Structure your email for scanners – Research shows people don’t read email campaigns word for word like they do a book, instead, they scan the email looking for elements that pique their interest. So in order to get your message across you need to make sure your automated email campaign is structured for scanners. This post on the subject outlines exactly how to do it.

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.
This campaign was very positively received by its subscribers, so much so that within minutes it was being shared on social media, with an estimated reach of 685,000 people and more than 1.1million impressions. Because Easyjet’s objective was to drive a positive response, they included social media listening within their analysis and discovered that 78% of posts were positive and some even added the word “love”.

Every week, the folks at InVision send a roundup of their best blog content, their favorite design links from the week, and a new opportunity to win a free t-shirt. (Seriously. They give away a new design every week.) They also sometimes have fun survey questions where they crowdsource for their blog. This week's, for example, asked subscribers what they would do if the internet didn't exist.
Emails triggered by milestones, like anniversaries and birthdays, are fun to get -- who doesn't like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don't require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.
The subject line should link seamlessly to your main headline and then to the lead copy and into the body of the email. Ensure that the subject line is relevant to the content and incites a relevant expectation – clickbait is bad, folks! Open rates are not the only metrics by which to measure success (I’ve heard it said that open rates are ‘vanity’ and clickthroughs are ‘sanity’).
The reply using a specific template rule in the Rules Wizard sends your automated reply only once to each sender during a single session. This rule prevents Outlook from sending repetitive replies to a single sender from whom you receive multiple messages. During a session, Outlook keeps track of the list of users to whom it has responded. If you exit Outlook and then restart it, however, the list of the senders who have received automated replies is reset.
The reply using a specific template rule in the Rules Wizard sends your automated reply only once to each sender during a single session. This rule prevents Outlook from sending repetitive replies to a single sender from whom you receive multiple messages. During a session, Outlook keeps track of the list of users to whom it has responded. If you exit Outlook and then restart it, however, the list of the senders who have received automated replies is reset.
It's important to take advantage of the window of opportunity when your company or brand is at the top of your prospects' minds. You can really get a pulse of what future engagement will look like by what people do when you email then within 24 hours of their subscribing to your newsletter, signing up for an offer, and so on. Plus, it's a great opportunity for branding and setting expectations.
Embedding images, animation, and vids in an email are tricky, as these elements often mess up during the transfer from one platform to another. A multitude of email clients, operating systems, and connection speeds make this an area in which to proceed with caution. Videos and animation are undeniably eye-catching and engaging, so it may be worth the risk of a dropoff to include them.
The takeaway here is that if you are to use personalization as an email strategy, do so in a meaningful way. It takes little knowledge or relationship to place someone’s name in your greeting. It shows far greater care to send personalized email that is specific to a recipient’s needs and history. Again, an example from my inbox, this email from Rdio dispenses with the formalities and simply provides an update on music I actually listen to.
When it comes to deciding how to craft that perfect subject line, there appears to be really only one area to avoid: the subject line of 60 to 70 characters. Marketers refer to this as the “dead zone” of subject length. According to research by Adestra, which tracked over 900 million emails for its report, there is no increase in either open rate or clickthroughs at this 60-to-70 character length of subject line.
Don’t talk down to people. I think this should be obvious. But looking at the email offers I get, clearly it isn’t. Don’t tell people, “Not buying this product would be idiotic!” or “Only a fool doesn’t understand the value in this service.” This whole email marketing strategy relies on you making people understand the value they can get from you. And sometimes that means making people see the downsides of not buying. But you can do that in a friendly, respectful way.
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.
Embedding images, animation, and vids in an email are tricky, as these elements often mess up during the transfer from one platform to another. A multitude of email clients, operating systems, and connection speeds make this an area in which to proceed with caution. Videos and animation are undeniably eye-catching and engaging, so it may be worth the risk of a dropoff to include them.
Newsletters are long-haul engagement. They serve as check-ins with your subscribers, as well as offering generalised engagement points. Newsletters are a way of both driving and maintaining engagement – at worst they serve as a reminder of the relationship the recipient has with a brand, but usually, they do a lot more. Provide as many engagement points/links as you can within your newsletters, and you'll be surprised at what crops up!
Location: Businesses that offer local service, such as a lawn service company, obviously need to target local customers, but regional, national, and global companies can also benefit from location-based personalization. Consider running special campaigns for customers in a specified location based on regional events or what’s happening at your local office.
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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.
Surprise: Customer loyalty is the key to success. And you can reward your loyal customers by giving them something for free every now and then. Create a “surprise” email that sends an automated email to your best customers that offers a free yearly license to your software for them to use, a gift card or even a coupon code to redeem a box of cupcakes. It’s a small cost for your business but, the reward is huge!
Remember, the precise metrics you use, segments you choose, and journeys you map will vary greatly depending on your customers, brand message, and business model. That’s why it’s so important to put in that early work to define your marketing status and objectives. There’s no one-size-fits-all guide to strategizing but hope this guide has given you a good grounding in the direction your thinking should be going.
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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