Part of the problem is that people are confused about the difference between ‘strategy' and ‘tactics'. It's essential not to get these two confused. They are related – tactics are a vital part of what makes a strategy work – but they’re not the "be all and end all." Too many people neglect a full and comprehensive strategy in favour of a bunch of loosely-connected tactics. So, to recap:
Retention/Loyalty and Growth: At this stage, the customer purchased a product, used it, and keeps coming back. As the customer gets to know the product, your email marketing campaigns should focus on ways to maximize the value of the product, find new ways to use it, and potentially add on other related products or services. Customer loyalty is a key part of company success, but growth goes hand-in-hand; your email marketing should support a strong cross-selling and upselling strategy. When you identify complementary products for customers, you continue to provide increased value. These full-funnel campaign emails can have a slightly stronger sales lead than in first-time engagement, but keep it gentle if you’re trying to sell a product that’s new to the customer. Also, keep in mind that customer loyalty isn’t as strong in B2B as it is in B2C, so continue to remind customers of how your products or services save them time, money, and resources.

Building subscriber lists is a common need for email marketers. The important thing to remember with this objective is that your email marketing should be focused on quality and not quantity. Because you could gain an additional 1,000 subscribers but they aren’t really interested in your brand and are therefore not going to add much value to your email database or your business.


Customers demonstrate the potential to become more valuable customers. These are profitable when assessed in terms of lifetime value, but the number of product holdings or current value is relatively low compared with the group above. Recommendations about relevant products based on their purchasing and browser behaviour can be an effective approach with this segment.

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.
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.
When you share your opinions, avoid dipping into politics, religion, sexuality, and other topics where many people have almost fundamentalist views. If, however, you know that most of your audience shares your opinion on a topic that’s important to them, you can instantly seem more trustworthy by pointing it out because people trust people who are similar to them.

You might consider making the language in your alt text actionable, such as "Click here to download the ultimate content creation kit." Actionable alt text will essentially turn every linked image into another CTA. So, even if someone doesn't see the snazzy GIF of my latest offer (or if they hover their mouse over an image that does show up), the alt text will beckon them to click.
Send people content they want. Email newsletter services offer features like groups and segmentation to help you make your content relevant to the people reading it. If you're sending different emails for different groups (for example, a nonprofit might send separate emails to volunteers, donors, and the board of directors), then you can ask people to check a box to join a particular group on your signup form. Segmentation allows you to target certain subscribers on your list without assigning them to group. If your store is having a sale, then you could send a campaign only to people near a particular zip code, because subscribers who live in other parts of the world don't need to know about it. You can also segment by activity, email clients, e-commerce data, and more. Sending relevant content will keep your readers engaged, and engaged readers look forward to your newsletter and share it with friends.
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.
Take personalization emails a step farther, and you can customize your call to action (CTA). Focus on understanding buyers and how their roles fit within their organizations. For example, a marketing director and a technical director may have entirely different goals and perspectives when they open up your email. If you offer a unique CTA for the two groups, they are more likely to engage with your email and more likely to convert.
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.
Now, work out the kinds of email communications which are appropriate and manageable for your brand. Newsletters? Generalised product promotions? Targeted product promotions? Order confirmation emails? Product reminders? All or a combination of the above? Work out what’s appropriate for you, and work out what’s appropriate for your personified customers, at each stage of their journey.
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Embedding images, animation, and vids in an email are tricky, as these elements often mess up during the transfer from one platform to another. A multitude of email clients, operating systems, and connection speeds make this an area in which to proceed with caution. Videos and animation are undeniably eye-catching and engaging, so it may be worth the risk of a dropoff to include them.
This kind of initial research and analysis is incredibly important. If you include anything which you haven’t subjected to research, analysis, insights, experience, and expert opinion, it simply won’t fly. This is important. Everything these days has to be tailored very specifically to your brand and your personal customer experience. Your competitor might have an amazingly successful marketing strategy (and it's good to learn things from what they're doing!), but that doesn’t mean that the same kind of thing would be as successful for your brand.
Customers demonstrate the potential to become more valuable customers. These are profitable when assessed in terms of lifetime value, but the number of product holdings or current value is relatively low compared with the group above. Recommendations about relevant products based on their purchasing and browser behaviour can be an effective approach with this segment.
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The first is a welcome email with 3 key tasks you can accomplish in the software. Three days later, there’s another email asking what you need to get done and encouraging you to start using the product. Two days later, there’s an email talking about the Asana dashboard. The series ends with an email two days later, which highlights the calendar view.
An email marketing strategy is part of your overall marketing strategy and business plan. It helps you market your products and services with the use of the email channel with the best chances for making a profit and reaching your goals. That is because an effective email marketing strategy takes into consideration what your target customers are, their preferences and benefits they are looking for as well as your products services and industry and which email marketing messages are most effective.
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