into it. The best way to maximize your gains is to pair a great marketing automation system with a robust email marketing strategy that reflects your customers’ needs and the buyer journey.

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.

Take personalization emails a step farther, and you can customize your call to action (CTA). Focus on understanding buyers and how their roles fit within their organizations. For example, a marketing director and a technical director may have entirely different goals and perspectives when they open up your email. If you offer a unique CTA for the two groups, they are more likely to engage with your email and more likely to convert.
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.

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.”
If you’d like to keep in touch with our support team through online chat or email, upgrade to our Essentials plan starting at $9.99 a month. Whether you’re hitting a roadblock with an email you’re writing or want more information about how something works, help is available around the clock. And when you’re ready to take your marketing to the next level, we have plans for that, too.
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