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.
What does your current email marketing performance look like? Analyse the performance of key metrics such as Open Rate, Click-through-Rate (CTR), Deliverability Rate, Unsubscribe Rate, ROI. What is working well and what isn’t. This can also be internally focused – for example, maybe it is taking a long time to create email content, or the creation process is inefficient.

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.
Building subscriber lists is a common need for email marketers. The important thing to remember with this objective is that your email marketing should be focused on quality and not quantity. Because you could gain an additional 1,000 subscribers but they aren’t really interested in your brand and are therefore not going to add much value to your email database or your business.

When a new person registers for my event or webinar, add the person to a list in my email marketing tool – This zap enables you to automatically add new registrants from your event management tool into your email marketing system. From there, you can send them automated reminder emails in the lead up to the event and follow-up emails after it. It works with a number of event management & webinar tools, including Eventbrite, Meetup & GoToWebinar.


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.
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.
The transition email – Remember, every potential customer is currently using something else to do what your product could do for them, and the act of switching from that process to using your product is a barrier you need to overcome. This email should focus on outlining a simple and easy process for making the switch from their existing solution to using your product to solve their problem.
Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don't tell you about that journey at all -- charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don't even really need to read the email -- you know immediately where you are in the whole process so you can move onto other things in your inbox.
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.
Bloggers are the most obvious example of focusing on this email marketing strategy almost exclusively. SaaS (Software as a Service) businesses are another group that typically heavily emphasize content emails. Of course, bloggers, SaaS businesses, and everyone else can send content emails while also using the other email marketing strategies. And you should do it, too.
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.
Great tips in this article. It is so very important to curate an email list that will actually prove to be helpful for a business. Businesses should make registration simpler and offer incentives so that the users/readers have a reason to register. You need to be able to intrigue the users to get them on your mailing list. Avoid using lists that have been purchased – you will only end up with fewer open rates. Great read – thanks for these tips, will definitely be using them!
Minimal risk: Some top marketers expect to burn through $10,000 of advertising budget before even knowing if they can make a campaign profitable. (Nope, that’s not an exaggeration. But I’d usually aim for a few hundred dollars—not thousands.) With email marketing, the costs are much, much lower. A simple email marketing software like AWeber is very affordable even if your business isn’t a huge success, yet. And even if you go with something advanced like Infusionsoft, you’re still far away from the kinds of investments many other marketing tactics require. Sure, email marketing and advertising aren’t directly comparable (advertising is mainly used to reach new prospects). But you get the point.
Calculators: A calculator offers customers a lot of value with minimal effort on their part and instant gratification. Even a simple price calculator (e.g., “How much does it cost to buy a house?”) can have impressive results: companies report lead conversion increases of more than 25%, plus a nice boost from social traffic. Offering a calculator as a call-to-action is a sign of your intent to solve a customer’s problem and add value, boosting your brand image for customers who aren’t ready to commit.
Give people a way to avoid more emails about the same offer. If you do a concentrated promotion for something, you might send lots of emails about it in a short time. Give people the option to avoid future emails about the offer. Just add a link to the end of the emails (e.g., “If you’re sure you’re not interested in [ offer ], click here, and I won’t send you any more emails about it this year.”). That way you won’t annoy people who aren’t interested in the offer now. You could argue that some of them might buy if they saw all the emails. Well, if you’re only interested in this month’s sales, send as many emails as you can. I just assume you want to have someone left on your list for next month.
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.
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.
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