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.
Will people understand what you’re trying to say? It’s usually better to avoid topics (or opinions) that are complex if many people are extremely passionate about them. For example, sharing almost any opinion about immigration policy is usually a bad move, unless your audience is unusually homogenous. You could agree 99% with someone and still piss them off by using the wrong term just because they have such a strong “either you agree 100% with us, or you’re our enemy” mentality. I once pointed out that I think it’s unacceptable to capture and torture people for years—especially if they aren’t charged with any crime, there’s no evidence they’ve done anything wrong, and they’re children. I got several emails back from people saying, “you have no idea what you’re talking about” or “you should stick to marketing and leave politics to people who understand it.” They took it as commentary on geo-politics. I just said I’m not okay with pointless torture of children. I thought we’d all agree on that.

If you're doing something right, and it's making an impact, your competitors will pick up on it. If your competitors start changing their own strategies and tactics, and if it seems like they might be doing this in response to your campaign, it's worth looking into. Identify your main competitors and analyse how their own email messaging has changed (if at all) during your campaign.


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.


When you create a Mailchimp account, you have the option to select a Free or paid plan. This option allows you to experiment with our user-friendly tools and figure out how to best use our all-in-one Marketing Platform. So if you’re just getting off the ground, you can learn to market smarter so you can grow faster. You can remain on the Free plan as long as you have 2,000 or fewer contacts in your audience.

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.
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.
Use a call to action button – We ran some tests recently and found that including a call to action button (as opposed to just text links) increased our conversions by 28%. So when creating your automated email campaign, make sure to include a call to action button to increase your chances of people clicking through and taking your desired conversion action. It’s also important to optimize your call to action buttons, and this post provides a 3 part framework for creating the perfect CTA button.
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.
Remember, the precise metrics you use, segments you choose, and journeys you map will vary greatly depending on your customers, brand message, and business model. That’s why it’s so important to put in that early work to define your marketing status and objectives. There’s no one-size-fits-all guide to strategizing but hope this guide has given you a good grounding in the direction your thinking should be going.

Keep the subject line and pre-header short: The subject line is crucial. Keep it short so the reader knows exactly what the email topic is about. And the pre-header text (also known as snippet text), don’t let it go to waste by using “To view this email in your browser…”. Instead, summarize the email or include a call to action (i.e., Use “FREESHIP” to get free shipping).
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.

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.
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.
When people talk about email marketing, lots of them forget to mention transactional emails. These are the automated emails you get in your inbox after taking a certain action on a website. This could be anything from filling out a form, to purchasing a product, to updating you on the progress of your order. Often, these are plain text emails that marketers set and forget.

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.


One of the great things email has going for it is that it can adapt on a dime and turn on a penny, meaning that it has the potential always to be relevant and timely. This is very different from social media posts, which are less intensively targeted, less time-focused, and work on more of a broadcast basis. The capacity to intensively segment, target, and stream your email marketing also helps you to narrow your analysis to certain points. By doing this, you can learn a lot about your brand, your customers, and your marketing profile in general.

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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