Note: if your email is not run by a Microsoft exchange server, the you must leave your computer turned on and Outlook running for the automated replies to be sent. If you’re not sure if your email is setup in this way, ask your IT department. If you don’t have an IT department, then your email isn’t likely setup on an MS Exchange server and you should leave your computer on.

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.

Demographics: Certain demographics like age, gender, job title, and other information that informs your buyer personas can be a good way to segment customers and customize messages. For example, a financial company may want to send retirement-themed emails to customers seeking information on offering their employees benefits and emails about college loans to university-based customers.


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.

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.
×