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.
‘Lead scoring' is what we think of when we consider ‘marketing automation'. Everyone knows by now about assigning a value to leads, so I won't bore you with the fine details here. The important part of lead scoring, which often gets missed out, is the follow-up. Nurture your best leads by following their engagements closely. Gauge their communication preferences, assess their buying behaviour, understand their journey, and communicate accordingly.
Presentation is everything, or so they say. With this old adage in mind, we’ve compiled our best tips for anyone who wants to send emails that subscribers click into a handy email design guide. We cover each facet of design: content, templates, identity, color, images, layout, fonts, and calls to action. Design is as much science as it is art, and we take the guesswork out of what can seem like the most challenging part of sending good emails.
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.
People tend to think of evaluation as something you do at the end of a campaign. In fairness, doing a full evaluation at the end is a massively important part of any campaign strategy. But it’s also helpful to evaluate as you're going along. Lots of brands make the mistake of closing their ears to ongoing issues and save any feedback for the end of campaign evaluation.

To make sure you're only sending emails to the people who want to read them, clean up your email list so that it excludes recipients who haven't opened a certain amount of emails in the campaign's recent history. This makes sure your emails' open and clickthrough rates reflect only your most interested readers, allowing you to collect more effective data on what is and isn't working in each email you send.
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.
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.

Messages which require online action work better in email than DM (direct message on social media), whereas calls-to-action to text to a shortcode or download a mobile app work fine within a DM. RFM and response analysis will indicate channel preference since customers with a preference for specific online channels will be more responsive in them and will make more purchases online.
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.
Remember, data collection is a two-way street. People won't give you their data for anything. So, think about how you are managing your subscribers' expectations. How clear is it to new recipient what they are going to be receiving from you? Try and get a good a feel for the experience of the person receiving your data collection methods as you can at this point.
Measure your results – Most email marketing tools will give you comprehensive data on email-related metrics like opens, clicks, etc. Some will even show you a real-time world map of people engaging with your email. However, to truly measure and optimize the results of your automated email you need to go beyond these metrics and look at the fundamental numbers that matter to your business, things like visits, customers and revenue. Google Analytics is a powerful and free tool to use to do this, and we’ve made a free Google Analytics dashboard that you can use to measure the effectiveness of your email marketing at a glance. If you’re more of an advanced user, check out our 4 favorite Google Analytics reports for measuring email marketing.

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.


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Very useful tips. I’ve been looking for ways to successfully grow my email list. What I find very important is segmentation, mobile-ready communication, and analytics in email marketing. I guess that another important thing is the choice of the email marketing service provider. A good fit for me was GetResponse, but it’s good to test the choices that are available on the market to pick the right tool for certain business.


Social media may be the young whippersnapper nipping at email’s heels, but the content king of the inbox still holds sway in social influence, according to a study by SocialTwist. Over an 18-month period, SocialTwist monitored 119 referral campaigns from leading brands and companies. The results showed a significant advantage to email’s ability to convert new customers compared to Facebook and Twitter.
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