Open and click-through rates (CTRs): Knowing who are engaged customers (those who open most emails and end up making purchases) versus inactive customers (who haven’t opened any emails in months) can be invaluable. Marketing campaigns announcing a new product should absolutely include those engaged customers, while re-engagement campaigns can be created to try and entice the inactive customers.
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.
Think as well about the kinds of metrics you're evaluating. You probably know that interaction with email campaigns is measured through open and click-through rates. While it's meaningful to review email response in this way, if this is all you measure, you're missing the bigger picture of the value of email to your company and its customers. These rich metrics in the email are great. However, there is a distinction must be made between:
There are lots of ways to buy an email list, but none of them will actually benefit your campaign. Why? Since the owners of these email addresses didn't explicitly agree to receive content from you, there's no telling how interested they are -- or if they're even a fit for what you have to offer. A bought email list is also in violation of GDPR (we'll talk more about this in just a minute).
Win-back: An existing customer is soon approaching the end of his yearly subscription. The customer hasn’t used your product in 3 months and you need a way to win them back and keep them for another year. Create a “win back” email that sends an automated email to all customers that are coming to end of their contract with a list of new product features and a short plan on expected releases in the next six months.

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.


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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.
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.
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.
Make it scannable. Your subscribers are busy people who get a lot of email, so it's safe to assume you don't have their undivided attention. Instead of one long block, break up your content into short paragraphs. Include subheadings and images to guide readers through your email and make it easier to scan, and add a teaser to the top of your newsletter to tell subscribers what's in store. If you're sending a long article, consider inserting a "read more" link so people can get to the rest when it's convenient for them. Your subject line should be to-the-point and easy to digest, too. You might even want to a/b test subject lines to see which ones perform best.
Advocacy: The old adage of “word of mouth is your best marketing” is still true today. When a customer loves your company or products, they tell others about it. Social media and online reviews are some of the strongest purchase influencers. To capitalize on the advocacy stage, identify your happiest customers and see if they’ll spread the word with a review or testimonial. If you have a referral program where you offer discounts or other rewards for bringing in new business, make sure this program is a big part of your email marketing strategy for devoted customers.
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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.

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.

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