The default one-click welcome automation is one email that sends immediately after signup, and includes pre-filled content. In the automation builder you can change the delay, and edit the design and content. This automation welcomes new subscribers to your audience, so the trigger and audience are fixed and uneditable. You can pause the automated welcome email at any time. If you need more sending options, check out our advanced workflow.

Newsletters are long-haul engagement. They serve as check-ins with your subscribers, as well as offering generalised engagement points. Newsletters are a way of both driving and maintaining engagement – at worst they serve as a reminder of the relationship the recipient has with a brand, but usually, they do a lot more. Provide as many engagement points/links as you can within your newsletters, and you'll be surprised at what crops up!


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).
Lengthy paragraphs are off-putting, but I do appreciate that brevity is a tricky skill to master! If you struggle with short copy, write your main body copy out in the manner that feels natural, and then take a (metaphorical) knife to it afterwards. You’ll be amazed at what can be cut without losing any of the sense or feel of the piece. If you really can’t cut it down, try chopping your copy into sections, or offering a ‘Read More’ option leading to the website.
This A/B test indicates that engagement is one problem, but your subject lines are an even bigger problem—and one you can solve right away. CTR rates are understandably lower among the less-engaged group, but you saw engagement increase with a punchier subject line, so there is room to improve CTR among cold leads. CTR rates are higher in the more engaged group, but with a better subject line, this rate could go through the roof.
Demographics: Certain demographics like age, gender, job title, and other information that informs your buyer personas can be a good way to segment customers and customize messages. For example, a financial company may want to send retirement-themed emails to customers seeking information on offering their employees benefits and emails about college loans to university-based customers.
When a new contact is added to my CRM system, add the new contact to a list in my email marketing system – This zap enables you to automatically add new contacts from your CRM into your chosen list in your email marketing tool. Then, using automation you can send them welcome emails, lead nurturing emails and more. It works with a number of CRM systems, including Salesforce, Highrise, Zoho, Batchbook, Capsule, SugarCRM, Nimble, Pipedrive & more.

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!
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.
Essentially, a customer has greater ‘lifetime value' the more that they interact with their brand. Some actions (purchases, for example) have higher ‘value' than others, but all engagements add to a customer's LTV. Evaluating CLTV will help you to identify existing high-value customers and potential high-value prospects moving forward. This, in turn, will enable you to refine your message and target it where the true value lies.
Interests: This is a big one, and Amazon is a prime example of the impact it can have. Recommendations are made based on purchase history, which offers a more personalized message that is more likely to drive engagement and, ultimately, a purchase. What are the bottom-line interests in B2B marketing? How your product or service saves 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.

Surprise: Customer loyalty is the key to success. And you can reward your loyal customers by giving them something for free every now and then. Create a “surprise” email that sends an automated email to your best customers that offers a free yearly license to your software for them to use, a gift card or even a coupon code to redeem a box of cupcakes. It’s a small cost for your business but, the reward is huge!

Even if you’ve already got a long list of emails for clients and prospects, you should never stop adding to it. Especially since it’s not nearly as hard as it sounds. For example, make sure your list is always growing passively with a signup feature on your website. Subscription forms should be on your home page, blog page and everywhere else you can fit it without taking away from more important content.
At worst, you might think I’m a bit weird for caring so much about sound quality. Or you might think I’m really weird if you knew that my loudspeakers are computer calibrated to my room. Or you might question my priorities if you knew I set up my office, so that my desk is nearly in the middle of it… mainly to be able to enjoy music better. But we’re all weird in some ways (and I’ll let you think this is the weirdest thing about me).
If you’re not already segmenting, this is a great place to start. CPC is a strategy-based customer segmentation tool focused on profile descriptor fields. For B2C retailers, this would include age, sex and geography. For B2B companies, this will consist of the size of the company, job role and the industry sector or application they operate in. This example shows a female and male creative with the products that are included in the content changing based on the gender.
This A/B test indicates that engagement is one problem, but your subject lines are an even bigger problem—and one you can solve right away. CTR rates are understandably lower among the less-engaged group, but you saw engagement increase with a punchier subject line, so there is room to improve CTR among cold leads. CTR rates are higher in the more engaged group, but with a better subject line, this rate could go through the roof.

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 a new contact is added to my CRM system, add the new contact to a list in my email marketing system – This zap enables you to automatically add new contacts from your CRM into your chosen list in your email marketing tool. Then, using automation you can send them welcome emails, lead nurturing emails and more. It works with a number of CRM systems, including Salesforce, Highrise, Zoho, Batchbook, Capsule, SugarCRM, Nimble, Pipedrive & more.
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