When you're using email as a marketing tool, you're working on a pretty personal basis. This isn't ‘drive-by' stuff -you're directly targeting customers from their inboxes. There's a huge amount of potential which comes with this kind of marketing... but you'll only reap that potential if you REALLY understand both the marketplace you're operating from, and the audience you're talking to.
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.
S • Segment. Market research and data analysis heavily inform this first step. You can also use marketing personas and the like to help. Your primary aim with this step is to identify differing customer needs according to relevant markers (e.g. demographic, behaviour, occupation, interests...). You then divide your market into ‘segments’ according to these needs.
You can assess the interests of individual list members by monitoring which pages they land on, and where they go from there. The process is explained by this example from Airbnb. They use click behaviour to ascertain the destination preferences and travel styles of customers and base their follow-up emails on those preference profiles. It's intensely specific, but it gets results!
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With marketing automation in place, it’s tempting to “set it and forget it” when it comes to email marketing. But, just like life, what you get from email marketing depends on what you put into it. The best way to maximize your gains is to pair a great marketing automation system with a robust email marketing strategy that reflects your customers’ needs and the buyer journey.


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.
Do people who share your view see you as more relatable or trustworthy because of your opinion? Not all opinions or even values make much of a (positive) difference. For example, I could point out that I think people should be treated as equals regardless of their gender or sexuality. Most people who agree with that don’t think much about it. It’s such an obvious thing to them. So, telling that doesn’t make much of a difference to people who agree with me. However, many people who disagree with that might think I’m crazy.
Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.
Remember when I said a lot of your email recipients will scan your email without reading all the copy? That's why you want to have a clear call-to-action (CTA) button that's easy to spot for even the quickest of email scanners. Without a CTA button, you won't be calling on your recipients to take any action that actually benefits them -- and the growth of your business.
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.
Hello Steven this is a very well put together article. It takes all of the content that is spread around all over the internet and sums it up nicely. This is great for both beginners in the industry and seasoned veterans whoa re looking for a quick review before sending out the next campaign. Keep up the great work Steven and looking forward to reading your new content!

Genuinely effective campaigns segment the market as carefully as possible, and target accordingly. Relevancy is key for getting people to open emails and respond to your CTA – but what's ‘relevant' differs from person to person. If you're going to make your emails as relevant as possible to everyone who reads them, you need to Segment, Target, and Position.


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.
"Why aren't millennials moving?" The subject line of this email campaign reads before citing interesting data about relocation trends in the U.S. Trulia doesn't benefit from people who choose not to move, but the company does benefit from having its fingers on the pulse of the industry -- and showing it cares which way the real estate winds are blowing.
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.
When you're using email as a marketing tool, you're working on a pretty personal basis. This isn't ‘drive-by' stuff -you're directly targeting customers from their inboxes. There's a huge amount of potential which comes with this kind of marketing... but you'll only reap that potential if you REALLY understand both the marketplace you're operating from, and the audience you're talking to.
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.
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.
‘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.

Head back to your Gmail window. Now, compose a message that you might use frequently, like “Thanks very much for this! I’ll get back to you as soon as I can.” To set up a canned response, click on the dropdown arrow in the lower right-hand corner of the Compose window, and choose Canned responses, followed by New canned response. You’ll have to name the response and save it to make it available.
S • Segment. Market research and data analysis heavily inform this first step. You can also use marketing personas and the like to help. Your primary aim with this step is to identify differing customer needs according to relevant markers (e.g. demographic, behaviour, occupation, interests...). You then divide your market into ‘segments’ according to these needs.
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.

When a new sale is made in my eCommerce platform, add the contact to a list in my email marketing software – This zap enables you to automatically add new customers from your eCommerce platform to your chosen list in your email marketing software. Then, using automation you can send them feedback emails, birthday emails, renewal notices and more. It works with a number of eCommerce platforms, including Shopify, BigCommerce, Volusion, Magento, WooCommerce, eBay, Etsy & SquareSpace.
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.
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.
For example, I can safely share that I listen to a lot of music, and I’m almost fanatic about sound quality. I might listen to an album with poor sound quality once, but I probably won’t go back to it. And to be clear, 95%+ of new recorded music has what I consider poor sound quality (due to an absurd standard of perceived loudness, which takes away natural dynamic range from the sound). That said, I’m not a hi-fidelity sound geek. I’m perfectly happy with my high-end studio monitors—I don’t buy $1,000 power cables, $5,000 CD-players, or $20,000 loudspeakers capable of playing back sounds too high for dogs to hear.
This rule might sound like bad news for your email marketing campaign, but it can actually improve your open and clickthrough rates. Limiting your subscriber list to just those who specifically asked to join you will ensure only the most interested people are receiving your messages. This maximizes the chances that you'll convert readers to qualified leads as a result of an email send.
Not only was this initial email great, but his response to my answers was even better: Within a few days of responding to the questionnaire, I received a long and detailed personal email from Matt thanking me for filling out the questionnaire and offering a ton of helpful advice and links to resources specifically catered to my answers. I was very impressed by his business acumen, communication skills, and obvious dedication to his readers.
Great flexibility: Email marketing can work for every business. It doesn’t matter whether you sell houses, lingerie, or consulting; you can get lots of sales if you use the right email marketing strategy in the right place. And you can promote practically anything relating to your business—you aren’t limited to sending links to your sales pages. Or rather, if your emails are just links to sales pages, you’re doing it wrong.
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.

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.


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.
Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
Email marketing is the practice of sending various types of content to a list of subscribers via email. This content can serve to generate website traffic, leads, or even product signups for a business. It's important that an email campaign's recipients have personally opted in to receive this content, and that each newsletter offers something of value to them.

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Whenever possible, add a personal element to your emails. Most email tools allow you to enter shortcodes that will be replaced with the recipient’s name when the email is sent out. Emails from Treehouse Co-Founder Ryan are always fun and personal. The subject lines are creative, messages are sent "from" Ryan's email address, and the content is personalized. If you reply to the mail, you'll even get a prompt response from Ryan himself!
In addition to linking to Letter Shoppe's designs (available on merchandise that is ultimately sold by RedBubble), the email campaign includes an endearing quote by the Featured Artist: "Never compromise on your values, and only do work you want to get more of." RedBubble's customers are likely to agree -- and open other emails in this campaign for more inspiring quotes.
* Average click rate is calculated by the total number of clicks in a 5 day period divided by the number of solos sent in that period. There is no guarantee that your solo mailing will receive the current average click rate. Your solo mailing could receive more clicks or less clicks than the current average click rate. The average click rate is provided for informational and comparison purposes only.
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.
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.

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.
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.
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.

Part of the problem is that people are confused about the difference between ‘strategy' and ‘tactics'. It's essential not to get these two confused. They are related – tactics are a vital part of what makes a strategy work – but they’re not the "be all and end all." Too many people neglect a full and comprehensive strategy in favour of a bunch of loosely-connected tactics. So, to recap:

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Armed with these effective and practical email marketing tips, you are in a better position to design and run successful email marketing campaigns. Remember, email marketing is not a game of chance. You have to put certain systems and structures in place for you to see a good ROI. For more insights and email marketing tips, make sure to check out our article on email marketing best practices you need to follow.
Technology has a significant impact on consumers’ expectations, and those expectations impact how subscribers engage with your email marketing. Brands need to continually demonstrate that they know their customer, which can make it a challenge to stay on top of the evolving context of marketing. An email strategy can make all the difference between building a relationship with your customers and sinking without trace.
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