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The Strategic & Tactical Foundation of Email Marketing

Ignoring online marketing is like opening a business but not telling anyone

What is Email Marketing?

Most Common Types of Emails

What Contributes to a Great Email?

List Building, Segmentation, and Dynamic Fields

Setting Up Your First Email Campaign

The Fundamentals of Content Marketing

Writing for Email

Why Email Design Matters

Email Service Providers

Campaign Management

Automation

Setting Up Automation with MailChimp

Email Analytics

Reporting

CASL & GDPR Compliance

What is Email Marketing?

How does email and permission-based marketing efforts align with marketing strategy?

Email marketing plays a pivotal role in modern marketing strategies owing to its cost-effectiveness, wide reach, and personalized communication capabilities. Through segmentation and automation, marketers can deliver targeted messages at scale while measuring performance metrics for optimization. Email campaigns facilitate ongoing customer engagement, driving sales and nurturing relationships over time. 

 
Email Marketing MDP Instructor

Integration with other marketing channels and mobile optimization further enhance its effectiveness. Compliance with regulatory standards ensures trust and legal adherence. Overall, email marketing remains a cornerstone of successful marketing tactics, offering unparalleled opportunities for direct and impactful communication with audiences.

Email is ‘Old School’, So Why Still Do It?

It’s old, but it is still a thing for a very good reason!

Why do we use it?

  • People still use email on a regular basis
  • It allows you to directly reach people who have already connected with your organization in some way
  • Email is one of the best tools to help guide leads and customers through desired funnels and helps to maximize that CLV
  • Generally tends to be inexpensive

Steps to Launch Email

  1. Start from goals & over-arching marketing strategy
  2. Build an email list
  3. Segmentation
  4. Design templates for various campaign types
  5. Create email content
  6. Set a content delivery calendar
  7. Develop automation
  8.   Compliance
  9.   Monitoring & Optimization
  10. Reporting & Analysis

 

Steps to Launch Email

Start from Goals: As always, we need to start from our goals and overarching strategy.

Building an Email List: Marketers collect email addresses through various means, such as website sign-up forms, social media, events, or lead magnets (e.g., free downloads, discounts).

Segmentation: The collected email addresses are segmented based on factors like demographics, behaviors, purchase history, or interests. This segmentation allows for targeted and personalized messaging.

Creating Email Content: Marketers craft engaging and relevant content for their email campaigns, including text, images, and links. The content may include newsletters, promotional offers, product updates, or educational resources.

Designing Email Templates: Email templates are designed to ensure consistency in branding and layout across different campaigns. Templates can be customized to match the brand’s visual identity and optimized for mobile responsiveness.

Sending Emails: Using an email marketing platform or software, marketers schedule and send emails to their segmented lists. They can choose specific times and dates for delivery to optimize open and click-through rates.

Automation: Marketers utilize automation tools to set up automated email sequences triggered by specific actions or events, such as welcome emails, abandoned cart reminders, or birthday greetings.

Monitoring and Optimization: Marketers monitor the performance of their email campaigns using analytics provided by their email marketing software. Key metrics include open rates, click-through rates, conversion rates, and unsubscribe rates.

Optimization: Based on the insights gathered from analytics, marketers continuously optimize their email campaigns by testing different subject lines, content formats, sending times, and calls to action to improve results.

Compliance: Marketers ensure compliance with relevant regulations such as GDPR or CAN-SPAM Act by providing recipients with clear options to unsubscribe and honoring their preferences. They also maintain data security and privacy practices to protect subscriber information.

Reporting: Marketers can build out custom reporting based on results to share with other members of an organization.

Inbound vs. Outbound

Email campaigns are an important part of inbound marketing, an ongoing process and philosophy (coined by HubSpot in its early days) where marketers meet buyers in whatever stage of the journey they’re in.

More direct explanation, inbound refers to marketing that draws in potential consumers to encourage purchase through means like quality content. Whereas outbound focuses more on initiating contact with individuals directly, through traditional or digital means.

The Strategic & Tactical Foundation

  1. Directly integrated to hierarchy of goals & strategy
  2. Can help with execution of elements from each of the 4P strategies
  3. Plays a large part in a customer relationship management strategy to maximize CLV
  4. Email approaches align with other tactics for cross-channel marketing campaigns
  5. Helps with target market audience identification and expansion through data
  6. Allows for personalization for better customer user experiences
  7. Works in conjunction with the content strategy
  8. Delivers key insights for optimization across digital marketing activities

Email is Permission-Based

Coined by Seth Godin, Permission-based marketing, also known as permission marketing, is a strategy where businesses seek consent from individuals before sending them promotional messages or communications. In this approach, recipients voluntarily opt-in to receive marketing materials, giving explicit permission for businesses to contact them..

Most Common Types of Emails

Newsletters

Newsletters are a popular means of communication used by organizations, businesses, and individuals to deliver curated content, updates, promotions, or insights to subscribers via email. They serve as a direct channel for engaging with an audience and can be tailored to specific interests or topics.

Highlight the importance of email newsletters in building and nurturing relationships with subscribers, driving engagement, and achieving marketing goals.

Benefits & Capabilities of Newsletters

  • Spread your brand awareness
  • Nurture your relationship with existing customers
  • Give you the freedom to include multiple types of content
  • Great to stay in touch and remain top of mind
  • They do dilute your main CTA leading to lower conversion rates
  • Design is more complicated and requires more input
  • Generally are directly linked to content strategy.

 

Discuss the importance of defining clear goals for the newsletter, whether it’s driving traffic to a website, promoting products or services, providing valuable content, or increasing brand awareness.

Teach how to identify and understand the target audience’s preferences, interests, and pain points to tailor the newsletter content effectively.

Newsletters

Email Marketing - MDP Instructor

Email Marketing examples

 

Dedicated Emails (eBlasts)

Dedicated emails, also known as eblasts, are a type of email marketing campaign where a single promotional message is sent to a targeted list of recipients.

Unlike newsletters or automated sequences, which may contain a variety of content and are sent on a regular schedule, dedicated emails are focused solely on delivering a specific message or offer to the audience.

Highlight the purpose of eBlasts, which is typically to promote products or services, announce events or offers, or deliver important updates to subscribers.

Emphasize the importance of defining clear objectives for eBlasts, such as driving website traffic, generating leads, increasing sales, or raising brand awareness.

Benefits & Capabilities of eBlasts

  • Single Message and focus
  • Customized and personal
  • Highly visible
  • Promotional in nature
  • Targeted audiences
  • Easier to measure
  • Limited in messaging
  • More transactional, less focused on nurture

Benefits & Capabilities of eBlasts

  • Single Message: Dedicated emails focus on delivering a single, clear message or promotion to recipients. This could be a product announcement, special offer, event invitation, or any other targeted communication.
  • Customization and Personalization: While the message is consistent across recipients, dedicated emails can still be customized and personalized to some extent. This may include addressing recipients by name, tailoring content to their interests or preferences, or segmenting the audience based on demographics or behavior.
  • High Visibility: Since dedicated emails are standalone messages, they often receive high visibility in recipients’ inboxes. This can lead to increased open rates and engagement compared to emails that are part of a larger newsletter or automated sequence.
  • Promotional Nature: Dedicated emails are typically promotional in nature, aimed at driving specific actions such as making a purchase, registering for an event, or visiting a website. As such, they often include compelling calls to action and are designed to generate immediate response from recipients.
  • Targeted Audience: Dedicated emails are sent to a targeted list of recipients who have opted in to receive marketing communications from the sender. The audience may be segmented based on factors such as demographics, purchase history, or engagement level to ensure relevance and maximize effectiveness.
  • Measurable Results: Like other email marketing campaigns, dedicated emails are subject to measurement and analysis. Marketers track key metrics such as open rates, click-through rates, conversion rates, and ROI to evaluate the success of the campaign and inform future strategies.

 

eBlast Example

Email Marketing - MDP Instructor

Lead Nurturing Emails

Nurturing emails, also known as drip campaigns or automated email sequences, are a series of targeted and automated emails sent to subscribers over a specified period. 

The primary goal of nurturing emails is to build and maintain relationships with leads or customers by providing valuable content, guidance, and incentives at different stages of the customer journey.

  • Define lead nurturing as the process of engaging and educating prospects throughout their journey from initial awareness to becoming customers.
  • Highlight the importance of lead nurturing in building trust, establishing credibility, and guiding prospects towards a purchasing decision.

Benefits & Capabilities of Lead Nurture Emails

  • Timely and Sequential Delivery
  • Personalization
  • Content Variety
  • Lead Nurture
  • Customer Nurturing
  • Automation
  • Measurement and Optimization
  • Great for relationship building and cleaning out your email lists

Benefits & Capabilities of Lead Nurture Emails

  • Timely and Sequential Delivery: Nurturing emails are sent at predetermined intervals, delivering content and messages in a sequential order. This allows marketers to guide recipients through the buying process or deliver relevant information over time.
  • Personalization: Nurturing emails can be personalized based on recipient characteristics, behavior, or interactions with previous emails. Personalization helps increase engagement and relevance by delivering content tailored to individual interests and preferences.
  • Content Variety: Nurturing emails may include a variety of content types, such as educational resources, product recommendations, testimonials, case studies, or promotional offers. The content is designed to provide value to recipients and address their needs or pain points.
  • Lead Nurturing: In the context of lead generation, nurturing emails aim to educate and nurture leads through the sales funnel, from awareness to consideration to decision. By delivering relevant content at each stage, marketers can build trust, establish expertise, and move leads closer to conversion.
  • Customer Nurturing: For existing customers, nurturing emails focus on retaining and engaging them post-purchase. This may involve providing product usage tips, offering exclusive discounts or rewards, soliciting feedback, or upselling complementary products or services.
  • Automation: Nurturing emails are typically automated using email marketing software or marketing automation platforms. Marketers set up workflows or sequences that trigger emails based on predefined criteria, such as time intervals, user actions, or segment membership.
  • Measurement and Optimization: Like other email campaigns, nurturing emails are subject to measurement and analysis. Marketers track key performance indicators (KPIs) such as open rates, click-through rates, conversion rates, and engagement metrics to evaluate the effectiveness of the campaign and make data-driven optimizations.

Lead Nurture Example

Email Marketing - MDP Instructor

Transactional Emails

Transactional emails are automated messages sent to individuals in response to a specific action or transaction they have taken with a company or service. Unlike promotional emails, which are primarily focused on marketing or advertising, transactional emails are triggered by user interactions and provide essential information related to that interaction.

  • Define transactional emails as automated messages triggered by specific user actions or events, such as purchases, account creation, password resets, or order confirmations.
  • Highlight the primary purpose of transactional emails, which is to provide relevant information or updates to users in response to their actions.
Email Marketing - MDP Instructor

Benefits & Capabilities of Transactional Emails

  • Purpose driven
  • Automation
  • Content
  • Branding and Personalization
  • Compliance and security are required
  • Not meant for marketing
  • Vital in ecommerce

Benefits & Capabilities of Transactional Emails

  • Purpose: Transactional emails serve a functional or informative purpose, providing recipients with details related to a recent transaction, account activity, or user action. They are intended to facilitate or confirm a specific transactional event.
  • Automation: Transactional emails are typically automated and triggered in real-time based on specific user actions or events. Common triggers include user account registration, purchase confirmations, order status updates, password resets, shipping notifications, and account activity alerts.
  • Content: The content of transactional emails is straightforward and typically includes essential details related to the transaction or user activity. This may include order details (e.g., items purchased, order total, shipping information), account information (e.g., account activation, password reset instructions), or event confirmations (e.g., event registration, booking confirmation).
  • Branding and Personalization: While transactional emails prioritize functionality and information delivery, they still offer opportunities for branding and personalization. Companies often include their logo, brand colors, and other branding elements in transactional emails to maintain consistency and reinforce brand identity. Personalization can also be incorporated by addressing recipients by name or including personalized recommendations based on their previous interactions.
  • Compliance and Security: Transactional emails are subject to various legal and security requirements, particularly regarding data privacy and security. Companies must ensure compliance with regulations such as the CAN-SPAM Act (in the United States) and the General Data Protection Regulation (GDPR) (in the European Union) and take measures to safeguard sensitive information transmitted through transactional emails.

Transactional Example

Email Marketing - MDP Instructor

Transactional Emails

Strategically Leveraging Email Tactics

Email marketing encompasses various types of emails that can be manipulated in a variety of ways, each serving a unique purpose in engaging and nurturing audiences along their journey. From promotional campaigns to transactional messages, and from nurturing sequences to dedicated eblasts, every type of email plays a vital role in driving customer engagement, conversions, and brand loyalty.

By strategically leveraging these different types of emails, businesses can effectively communicate with their audience, deliver personalized experiences, and ultimately achieve their marketing objectives.

Email Marketing

Email marketing involves the process of sending commercial messages to a group of people via email.

Generally, it works in conjunction with a CRM to leverage the power of targeted communication to engage with audiences, drive conversions, and build long-lasting relationships with customers.

What Contributes to a Great Email?

By incorporating some key elements into your email marketing strategy, you can create emails that resonate with your audience, drive engagement, and ultimately achieve your marketing objectives.

Subject Line

A strong, clear, and compelling subject line grabs attention, entices recipients to open the email, and accurately reflects the content inside.

Email Marketing - MDP Instructor

Personalization

Tailoring the email content to the recipient’s interests, preferences, or behavior increases relevance and engagement. Personalization can include using the recipient’s name, referencing past purchases, or segmenting based on demographics.

Email Marketing - MDP Instructor

Proper Header Structure

Structures of marketing-based emails are built in HTML formatting. Having proper HTML structuring in similar patterns as webpages, including proper headers (h1, h2, etc.) and preheaders, is vital for email success.

  • Preheaders are usually used to refer to banners which link to view email in browser or to the website directly. But they can refer to the email ‘description’ in some providers.
Email Marketing - MDP Instructor

Relevant & Valuable Content

Providing valuable information, offers, or solutions to the recipient’s needs or pain points ensures that the email delivers real value. Content should be concise, engaging, and easy to digest.

Email Marketing - MDP Instructor

Clear Call to Action (CTA)

Every email should have a clear and actionable CTA that prompts recipients to take the desired next step, whether it’s making a purchase, signing up for an event, or visiting a website.

Email Marketing - MDP Instructor

Visual Appeal

Incorporating visually appealing elements such as images (including Alt text), videos, or GIFs can enhance the email’s attractiveness and increase engagement. However, visuals should complement the message and not overshadow the content.

Email Marketing - MDP Instructor

Mobile Optimization

With a significant portion of emails being opened on mobile devices, ensuring that emails are optimized for mobile responsiveness is crucial. Emails should display properly and be easy to read and interact with on smartphones and tablets.

Email Marketing - MDP Instructor

Consistent Branding

Maintaining consistent branding elements such as logo, colors, fonts, and tone of voice across all emails helps reinforce brand identity and build trust with recipients.

Email Marketing - MDP Instructor

Segmentation & Targeting

Segmenting email lists based on factors such as demographics, purchase history, or engagement level allows for more targeted and relevant messaging, increasing the likelihood of conversion.

Email Marketing - MDP Instructor

Timing & Frequency

Sending emails at the right time and frequency is essential to avoid overwhelming recipients or being ignored. Understanding the preferences and behaviors of your audience can help determine the optimal timing and frequency for your email campaigns.

Email Marketing - MDP Instructor

Testing & Optimization

Regularly testing different elements of your emails (e.g., subject lines, CTAs, content format) and analyzing performance metrics allows for continuous optimization and improvement of email effectiveness.

Email Marketing - MDP Instructor

A Few of the Most Popular Email Tools

By following these elements, the right email types, and using common writing for the web/Ad’s principles previously discussed (ACE, clarity, visual attractiveness, HTML structuring, etc.) you can create emails that resonate with your audience, drive engagement, and ultimately achieve your marketing objectives.

Email Marketing - MDP Instructor
List Building, Segmentation, and Setting Up Your First Campaign
Creating marketing lists, segmentation, and using dynamic fields. Use that data as a foundation for your first campaign.

What are Marketing Lists?

Marketing lists are collections of contact information, typically email addresses, of individuals who have opted in to receive communications from a business or organization.

Using permission-based marketing to align your audience with your marketing message and strategy.

  • Define marketing lists as curated databases of contacts or leads that can be used for email marketing, direct mail, or other promotional activities.
  • Highlight the importance of acquiring high-quality marketing lists to reach and engage target audiences effectively.

How Do We Acquire Marketing Lists?

Collecting and Organizing Subscriber Data

  •  Website Forms: Utilize website forms to capture visitor information, including email addresses, through sign-up forms, pop-ups, or gated content offers. Offer incentives such as discounts or exclusive content to encourage sign-ups.
  •  Social Media: Leverage social media platforms to promote newsletter sign-ups or exclusive offers. Utilize call-to-action buttons, bio links, or sponsored posts to drive traffic to sign-up forms on your website.
  • Events and Networking: Collect email addresses at events, trade shows, or networking opportunities by hosting giveaways, contests, or raffles. Use physical sign-up forms or digital tablets for on-site registration.

Acquiring Marketing Lists

  • Content Upgrades: Offer valuable content upgrades, such as ebooks, whitepapers, or webinars, gated behind email sign-up forms. Promote these upgrades within blog posts or other content to entice visitors to subscribe.
  • Referral Programs: Implement referral programs where existing subscribers can refer friends or colleagues in exchange for incentives or rewards. Encourage sharing of sign-up links through social media or email.
  • Partnerships and Collaborations: Collaborate with complementary businesses or influencers to cross-promote each other’s email lists. Offer joint promotions or exclusive offers to incentivize sign-ups from each other’s audiences.

Acquiring Marketing Lists

  • Purchase Lists: Exercise caution when purchasing email lists, as this can lead to low-quality leads and potential legal implications. If purchasing lists, ensure they are from reputable sources and comply with relevant regulations such as GDPR or CAN-SPAM Act.
  • Opt-In and Double Opt-In: Always use opt-in or double opt-in methods to ensure subscribers willingly consent to receiving communications. This helps maintain list quality and compliance with anti-spam regulations.
  • Offline Channels: Don’t overlook opportunities to collect email addresses through offline channels such as in-store sign-up forms, phone inquiries, or direct mail campaigns. Integrate offline and online efforts for comprehensive list building.

Acquiring Marketing Lists

  • Customer Lists: Utilize existing customer databases to build marketing lists. Encourage customers to opt-in to receive promotional emails during purchase or registration processes. Leverage customer relationship management (CRM) systems to segment and organize customer data for targeted marketing campaigns.
  • List Hygiene: Regularly clean and update your marketing lists to remove inactive or outdated contacts. This helps improve email deliverability and ensures you’re reaching engaged subscribers.

Acquiring Marketing Lists Strategies

  • Content gating: Offering valuable content such as ebooks, guides, or webinars in exchange for contact information.
  • Social media lead generation: Using social media platforms to attract and capture leads through targeted ads, contests, or lead forms.
  • Networking and partnerships: Collaborating with industry partners, influencers, or event organizers to access their audience and acquire marketing lists.
  • Online and offline events: Hosting or participating in events such as webinars, trade shows, or workshops to collect contact information from attendees.
  • Website opt-in forms: Placing opt-in forms on websites or landing pages to capture visitor information and build marketing lists.

Best Practices for List Growth

  1. Opt-In Forms
  2. Incentives
  3. Content Upgrades
  4. Segmented Signup Forms
  5. Exit-Intent Pop-Ups
  6. Social Media Integration
  7. Referral Programs
  8. Webinars & Events
  9. Networking Opportunities
  10. Cross-Promotion
  11. Content Marketing
  12. Email Signature
  13. Mobile Optimization
  14. Follow-Up Campaigns
  15. Analytics & Optimization

 

Best Practices for List Growth

  • Opt-In Forms: Utilize clear and prominent opt-in forms on your website, landing pages, and social media channels to encourage visitors to subscribe to your email list.
  • Incentives: Offer incentives such as discounts, exclusive content, or freebies in exchange for email sign-ups to entice visitors to join your list.
  • Content Upgrades: Provide valuable content upgrades, such as ebooks, guides, or templates, gated behind email sign-up forms to capture leads interested in specific topics.
  • Segmented Sign-Up Forms: Use segmented sign-up forms to allow subscribers to select their interests or preferences, ensuring they receive relevant content.
  • Exit-Intent Pop-Ups: Implement exit-intent pop-ups on your website to capture visitors’ email addresses before they leave, offering them a reason to stay connected.
  • Social Media Integration: Promote email sign-ups across your social media profiles, utilizing call-to-action buttons, bio links, or sponsored posts to drive traffic to your sign-up forms.
  • Referral Programs: Encourage existing subscribers to refer friends or colleagues to join your email list by offering incentives or rewards for successful referrals.
  • Webinars and Events: Host webinars, workshops, or events and collect email addresses during registration to grow your list with engaged leads interested in your offerings.
  • Networking Opportunities: Collect email addresses at industry events, trade shows, or networking meetups by offering giveaways, contests, or raffles.
  • Cross-Promotion: Partner with complementary businesses or influencers to cross-promote each other’s email lists, reaching new audiences interested in related topics or products.
  • Content Marketing: Create valuable and shareable content, such as blog posts, videos, or podcasts, to attract organic traffic to your website and encourage visitors to subscribe to your list.
  • Email Signature: Include a call-to-action and link to your sign-up form in your email signature to capture leads from your personal or professional email communications.
  • Mobile Optimization: Ensure your sign-up forms and landing pages are mobile-friendly to accommodate users accessing your website from smartphones and tablets.
  • Follow-Up Campaigns: Implement follow-up campaigns to engage with leads who have shown interest but haven’t yet subscribed, providing additional value to encourage them to join your list.
  • Analytics and Optimization: Regularly monitor and analyze your list growth metrics, such as conversion rates and sources of sign-ups, to identify areas for improvement and optimize your list-building strategies accordingly.

 

The Importance of List Segmentation
Segmentation involves dividing your email list into smaller, targeted groups based on shared characteristics or behaviors. This allows for more personalized and relevant communication with subscribers, leading to higher engagement and conversion rates.

Why Segment?

Improving Relevance and Engagement

  • Improved Relevance: Segmentation allows you to tailor your email content to specific audience segments based on their interests, preferences, and behaviors. By delivering more relevant content, you increase the likelihood of engagement and conversion among your subscribers.
  • Increased Engagement: Segmented email campaigns often result in higher open rates, click-through rates, and overall engagement compared to non-segmented campaigns. Subscribers are more likely to interact with content that speaks directly to their needs and interests.
  • Enhanced Personalization: Segmentation enables you to personalize your email campaigns by addressing subscribers by name, referencing past interactions or purchases, and recommending relevant products or content. Personalized emails create a stronger connection with subscribers and foster loyalty.

 

  • Discuss the significance of defining the target audience and understanding their demographics, interests, and preferences before acquiring marketing lists.
  • Teach how to conduct market research, analyze customer data, and create buyer personas to identify the most relevant audience segments for marketing campaigns.

Why Segment?

  • Better Targeting: Segmentation allows you to target specific segments of your audience with tailored messaging and offers. Whether you’re focusing on demographics, geographic location, or purchasing behavior, segmentation helps you deliver the right message to the right people at the right time.
  • Optimized Campaign Performance: By analyzing the performance of segmented email campaigns, you gain valuable insights into what resonates best with different audience segments. You can use this data to refine your messaging, offers, and targeting strategies for future campaigns, leading to improved overall campaign performance.
  • Higher Conversion Rates: Segmented email campaigns are more effective at driving conversions because they deliver content and offers that are highly relevant and compelling to recipients. Subscribers are more likely to act when presented with personalized recommendations and targeted promotions.
  • Reduced Unsubscribes and Complaints: By sending relevant content to specific segments of your audience, you reduce the likelihood of recipients unsubscribing or marking your emails as spam. Segmentation helps ensure that subscribers receive content that aligns with their interests, minimizing the risk of disengagement or irritation.

Why Segment?

  • Increased Customer Lifetime Value: Segmentation allows you to nurture relationships with subscribers over time by delivering value at each stage of the customer journey. By providing personalized experiences and relevant offers, you can increase customer satisfaction, loyalty, and lifetime value.
  • Improved Email Deliverability: Segmented email campaigns tend to have higher engagement rates, which can positively impact your sender reputation and email deliverability. Internet service providers (ISPs) are more likely to prioritize emails from senders with high engagement rates, leading to better inbox placement for your campaigns.
  • Competitive Advantage: Effective segmentation enables you to stand out in a crowded inbox by delivering targeted, personalized content that resonates with your audience. By providing a superior email experience, you differentiate your brand and maintain a competitive edge in the marketplace.

Segmentation Data Points

Psychographic Characteristics

  • Interests and hobbies
  • Values and beliefs
  • Personality traits
  • Lifestyle preferences
  • Purchase motivations

 

Lifecycle Stage

  • New subscribers
  • Active customers
  • Lapsed customers
  • VIP or high-value customers
  • Churned or inactive subscribers

 

  • Demographic segmentation: Based on characteristics such as age, gender, income, education, occupation, or marital status.
  • Psychographic segmentation: Based on lifestyle, values, beliefs, interests, attitudes, or personality traits.
  • Behavioral segmentation: Based on past actions, purchase behavior, brand interactions, usage patterns, or engagement levels.

Geographic segmentation: Based on geographic location, such as country, region, city, or climate.

Segmentation Data Points

Engagement Level

  • Highly engaged subscribers
  • Moderately engaged subscribers
  • Low-engagement subscribers
  • Non-engaged subscribers
  • Inactive subscribers

 

Purchase Frequency

  • First-time buyers
  • Repeat customers
  • High-frequency buyers
  • Infrequent buyers
  • Non-buyers

 

  • Tailoring marketing messages and offers to specific audience segments, increasing relevance and engagement.
  • Improving customer understanding and insight by identifying unique needs, preferences, and behaviors within different segments.
  • Maximizing ROI by allocating resources more effectively and focusing marketing efforts on high-potential segments.

Segmentation Data Points

Email Preferences

  • Email frequency preference (daily, weekly, monthly)
  • Content preferences (product updates, newsletters, promotions)
  • Opt-in status for specific email lists or topics
  • Subscription status (subscribed, unsubscribed, pending confirmation)

 

Customer Feedback

  • Net Promoter Score (NPS)
  • Customer satisfaction ratings
  • Product or service preferences
  • Feedback on marketing campaigns or content

 

  • Many more ways, depending on the data you have access to.
  • NPS is a metric used to measure customer loyalty and satisfaction with a company or brand. NPS is based on a single question survey that asks customers to rate, on a scale of 0 to 10.

What Are Dynamic Fields?

Dynamic fields, also known as merge tags or personalization tags, are placeholders in email content that automatically populate with individual subscriber data, such as first name, last purchase date, or location. Using dynamic fields enhances personalization and customization in email campaigns, increasing recipient engagement and response rates.

 

  • Define dynamic fields as placeholders in marketing content or forms that automatically populate with personalized information based on user data or parameters.
  • Highlight the role of dynamic fields in enhancing personalization, improving user experience, and increasing engagement in marketing communications.

Dynamic Field Types

They Allow You To Personalize Email Based on Subscriber-Specific Information Like:

 

  • First Name
  • Last Name
  • Company Name
  • Purchase History
  • Last Purchase Date
  • Location
  • Birthday
  • Subscription Preferences
  • And More…

 

  • Personalization tags: Fields that insert recipients’ names, company names, or other personal details into email subject lines, greetings, or body content.
  • Custom fields: Fields that capture and display specific user data, such as location, purchase history, or product preferences, to tailor content or offers.
  • Conditional fields: Fields that appear or change based on user inputs or predefined conditions, such as showing different form fields or content based on user selections or behaviors.

Benefits of Dynamic Fields

  • Enhanced Personalization: Dynamic fields enable you to create personalized email experiences tailored to each recipient, increasing engagement and relevancy.
  •  Improved Click-Through Rates: Personalized emails with dynamic content are more likely to capture subscribers’ attention and drive them to take action.
  •  Increased Conversions: By delivering targeted offers and recommendations based on subscriber data, dynamic fields can lead to higher conversion rates and sales.
  • Time Savings: Automating the insertion of subscriber data using dynamic fields saves time and effort compared to manually customizing each email.
  • Enhanced personalization: Dynamic fields allow marketers to deliver more relevant and targeted messages by addressing recipients by name, referencing past interactions, or customizing content based on their preferences.
  • Improved user experience: Dynamic fields can streamline form completion processes by pre-filling fields with known user data, reducing friction and increasing conversion rates.
  • Increased engagement and conversion: Personalized and customized content generated using dynamic fields can capture recipients’ attention, evoke emotional responses, and prompt desired actions, leading to higher engagement and conversion rates.

Implementation

  •  Most email marketing platforms provide built-in functionality for incorporating dynamic fields into email campaigns.
  •  Simply insert the appropriate merge tag into your email template, and the platform will replace it with the corresponding subscriber data when sending the email.
Email Marketing Campaign - MDP Instructor

Best Dynamic Practices

  •  Test Dynamic Content: Experiment with different types of dynamic content and placement within your emails to determine what resonates best with your audience.
  •  Segmentation and Personalization: Combine dynamic fields with segmentation to create highly targeted and personalized email campaigns.
  •  Data Accuracy: Ensure that your subscriber data is accurate and up-to-date to avoid errors or inaccuracies in dynamic content insertion.
  • Avoid Over-Personalization: Use dynamic fields judiciously and avoid overusing personalization, which can come across as intrusive or creepy to recipients.

 

Dynamic best practices additional

  • Collecting and maintaining accurate user data to ensure dynamic fields populate with relevant and up-to-date information.
  • Testing dynamic content and variations to optimize performance and ensure compatibility across different devices and email clients.
  • Respecting user privacy and preferences by obtaining consent and providing options for users to update or opt-out of personalized communications.

Setting Up Your First Campaign with MailChimp

Step 1

Once MailChimp has been set up. Your first step for campaign creation is to click on the ‘Create’ Button. (Marketing lists can be created prior or after this step in a separate setup process)

Email Marketing Campaign - MDP Instructor

Step 2

Choose your campaign name or set up for a multivariate test. (For our purposes, name the email)

Email Marketing Campaign - MDP Instructor

Step 3

Your email dashboard will be opened. First selection is recipients. At this point, if you have added subscribers, you can choose your segment. If not, you can add at this time. You can also perform all additional steps and add later. 

Email Marketing Campaign - MDP Instructor

Step 4

In this case, we will skip for now and use an old segment of individuals.

Email Marketing Campaign - MDP Instructor

Step 5

Next, you must choose who the email is from. It can be from an individual, department, or the business at large. Usually, it will default to the account creator information.

Email Marketing Campaign - MDP Instructor

Step 6

Next comes your subject line. Grab something catchy and between 30-50 characters for best results. Also add in preview text (generally a company slogan or hook) to help with email clients and how they show email.

Email Marketing Campaign - MDP Instructor

Step 7

Choose your delivery time. It can be scheduled for on-going if automated, in this case it is an individual email so choose the time you want to deliver. We have options with this.

Email Marketing Campaign - MDP Instructor

Step 8

It is time to design your email. Click on the design email button to get started. Then, you can start from scratch, build from templates you have created, code your own, their AI, or choose a template to get started.

Email Marketing Campaign - MDP Instructor

Step 9

Once you choose your design plan, you are ready to get started on design and copywriting! Works much like any CMS system available as emails are built in HTML. Remember to use dynamic fields when appropriate.

Email Marketing Campaign - MDP Instructor

Step 10

When the email is ready, you can send it via test or preview for approval. You can also choose to send via social and attached tracking to the email for monitoring purposes. If all things are good, you can go ahead and schedule it. changes can be made at a later time if needed as well.

Email Marketing Campaign - MDP Instructor
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