This submit was up to date on July 6, 2022.

It’s fairly uncommon to discover a model that isn’t doing a little type of electronic mail advertising (85% of B2B firms leverage it as a key a part of their content marketing).

Everyone seems to be sending one thing, whether or not they’re selling their newest merchandise, sending out a weekly newsletter, or partaking in chilly electronic mail practices. In spite of everything, the barrier to entry is fairly low (e.g., less than $30 a month), and you’ll ship focused advertising messages at scale.

However right here’s the factor:

Many manufacturers are doing it incorrect.

Or, a minimum of, they might be doing an entire higher—their email marketing efforts mainly boil all the way down to urgent ship on a random electronic mail a few times per week. They aren’t guided by an overarching technique grounded in deep viewers analysis and an intensive understanding of the client journey.

On this article, we’ll define 9 steps to making a high-performing electronic mail advertising technique that serves clients in any respect phases of the shopping for course of and helps you develop relationships, earn extra clients, and in the end drive income development.

9 steps to making a complete electronic mail advertising technique 

9 steps to creating a comprehensive email marketing strategy
9 steps for creating an electronic mail advertising technique

Let’s begin easy:

What precisely is an electronic mail advertising technique?

An electronic mail advertising technique is a roadmap or blueprint that informs your electronic mail advertising techniques. It defines facets resembling:

  • Who your audience is
  • What their widespread ache factors and challenges are
  • How they go from recognizing that problem to selecting an answer (the client journey)
  • Your electronic mail advertising objectives
  • How and if you’ll attain clients by way of electronic mail

A strong electronic mail advertising technique separates excessive performers from those that ship advertising emails sometimes and marvel why they miss out on vital outcomes.

These high performers will then use email marketing analytics (extra on that later) to tell changes to their technique in steady enchancment.

Sounds good, proper? However the place do you begin?

Desk of contents

  1. Perform in-depth audience research
  2. Map out the customer journey  
  3. Get super clear on goals and outcomes 
  4. Build and segment email lists 
  5. Develop an email marketing calendar 
  6. Design, write, and build email content in advance 
  7. Set up automated email sequences 
  8. Leverage reliable email analytics 
  9. Test, adjust, repeat 

1. Carry out in-depth viewers analysis 

The time period “understanding your audience” has, to be honest, change into a little bit of a trope within the advertising world.

However right here’s the factor: cliches change into cliches for a motive—notably as a result of they’re true. In-depth viewers analysis, interviews, and evaluation should be the spine of your electronic mail advertising technique.

In the event you don’t know something about your clients, you received’t know:

  • What challenges they’re dealing with, and the way they’re trying to unravel them at the moment
  • What sorts of messaging will resonate with them
  • Find out how to use electronic mail advertising to transform prospects

The customer persona is the commonest technique for gathering and displaying this information in order that it may be used to tell advertising initiatives.

Purchaser personas are fictitious examples of your superb buyer, masking facets like their objectives, motivations, demographics, objections, and buy standards.

Right here’s what they appear to be:

customer persona example
Instance of a buyer persona (Source)

The place the place most firms fall brief with the client persona is failing to speak to their clients. They make assumptions based mostly on their very own information, which can have some validity, however will in the end tarnish their perceptions.

So, right here’s methods to get your purchaser personas proper.

Analyze your present information

Information out of your CRM goes to be essential right here. Search for tendencies in:

  • Challenges (e.g., what ache factors did they share together with your gross sales reps?)
  • Demographics (e.g., the place are they positioned?)
  • Roles (what are the commonest job titles your clients maintain?)
  • Merchandise (what merchandise or options are getting used mostly?)

Interview your clients

Complement your present information and dig deeper by truly talking together with your present clients.

Use surveys to gather quantitative information (for example, you won’t have insights into demographic information like age) and buyer interviews to seize qualitative insights.

In your buyer interviews, ask questions like:

  • Inform me about how your crew makes use of our product every day.
  • How have been you managing these duties earlier than working with us?
  • While you have been contemplating signing up for our product, what objections or considerations did you’ve got?

Create a number of personas

It’s unlikely that you simply’ll have a single advertising persona as a result of your product will most likely attraction to a couple totally different varieties of individuals.

That’s good as it’ll inform email segmentation (which we’ll focus on later).

Phase personas based mostly on shopping for motivations, challenges, and product utilization, and take a look at to not construct greater than 4 personas (3 is normally the candy spot).

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2. Map out the client journey 

Now we all know who our clients are (and what motivates them), we have to achieve a deep understanding of how patrons transfer from wants identification (“Oh, I’ve an issue right here.”) by to answer (“Sure, I’d like to purchase the factor.”)

We name this course of customer journey mapping.

A buyer journey map is a simplistic illustration of the broad phases a typical buyer goes by, from consciousness to buy and finally advocacy.

customer journey map example
A buyer journey map

Once more, use a mix of arduous information (advertising attribution, info in our CRM, and so forth.) and buyer analysis (interviews) to construct this out.

Keep in mind, the thought is to create a broad illustration. We all know that not each buyer will take this actual route to buy. However we’re on the correct path if we will cowl 80% of actual buyer journeys.

From an electronic mail advertising perspective, this train goals to tell the creation of electronic mail content material and messaging.

Figuring out whether or not a buyer is on the product consciousness stage (step one within the above buyer journey) or approaching the product buy phases is essential, because the content material you distribute by way of electronic mail can be vastly totally different.

Within the first occasion, your communications can be largely training; within the latter, your emails can be extra targeted on conversion, maybe supplementing a personalised supply with a related buyer story.

3. Get tremendous clear on objectives and outcomes 

One of the best electronic mail entrepreneurs have absolute readability on their objectives and desired outcomes.

You’re more likely to have a number of, as outcomes will differ at every stage. 

For instance, for consciousness stage clients, your overarching objective is to coach them on the influence of the challenges they’re dealing with, present recommendation and options, and transfer them ahead to consideration. 

This electronic mail from Metadata, for example, is all about prospect training.

marketing email from metadata
Advertising electronic mail from Metadata

For present clients, the objective could also be to retain clients (i.e., prevent churn) or cross-sell further merchandise, like on this advertising electronic mail from Semrush.

marketing email from semrush
Advertising electronic mail from SEMrush

Your objectives will then inform the email marketing metrics you utilize to tell success and perceive progress towards your key aims.

Frequent examples of metrics particular to electronic mail campaigns embrace:

  • Unsubscribe charges
  • Click on-through charges
  • Conversion charges
  • List growth rates
  • Open charges
  • Click on-to-open charges
  • Bounce charges
  • Electronic mail deliverability 

These metrics measure the direct efficiency of your electronic mail advertising campaigns. One of the best digital entrepreneurs go a step additional and monitor the influence of their efforts on key income metrics like LTV (buyer lifetime worth) and NRR (web income retention).

Take into account the above electronic mail from Semrush, despatched to present clients with the objective of cross-selling their Viewers Intelligence characteristic.

An electronic mail marketer at Semrush can measure the influence of this electronic mail (i.e., its conversion) on each of the above income metrics.

4. Construct and section electronic mail lists 

As your electronic mail advertising technique performs out, you’ll improve the variety of electronic mail subscribers in your listing. 

In a short time, this listing turns into non-homogenous: the purchasers in your listing don’t essentially match the identical profile. Your listing could also be made up of consumers that suit your 3 purchaser personas, however there could also be any variety of variations in between.

In the event you proceed to ship the identical emails to each recipient in your listing, you will notice a lower in key engagement metrics like open and click-through charges.


As a result of your electronic mail content material is now not related to every particular person in your listing. 

Take into account a easy instance: your organization is a sales CRM, and 1 of your key buyer industries is insurance coverage. Insurance coverage businesses make up about 40% of your buyer base, so clearly, you wish to nurture these relationships with extremely related content material.

However if you ship that electronic mail out to your total listing, it’s irrelevant to 60% of your viewers.

That is the place listing segmentation is available in.

Segmentation is all about dividing your electronic mail lists based mostly on particular traits, resembling:

  • Trade
  • Age vary
  • Product curiosity and utilization
  • Locality
  • Challenges and ache factors

Observe that you simply’re not bodily slicing your listing up, you’ll merely add the above attributes to every of your buyer accounts, so you may filter out the e-mail recipients you want if you want them.

Use these attributes to establish massive teams of comparable clients (resembling insurance coverage brokers), and create custom-made, segment-focused electronic mail content material that solely will get distributed to them.

5. Develop an electronic mail advertising calendar 

One of the best electronic mail advertising strategists plan out sends upfront. A month upfront ought to be your minimal, however 3-6 months is good.

Email marketing calendars ought to embrace:

  • The sorts of electronic mail you’ll ship (promotional emails, lead nurture campaigns, electronic mail newsletters, and so forth.)
  • Buyer segments
  • Key dates
  • Hyperlinks to electronic mail content material
  • Assignees (who’s accountable)

This easy instance from a northeastern limo service demonstrates what an electronic mail advertising calendar appears to be like like in observe.

email marketing calendar example
Instance of an electronic mail advertising calendar (Source)

Being unprepared and unplanned creates threat. With out an electronic mail advertising calendar, you’re more likely to fall behind, rush and produce poor-quality content material, or ship electronic mail content material that doesn’t align together with your broader organizational objectives for every quarter.

6. Design, write, and construct electronic mail content material upfront 

Now we’re beginning to get into the nitty-gritty of electronic mail technique.

You’ve bought a transparent thought of your viewers, and the standard journey potential clients in your subscriber listing undergo. You’ve developed an electronic mail calendar for the subsequent month, which outlines when content material must be created, delivered, and distributed to satisfy strategic enterprise objectives.

Now could be the time to assemble your crew.

For smaller organizations, this can be a crew of 1. At scale, electronic mail advertising groups could embrace copywriters, designers, and electronic mail entrepreneurs who assemble the content material offered by designers and writers and use electronic mail advertising instruments to distribute, analyze, and report again.

Assign process necessities to every crew member to get as far forward of schedule as potential. As an illustration, electronic mail content material attributable to be despatched in June might be delivered in mid-Might, however ideally, you front-load creation in order that content material due in June is delivered in late April, for instance.

This enables optimum time for stakeholder sign-off, edits and adjustments, and scheduling.

7. Arrange automated electronic mail sequences 

Automation is the important thing to working electronic mail advertising campaigns at scale.

Email automation permits you to arrange a collection of electronic mail messages which are despatched routinely, based mostly on the foundations you plug in.

automated email sequence
An automatic electronic mail sequence

Say, for instance, 1 of the campaigns in your electronic mail advertising technique is a lead nurture sequence. The play appears to be like one thing like this:

  1. Buyer fingers over their electronic mail deal with in alternate for an book. 
  2. The book is delivered by way of electronic mail.
  3. As soon as per week for the subsequent 5 weeks, an academic content-based electronic mail is shipped.
  4. A last electronic mail is shipped on the finish of the fifth week, asking the client to guide a gross sales demonstration.

That’s 7 emails. With out automation, an electronic mail marketer would want to set a reminder of their calendar to ship every new electronic mail each week. 

With automation, you don’t even want to the touch it. As quickly as that potential buyer enters their electronic mail deal with, it’s routed straight into the lead nurture marketing campaign and the emails begin rolling out.

Primary electronic mail service suppliers (like Gmail and Yahoo) don’t usually have the potential for automation. You’ll want to take a look at extra complete email marketing platforms to entry this characteristic.

8. Leverage dependable electronic mail analytics 

The simplest electronic mail advertising campaigns are continually adjusted based mostly on electronic mail advertising analytics.

Your email marketing automation platform will present useful insights into electronic mail efficiency. You’ll have the ability to measure the effectiveness of varied electronic mail campaigns, breaking down metrics like open price and conversion price throughout totally different buyer segments.

Use this information to tell adjustments to your electronic mail advertising technique.

Let’s say, for example, 1 of your email templates converts extra clients than the remaining, regardless of selling the identical product characteristic. 

Now, you may dig additional to investigate what separates that electronic mail from the remaining. Is it the e-mail topic line? Are you utilizing totally different calls to motion? Is the e-mail design any totally different? 

You’ll additionally have the ability to establish inactive subscribers and take away their electronic mail addresses from future campaigns. Inactive subscribers result in poor marketing campaign efficiency and influence key metrics like open, bounce, and click on charges.

9. Check, alter, repeat 

Electronic mail advertising is just not a set-and-forget type of affair.

We all know you’ve simply spent weeks laboring over your technique, and now it’s important to change it?

Sure, as a result of electronic mail advertising is just not solely a inventive endeavor; it’s extremely analytical. Your job as an electronic mail marketer is to maximise efficiency and engagement out of your electronic mail advertising lists, and also you’ll solely obtain this by testing and evaluation.

The A/B test is maybe the e-mail marketer’s favourite instrument.

In an A/B take a look at, you’re testing the distinction within the efficiency of a single variable to maximise the influence of future electronic mail sends. 

email a/b testing
Electronic mail A/B testing

As an illustration, you wish to discover out the perfect time of day to ship a selected non-promotional electronic mail.

The A/B take a look at right here is easy:

Design your electronic mail, and break up your recipients into a number of teams, every receiving the identical electronic mail however at a unique level through the day.

You’ll have the ability to establish whether or not time impacts electronic mail efficiency (it could not), and if it doesn’t, schedule all future emails with the identical kind of content material throughout that interval.


To create a really efficient electronic mail advertising technique, you want 3 issues in place:

  1. A transparent understanding of your viewers and the steps they undergo to buy
  2. A map of the way you’re going to succeed in potential clients by electronic mail content material 
  3. A complete electronic mail advertising platform

This final piece makes automation potential and supplies actionable insights into marketing campaign efficiency to tell strategic changes.
Get began right this moment with a free 14-day trial of ActiveCampaign, and stage up your electronic mail advertising technique instantly.


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