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).
Awareness (formerly the top of the funnel): In email marketing for full-funnel campaigns, the purpose of this phase is to educate and build trust with the customer, delivering engaging content rather than pushing sales. This is the stage where customers first learn about your products, so make sure to keep it informative and relevant, rather than driving to free trials, discounts, or other special offers designed to drive conversions.
When your website users land on a page that solicits their personal information, tradition might tell you to include a pre-checked box that opts the user into an email campaign so they can receive updates and special offers related to your business. Today, having this box pre-checked is in violation of GDPR. So, to comply with GDPR, make sure your European users and customers are given the clear option to opt into your email newsletter themselves -- don't make the decision for them.
Not only is InVision's newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly -- which is especially important, because its newsletters are so long. (Below is just an excerpt, but you can read through the full email here.) We like the clever copy on the call-to-action (CTA) buttons, too.

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.
This A/B test indicates that engagement is one problem, but your subject lines are an even bigger problem—and one you can solve right away. CTR rates are understandably lower among the less-engaged group, but you saw engagement increase with a punchier subject line, so there is room to improve CTR among cold leads. CTR rates are higher in the more engaged group, but with a better subject line, this rate could go through the roof.
As long as you are keeping track of your client’s most recent appointment times, this kind of automated reminder email is quite easy to set up. Use a custom date field to record when their last appointment time was, then set up the email to be sent 3 months later (or whatever your recurring schedule is) to remind them that they are due for their next appointment.
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.
Digital customer personas summarise the characteristics, needs, motivations and platform preferences of different groups of users. There’s no sure-fire way of creating an entirely accurate customer persona, but it helps if you can encourage customers to describe their own personas. This is possible by offering tools like customer preference centres.

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.


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. 

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.


The goal was to drive an emotional response from the email campaign. More than 12 million unique emails were sent, with the email content personalised to the individual recipient with information on distances the subscriber had travelled, interesting facts such as how many football pitches that would be and other destinations they could have travelled too.
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.
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