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Use compelling copy – It’s important in your automated emails to create desire towards the conversion action, and there is no better way to do this than by using compelling, benefit-focused copy. We regularly use copywriting formulas such as the PAS formula or the BAB formula to achieve this in our own email campaigns, and they are two resources worth checking out. Alternatively, if those formulas don’t quite fit the message of your email then use these 5 persuasion techniques to help you write email copy that converts.
Now, work out the kinds of email communications which are appropriate and manageable for your brand. Newsletters? Generalised product promotions? Targeted product promotions? Order confirmation emails? Product reminders? All or a combination of the above? Work out what’s appropriate for you, and work out what’s appropriate for your personified customers, at each stage of their journey.

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.


The downside of just making offers is that they’re not useful on their own. People on your list won’t receive any value from you unless they buy what you’re promoting, so they have little reason to stay subscribed. That’s why this email marketing strategy doesn’t work alone. And it’s why many e-commerce sites struggle to keep people interested. There are a few exceptions (e.g., Groupon) that rely entirely on making offers—but then the reason people joined the list was specifically to receive those offers.

A significant element of email marketing is relationship. Does a recipient trust you? Does a recipient even know who you are? When an email jumps the gun by forcing familiarity too soon, the personalization comes across as skeevy. Intimacy is earned in real life, and it would appear to be the same way with email. Take this example from my inbox; no one has called me lowercase kevan l lee in years.
Open and click-through rates (CTRs): Knowing who are engaged customers (those who open most emails and end up making purchases) versus inactive customers (who haven’t opened any emails in months) can be invaluable. Marketing campaigns announcing a new product should absolutely include those engaged customers, while re-engagement campaigns can be created to try and entice the inactive customers.
This article is by far one of the most interesting and fun articles that I have read in a long time. I say fun because the points mentioned here are simple and easy to read. They are not long passages that speak a lot and tends to lose focus. On the contrary the points mentioned here were in short crisp sentences that did not bore me but made my read a pleasurable one. Thanks!
Purchase (formerly the bottom): This phase should drive the sale, such as a free trial or discount offer. These messages can be much more direct and sales-oriented since these customers have indicated they are closer to a purchase than others. In this phase, it’s important to keep your emails focused on the primary call to action (CTA) and make sure the transaction is as easy as possible. Some companies opt to offer post-purchase set-up assistance or support to help customers move from engagement to purchase.
That isn’t to say that sales-y promotions couldn’t ever create results—as marketing “gurus” have proved. The results just aren’t as good as they could be. Take the biggest gurus’ results—the ones they boast about—and calculate their conversion rates. Often their marketing is comparatively ineffective. They just have massive volume, so the sales numbers are impressive.
I think this email also makes quite a brilliant use of responsive design. The colors are bright, and it's not too hard to scroll and click -- notice the CTAs are large enough for me to hit with my thumbs. Also, the mobile email actually has features that make sense for recipients who are on their mobile device. Check out the CTA at the bottom of the email, for example: The "Open Stitcher Radio" button prompts the app to open on your phone.
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.
Beyond that, avoid using all caps, too many exclamation marks, and hyperbolic phrases ("ACT NOW BEFORE TIME RUNS OUT!!!!"). Poorly formatted HTML in your emails can also hurt how they’re handled. Every spam filter is different, so an email might pass through one filter but get flagged by another. For more comprehensive info on how spam filters work and how to avoid them, check out this guide by MailChimp.
This is a perfect guide for any beginner to the world of email marketing. It can often be super confusing when you are new to email marketing and you may not be aware of how to go about things. This article is great as it talks about the various factors that can make email marketing campaigns a true success. I agree with every single point that has been mentioned above. I especially agree with personalizing emails as this can totally grab the attention of any reader. Thanks for this post!
Beyond that, avoid using all caps, too many exclamation marks, and hyperbolic phrases ("ACT NOW BEFORE TIME RUNS OUT!!!!"). Poorly formatted HTML in your emails can also hurt how they’re handled. Every spam filter is different, so an email might pass through one filter but get flagged by another. For more comprehensive info on how spam filters work and how to avoid them, check out this guide by MailChimp.
Steven, you nailed the topic! Thanks a lot! I am already on my way to your described perfect email marketing strategy. 1. Following tactic of personalization in my messages, because I always appreciate the personal touch myself. 2. Next, segmentation - real assistant for you and your audience, it filters out everything you don't need and everybody that won't be interested in your topic. 3. Mobile-friendliness that's is the point I was never outlined and thought of. So the first thing to improve! 4 & 5 Testing and automation are included in my plan from provider.Thanks again for the content, now I know gaps in my strategy, that I could work on.
Personas provide a multi-dimensional method of targeting. They’re based, as the name suggests, on a projected persona for each customer ‘type’. Get it right, and personas can help you enormously in both predicting behaviour and personalising your communications. Personas are a powerful technique, and they’re increasingly used to improve the usability and customer centricity of communications.

Another mindblowing and excellent post. Yes, its better to have a content strategy for a newsletter and give emphasize on mobile email optimization. Nowadays, most of the people are not sitting before PC, rather they use mobile phones for checking mail. So, it’s really a great idea. Also, maintain publishing calendar is a good idea. Thanks for sharing these very much informative post.
Hello Steven, first of all I want to thank you for posting such a informative article. Email is an essential part of our digital life. I didn't have any prior knowledge about email marketing before reading this article. But frankly sepaking now I am keen to know more about email marketing. Informations , data about email marketing and visulization style which are used, makes this article more attractive. Thank you for putting such effort.
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.

If you're inviting readers to download an ebook, for example, and you have a picture of the ebook included in the email, don't just hyperlink the text next to the image telling people to "download it here." Hyperlink the ebook's picture, too. People are drawn to images much more commonly than text, and you want to give your email subscribers as many options to get your ebook as you can.


When you send email from a real person, your email open rate increases. Plain and simple. This is because -- based on past tests we've conducted -- recipients are typically more likely to trust a personalized sender name and email address than a generic one. People are so inundated with spam nowadays, they often hesitate to open email from unfamiliar senders -- and they're more likely to trust a personalized sender name and email address than a generic one.
Be clear about what people can get and how to get it. This is the backbone of this email marketing strategy. Tell people about the benefits they can get. Write a separate email about each major benefit, if you want. Make sure those benefits come out clearly. But also keep it conversational. Don’t just list a bunch of benefits and expect people to buy. Also, remember to be clear about what they need to do to get those benefits. Tell them to “click here” or “apply for a consultation.” Don’t force people to think about how to move forward. It’s not that they couldn’t figure it out. It’s just unnecessary (and therefor annoying) when you could make it easy for them.
Effective email marketing campaigns are designed for all devices on which users can read their emails -- desktop, tablet, and smartphone. Email campaigns that are designed for mobile devices are especially important -- a quality known as "responsive design." In fact, 73% of companies today prioritize mobile device optimization when creating email marketing campaigns.
Hi Henneke, Points covered by you are really interesting. So we can assume that one should write & help subscribers as a friend . I’m planning to open my own blog website on Hotel Consultancy and my aim is to create an interested readership before I went to sales part (between 6-12 months). So, instead of posting a blog and start sending email won’t be a good strategy. I think I should wait for a dozen or 2 subscribers and then go for email circulation to the interested audience.
This seems pretty straightforward. It’s about matching email metrics to your marketing objectives (remember them?) If it’s all gone well, your email conversion rates and financial metrics should track closely with your marketing objectives and customer journey. But, if it’s not doing that, don’t throw your hands up in despair! Look into the data, see what’s happened, work out why, and extrapolate some lessons for future campaigns.
If you want to code your own emails, you have the freedom to do so. But this is an advanced skill that requires a good bit of technical know-how. Here’s what you need to take the coding leap—whether you’re just getting started, wondering about the basics of HTML emails, or looking for a guide to coding them. We’ve also rounded up a few more resources you might need as you become a certifiable email pro. If you're considering another platform, check out our comparison guide before you make any decisions.
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.
When you want to create a win-back campaign: Develop a series of win-back emails to encourage inactive subscribers to re-engage, and utilize post-sending actions to automatically perform a specific list action on subscribers after they receive the final email in the series. This could be used to update one of their merge fields, move those subscribers to a different interest group, or to remove them from your list completely.
When you send email from a real person, your email open rate increases. Plain and simple. This is because -- based on past tests we've conducted -- recipients are typically more likely to trust a personalized sender name and email address than a generic one. People are so inundated with spam nowadays, they often hesitate to open email from unfamiliar senders -- and they're more likely to trust a personalized sender name and email address than a generic one.
Then, once a person has completed a particular event in the application (like creating their first campaign), we use the API to change the ‘Created Campaign’ custom field to ‘Yes’ on their subscriber profile. Finally, we set up a custom segment to get a list of people who meet the criteria ‘Created Campaign=Yes’ and ‘Uploaded List=No’ and then sent them an automated email encouraging them to upload their list and complete the send.
When you send email from a real person, your email open rate increases. Plain and simple. This is because -- based on past tests we've conducted -- recipients are typically more likely to trust a personalized sender name and email address than a generic one. People are so inundated with spam nowadays, they often hesitate to open email from unfamiliar senders -- and they're more likely to trust a personalized sender name and email address than a generic one.
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.

Are you willing to alienate people who disagree with your opinion? Sure, not everyone who disagrees with you will unsubscribe. But if you can’t take the risk of alienating a large portion of them, it’s better to avoid the topic. The only exception are friendly disagreements. For example, it can be a good idea to show your support for a specific sport team, even if you know many in your audience like another team. As long as they don’t take the sport very seriously, it can be just a fun thing to talk about. I could, for example, tell that I’m more of a dog person (we have two dogs) than a cat person. I have nothing against cats, but I like walking with dogs. I doubt almost any cat person will hold that against me.
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