Once you’ve established lifecycle groups and set up the customer relationship management infrastructure to categorise customers in this way, you can begin to deliver targeted messages. This can be done either by personalised on-site messaging or through automated emails which can be automatically triggered by different customer engagements or behaviours.
Presentation is everything, or so they say. With this old adage in mind, we’ve compiled our best tips for anyone who wants to send emails that subscribers click into a handy email design guide. We cover each facet of design: content, templates, identity, color, images, layout, fonts, and calls to action. Design is as much science as it is art, and we take the guesswork out of what can seem like the most challenging part of sending good emails.
With this in mind, keep returning to these analytical markers throughout your eventual campaign. Continual research and analysis give strategies, the ability to roll with the punches and evolve following current events. The best strategies are not set in stone. With the ever-changing digital landscape, it is vital to leave a bit of flex within your overall strategy.

A trigger can also be a passive customer behavior, such as not opening your last few emails, not logging in to use your service for a while, or downloading a product without downloading the tutorial or an important related resource. These types of drip campaigns can help re-engage customers who were moving through the customer lifecycle but have somehow gotten “stuck.”


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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.


Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
If you don’t know the conversion rates on your optin page, then setup split testing. I recommend Leadpages for setting up your optin pages because they have built-in click tracking, A-B split testing, and they let you drive unlimited traffic. Of course, they have some beautiful optin page templates that you can edit very easily using their click-click interface.
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.

Be friendly. Feel free to use a casual tone in your email newsletters. Since most emails come directly from one person, people expect human voices in their inboxes. There's a good chance your subscribers are already in a informal frame of mind when they're checking their email, so an overly formal or stodgy voice might seem out of place. Plus, they've given you their email address, so you're already on a first-name basis. If you collect first names on your signup form, you can dynamically include them in your email greetings.
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).
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.
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