Win-back: An existing customer is soon approaching the end of his yearly subscription. The customer hasn’t used your product in 3 months and you need a way to win them back and keep them for another year. Create a “win back” email that sends an automated email to all customers that are coming to end of their contract with a list of new product features and a short plan on expected releases in the next six months.
If you're doing something right, and it's making an impact, your competitors will pick up on it. If your competitors start changing their own strategies and tactics, and if it seems like they might be doing this in response to your campaign, it's worth looking into. Identify your main competitors and analyse how their own email messaging has changed (if at all) during your campaign.
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 you’re working with marketing emails, always think about recipients on an individual level. Consider where each recipient is on their journey with you. Notice opens, click-throughs – any engagements or behaviours, and pin down behavioural patterns which often point to purchase. Every time you send out an email campaign, you'll be collecting behavioural data, use it to inform your email strategy.

Think as well about the kinds of metrics you're evaluating. You probably know that interaction with email campaigns is measured through open and click-through rates. While it's meaningful to review email response in this way, if this is all you measure, you're missing the bigger picture of the value of email to your company and its customers. These rich metrics in the email are great. However, there is a distinction must be made between:
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.
You can also voice opinions that repel people you don’t want to work with. For example, I’ve shared that I don’t like working with people who don’t take responsibility for their own life. If someone’s more likely to blame outside factors for their misfortunes than look for things they could do to change the situation, I won’t have a good time working with them.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
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